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
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...
Stocks in Action USA: Cohu, Monolithic Power Systems, and Amazon.
Cohu (COHU) benefits from the AI boom – strong forecast leads to a dynamic price jump! Cohu has surpassed...
MiniMax – The Chinese AI Start-up Challenges the World Elite with an Affordable Video Model!
MiniMax is shooting to the top of the world with its video model H3, surpassing Google and Alibaba –...
Amazon – With AWS, the Expensive AI Race is Finally Becoming an Earnings Machine, and That's Exactly What Convinces me!
For me, the message this quarter is clear: Amazon proves that the massive AI investments are paying off....
AI Boom as Predicted: Here's Where the Money is Being Made Now!
The last week of July 2026 taught the stock market to pay closer attention. For days, doubts about Artificial...
The Tech Sector Celebrates the Comeback of the AI Trade, While Chip Giants Rebound After the AI Sell-Off – Microsoft Surpasses the $100 Billion Mark With Its Azure Cloud for the First Time, and Samsung Multiplies Its Chip Earnings by 250 Times – But the Bond Markets Rebel Against Fed Chair Kevin Warsh and Push the 30-Year US Yield to Its Highest Level Since 2007, While the DAX Holds Just Above 25,500 Points
USA & MACRO-ENVIRONMENT Wall Street stages a powerful comeback …, after brave bargain hunters...
Amazon – the US Tech Giant Receives the First US Approval for Steering-Wheel-Less Robotaxis With Zoox!
Amazon's Zoox receives the first US approval for robotaxis completely without steering wheels and pedals...
Stocks in Action USA: Lam Research, Quanta Services and Corcept Therapeutics.
Lam Research (LRCX) Excites with Record Quarter – AI Demand Drives Growth to New Heights! Lam Research has...
Samsung Electronics – The Korean Chip Giant Multiplies Its Earnings by 250 Times in the AI Frenzy!
Samsung multiplies its chip earnings by 250 times to $62 billion – almost all of the company's earnings...
AI Boom: Record Earnings – and the Stock Market Isn't Celebrating Anymore!
A contradiction is unfolding on the stock markets in these July days of 2026, as rarely seen. The companies...
Manhattan Associates – the Transformation Into Cloud Subscriptions Is Bearing Fruit, and the Raised Forecast Proves Me Right!
For me, the real news is not the strong quarter, but the raised annual forecast: Manhattan Associates...
Wall Street Oscillates Aimlessly Ahead of One of the Most Uncertain Fed Decisions in Years, While the Flaring Iran Conflict Drives Brent Towards $90 – SK Hynix Faces a Stock Plunge Despite a Sixfold Increase in Earnings - Rheinmetall and Deutsche Bank Lift the DAX With Record Numbers Above Geopolitical Worries, While Gucci Parent Kering Explodes by 10% – and Amphenol, Teradyne, and Garmin Demonstrate That the AI-Driven Earnings Engine Is Far From Stalling.
USA & MACRO ENVIRONMENT Wall Street struggles to find direction at the start of the week The...
Capcom – the Japanese Video Game Company Shines With a Sales Record and Positively Shocks the Stock Market!
Capcom doubles its operating earnings to JPY 41.1 billion and beats expectations smoothly – the stock...
Stocks in Action USA: Manhattan Associates, Teradyne and Garmin.
Manhattan Associates (MANH) – The US Supply Chain Specialist Raises Its Annual Forecast After Strong...
Ford – The US Car Manufacturer Shrinks in Revenue Yet Raises the Earnings Forecast: Pickups Are Driving the Company!
Ford raises its profit forecast to $10 to $11 billion – and this despite nearly 10% fewer sales. The...
Capcom – The Gaming Machine is Running Hot: Record Sales Turn Old Titles into Cash!
Capcom convinces me because the company excels at something that other game studios have struggled with...
AI Boom: Here's Where the True Winners Are – and Where There is the Risk of a Bubble!
The AI frenzy has entered a new phase. No longer are the developers of language models in the spotlight,...
The Fear Devours AI Greed: The Semiconductor Sector Is Heading for Its Darkest Month Since 2002 and Pulls SK Hynix Down by Almost 50% – but Robust Corporate Earnings Keep the Broad Wall Street Remarkably Stable, Citadel Bets on a Surprising Interest Rate Hike by Central Bank Chief Kevin WarshWhile Falling Oil Prices Following New Iran Talks Ease Inflation Fears – Apple Dethrones NVIDIA As the Most Valuable Company in the World, ASML Trembles Before China’s Self-Made Chip Machines, and Just Ahead of the Fed Decision, Citadel Bets on a Surprising Interest Rate Hike by Central Bank Chief Kevin Warsh
USA & MACRO-ENVIRONMENT Wall Street presents a deeply divided picture While the giants from...
Core Scientific – The US Data Center Operator Hits a Billion-Dollar Deal with AMD, Making a Loss Fade!
Core Scientific reports a huge quarterly loss – and no one cares because alongside it stands an AMD...
Stocks in Action USA: PayPal, IQVIA, and Coca-Cola.
PayPal (PYPL) – The US payment service exceeds expectations, but the market is eyeing a potential takeover...