Andreas Wimbauer

Andreas Wimbauer completed his engineering studies at the University of Ulm in 2008 and has since worked for 15 years in the industry in the fields of mobile communications, hydropower plant construction, and voice control in the automotive sector. However, since his school days, he has been captivated by the stock market, shares, and capital markets and has never lost interest. To this day, he invests long-term in quality, growth, and dividend stocks, primarily from the US market. As a solid core investment in his portfolio, he uses ETFs and additionally mixes in a few individual stocks that, in his opinion, are suitable for a buy and hold portfolio due to their unique market position and published financial figures over the long term.

Latest from Andreas Wimbauer

IDEXX Laboratories: Cardiology, Parasite Tests, and Ambient AI! IDEXX is Advancing Connected Veterinary Medicine!

The markets are still processing the shock effect of increased volatility. The "Healthcare” sector...

Alphabet's Strategic Triple Strike! Attack on Drone Logistics, AI Video Models and Semiconductors!

Logistics Offensive: 125 million USD for a new manufacturing facility to scale autonomous drone delivery...

Change of Course in Omaha! How Greg Abel Mobilizes Berkshire's Mountain of Billions and Accelerates Share Buybacks!

Operating Profitability: Revenue exceeded forecasts at $105.6 billion, while operating income fell...

IBM launches quantum computer with 120-qubit processor! Industrial progress instead of experimentation!

Operational milestone: IBM launches its most advanced quantum system, Quantum System Two, in Chicago,...

Panic is Not a Signal to Run Away! This Historic Trading Day Shows Why Investors Need a Plan!

Yesterday, Thursday, was one of those days when the stock market feels brutal. The Nasdaq-100 lost 6.36%,...

Essential Utilities: From Water to Natural Gas! Between Regulated Infrastructure, Acquisitions, and Mega Merger!

Out of nowhere, there was a massive sell-off across the entire AI sector. Memory manufacturers lost more...

Precision Data for Robotics! Innodata's Leap into Physical Intelligence!

Revenue increase of 53 %: Innodata posts revenues of $95.6 million in Q3 2026, exceeding market consensus...

Nvidia plans to convert 130 Brightspeed locations! Power supply for 1 GW capacity already available!

Network Offensive: Negotiations with Apollo for the conversion of over 130 Brightspeed locations into...

Cloudflare reports its best quarter ever! 10 million developers accelerate agent workflows!

Revenue jump: Revenue in Q3 rises by 39% to $782.5 million, significantly beating consensus estimates...

SoFi Technologies is Maturing! Why I'm Building My First Position at the Current Price Level!

I have decided to establish an initial position in SoFi Technologies (i)(SOFI). Not because the stock...

Mastercard: China, Bots, and Stablecoins! Mastercard Prepares for the Era of Agentic Shopping!

Following yesterday's midterm elections and the victory of the Democrats, there have been some shifts...

Booking Holdings remains the travel machine! AI could be more of an opportunity than a threat for the market leader!

Booking Holdings (i)(BKNG) owns one of the most powerful travel ecosystems in the world with Booking.com,...

Walmart: Sparky and Agent Shopping! Walmart Distances Itself from Competition with AI and Club Models!

People are focusing on their necessary daily purchases. The "Consumer Defensive" sector is leading with...

Super Micro Computer aims to produce up to 8,000 racks per month! Will the margin suffer?

Expectations significantly exceeded: Revenue reached $19.9 billion in Q1 2027, and the adjusted EPS...

Network infrastructure essential for the AI supercycle! Arista Networks grows at record pace since the IPO!

Record values in growth and margin: Arista Networks increased its revenue by 58.5% to $3.66 billion...

Record Hunt in Data Centers with Revenue Doubling! AMD Outsmarts Market Expectations in Q3!

Profit Surge: AMD significantly exceeds expectations with an adjusted profit of $2.09 per share and...

Aehr Test Systems Explodes After the Numbers! Is This the Next Leading Indicator for the Semiconductor Boom?

Aehr Test Systems (AEHR) is a slightly lesser-known but important specialist in the semiconductor value...

Jones Lang LaSalle: With Accelerate 2030 and AI Power to a Record Year! JLL Conquers the Real Estate Market!

Before the midterm elections in the USA, we are witnessing a sector rotation. Moving out of AI and into...

MacBook Offensive and iPhone Strength! Apple Delivers Record Numbers but Memory Prices Weigh on Margins!

Record revenues and profits: Apple exceeds consensus estimates from Wall Street in Q4 2026 with a...

Alphabet is 30% Below Its All-Time High! I'm Staying Calm and Buying Slowly Again!

In April 2025, I took advantage of the weakness in Alphabet (i)(GOOGL). Now, I find myself in a similar...