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
Telemedicine in Transition! Why Teladoc Health is Suddenly Soaring!
The stock of Teladoc Health (TDOC), the global pioneer in virtual medicine, is celebrating a strong comeback....
Enphase Energy Shifts to the Data Center Sector! Will it Achieve an Operational Turnaround?
Technological Shift: Enphase is entering the expanding AI data center market with solid-state transformers...
US Markets Surge After Peace Agreement in the Persian Gulf – Trump Ends Sea Blockade Against Iran – New Fed Era Under Kevin Warsh Shocks with Restrictive Tone – Accenture Experiences Historic Stock Plunge After Guidance Cut – SK Hynix Delivers HBM4E Memories for Nvidia's AI Factories – Enphase Energy Benefits from Data Center Fantasies – Alphabet Recalls Waymo Robotaxis – Meta Forced to Divest AI Startup Manus Under Pressure from Beijing – Intel Celebrates Stock Explosion After Government-Backed Apple Deal – Salesforce Shines with AI Growth and Analyst Upgrade
After the recent trading day on Thursday, June 18, 2026, the US exchanges presented a robust upward movement,...
The Foundation of Nvidia's AI Factories! SK Hynix Delivers First Samples of the New HBM4E Memory!
Technological Leap: SK Hynix delivers first HBM4E samples with 12 layers, 20% higher energy efficiency,...
Loss of confidence for Accenture on Wall Street! When the AI hope crashes against reality!
Growth slowdown: Accenture lowers revenue forecast for 2026 to 3 to 4% from previously 3 to 5%, as...
Materion: The AI Boom Requires Materials! No Megatrend can do Without Materion's Specialty Alloys!
The media primarily discusses the AI boom in relation to chip manufacturers and memory producers, scarcely...
Power for the AI Revolution! Vistra Becomes the Preferred Power Partner of AI Giants with Nvidia-KKR Pact!
The Vistra Corporation (VST), one of the largest integrated power producers in the USA, experienced an...
Architectural Renaissance in the Data Center! Agentic AI is Cementing Arm's Technological Lead!
Paradigm shift to Agentic AI: Transition from chatbots to autonomous AI agents shifts the CPU-to-GPU...
SEC Regulation and Cost Containment Drive Robinhood! 8.8% Daily Gain Shows Optimism!
Regulatory tailwind: The US Securities and Exchange Commission (SEC) plans an exemption for tokenized...
Supply Shortages as Margin Drivers! Micron Price Target Jumps to $1,500!
Analyst Optimism: Deutsche Bank raises price target by 50% to $1,500, driven by supply and demand...
SoFi Technologies is Becoming the Next-Gen Bank! Is the Growth Story Facing an Explosive Rebound?
The stock of SoFi Technologies (SOFI) had a brutal start to 2026. Despite strong fundamental developments,...
Concrete Pumping Holdings: Boom with Data Centers! CPH Focuses on Concrete and Temporary Power Supply!
A small pullback in technology stocks has pushed the "Industrials” sector to the forefront of our sector...
Musk is Reaching for the AI Crown with SpaceX! $60 Billion are on the Table for the Acquisition of Cursor!
Strategic Mega Acquisition: SpaceX acquires AI specialist Cursor for $60 billion in stock Fifth...
US Markets Divided – Trump Opens Door for Congressional Veto on Iran Deal – Fed Chair Warsh May Depart from the Dot Plot – Oil Prices Crash After Hormuz Reopening – Meta Celebrates Threads Milestone Amid AI Crisis – Microsoft Scales AI Monetization with Copilot Cowork – SpaceX Acquires AI Startup Cursor – General Motors and Lockheed Martin Forge Arms Alliance – Lionsgate Studios Benefits from Netflix Acquisition Rumors – Yum Brands Sacrifices Pizza Hut for Taco Bell Expansion
After the latest trading day on Tuesday, June 16, 2026, the US markets displayed a significant division....
Microsoft's New Monetization Stage! Can Copilot Cowork Justify the High AI Investments?
Market Penetration: Over 50% of Fortune 500 companies are already using the new software solution...
Meta's Reach Power Grows! 500 Million Threads Users and New Facebook Tools Mask the AI Crisis!
Milestone for Threads: Text app Threads reaches 500 million monthly active users, solidifying Meta's...
Johnson & Johnson on Track for $100 Billion Revenue Milestone! I'm Holding on to my Shares!
After the spinoff of the consumer goods division Kenvue in 2023, Johnson & Johnson (i)(JNJ) has successfully...
Okta: The Digital Access Control! Okta Protects Companies Through Identity Protection for People and Machines!
The news of a deal between the USA and Iran was enough to catapult the "Technology" sector back to the...
The Terabyte Rally in Storage Stocks! Despite a 1,000% Price Increase, Western Digital is not Just a Hype Story!
Price target raised: Morgan Stanley rates Western Digital as a top pick and raises the price target...
DoorDash Stock Soars 11.6%! Technological Expansion and Advertising Platform Impress Investors!
AI as a Growth Driver: New AI chatbot expands ordering functionality with photo and voice prompts...