Megatrend Detection
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...
Universal Music: new Spotify Agreement Offers 46% Return Potential for Investors
Thanks to a strong focus on streaming and social media licensing, the digital music industry is currently...
Pilgrim’s Pride: Protein Supplier for the Fitness Boom With Significant Earnings and Margin Increase
More and more people are trying to reduce their consumption of beef and pork, as these are associated...
Samsara: AI-Based Solutions Save Customers Millions of Euros Annually
As part of our megatrend early alert system, we reported for the first time on Samsara on July 16, 2024....
Acadia Pharmaceuticals: DAYBUE on the Verge of Exclusivity in the EU, USA, and Canada
The stock of Acadia Pharmaceuticals has been on the watchlist for our early alert system for a long time....
RENK Group: Order Boom and Partnership With Defense Contractor Strengthen Market Position
Due to increasing geopolitical tensions and security policy uncertainties, many countries are currently...
Corsair Gaming: has the low Been Reached? New Product Launches Lead to Optimism
Corsair Gaming was able to benefit massively during the Corona pandemic from an explosive demand for...
Rubrik Positions Itself as a Leading Cybersecurity Provider for India's Digital Transformation
Companies worldwide are increasingly becoming targets of cyberattacks, particularly from so-called ransomware....
DigitalOcean: new Platform Makes AI Agents Accessible to Smaller Companies
On August 19, 2024, I reported about DigitalOcean for the first time. At that time, the company had just...
Facc: Airbus Supplier Aims to Excel in Sustainable Aviation Solutions
The global air traffic is steadily growing, leading to an increased demand for new aircraft, particularly...
Okta: McLaren Partnership Gives Cybersecurity Specialist a Boost
With the growing number of cloud applications, home office solutions, and hybrid IT infrastructures worldwide,...
Snowflake: Middle East Expansion and AI Training Program Unlock New Growth Markets
Especially for the training and operation of AI applications, a powerful, scalable, and secure data infrastructure...
Leonardo: Joint Venture and Extensive Government Program Secure New Revenues
In an increasingly uncertain world, technologies for national defense, surveillance, and cybersecurity...
BridgeBio Pharma: Unrivaled Heart Medication Generates Record Revenues
Genetic disorders are generally considered rare diseases, but when they do occur, they are usually associated...
Silicon Labs: Wireless Chips and Innovative Software Solutions Conquer the AI and IoT Market
The megatrend "sensors" is closely linked to the Internet of Things (IoT). Sensors play a central role...
21Vianet Group: Entry into profits and new data center fund strengthen investor confidence
The demand for cloud services is currently growing continuously worldwide, including in China. Companies...
Vertiv Holdings: Strengthening Market Position in AI Data Centers in Asia and North Africa
On September 23, 2024, we first reported here about the growth potentials of Vertiv due to the AI megatrend....