Megatrend Detection
Satellogic: High-Resolution Satellite Data Expected to Become Even More Popular Thanks to new US Headquarters
Many states are increasingly relying on satellite data to monitor borders, critical infrastructure, and...
OptimizeRx: Record Profit and the new CEO Boost the Medical Technology Stock
The aging population, rising healthcare costs, and technological innovations such as robotics and AI...
Clearway Energy: Now Even Republicans are Advocating for its Reason for Success
On July 30, 2024, I introduced Clearway in this section as a beneficiary of the Inflation Reduction Act...
V2X: Undervalued Beneficiary of the Global Security Situation With 55% Return Potential
Like many other security and defense companies in the USA, V2X had to endure a course correction following...
Huya: The Chinese Twitch is About to Become Profitable Thanks to High Margins
With the onset of the Corona pandemic, live streaming platforms like Twitch have gained enormous significance....
SAIC: the IT Service Provider for the Pentagon Impresses With Rising Profitability
Since the spin-off of Science Applications International Corporation (SAIC) at the end of 2013, the stock...
u-blox: the Swiss Semiconductor Specialist Defies Stock Market Crash Thanks to Strong Cash Flow
The unpredictable tariff policy of US President Donald Trump, especially since early March, has led to...
Galapagos: A Split Should Finally Lead the Company out of No Man's Land
Galapagos suffered a severe setback in August 2020 and has largely been off the radar since then. The...
Elbit Systems: German Defense Subsidiary Becomes a Crucial Growth Factor
Due to the necessary rearmament in Europe, the mega-trend of "Aerospace/Defense" is currently dominated...
Ormat: Exceeded Revenue Forecast Creates 40% Return Potential for Investors
Ormat continues its above-average company growth with strong figures for the entire year of 2024. I already...
SES: The Satellite Giant Doubles its Market Potential Through the Intelsat Acquisition
In August 2024, we presented the Space Innovators ETF in our stock magazine. One reason for the significant...
PSI Software: Beneficiary of the Comeback of Industry 4.0 Under Friedrich Merz
For Industry 4.0 in Germany, there is renewed hope. After the term, which stands for the digitization...
Bechtle: The Leading IT Service Provider in the Public Sector Massively Benefits From the Special Fund
On Wednesday, my colleague Jörg Meyer named Bechtle AG as one of the ten largest beneficiaries of the...
Exelixis: Following a 170% Profit Increase, Groundbreaking Study Results in Cancer Therapy are Published
With nearly 10 million deaths per year, cancer is one of the leading causes of death overall. Therefore,...
BAE Systems: Likely the Biggest Beneficiary of European Rearmament
Trump's recent remarks towards Ukrainian President Zelensky and his fundamentally critical stance on...
Yum! Brands: Over 4,500 New Locations and AI Revolution Drive Stock to All-Time High
The solo dining trend is one of the factors why the popularity of restaurants has increased in many countries...
Jazz Pharmaceuticals: 60% Price Potential from Record Revenue and Success in Patent Dispute
The stock of Jazz remains highly interesting. In November 2024, I reported about the company's potentials,...
Bilibili: Booming Market for Mobile Games in China Leads to First Profits
China is currently the largest market for mobile games worldwide. In the third quarter of 2024, a revenue...
Dassault Aviation: Autonomous Combat Aircraft Capture Asia’s Military Markets
The demand for unmanned aerial vehicles is currently rising noticeably, as these can be used in military...
Bertrandt: With a new optimization strategy and autonomous driving out of the crisis
As a technical service provider in the automotive industry, Bertrandt had a challenging position in 2024....
Genpact: Following the record year 2024, AI agents continue to drive growth
The stock of Genpact is a perfect example of how our megatrend early warning system works. On August...
Krystal Biotech: Revenue Increase of 473% Thanks to Gene Therapy for Severe Skin Diseases
Many genetic skin diseases lead to significant limitations in quality of life. In the context of classical...
Thales: Unique Network Revolutionizes Communication in Space
On January 8, my colleague Thorsten Reich pointed out the typically seasonal strength of Thales' stock...