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
Zebra Technologies: From Barcode to Physical AI! Zebra Technologies is well-equipped for the AI era!
The technology sector is once again coming into greater focus for investors, moving up to 4th place....
Applied Materials Looks to the Future! AI Investments Last Longer Than Expected and Rise to USD 1.5 Trillion!
Extended Investment Cycle: Semiconductor market is entering a growth phase due to ongoing AI investments...
US Markets Defy Geopolitical Tremors – Trump Dominates NATO Summit with Iran Shock and Turnaround – Fed Chief Warsh Forms Elite AI Taskforce – Meta Platforms Breaks with Open Source Tradition and Targets Cloud Billions – AMD Accelerates Gigascale AI Factories and Defies China Risks – Applied Materials Profits from Unprecedented AI Investment Cycle – Netflix Plans Live TV Offensive and Targets World Cup Rights – Micron Injects 250 Billion Dollars into US Chip Infrastructure – PepsiCo Struggles with Weak US Consumer
After the recent trading day on Thursday, July 9, 2026, US markets showed resilience in the face of massive...
AMD and 5C Plan Gigascale-Class AI Infrastructure! Autonomous AI Agents Increase CPU Demand!
Major Project in North America: Strategic alliance with 5C strengthens AMD's market position in large-scale...
Do the investments finally make sense? Muse Spark 1.1 and new Iris chip drive the monetization plans!
Transition to Monetization: CEO Mark Zuckerberg considers building a proprietary cloud business to...
Arista Networks: Transition to a Provider of Complete Rack Systems! Meta and Microsoft Collaborate with Arista!
The midfield has become relatively quiet, and many sectors are stagnating. The "Technology" sector is...
Doubling Air Traffic by 2045! Airbus Increases Deliveries and Has Plans for Fuel Cell Engine!
Airbus SE reinforces its unyielding industry leadership with its current global market outlook. Despite...
Grok 4.5 Improves Computational Efficiency! But SpaceX Faces Pressure Due to Price Drop and Market Share Loss!
Technological Advancement: The new model Grok 4.5 significantly improves computational efficiency...
Nemotron 3 Ultra model reduces inference costs by 90%! Nvidia now cheaper than it has been since 2019!
Efficiency leap: The new Nemotron 3 Ultra model reduces inference costs by a factor of ten compared...
Waymo Expands to 4 New US Cities! The Alphabet Subsidiary is 94% Safer than Human Drivers!
Fleet and Geographic Expansion: Waymo expands its driverless service to four new major US cities...
Apple's Bold Tech Strategy! Affordable China Memory, ASIC Deal with Broadcom, and Hype Around Foldable Models!
The ongoing shortage of memory storage is forcing Apple (AAPL) to take drastic measures. After an average...
VSE: High-Flyer in the Spare Parts Market for Aviation! VSE With PAG Acquisition and Exclusive Pratt & Whitney Deal!
We want to take another look at the "Industrials” sector. The "Aerospace & Defense” area is performing...
US Markets in Geopolitical Stranglehold – Escalation in the Middle East Drives Oil Prices – Alphabet Bets on Nuclear Fusion – Amazon Floods Bond Market with $25 Billion – Rivian Shocks Investors with Massive Dilution – Meta Launches Attack in AI Image Market – Walmart Bows to Trump and Lowers Prices – Penguin Solutions Shines with AI Record Numbers
After the recent trading day on Tuesday, July 7, 2026, US markets presented themselves in deep red amid...
Dilution Beats Growth! Capital Needs Slow Down Rivian's Rally and Send Shares Down 18%!
Stock crash after capital increase: The announcement of a stock issuance worth approximately $1.51...
$25 Billion Fresh Capital in the Bond Market! Amazon's Expensive Future Insurance for AI and Satellites!
Billion-dollar bond: Amazon issues bonds worth at least $25 billion to finance the expansion of AI...
Alphabet's Nuclear Bet! Google Invests in the German Startup Proxima Fusion and Stellarator Technology!
Energy for data centers : Google is participating in a €411 million funding round for the German...
First Google, now Salesforce! I see a Similar AI Comeback Here - P/E Ratio of Under 12!
On the stock market, the greatest fortunes are often made when one has the courage to bet against the...
Carpenter Technology: From Aerospace to Medical Technology! Carpenter Owns Over 500 Alloys for the Future!
Industrial stocks are irreplaceable in a functioning economy. Essential materials form the basis for...
SK Hynix Drives ASML's Order Books! According to the IPO Files, up to $7.8 Billion are Earmarked for EUV Systems!
Billions investment: SK Hynix plans to purchase ASML EUV systems for around $7.8 billion (KRW 11.9...
Vertex Acquires Crinetics for $10 Billion! Two new Revenue Drivers and FDA Approvals Provide Momentum!
Billion acquisition: Vertex acquires Crinetics Pharmaceuticals for $10.0 billion to strategically...