Megatrend Detection
MaxLinear: The Data Interpreter for 5G and AI is Aiming for Return to Profitability
The parallels between the company Cohu, introduced in this space yesterday, and the 5G beneficiary MaxLinear...
Cohu: The AI Chip Tester Celebrates a 200% Share Price Increase in 12 Months and Approaches the Turnaround
Since reaching a 10-year high in early 2021, Cohu's stock has been in a stubborn downward trend. The...
Alto Ingredients: 3-Year High After 90% Share Price Loss Thanks to Biofuels and Cost Discipline
After three tough years, during which revenues continuously shrank and the company was profitable only...
ElringKlinger: Corporate Transformation From Combustion Supplier to E-Mobility Beneficiary
Between April and September 2024, the stock price of the automotive supplier halved. The main reasons...
American Public Education: 152% Earnings Surge and new Campus Approvals Fuel the Next Growth Stage
In April 2025, we first introduced the stock of American Public Education (APEI) here – despite the...
Cloudflare: Post-Quantum Security as a Strategic Master Plan for the AI era
Following the strong quarterly results, we introduced Cloudflare on February 16 as one of the top 5 AI...
Ooma's Growth is now Paying off - Earnings Breakthrough for the SaaS Telecommunications Specialist
The revenue of Ooma, which has been increasing annually since at least 2014, not only speaks to exceptional...
Iovance: Cell Therapy Pioneer Finally Scaling – now the Lung Cancer Market is in Focus
Disappointed expectations caused the Iovance stock price to plummet from $18.33 in March 2024 to $1.64...
Iron Mountain: 3% Dividend Meets 40% Growth in the Data Center Boom
In the megatrend "Data Centers," Iron Mountain is currently undergoing an exciting transformation into...
Seneca Foods: 74% Stock Increase and 120% Earnings Growth - Still Undervalued Despite the all-Time High
When we first introduced Seneca here on April 2, 2025, the company recorded a revenue surge of 40% compared...
Elmos: Chip Designer in Growth Mode - More Cash, More Buybacks, More Dividends
The German semiconductor specialist made headlines in the calendar year 2025 with a price increase of...
Veolia targets Europe's district heating market leadership - GreenUp as a growth driver
On April 1, 2025, we reported for the first time in the section about Veolia Environnement. The French...
Jetblue Airways: JetForward Shows Effect – Will "Blue Sky" Provide the Next Boost?
The failed merger of Jetblue with Spirit Airlines initially left investors puzzled in early 2024. It...
Array Technologies: Attack on Nextracker – 2,000 Volt Systems as a Technical Advantage
Is the solar winter for Array finally over? The company has never been able to consistently meet the...
ABB: Robotics sold, records delivered - $5.4 billion cash and 36% more orders
The calendar year 2025 was marked for ABB by a particularly significant decision: the spin-off of the...
ABB: Robotics Sold, Records Achieved - $5.4 Billion in Cash and 36% More Orders
The calendar year 2025 was marked by a particularly significant decision for ABB: the spin-off of the...
Generac: Data Centers Instead of Weather – the AI Beneficiary Returns to Double-Digit Growth
After the pandemic-related "Stay-at-Home" boom, Generac faced a hangover: The manufacturer of backup...
Iamgold: The Margin King in the $5,000 Gold Rush
On January 26, 2026, the gold price finally broke the historic barrier of $5,000 per ounce for the first...
Regal Rexnord Benefits from the Data Center Boom - 46% Price Increase in two Weeks
The stock breaks out to an all-time high and the order backlog ensures long-term growth prospects. Starting...
Yum China: 18% Stock Surge and 1,900 new Locations – Fast-Food King Continues Expansion
With KFC and Pizza Hut, the company holds two heavyweight brands in the Chinese restaurant market. Thanks...
PacBio: Financial Floor Found – Medical Relevance Explodes
We last highlighted PacBio here on October 9, 2025. Despite decreased revenues and an expected record...
Denali Therapeutics: From Revenue Zero to Blockbuster? April 5 Becomes the key Date
When considering the biopharmaceutical company Denali Therapeutics, one fact stands out immediately:...
Pagseguro Digital: Brazil's FinTech Gem Takes Off - P/E Ratio of 7.5 and Massive Dividends
With PIX, the Brazilian Central Bank has introduced one of the world's most successful instant payment...