Opinion
Alphabet (GOOGL) – With Gemini Enterprise, Google Aims for a Breakthrough in the AI Agent Market and Overshadows Microsoft and OpenAI!
I consider the launch of Gemini Enterprise a strategic milestone that fundamentally changes Alphabet's...
UiPath: An "Agentic AI" Turbo for the Portfolio
UiPath's stock has recently made an impressive comeback, soaring to a 16-month high and exciting investors'...
Byrna Technologies Launches First AI Advertising Campaigns
Byrna Technologies (BYRN) I introduced as an interesting growth story over a year ago in the lead-up...
Porr is an Exciting bet on More Infrastructure Construction and Data Centers in Europe with a P/E ratio of 9!
In the German stock market, I recognize a strong sector trend in construction and infrastructure stocks....
Caterpillar is a Solid Asset in the Industry and Always Worth a Look Beyond the AI Hype!
Caterpillar (i)(CAT) is the industrial stock that can easily be overlooked in the AI noise, and that...
AST SpaceMobile – Verizon Deal Catapults Satellite Story into New Realms!
The partnership with Verizon represents a significant turning point in the history of AST SpaceMobile....
IREN Limited: An Explosive AI Growth Story
The stock of IREN Limited (NASDAQ: IREN), formerly known as Iris Energy, has experienced a breathtaking...
Qualcomm: The Arduino Acquisition is a Smart Move for the Edge Strategy
Qualcomm (QCOM) is deliberately advancing its diversification strategy to bring artificial intelligence...
Coherent: A Bottleneck in the Adoption of AI is the Network Infrastructure. This Company Benefits!
When AMD presented itself at an investor conference last month, the company made an interesting statement....
Figma (i) – Could we now see a Breakthrough After the IPO crash Thanks to the OpenAI Partnership?
As a design software specialist, Figma (i) has successfully captured market share from Adobe and established...
A Chance for the Bold? Why AppLovin's Stock Deserves a Second Look After the Price Drop
The news about the SEC investigation and the associated allegations has hit AppLovin's stock hard. A...
Spotify Could Increase Subscriber Numbers with the Integration into ChatGPT
Spotify Technology (SPOT) is, in my opinion, a top beneficiary among the numerous partnerships announced...
AMD's Billion-Dollar Coup with OpenAI – The AI Chip Market is Finally Diversified!
I see the recently announced partnership deal between OpenAI and AMD as a crucial turning point in the...
Bitcoin Reaches a new all-Time High - I Find These Stocks Interesting
On October 5, 2025, Bitcoin reached a new all-time high of $125,750. As the leading currency of the blockchain...
Red Cat: Drone Manufacturer to Benefit from the Multi-Year Supercycle
Red Cat Holdings (RCAT, i) offers significant potential, in my opinion, to capitalize on what Needham...
Süss Microtec as a key Supplier! OpenAI Deal with SK Hynix and Samsung Indicates the HBM Supercycle!
OpenAI signed a letter of intent with SK Hynix and Samsung for the procurement of 900,000 DRAM wafers...
SK Hynix – my Analysis has Proven to be Correct
Almost 4 weeks ago, I highlighted that SK Hynix, with its favorable P/E ratio, leading position in HBM4,...
Price Correction at MercadoLibre! For me, a This is a Rare Entry Opportunity!
On Wednesday, the stock of MercadoLibre (MELI) fell by almost 7%. In my opinion, this is an exaggerated...
AeroVironment Impresses at the Investor Open House Event
AeroVironment (AVAV, i) confirms with the investor Open House event that the company is becoming a leading...
The US Shutdown Makes Circle Internet Group Exciting Again
After the IPO hype has cooled off, the stock of Circle Internet Group shows the first signs of bottom...
Elbit Systems: The EU Drone Wall Becomes a Priority. Will Order Opportunities Arise for the Iron Beam System?
The airspace violations by drones in Poland and Denmark, as well as the latest sightings of spy drones...
Pentagon Calls for Doubling Missile Production – Defense Stocks Benefit from a Massive Rearmament Wave!
The latest news from the Pentagon has electrified the defense industry. The call for a doubling to quadrupling...
UP Fintech: Beneficiary of Growing Market Enthusiasm and High Volatility!
Financial service providers like UP Fintech Holding Limited (TIGR) (i.) are currently benefiting in the...