Opinion
Marathon Petroleum: The Cannibal in the Golden Cage of Refinery Scarcity
Walmart: Transitioning from a Pure Retailer to a Technology-Driven Ecosystem!
For long-term oriented investors, Walmart (WMT) should definitely be on the radar as a consistent performer....
3 Reasons Why I Currently Consider Dorian LPG a Buy!
Dorian LPG is a liquefied gas shipping company and a leading owner of modern gas carriers ("VLGCs")....
Robinhood on the Ground? Why This 50% Correction Could be the Perfect Entry Point now!
The Robinhood stock (HOOD) has experienced a brutal correction of about 50%, but this setback is practically...
The Toll Booth of Modernity: Why Visa Belongs in Every Long-Term Portfolio
In an age where investors often chase fleeting technology trends, Visa's stock (i) represents a rare...
Amazon After the $200 Billion Capex Shock - Here's why I Bought the Stock now!
I bought shares of Amazon (i) after the latest figures! The market may be temporarily unsettled by the...
Samsung Electronics – HBM4 Offensive Starts: The Memory Giant Strikes Back in the AI Race!
I see a highly interesting constellation for investors betting on the structural AI boom in the current...
Aflac: The Transatlantic Gap Filler with Interest Turbo
Aflac (AFL) acts as a financial airbag for an aging society where public healthcare systems are retreating...
RENK: Global leader in drive solutions is in a supercycle!
Internationally, military spending is on the rise, and this megatrend offers long-term potential for...
Bloom Energy finally makes money with fuel cells! The indispensable engine of the AI revolution!
Bloom Energy (BE) is currently nothing less than the Holy Grail of modern energy supply. Why this fierce...
Cybersecurity Stocks Resist the Tech Sell-off – Okta and Fortinet Could Emerge as {[Winners]}!
While the software sector is under massive pressure, I see remarkable resilience among cybersecurity...
Amgen: The Defensive Anchor in the Biotech Sector
In the often volatile world of biotechnology, Amgen (i) has established itself as a rare constant, offering...
Bloom Energy Could Impress Even in a Weak Tech Environment After Record Year
Bloom Energy (BE) provides a critical decentralized energy infrastructure with solid oxide fuel cells...
Cardinal Health: The Specialized Backbone of US Healthcare
Cardinal Health (CAH) acts as the fundamental infrastructure of the US healthcare system but is aggressively...
FormFactor Inc.: High Growth Rates Through Specialization in Test and Measurement Solutions!
FormFactor Inc. (FORM) is an interesting opportunity for trend followers looking to position themselves...
Why Duolingo Deserves a Second Chance Now
Duolingo's stock has been battered over the past few months and is now trading nearly 80% below its peak....
The Takeover! Eli Lilly Ascends the Pharmaceutical Throne and Leaves Novo Nordisk in the Dust!
Eli Lilly (LLY) is no longer just a pharmaceutical company; it is an unstoppable growth machine. While...
SAP: Why the Sell-off Presents an Opportunity. NVIDIA CEO Huang Does Not See the Software Industry Being Disrupted!
Software stocks have been flying out of investors' portfolios for weeks due to AI concerns. For example,...
Qualcomm: The Memory Shortage is a Temporary Problem
Qualcomm (QCOM, i) is unsurprisingly suffering from an industry-wide memory shortage that is expected...
Devon Energy: The Cash Flow Machine in the Energy Storm
Devon Energy (DVN) is acting as the disciplined rock in the turbulent oil market. The company has transformed...
Cirrus Logic Impresses with its Figures! The Underestimated Chip Champion is Hitting the Turbo!
Cirrus Logic (CRUS) is far more than just the audio specialist for smartphones. The company delivers...
Super Micro Computer Inc.: Record Figures, Raised Forecast & Fresh Buy Signals!
Super Micro Computer Inc. (SMCI) (i.) positions itself as a provider of comprehensive "Total IT Solutions"...
Tesla/SpaceX Merger: Musk's Mega Conglomerate Could Redefine the Future of the Tech Industry!
The acquisition of xAI by SpaceX is more than just another deal – it marks the beginning of something...
Thermon Group Holdings: A Hidden Champion of the Energy Transition to Keep an Eye On!
In the current market phase, where investors often fluctuate between volatile tech stocks and cyclical...