Opinion
Micron (MU): Farewell to the consumer market – Full speed ahead towards AI dominance!
I see Micron's decision to exit the Crucial consumer business as a bold yet strategically wise and, above...
Samsara: The Correction at the IoT Specialist is a Buying Opportunity
Samsara (IOT) has long been avoided by me due to its high valuation. However, the specialist in the digitalization...
UiPath: Undervalued AI Automation Heavyweight with Catch-Up Potential
UiPath is, for me, a promising, yet underestimated bet on automation and the reduction of bureaucracy...
D.R. Horton: Are US Homebuilders the Hassett Trade? What Supports This!
In May 2026, there will be a change in the position of the FED. Jerome Powell will be replaced. Donald...
Salesforce can reach the 60 billion USD mark – and earlier than many think
Marc Benioff has set the bar high. 60 billion USD in revenue by 2030. This ambitious target requires...
Genius Sports Impresses with Exclusive Contracts and Goals through 2028
Genius Sports (GENI) provides the operating system for modern digital sports broadcasts with GeniusIQ....
Watches of Switzerland: A Wake-Up Call for Investors: The US Growth Cannot Be Ignored
The recent results from Watches of Switzerland are not just a solid quarterly result but a clear evidence...
IREN: Why I Bought the Dip
I find the maneuver by IREN to be sensible: The company is exchanging extremely "cheap" dilution (old...
Amazon's Trainium3: A Cost Shock to NVIDIA's AI Dominance?
I see the introduction of Amazon's Trainium3 as a pragmatic and extremely aggressive step by AWS to reduce...
CrowdStrike becomes the fundamental protector of the {[core technologies]} for the AI revolution
CrowdStrike (CRWD) remains an interesting trading opportunity for me despite the initially slightly negative...
Credo Technology: Why the {[AI Secret Tip]} Belongs on Every Watchlist After the Earnings Report
Credo Technology sent a clear signal to the market with the release of its quarterly results on December...
Hypoport: Winner of the Germany Fund, which is set to trigger a construction wave!
On November 19, 2025, I explained why the stock of Hypoport (i) has significant potential for a price...
Wacker Neuson: Is a takeover imminent?
On December 2, Wacker Neuson (i.) confirmed that the management board is in advanced discussions with...
Marvell Technology (MRVL): Strategic Double Play Secures the Pole Position in the AI Infrastructure Race!
Marvell Technology is clearly poised to cement its position as a key player in data infrastructure. The...
Intel: Before Deal with Apple? Two Potential Catalysts for Another Rally!
On Friday, reports circulated that Apple could have its lowest M-processors manufactured by Intel (i)...
Vossloh AG: Beneficiary of Increasing Railway Investments!
Vossloh AG is a globally leading provider of solutions for railway infrastructure. In many countries,...
Pan American Silver: The Leveraged Player in the Silver Market
Pan American Silver (PAAS) is currently one of the most exciting stocks in the precious metals sector....
BETA Technologies could conquer the young eVTOL market
BETA Technologies (BETA) is now an interesting, albeit very speculative stock for several reasons following...
Orbital Cloud: The Next Gigawatt Market Is in Space!
Personally, I see the concept of the Orbital Cloud as more than just a science fiction vision; it is...
India's E-Commerce Future: Why Meesho's IPO Belongs on Every Investor's Watchlist
The upcoming IPO of Meesho is more than just another tech listing; it is a blueprint for the next phase...
Herbalife Ltd.: Three Triggers for a Price Rally!
In the ongoing month of November, Herbalife Ltd. (HLF) has gained the attention of investors through...
Alibaba (BABA) Reaches for the "Next Big Thing": A Strategic Move in the Battle for the Digital Gateway!
I see Alibaba's market entry with the Quark AI glasses as a highly strategic and necessary step to secure...
Incyte Corporation: More than just a biotech stock – An interesting investment story
Incyte (NASDAQ: INCY) is a biopharmaceutical company. Its main strength lies in its commercially successful...