Megatrend Detection
Navios Maritime: the Underrated Winner Among Global Shipping Giants
In shipping, there are currently several noticeable price increases. Particularly, one of the companies...
Kingsoft Cloud: Public Cloud and AI as Growth Engines Drive a 570% EBITDA Surge
The Chinese cloud service provider has become a tenbagger this year. Between early November 2024 and...
High Tide: From Canadian Cannabis Market Leader to European Powerhouse
The cannabis product retailer gained increasing recognition in the country in mid-August 2025 when the...
Imax: Record Ticket Sales and Profit Jump of 25% Despite Streaming Boom
Imax launched an ambitious VR strategy in 2016, forming partnerships with Starbreeze and Google, as well...
Trip.com: The Travel Platform is Telling the Success Story that Airlines Would Like to Have
The tourism industry continues to boom. In particular, the stocks of airlines are soaring. Currently,...
SolarEdge: Back to Double-Digit Growth after a 70% Revenue Drop
Two weeks ago, we reported about First Solar as potentially the biggest beneficiary of the renewed confidence...
Netgear: Smart Home Upstart Surprises Investors with Profitability Comeback
On September 20, 2024, Netgear was by far the stock with the largest price increase in the megatrend...
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....