Megatrend Detection
Latham Group: The Pool Specialist Resurfaces with an Earnings Increase of 85% After Years of Stagnation
In early April, we first reported here about the comeback qualities of the swimming pool specialist....
Equinox Gold: the Canadian Heavyweight becomes the second-largest gold producer in the country
After a prolonged sideways movement, the gold price has been rising sharply since March 2024. So far...
XPeng: 232% Revenue Increase for EV Pioneer - Is the big Robotics Surge Coming?
Last week, I presented XPeng as one of the top 5 revenue rockets in the world. The Chinese smart electric...
Voestalpine: into the Global Pipeline Boom with the Strategy Plan 2030+ and Green Steel
The global energy demand continues to rise. Gas remains an important bridging technology on the way to...
Bio-Rad Laboratories: Equipment Provider in the Engine Room of the Genetic Testing Boom Nears a Turnaround
After a temporary hype in the lifestyle market – especially for ancestry tests – the medical sector...
Affirm: 36% Revenue Increase - AI Personalization Takes over the Mobile Payment Market
FinTech is already a global megatrend. On Tuesday, we reported about Inter & Co within the context...
Arrowhead Pharmaceuticals: Plozasiran as a Game Changer – Will Arrowhead Become the Second Major Player in the RNAi Market?
Market penetration for RNAi-based therapies is imminent. Back in November 2024, I reported that Arrowhead...
Inter & Co: Brazil's FinTech Star Benefits from the PIX Boom – Profit Increases by 178%
FinTech companies are currently among the biggest growth winners in emerging markets. In many developing...
Sally Beauty: Four Consecutive Quarters of Rising Margins – Cost-Saving Program Aims to Bring a Turning Point
The Fuel for Growth program introduced in 2024 could finally represent a turning point for the retailer...
Avio: From Unassuming Supplier to key Player in European Space
Most readers are likely familiar with Leonardo (market capitalization €26.8 billion) at least since...
Tempus AI: From Misunderstood IPO Rookie to Hidden AI Champion in the Healthcare Sector
The stock of Tempus AI is increasingly becoming a success story. The company has been publicly traded...
Monolithic Power Systems: From Pure Chip Specialist to AI Winner with Record Revenue
The megatrend "Semiconductor / Networking Technologies" is a supplier of success stories. On March 14,...
First Solar: U.S. Policy Strengthens Industry Leader – Profit Increase of 63%
The solar industry breathes a sigh of relief. On Friday, August 15, the U.S. Department of the Treasury...
Genius Sports: AI Data and Exclusive Rights Turn the Company Into a Highflyer in the Billion-Dollar Sports Betting Market
Sports betting continues to boom. In 2024, legal sports betting in the USA was estimated to reach a revenue...
I3 Verticals: Fintech Solutions for Government as a Recipe for Success for 20% Revenue Growth per Year
Online payment platforms, mobile banking apps, or automated loan approvals are making the financial sector...
EnerSys: Battery Megatrend, Strong Quarter and Share Buyback Fuel Price Potential
The megatrend "battery technology" gained momentum again in 2024, partly due to drastically fallen prices....
Blue Bird: Stricter Environmental Regulations Boost the Green School bus Revolution in the USA
The shift from conventional diesel engines to alternative drives is progressing increasingly faster in...
Westwing Group: Focused Product Range Increases Efficiency – 30% More Sales per Order
Westwing's stock was considered unattractive to investors for about three years. After a rapid price...
Cloudflare: Protection Against AI Crawlers Excites Customers – Revenue Surpasses $2 Billion for the First Time
The rapid advancement of AI brings not only new opportunities but also significantly greater dangers...
Western Digital: Storage Revolution for the AI era - 51% Revenue Jump
The rapid growth in the cloud and AI market is also opening up enormous opportunities for other technology...
United Natural Foods: The Leading Organic Wholesaler Impresses With Strong Figures Despite Cyberattack
The North American market for organic, natural, and specialty foods is growing rapidly. This trend is...
Allegion: On a Growth Path in the Smart Building Market With Digital Access Solutions
The smart building trend is driving the development of intelligent, digitally connected buildings that...
Credo Technology: High-Speed Solutions as a Key Factor in the AI Revolution
The multitude of technological megatrends, such as the expansion of 5G networks, the increasing interconnectedness...