Top Growth Stocks by Revenue and Earnings
Micron Technology: HBM4 Breakthrough Fuels Rally
HBM4 fantasy becomes reality: Micron dispels any doubts about its technological competitiveness with...
Power Solutions International: From Micro-Cap to AI Infrastructure Play
AI Boom meets Power Shortage: PSI benefits as a provider of fast, decentralized natural gas power...
Halozyme: The “Toll Operator” of the Biotech World
Cash flow instead of research risk: Thanks to a unique licensing model, Halozyme benefits from the...
AI Boom Drives Lam Research: Forecast Shatters Expectations
Expectations shattered: Lam Research delivers a "double beat" and surprises Wall Street with an extremely...
ASML's Record Order Intake as a Signal: Why Lam Research Could Benefit Disproportionately
ASML as an early indicator: The record order intake of €13.2 billion is likely to trigger a wave of...
Rambus (RMBS): Entry Opportunity Before the Hyperscaler Figures
Constructive pullback: The retracement after the strong upward impulse last week looks like a healthy...
LendingClub: From bet to Certainty
From turnaround to reevaluation: LendingClub is being reclassified by the market – faster than many...
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...
Micron Technology: The Indispensable AI Engine Defies the Market
Immune Strength through Scarcity: While political turmoil weighs on the indices, Micron shines as...
Daily Journal Corp: Software Growth Meets Leveraged Bank Portfolio
GovTech growth: Journal Technologies is growing rapidly (2025: +32%) and is establishing stable, recurring...
Primoris Services: The Infrastructure Winner of the Trump Doctrine
Trump's "energy dominance" meets AI hunger: The aggressive deregulation of pipelines and power plants...
Krystal Biotech: Investment Hypothesis Confirmed - The Platform Proof has been Established
In my previous analyses, I have already highlighted Krystal Biotech (KRYS) in detail. At that time, the...
$200 Billion MBS Impulse: Why PennyMac Suddenly Takes the Center Stage
Trump's $200 billion MBS initiative (Jan 8, 2026) could tend to lower mortgage rates. PFSI is well...
Innodata: The Data Story the Market is Re-Evaluating
The comeback of data quality: Why the stock surged by 40% in December according to my analysis and...
Expeditors International Benefits as a Logistics Planner from Volatile Customs Policy
Volatile Customs Policy = Tailwind: The more complex rules and trade barriers become, the more valuable...
Micron in the AI Super Cycle: HBM "Sold Out" by the End of 2026
HBM as a Pricing Power Lever: Because HBM is extremely scarce, the negotiating power is shifting to...
Krystal Biotech: The Rise of a Profitable Giant in Scalable Gene Therapy
Validated Platform Revolution: With the world's first topical gene therapy VYJUVEK, Krystal Biotech...
Vicor: The Power Bottleneck of the AI Era
AI servers are reaching physical limits: Power must be supplied denser, more efficiently, and closer...
KeyCorp: The Unexpected Comeback of a US Regional Bank
After years as an "interest trap," the bank is going on the offensive thanks to a radically restructured...
Palantir: The Navy Takes AI Infrastructure Seriously
ShipOS becomes the digital backbone of the US Navy industry – planning and testing times are reduced...
Hingham: How a 190-Year-Old Provincial Bank Becomes a Hidden Growth Bet
A 190-year-old "provincial bank" from New England that has turned a $1,000 investment into over $100,000...
Lincoln National: Turnaround in the Tailwind of the Annuities Boom
Turnaround confirmed by Bain Capital: The private equity giant Bain Capital takes action and validates...
LendingClub: The Overlooked Fintech Turnaround with Bank License and Major Investors Behind It
From Scandal-Fintech to Profitable Hybrid Bank New Major Partners, New Growth, Still Moderate Valuation...