Opinion
SES – From TV Satellite Dinosaur to Global Data Champion?
The satellite market was long considered divided and predictable until LEO providers (Low Earth Orbit)...
Meta – strong advertising business, but no more empty promises!
I'm torn about Meta – and the market reacted correctly with a decline of over 8%. On the one hand,...
Amazon – the underestimated "Switzerland of the AI world" with the broadest growth engine in the big tech universe!
For me, Amazon is perhaps the most interesting pick among the hyperscalers after these numbers - especially...
The AI Boost for the Dividend King! ADP has completely convinced me after the record numbers!
For over 75 years, Automatic Data Processing (i)(ADP) has been the invisible engine of the global workforce....
Chevron: Will the quarterly numbers give the next boost?
Chevron (CVX) serves as a central anchor point for global energy supply by combining its traditional...
Generac – From "Crisis Beneficiary" to the Backbone of the Digital Revolution
Generac Holdings Inc. (GNRC) is the undisputed market leader in backup power generators for homes in...
USA Rare Earth: My Favorite for the New Era of Western Independence in Rare Earths and Magnets!
I believe that positioning in the area of "resource security" for rare earths and magnets is essential,...
Panic or Buying Opportunity? Booking Holdings Remains a Top Value Despite Crisis Mood Following the Numbers!
The travel market is a jungle of countless platforms, yet Booking Holdings (i)(BKNG) continues to reign...
Tidewater: The Quiet Beneficiary of a Structurally Under-Supplied Offshore World
The stock of Tidewater (TDW) was already discussed at TraderFox during the rapid rise from 2022 to 2024....
Allianz: Data Mountains as Gold Mines - Why the Insurer Will Quietly Win the AI Race!
The Allianz is often perceived as a conservative insurance tank, but beneath the surface, the company...
Centene Corp.: Beneficiary of Demographic and Structural Change
As a more defensive addition for the currently uncertain times, I find Centene Corporation (CNC) (i.)...
Seagate & Western Digital – The Silent AI Infrastructure Winners with Explosive Profit Potential Not to Be Ignored in 2026!
It is very rare to encounter such a classic combination of structural demand boom and intentionally limited...
AI Boom and Billion Records! The Semiconductor World Comes to a Standstill Without Cadence Design Systems!
When the global AI gold rush is mentioned in the technology sector, savvy investors are looking for the...
AppFolio (i): AI agents scale the real estate business profitably. Seasonality and chart indicate a rebound. I have positioned myself
The platform of AppFolio (APPF;i) deeply integrates artificial intelligence into operational workflows,...
Amazon is taking off as expected - the 4 reasons. Why I want to increase my position!
The Amazon stock has recently completed an initial rally from 200 USD to over 260 USD. On April 02, 2026,...
Ströer: Investors are turning their eyes to the potential of targeted advertising delivery!
Ströer (i.) offers an interesting diversification opportunity at the current level. The company reported...
Qualcomm – The Snapdragon Giant Positions Itself as the Hardware Backbone of the AI Agents Revolution: The OpenAI Partnership Could Change Everything!
As a long-time observer of the semiconductor market, I am convinced: The potential collaboration between...
Has the market lost its mind? Why Berkshire Hathaway could now be the ultimate bargain!
Warren Buffett, the Oracle of Omaha, was a master at recognizing the true value of companies long before...
Newmont: The Global Gold Giant as a Resilient Insurance
Newmont (NEM) is a key anchor in the global commodity market, as the company controls the largest gold...
Rezolve AI: The CEO Places a Million-Dollar Bet on AI Breakthrough!
Rezolve AI (RZLV) stands at a fascinating crossroads between high risk and enormous opportunity. The...
Intel: We achieved +260% in the US model portfolio. Two catalysts reinforce the further multibagger potential!
The big leaps in the stock market come from capturing significant upward movements. This is what makes...
In Intel's Wake for Overtaking! Why AMD is the True AI Champion for Me Right Now!
That Intel shoots up by a remarkable 28% after strong Q1 results and a better-than-expected outlook has...
Intel – For me, the US chip giant delivers exactly the breakthrough the turnaround story needed!
I am truly impressed by these numbers: With a adjusted earnings per share of $0.29, Intel completely...