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
NVIDIA and CrowdStrike Develop AI Models for Cyber Defense!
The Software Offensive of the Hardware King - NVIDIA Acquires the AI Platform Hugging Face for $13 Billion
NVIDIA is acquiring the AI startup Hugging Face for around $13 billion, thereby securing control over...
AeroVironment Secures $465 Million Contract for US Army Anti-Drone Laser!
The defense contractor AeroVironment has received a contract worth $464.8 million from the US Army for...
RIP SaaSpocalypse: Here's why AI is now Boosting Cloud and Cyber Stocks!
Not long ago, there was fear on Wall Street that artificial intelligence could render the traditional...
The Oil Price Halts Its War-Driven Rally and Gives Wall Street a Much-Needed Breather, While the Iran Conflict Around the Strait of Hormuz Continues to Strain Investors’ Nerves – Dell’s AI Server Boom Raises the Annual Forecast and NVIDIA Reaches for Hugging Face – Inflation and Interest Rate Concerns Surge Back Powerfully – the DAX Continues Its Correction, GitLab Explodes by 20%, and Tencent-Backed Enflame Is Oversubscribed More Than 4,000 Times
USA & MACRO-ENVIRONMENT Cautious stability returns to Wall Street The S&P 500 rises by...
Uber Cuts 3,300 Jobs – Restructuring to Free Up Funds for Robotaxis!
Uber is cutting about 10% of its workforce and reducing its management levels. The ride-hailing giant...
Stocks in Action USA: Dell, GitLab, Uber
Dell (DELL) - The server infrastructure specialist kicks the AI turbo – Server boom drives forecast...
CrowdStrike Expands the Falcon Platform into Google Cloud's AI Ecosystem!
Cybersecurity company CrowdStrike is embedding its Falcon platform deeper into Google Cloud's enterprise...
CrowdStrike Becomes the Security Layer of the AI Age – for Me, it is a Structural Winner!
I see a rare clear case of paradoxical tailwind in CrowdStrike : The risks of artificial intelligence...
Lithium's Comeback: Here's How the AI Boom Is Driving Mining Companies Back into the Black!
The lithium market has turned around. After years of falling prices, major producers from China to Australia...
A New Oil Shock in the Strait of Hormuz and the Highest Bond Yields in Nearly Two Decades Send Wall Street and the DAX into Negative Territory – Semiconductor Sector Plummets – NVIDIA Cements its Dominance in the AI Ecosystem with a $3.5 Billion Bet on MediaTek, and Anthropic Secures Additional Computing Power from Lambda for $35 Billion – Fed Signals from Kevin Warsh Fuel Speculation About Interest Rate Hikes, While Novartis Surges Nearly 6% on MS Success
US & MACRO SITUATION Wall Street kicks off the seasonally weak month of September sluggishly....
Stocks in Action US: Fervo Energy, Duolingo and Yext.
Fervo Energy (FRVO) Gets a Boost from Google – Geothermal Energy Emerges as a Hope for the AI Boom!...
Sony is developing an AI model for plant maintenance with Saudi Aramco!
Sony’s semiconductor division is partnering with Saudi oil giant Aramco to develop AI for industrial...
Take-Two Shares Fall Despite GTA VI Hype – Leaks and Postponement Rumors Weigh On!
Shares of Take-Two, the publisher behind Grand Theft Auto, have slumped significantly, even though the...
Take-Two (i): To me, the Price Drop Due to the Leak Is a Buying Opportunity—GTA Is Still GTA!
The stock plunge of about 6.7% to $219.70 is, in my estimation, based on baseless rumors of a delay—and...
The 2026 AI Gold Rush: The big Money is Made in the Engine Room!
The AI boom reached a new level in 2026 — and the most reliable winners aren’t the well-known chatbots,...
The Iran Shock Drives Oil Prices Up by Almost 3% and Sends Wall Street and DAX Into the Red, While Fed Chair Warsh Raises the Probability of a Rate Hike to 57% – SLB Enters the AI Cooling Market and NVIDIA Solidifies Its AI Ecosystem - Chevron Becomes the Strategic Venezuelan Vehicle of the Trump Administration, Eli Lilly Targets Merida – Huawei Loses 36% of Earnings After the Memory Crunch and Sony’s PS5 Pro Benefits From the GTA VI Trailer
USA & MACRO-ENVIRONMENT An escalation of geopolitical risks dampens the start of the week The...
Sony in the Spotlight – PS5 Pro Nearly Sold Out Everywhere After the GTA VI Trailer!
After the celebrated new trailer for Grand Theft Auto VI, the PlayStation 5 Pro is sold out at almost...
Stocks in Action USA: SLB, SAIC and Chevron.
SLB (SLB) – the oilfield services provider bets on the AI data center boom with a $3.4 billion deal!...
Adobe Expands Saudi Arabia Partnership – Over $4 Billion in Free Access to AI Creative Tools!
Adobe provides millions of people in Saudi Arabia with free access to its AI-powered creative tools....
Sony – The Perfect "Shovel Seller" for the Historic GTA VI Gold Rush!
When I look at the current market developments, I am reminded of the historical gold rush – only today’s...