Opinion
Akamai Technologies: Local AI Computing Power Becomes a Growth Driver
Despite the initially weaker reaction to the quarterly results, Akamai Technologies (AKAM) is an exciting...
Microsoft: Investments in the Long-Term Growth Perspective!
Microsoft is currently investing heavily in the future. Recently, it was reported that spending on AI...
EQT: A key Baseload Provider for AI Industrialization
The romantic illusion of a purely wind and solar-based AI revolution collides head-on with physical reality:...
Oracle: The Rebound Opportunity is Here. Partner OpenAI is Facing a $100 Billion Funding Round!
Oracle and OpenAI form a fateful partnership that now presents traders with a prime rebound opportunity....
Stove Off, App On! How DoorDash is Taking the Stock Market by Storm with its Giant Ordering Empire!
DoorDash (DASH) has long evolved from a mere food delivery service to the ultimate operating system for...
Here's why I Believe That the Stock of BrightSpring has a lot of Upside Potential!
BrightSpring went public two years ago and offers healthcare services for individuals with complex and...
Booking: AI Fears Provide an Entry Opportunity
Booking Holdings (BKNG) is an interesting long opportunity again for me after the 20% pullback since...
Figma Before the Numbers: Why the AI Panic Presents an Attractive Entry Opportunity
I am convinced that the market is fundamentally mispricing Figma right now – and that the "existential"...
Garmin: Scalability of the Business Model and Shareholder Participation Drive Stock Towards All-Time High!
On February 18, Garmin Ltd. (GRMN) (i.) caught the attention of investors. The company successfully increased...
STMicro: Engaging in the Megatrends of Data Centers, Humanoids, and Space! Is it Time to Invest?
I trust STMicro's stock to further establish an upward trend. With a P/E ratio of only 17.7 and a P/S...
Reddit (RDDT (i)) – Why the Crash and Million-Dollar Insider Buying now Provide the Speculatively Perfect re-Entry Setup with a Good Risk-Reward Ratio!
In the stock market, there are rare moments when the psychological market sentiment and operational reality...
The CEO of ServiceNow Delivers the $3 Million Proof! The Panic Sell-off is a Mistake!
Wall Street is trembling before the alleged AI disruption, and software stocks are bleeding. ServiceNow...
Berkshire Hathaway Remains a Core Investment: Here's why I am Increasing my Position now!
I will be buying more Berkshire Hathaway because the valuation has returned to a level that is attractive...
Palo Alto Networks: High Demand Meets High Integration Costs
The recent pullback in Palo Alto Networks (PANW) shares is not due to a demand issue, but rather a weaker...
Crocs: The Underestimated Plastic Cash Flow Anomaly
Crocs (CROX) dominates the trend of "casualization" with a product whose unit economics in the shoe...
Elbit Systems: Convincing Growth Story with Stable Uptrend!
In TraderFox's growth check, Elbit Systems Ltd. (ESLT) impressively scores 15 out of 15 possible points....
Cisco: Price Decline as a Gift - why the AI Story is now Really Taking off.
Cisco Systems is often underestimated as a cumbersome tech dinosaur – a mistake that presents investors...
Cisco Systems: AI Momentum Turns Pullback into Buying Opportunity
The pullback at Cisco Systems (CSCO) could turn out to be a promising buying opportunity, as the momentum...
US Homebuilders (DHI, LEN, TOL, and Co.) – Structural Tailwind from Housing Shortage and Political Will for Reform!
The US Homebuilding Sector is becoming increasingly interesting to me and convinces me as one of the...
Why I Wish for a Price Pullback on CME Group!
The CME Group is, in my opinion, one of the highest quality companies in the financial sector, which...
L3 Harris Technologies: The Neural Network of Modern Warfare
Future conflicts will not be decided by caliber size, but by the speed of information. L3 Harris Technologies...
Kontron: Why are Insiders Making Major Investments Worth Millions of Euros?
Notable insider purchases are currently being observed at the IoT specialist Kontron (i). In February...
NRG Energy: The Baseload Insurance of the AI Era
NRG Energy (NRG) has transformed from a traditional utility into a critical stability anchor for digital...