Megatrend Detection

Telephone and Data Systems Focuses on Towers Instead of Mobile – and Rewards Shareholders

In the last six months, Telephone and Data Systems (TDS) underwent a profound transformation that can...

Kawasaki Heavy Industries is Planning to Become an Industry 4.0 Winner With Robotics and Hydrogen

With its "Group Vision 2030," the Japanese technology corporation wants to establish itself permanently...

Darling Ingredients: Turnaround in Sustainable Raw Materials - Earnings Explosion by 2028?

The specialist in the sustainable use of by-products from the animal and food industries has faced difficult...

Light & Wonder: After the Legal Dispute, REEL CHOICE is Starting the Next Growth Phase

Sigh of relief for the gaming expert: On January 11, the legal dispute with Aristocrat in the USA and...

Kura Sushi USA: The Upcoming Entry into Profitability as a Possible Turning Point for the Stock

The stock of Kura Sushi USA is not for the faint-hearted. Time and again, the stock attempts promising...

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...