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
The Tech Sector Celebrates the Comeback of the AI Trade and Lifts Wall Street Back Towards Record Highs as Precise U.S. Inflation Cools Bets on a Fed Rate Hike in September – CoreWeave and Super Micro Ignite New AI Euphoria with Margin Turnarounds and Bold Outlooks while the DAX Gives Back Gains After Setting a New Record and Defense Stock TKMS Soars Over 10%
USA & MACRO-ENVIRONMENT Wall Street returns to risk-on mode The S&P 500 is trading +0.24%...
Stocks in Action USA: CoreWeave, Nebius Group, Astronics
CoreWeave (CRWV) – The US AI Data Center Specialist Surprises with Margin Jump and Higher Forecast!...
Sandisk – The US Memory Manufacturer Efficiently Counters the Data Hunger of AI with Kioxia!
At Sandisk and Kioxia, capacity isn't the focus; rather, it’s the 33% faster interface – and especially...
Nebius Group – The Yandex Offshoot Becomes an AI Computing Machine, Whose Capacity is Dwindling Faster Than Supply!
Nebius misses the loss target yet the stock rises anyway – because the real message is scarcity: The...
CoreWeave (I) – the Neocloud Pure Play With Which I Continue to Bet on the Heart of the AI Boom!
For me, my CoreWeave trade remains active, as the company embodies the heart of the AI supercycle like...
AI Infrastructure in Frenzy: Here's how CoreWeave, NVIDIA, Super Micro, Lumentum, and Foxconn are Driving the AI Supercycle!
After the brutal sell-off in July, artificial intelligence has found its footing in the stock market....
The AI Trade Dominates Wall Street and Drives an Unprecedented Capital Surge Through the Semiconductor Supply Chain as Falling Oil Prices Temper Inflation Fears – Intel Raises $20 Billion Amid Massive Oversubscription and NVIDIA Arranges a $500 Billion Financing for AI Infrastructure – The Fed Struggles with Dissenting Hawks Ahead of U.S. Consumer Prices While the DAX Runs Close to a New Record High
USA & MACRO-OUTLOOK Wall Street presents itself with cautious friendliness The S&P 500...
Stocks in Action USA: Babcock & Wilcox, Fermi, Riot Platforms
Babcock & Wilcox (BW): AI's Power Demand Leads to Major Contract – The Market for Power Supply...
Hims & Hers – The US Telemedicine Provider Raises Forecast but Still Falls!
Hims significantly raises its revenue forecast – yet the stock still falls. The culprit is a loss of...
Meta Platforms – Zuckerberg Positions Meta as a Counter-Model to OpenAI with an AI Manifesto!
Zuckerberg presents a 6,500-word manifesto positioning Meta as an open counter-model to OpenAI and Anthropic:...
Hims & Hers – Revenue Rocket, Earnings Crash Landing: I Remain Skeptical and Await Proof!
I currently see two companies in Hims & Hers: an impressive growth story and a painful construction...
$500 Billion for AI: Here's who can be Considered a Winner now!
The race for artificial intelligence is no longer solely decided in the lab, but also in the capital...
The Exploding Oil Price Freezes Wall Street at Record Levels and Drives Bond Yields Up, While Investors Hesitate Ahead of Key US Inflation Data on Wednesday – Brent Soars by Nearly 5%, TSMC Reinforces the AI Boom with a 45% Revenue Surge, While Gold Takes a Breather After the Strongest Weekly Gain Since January – Trump Prefers to Economically “Bleed” Iran Rather Than Strike Militarily, and the DAX Gives Back Its Daily Gains
USA & MACRO-ENVIRONMENT Wall Street loses momentum after its record run The S&P 500 is...
Robinhood – the US Trading Platform Operator Brings Cryptocurrency Trading to the UK App!
Robinhood brings cryptocurrency trading to the UK app – over 50 coins via Bitstamp, commission-free....
Stocks in Action USA: AbCellera, Archer Aviation and Monday.com.
AbCellera (ABCL) Sparks Biotech Excitement: New Hope Against Hot Flashes Impresses! AbCellera has...
Meta Platforms – the US Digital Company Returns to Openness With a Streamlined Home AI Model!
Meta introduces Muse Glimmer, an AI model that runs on a single graphics chip at home – and reveals...
Palantir – the Data Sovereignty Champion That Emerges as a Clear Winner From the AI Security Debate!
What convinces me about Palantir is primarily its perfect positioning in the field of AI security. As...
China's Trillion-Dollar Bet: These Sectors and Stocks Are Driving the Attack on Silicon Valley!
China has drawn a new weapon in the AI race : its own capital market. Instead of primarily relying on...
A Chip Comeback Crowns One of the Most Dramatic Stock Market Months in Years and Saves Wall Street Into the Plus by Week’s End – Amazon Proves With Its Cloud Offensive That the AI Billions Pay Off, While Apple Stumbles Over Memory Shortages –The Fed Under Kevin Warsh Steers Toward a Hawkish September, Dollar and Long Bonds Come Under Pressure – After Forced Liquidations and a Historic Kospi Surge, DAX Brushes Against Record Highs, but the Ice Under the Recovery Remains Thin
USA & MACRO-ENVIRONMENT The Wall Street finds its way back to calmer waters after one of the most...
Eaton – The US Energy Management Corporation is a Winner of the Crisis in the AI Data Center Boom!
Eaton is the silent beneficiary of the AI boom: Order intake jumps 41%, revenue reaches a record of $8.5...