Megatrend Detection
Bilibili: Stock at a 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...
Block: Cash App and Square set the Stage for a Fresh Start – and a 30% Earnings Increase per Year
With the multi-year financial outlook published in November 2025, Block aims to regain momentum. The...
T1 Energy Builds Integrated US Solar Platform: Revenue Jump from $2.9 million to $408 million
The decision of the energy technology company to relocate its headquarters from Norway to the USA in...
Nordex: Electrification as a growth engine keeps order books full in 2026
The EU Commission aims to significantly increase the share of electricity in final energy consumption...
Jumia: Africa's answer to Amazon – Orders increase by 30% year-over-year
When thinking of the e-commerce megatrend, most people immediately have stocks like Amazon or Alibaba...
Textron: Drones, Robots, and Helicopters Strike the Nerve of the Global Arms Cycle
The last decade of the manufacturer of special aircraft and armored vehicles has been characterized by...
Roku: More Streaming, More Advertising, More Profitability - the Profit Lever has Been Activated
The streaming provider is becoming increasingly popular. In the last quarter, the streaming hours utilized...
Wärtsilä: Recipe for Success for 2026 - Digitalization and Decarbonization as Growth Drivers
After years of stagnation, the Finnish industrial company has been steadily on the rise since 2021. Revenue...
Bechtle: IT Champion Back on Growth Track Thanks to Government Contracts and AI Strategy
Bureaucracy has long been an obstacle. In early March, we identified Bechtle as one of the potentially...
Tilray Brands: The Cannabis Tenbagger is Poised for the Next Growth Spurt Thanks to a US Reform
The possibly largest reform of US cannabis policy in decades has led to record climbs in cannabis stocks...
Structure Therapeutics: Unique Efficacy - Will Aleniglipron Become the Oral GLP-1 Breakthrough?
GLP-1 receptor agonists are among the world's top-selling classes of drugs – particularly due to their...
Elmos: After 50% Annual Return - Chip Record and CES Innovations Strengthen Outlook for 2026
In mid-January, we introduced the German semiconductor specialist as one of the most promising stocks...
Himax: AI Monitor with Eye Tracking Sets New Standards – Stock Jumps by 21%
The stock of the semiconductor specialist headquartered in Taiwan has struggled to gain momentum in recent...
Solaria: Energy storage and own data centers to triple capacity by 2028
The stock of the Spanish company group in the solar energy sector is still flying under the radar for...
ON Semiconductor: New semiconductor solution brings breakthrough for robotaxis and AI data centers
When Tesla announced at the beginning of September that it aimed to increase its market capitalization...
Champion Homes: Pullback as an Opportunity – Acquisition and Record Prices Fuel Recovery
The long-term stock has had to endure a halving of its share price in the calendar year 2025. Starting...
Orla Mining: Exploration success at Musselwhite – Newmont acquisition pays off
The massive rise in gold prices made mining operators attractive for shareholders again in 2025. In the...
Medtronic: Hugo Robotics and Innovative Procedures Double Revenue Growth
The stock of the medical technology company is currently at a 3-year high. A significant contribution...
Medtronic: Hugo Robotics and innovative procedures double revenue growth
The stock of the medical technology company is currently at a 3-year high. A significant factor in this...
Voestalpine: Strategy Plan 2030+ Ignites - 3-Year High Thanks to {[High-Tech Steel]}
According to the market research firm Research and Markets, the pipeline construction market is expected...
Fulgent Genetics: Raised Forecast and Strong Study Results Drive the Stock to a 12-Month High
After a record revenue of $32.5 million in 2019, Fulgent sharply boosted its revenues during the COVID-19...
Aixtron: AI Data Centers as a new Growth Driver for MOCVD Systems
The stock of the German supplier for the semiconductor industry had a tough year in 2024. The price fell...
Urogen Pharma: New Bladder Cancer Drugs Expected to Drive 69% Annual Revenue Growth
Urogen has achieved annual revenue growth since 2020. Since 2022, this has been reflected in a sustained...