Artikel von Leonid Kulikov
Research, Research and more Research!
As a TrendScout, you can never lean far enough out of the window to look beyond the horizon. And if there’s even a hint of an interesting growth story lurking out there, I am ready to take the hard road to discover that story!
Whether it’s the fascinating idea of digital robot AI worlds or ecological waste disposal; whether biotechnology or water treatment; virtual reality or luxury goods – I keep everything in sight and try to share my insights as quickly as possible, because having an information advantage combined with a unique perspective is sometimes half the battle. Whether trading or investing, long-term investment strategies or short-term news impulses – everything plays an important role and is taken into account in the analysis.
Wishing you much success and may you be profitable!
Latest from Leonid Kulikov
Stocks in Action USA: Kura Oncology, Haemonetics, and Alibaba.
Alibaba Launches a New AI Commerce Platform via Alipay – Stock Rises!
Alibaba's payment subsidiary Alipay is launching a new platform where AI agents are supposed to automatically...
AI Gets Hands – and Investors Face a Billion-Dollar Question!
The AI boom leaves the screen . What began as a sleek software revolution will become physical – and...
Amazon – The Cloud Giant Whose True Growth Potential is Still Underestimated!
I share the assessment of Morgan Stanley analyst Brian Nowak, that everything for Amazon hinges on its...
The Revived AI Trade Catapults Wall Street Back Towards Record Levels Thanks to a Fourteen-Fold Revenue Explosion at Anthropic, While the Oil Price Hovers Near $89 and New Clashes in Lebanon, Along With Trump’s Threats Against Oman, Reignite the Middle East Risks – Gold Briefly Breaks the $4,400 Mark. The DAX Holds Firm at Just Under 26,423 Points, Directly Below Its Record High, While in China, Memory Chip Champion CXMT Displaces Former Heavyweight Tencent From the Stock Market Peak
USA & MACRO-ENVIRONMENT Wall Street starts the new week cautiously The S&P 500 is trading...
Amazon – The US Retail and Cloud Giant is Expected to Rise to $500 by the End of 2027 Thanks to AWS!
Amazon's $500 price target hinges on a single number: AWS's path to $1 trillion in revenue. If it manages...
Stocks in Action USA: RTX, Argenx, and Serve Robotics.
RTX (RTX): $22.9 Billion Major Contract for Tomahawks Drives Next Growth Surge! RTX has received a...
Serve Robotics – The US Delivery Robot Specialist Reinvents Itself After the Break with Uber!
Serve Robotics parts ways with Uber and pays the price with a halved revenue forecast – but the real...
Nubank: Here's why the Record Figures from Q2 Could Pave the Way for Further Price Potential!
I am convinced: Nu Holdings has not only reached a milestone in the second quarter but has also laid...
The Great Transformation: Here's why Memory and Robots are Ushering China's Tech Giants from Their Thrones!
A power shift is occurring in China's capital markets. Overnight, a memory chip manufacturer from the...
Wall Street Holds Steady Near Its Record Highs, While Surprisingly Weak US Retail Sales Cement Bets on a Fed Rate Pause, and the DAX Re-Aims Its Own Best Record – Driven by SAP’s Takeover Speculation Surrounding Workday, While Energiekontor Plummets by 17% Following a Profit Warning – Nubank Hits the Billion-Dollar Earnings Mark for the First Time, Reddit Sparks a Stock Surge With Its S&P 500 Ascent, and NVIDIA Builds for Its 2028 Chip Platform Ahead of Its Earnings
USA & MACRO-OUTLOOK The indices continue to oscillate just below their all-time highs As the...
Stocks in Action USA: Eton Pharmaceuticals, Heartflow, Nu Holdings
Eton Pharmaceuticals (ETON) nearly doubles revenue and aims for a 35% EBITDA margin! Eton Pharmaceuticals...
Reddit – The US Forum Platform Rises into the S&P 500, Despite Growing AI Concerns!
Reddit's leap into the S&P 500 drives the stock above the mandatory purchase threshold of index funds...
NVIDIA – the Chip Giant Is Already Building the Platform of 2028 While the Competition Is Still Catching Up!
NVIDIA's strongest signal is that it is already working on Feynman for 2028, while Rubin is just getting...
SanDisk – Is the Memory Manufacturer Aiming to Take the Fear Out of the Dreaded NAND Cycle With Multi-Year Contracts?
I see Sandisk as one of the most interesting restructuring cases in the memory industry. Simply put,...
Here's how OpenAI and Anthropic Plan to Conquer Wall Street and Why Coding is Becoming the First True Cash Cow of Artificial Intelligence!
The race for Artificial Intelligence lost its innocence in 2026. Instead of focusing on records and benchmarks,...
The Wall Street Surges Back Towards Record Highs After Surprisingly Weak Producer Prices, Pricing in a Fed Pause in September As Oil Prices Slide Below $81 Amidst the Hormuz Deadlock – Lenovo Electrifies the AI Rally While Cisco and Cerebras Disappoint With Cautious Outlooks – the Bond Market Stirs New Fears With the Highest 30-Year Financing Rates in a Quarter of a Century, While the DAX Remains Less Than 150 Points Below Its Record
USA & MACRO-ENVIRONMENT The US markets continue their upward movement and approach new record...
Anthropic – The AI developer aims to buy the efficiency specialist Decart for $6 billion!
The virtual fitting is the eye-catcher, but not the reason: Anthropic is paying around 6 billion USD...
Stocks in Action USA: Lenovo, Omeros, Harmonic
Lenovo – The Chinese PC and AI infrastructure specialist ignites new AI fantasies with record numbers!...
Hedge Fund Manager Bill Ackman Reveals Six New Stock Positions!
Bill Ackman purchases six new quality stocks in the wake of the narrow AI rally: Visa, Mastercard, Netflix,...
Nebius – Perhaps the Most Exciting AI Cloud Story in Europe, Although Its Price Seems to Be Racing Ahead of Its Own Narrative!
I find the Nebius story to be highly attractive at its core. The Amsterdam-based provider, which originated...