Lists & Rankings
Constellation Brands - Beverage Giant Benefits from {[Rising Consumer Demand!]}
L3-Harris - Defense Specialist Impresses with Strong Market Position in Satellite Technology!
Business Drivers: L3 Harris is particularly strong in the areas of communication systems, reconnaissance...
Autozone - Automotive Parts Retailer Benefits from Rising Sales!
Business Driver: AutoZone (AZO) is one of the largest providers of automotive replacement parts and...
Vistra Energy - Energy Supplier Continues to Benefit from Exponentially Rising Power Demand at AI Data Centers!
Business Driver: Vistra Energy (VST) has recently strengthened its market position, among other things,...
Applied Digital - Data Center Operator Profits Massively from AI Boom!
Business Driver: Applied Digital (APLD) specializes in the construction, operation, and provision of...
Array Technologies: Market Leader at a Discount Price – A Bet on America's Energy Transition and the End of Grid Delays
The new driver: New management and analyst upgrades (TD Cowen: "Buy") create momentum. The valuation:...
Bilibili: Stock at new multi-year high - Games, advertising, and AI as growth drivers
In February 2025, we first reported here about the potentials of Bilibili due to the enhanced strategy...
Huntington Ingalls Industries: The Industrial Backbone of the U.S. Navy
As the only manufacturer of American nuclear aircraft carriers, the company has an unassailable competitive...
Crown Castle: Infrastructure REIT Focused on Cellular Towers and Fiber Optics
Crown Castle is a US real estate investment trust specializing in providing wireless communication infrastructure....
RH: Tariff postponement and mortgage billions spark a new rally for premium outfitter RH after the crash!
For years, the housing market has been in a crisis, and high interest rates combined with tariff increases...
Daily Journal Corporation: The Silent Giant in the Transformation of Justice
The company is successfully transforming from a traditional newspaper publisher to a specialized software...
Lockheed Martin - Rising Defense Budgets Provide Strong Outlook
Business Driver: Lockheed Martin (LMT) is one of the largest US defense contractors. With its broadly...
Globus Medical - Medical Technology Company Benefits from Increasing Treatment Numbers!
Business Drivers: Globus Medical (GMED) has established a strong market position in orthopedic implants,...
RPM International – Specialty Chemicals Company Benefits Massively from Recovery of the Construction Market!
Business Driver: RPM International (RPM ) specializes mainly in specialty paints and coatings for various...
Rocket Companies: The Fintech Giant in the Wake of Trump's Real Estate Offensive
From Intermediary to Fintech Giant: How Rocket Companies Dominates the US Real Estate Market through...
Pivotal-Point Tracking Serve Robotics (SERV): Strategic Nvidia Alliance and Uber Eats Integration Drive Growth in the Last Mile!
Serve Robotics develops and operates AI-powered, fully autonomous delivery robots for the "last mile."...
Pivotal Point Tracking Adeia (ADEA): Breakthrough in Licensing Business through Disney Deal and Significant Forecast Upgrade!
Adeia specializes in the development and licensing of foundational patents for the semiconductor and...
Rocket Companies (RKT) in our Pivotal Point Check: Trump Hammer for US Housing Market - $200 Billion Plan Sends the Stock Soaring in Record Volume!
President Trump plans to purchase mortgage bonds worth $200 billion. Massive relief in financing...
E.ON: Winter Energy Consumption as a Stability Factor
E.ON is one of the largest European energy companies, focusing on energy distribution networks and customer...
Adtalem Global Education: Skilled Labor Shortage in White! Adtalem Trains System-Relevant Healthcare Professionals!
At the moment, one industry in the "Consumer Defensive" sector stands out significantly. With over 10%...
Darden Restaurants - Restaurant chain benefits from rising consumer spending, Chuy’s acquisition significantly boosts earnings!
Business Driver: Darden Restaurants (DRI ) has established a strong position in the Casual Dining sector...
Incyte – US Biotech Company Impresses with Promising Pipeline!
Business Drivers: The US biotech company Incyte (INCY) specializes primarily in the development...
Revolution Medicines - Biotech Company Targeted by Merck & Co!
Business Driver: Revolution Medicines (RVMD) specializes in developing new therapies for the treatment...
Crinetics Pharma - Approval Success for Palsonify Should Boost Results!
Business Driver: Crinetics Pharmaceuticals (CRNX) is focused on the discovery, development, and commercialization...