Opinion
Eli Lilly – Why the Stock Rally May Not Be Over Yet!
For me, Eli Lilly (LLY) remains one of the most exciting leader stocks in the healthcare sector following...
I Significantly Increase My Holdings in MercadoLibre with Further Weakness! Here’s My Scenario until 2030!
MercadoLibre (i)(MELI) is one of the most exciting growth companies outside the USA for me. The company...
Teradyne: From the Data Center to the Robot – the AI Testing Specialist Opens the Next Growth Door!
At the electronica in Munich, Teradyne is presenting a new test platform for circuit boards called Omnyx...
Frequentis: For me, one of the most exciting undiscovered small-cap stories is emerging through digital towers!
For me, Frequentis represents a new, previously overlooked growth story. The Austrian specialist for...
Turnaround Opportunity Zimmer Biomet - AI Robotics Opens Up Revaluation Potential
Zimmer Biomet (ZBH) is one of the most exciting turnaround candidates in the medtech sector for me....
Caterpillar Has Halved by 50% from Its High! But the Business is Stronger than Ever!
Caterpillar (i)(CAT) is one of those companies that survive entire economic cycles for me. Since 1925,...
IonQ (i) – the growth engine of the quantum industry that you should definitely keep an eye on towards 2027!
For me, last Friday was a pivotal moment for the quantum industry. While AI concerns had pushed the Nasdaq...
Amazon: The Anthropic IPO could unleash two massive billion levers!
The upcoming IPO of Anthropic could turn out to be one of the most lucrative AI deals for Amazon (i)....
McDonald's and Amazon harness Uber's powerful network! I see the stock reaching $100 again!
Uber Technologies (i)(UBER) is much more to me than just a taxi app. Under one roof, the company unites...
Zeta Global: Hunting for Market Share with Athena – Why I Expect the Trend to Continue!
Zeta Global (ZETA) was already presented as one of my favorites among software stocks at the end of...
Take-Two (i): Quarter missed the mark, stock still rises as GTA VI will speak for itself!
Objectively speaking , the second quarter was not a highlight for Take-Two (i) . Net Bookings fell by...
Alphabet: Time to buy? Five reasons why I want to invest after the share price drop!
After the sharp drop in share price following the quarterly results, I see an attractive risk-reward...
SharkNinja – The Leader Stock for the Comeback of Consumer Stocks!
SharkNinja (SN) is clearly one of the leader stocks in the potential comeback of consumer stocks: The...
Musk announces ambitious goals! SpaceX is set to become a 500 billion USD machine by the end of 2027!
With Elon Musk, one is used to big goals. However, his new SpaceX vision (SPCX) goes beyond these standards....
Love Greetings from Beijing: The Alleged Spy Huang Loved – and Why I See More Opportunities Than Risks at NVIDIA Anyway!
I admit : This script would even have been rejected by Hollywood as too far-fetched. The most powerful...
Coherent: 60% Price Drop - Now the 20 P/E Stock is on My Buy List Due to Orbital Data Centers!
After a price drop of nearly 60% from its 52-week high, Coherent is now on my buy list. The fundamental...
Panic is Not a Signal to Run Away! This Historic Trading Day Shows Why Investors Need a Plan!
Yesterday, Thursday, was one of those days when the stock market feels brutal. The Nasdaq-100 lost 6.36%,...
Veeva Systems – AI Offensive and only 12% of the market penetrated! I see further potential
Veeva Systems (VEEV) impresses me with its relative strength: On November 5, the stock only fell by...
Airbnb – from "Airbnbust" back to growth mode: a comeback story that you should definitely keep on your radar!
The travel industry is making an impressive comeback. Following the Democrats' victory in the midterms,...
PulteGroup: My Favorite for the Next US Homebuilding Boom
New upswings are starting in American homebuilder stocks. PulteGroup is emerging as my favorite. Four...
SoFi Technologies is Maturing! Why I'm Building My First Position at the Current Price Level!
I have decided to establish an initial position in SoFi Technologies (i)(SOFI). Not because the stock...
AppLovin: a very risky but plausible rebound opportunity to keep an eye on!
With the record quarter, AppLovin has temporarily silenced the doubters. Revenue rises by 55% to around...
Uber: The Robotaxi Advantage Becomes Measurable – I Expect a New Upward Movement!
I see Uber Technologies (UBER, i) as much more than just a ride-hailing service. Uber brings together...