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
Kioxia – Japan's Memory Chip King Overtakes Toyota and Rides the AI Wave to the Top!
AI Euphoria Defies Iran Escalation: Wall Street Climbs the Wall of Worry – ECB Executes its First Rate Change in Nearly Three Years – SpaceX Mega IPO Raises Over $70 Billion and is Heading Towards a Record Debut – Oracle with an Excellent $638 Billion Backlog, but Shocks With Billions in Capex – Visa Teams up With OpenAI - Navan Skyrockets After Earnings Surge
USA & MACRO-OUTLOOK Wall Street shows remarkable resilience this Thursday The S&P 500 ...
Visa – The Payment Giant Partners with OpenAI and Fully Bets on AI Agent Commerce!
Visa partners with OpenAI to make AI agents paid players in commerce. At the forefront, AI; at the...
Stocks in Action USA: ARM Holdings, KLA, and Navan.
AMD (AMD), ARM Holdings (ARM), Intel (INTC), and NVIDIA (NVDA) – Agentic AI could catapult the server...
Flutter & DraftKings – The Betting Giants Fully Rely on Prediction Markets for the World Cup!
New CFTC Rules on Prediction Markets shift the mood at Flutter and DraftKings from Doom to Boom. For...
Micron Shakes off the Correction – the Memory Story Remains Intact in my Eyes!
After the recent turbulence, I see remarkable strength at Micron Technology. The stock is climbing again...
GEO Group – The US Operator of Detention Facilities is in Rally Mode After Record Figures!
GEO Group impressed in Q1 with a revenue increase of 16.6% to $705.2 million and the highest forecast...
The Great Magnet Race: These Stocks Benefit from the Raw Material Showdown with China!
Rare earths are the inconspicuous building blocks of modern technology – they are found in smartphones,...
Iran War Overshadows CPI Easing – Wall Street Loses Its Weekly Gain - Oil Climbs Over Mild Core Data While Gold Slips Despite Crisis – Casey's Reaps Benefits from Fuel Price Boom – Cracker Barrel Moves Past Logo Drama – Super Micro Scares with $7 Billion Capital Injection – Robinhood Challenges Wall Street as IPO Underwriter
USA & MACRO ENVIRONMENT The US markets struggle to find footing despite reassuring inflation data...
Meta – The US Tech Giant is Building Its First AI Data Center in India with Reliance!
Meta is building its first AI data center in India with Reliance (168 MW in Jamnagar) and is securing...
Stocks in Action USA: Casey's General Stores, Cracker Barrel, Super Micro
Casey's (CASY) – The US gas station and convenience giant benefits from the fuel price boom! The...
Amazon – Cloud giant acquires the latest AI powerhouse Claude Fable 5 on AWS!
Amazon brings Anthropics strongest AI model Claude Fable 5 to Bedrock and AWS – tailored for autonomous...
Super Micro – The AI Server Builder Raises $7 Billion and Spooks Investors!
Super Micro raises $7 billion in the capital markets to fulfill orders of $39 billion for AI servers...
Amazon – With Claude Fable 5, the cloud giant secures its next AI trump card!
I see Amazon as one of the most elegant ways to participate in the AI boom – widely diversified and...
Applied Materials – The US chip equipment supplier is transforming Singapore into an AI production center!
Applied Materials is investing 500 million USD in a new campus in Singapore, doubling its cleanroom...
AI Gold Rush 2026: These Industries and Stocks Benefit from the Trillion-Dollar Race
The summer of 2026 is characterized by an unprecedented investment frenzy. The major cloud companies...
The Recovery is Over – Wall Street Loses its Gains, Tech Stocks Lead the Retreat – oil Drops Below $89, but even Middle East Hopes Fail to Support the Market – GSK Acquires Cancer Researcher Nuvalent – Sandisk Rides the Storage Wave – SailPoint Plunges Despite Brilliant Figures – Applied Digital Secures $5.2 Billion Hyperscaler Deal – Symrise Keeps the DAX up, SK Hynix Ignites Chip Recovery with +8%
USA & MACRO-ENVIRONMENT The attempt at a technology-driven recovery is faltering – ultimately...
Stocks in Action USA: Applied Digital, J.M. Smucker, Sandisk
Applied Digital (APLD) – Data Center Specialist Secures $5.2 Billion Deal with US Hyperscaler! The...
Tesla – E-Auto Pioneer Fully Invests in Robotaxis – Cathie Wood Raves Despite Ticket!
Tesla stock rises: New FSD safety data from the Netherlands and a robotaxi ride from Cathie Wood fuel...
Sandisk – Memory Specialist in AI Highs – Analysts Significantly Raise Price Targets!
Sandisk jumps 5% to $1,638: Mizuho (target $2,200) and BofA (target $2,100) raise their price targets....
Apple after WWDC 2026 – Steady Evolution Instead of Revolution: it is Exactly This Calm That I see as the Real Opportunity!
I view the current price loss after WWDC with deliberate calm: Wall Street hoped for a fireworks display,...