Lists & Rankings
Pivotal Point Tracking Oceaneering International (OII): Deep-Sea Dominance and the High-Tech Leap into Space!
Oceaneering International is a leading provider of technical services and products for the global offshore...
Pivotal-Point Tracking Northrop Grumman (NOC): Backbone of the New U.S. Defense with Stealth, AI, and NASA!
On January 7, 2026, U.S. President Donald Trump called for an increase in the defense budget for 2027...
Rambus Unleashed: Why the {[“Second Tier”]} of the AI Revolution is Now Taking Over
12% Gain thanks to "Memory Wall": Rambus reaches new highs as investors recognize the chip specialist...
Solaris Energy Infrastructure: Morgan Stanley Sees Huge Potential in This AI Infrastructure Star!
Nvidia CEO Jensen Huang stated at the World Economic Forum in Davos that AI is essentially a five-layer...
Rambus (RMBS) in our Pivotal Point Check: DDR5 Transition and the $1 Trillion Chip Package Boost the Stock of the Data Highway Specialist Ahead of Earnings!
Rising demand for DDR5 memory chips and security IP solidifies position as an indispensable AI supplier....
More Than Just Covid: How Moderna is Planning to Defeat Cancer with AI and mRNA
Despite current operational losses, the company secures its future with a massive cash cushion of...
Pivotal Point Tracking Bloom Energy (BE): Fuel Cell Specialist Closes $2.65 Billion Mega Deal with American Electric Power!
Bloom Energy is a provider of solid oxide fuel cells that generate electricity efficiently and with low...
Pivotal-Point Tracking Lockheed Martin (LMT): Arms giant with a monopoly position and a record order backlog of over $165 billion!
Lockheed Martin dominates the market for modern defense systems with its F-35 fighter jet program. A...
Palladyne AI: Will the Mega Turnaround Succeed? Revenue Forecast of +380% for 2026
Palladyne may be on the brink of an impressive turnaround story. Both the company itself and the analyst...
LightPath Technologies (LPTH) in our Pivotal Point Check: Strategic Acquisition in the Infrared Market Ends Germanium Dependency and Paves the Way for an Integrated Defense Player with a $90 Million Backlog!
LightPath acquires US glass manufacturer for $7 million, securing vertical integration. New capacities...
Kratos Defense & Security Solutions: Trump's $1.5 Trillion Budget! Kratos Massively Benefits in the Year of Drones!
Investors are fleeing from American assets following Donald Trump's aggressive stance towards Greenland....
The Laughing Party in the Trade war: how ACM Research Benefits from China's Chip Crisis
Paradoxical beneficiary of sanctions: The stronger the US restricts high-tech exports to China, the...
Virtu Financial: Why Market Chaos is now Becoming a Price Driver
Virtu Financial is a globally active market maker specializing in electronic trading of stocks, ETFs,...
Sanmina Corporation: The Shovel Seller in the Gold Rush of Digitalization
By focusing on technically demanding and highly regulated niches (such as medical technology or aviation),...
Glaukos - Rising Treatment Numbers Drive Momentum!
Business Drivers: Glaukos (GKOS) is a specialist in minimally invasive procedures and micro-implants...
US Foods Holdings - Food Wholesaler Benefits from Rising Consumer Demand
Business Driver: US Foods Holding Corp (USFD) has positioned itself as a food wholesaler in the USA,...
Powell Industries - Attractive Investments in Oil and Gas Exploration Lead to Strong Outlook!
Business Driver: Pweoll Industries specializes in customized electric energy systems and equipment...
Laboratory Corp of America - Laboratory testing provider benefits from increasing test volumes!
Business Driver: Labcorp (LH) has established a strong market position, especially in laboratory tests...
CoStar Group - Real Estate Portal Specialist Benefits from Recovery in Real Estate Demand!
Business driver: CoStar Group (CSGT) is a provider of information, analytics, digital marketplaces, and...
Micron Technology: The Indispensable AI Engine Defies the Market
Immune Strength through Scarcity: While political turmoil weighs on the indices, Micron shines as...
Pivotal-Point Tracking AeroVironment (AVAV): Record Orders, BlueHalo Deal, and Trump's $1.5 Trillion Defense Boost Fueling Growth!
AeroVironment is a provider of unmanned aircraft systems (drones) and tactical missile systems such as...
Pivotal-Point Tracking Winnebago Industries (WGO): Market Leader in Recreational Vehicles Impresses with Robust Margins and Interest Potential!
The US manufacturer of recreational vehicles, boats, and outdoor equipment surprised with strong quarterly...
Vicor Corporation: The Emerging Architect of Energy Efficiency
Vicor positions itself as a key technological enabler in the AI era, as its patented high-performance...