Opinion
Fervo Energy: Successful Positioning for the Energy Needs of AI Data Centers!
The expansion of data centers is bringing various topics and solution providers into the spotlight for...
Costco is in a league of its own! Even weak consumers can hardly slow down the growth engine!
Costco (COST) is currently providing me with proof of why its business model is among the strongest in...
Akamai – The Cybersecurity Specialist Becomes the Hidden AI Infrastructure Winner!
I am currently observing a trend that truly surprises me: Traditional infrastructure and security providers...
Medios: The Valuation is too Attractive to Ignore the Stock!
Currently, uncertainty is again growing in the stock market. In such phases, investors increasingly seek...
Sartorius VZ: My German Favorite for the AI Laboratories of the Future
Sartorius is one of the most exciting German beneficiaries of the biotech AI revolution for me, as the...
Palantir – Contract Lost, Moat Won!
At first glance, it seems like a defeat: The twelve-year FAA contract worth $875 million for the AI system...
AI Models, Chips, Cloud, and YouTube! Alphabet is one of the Strongest all-Rounders in the Market for me!
Alphabet (i)(GOOGL) is currently one of the most comprehensive companies in the stock market for me....
Twilio: Not Humans, but AI Agents Drive the Flow of Messages – New Growth Story for the Stock
Twilio is becoming one of the most exciting beneficiaries of the new wave of AI agents, aside from data...
Innoscripta: I Find Insider Buying and the Attractive Dividend Yield Convincing!
This ongoing year demonstrates why Innoscripta SE (i.) should be on investors' radar. For the first half...
Qualcomm Becomes the AI All-Rounder! Snapdragon Summit Reveals New AI Chips for Smartphones!
The Snapdragon Summit 2026 in Hawaii shows that Qualcomm (i)(QCOM) is much more than just a smartphone...
IonQ (i) – The Quantum Pioneer Delivers Technology and Orders in Accord!
For me, IonQ (i) impressively shows these days that the quantum story is no longer just about visions....
Lam Research: NAND Becomes Scarce - After the 30% Correction, the Equipment Beneficiary is Interesting Again
At Lam Research, I see the next AI-driven growth driver emerging after HBM and DRAM: NAND storage is...
Vusion: Digitization of Retail Offers Enormous Growth Potential
At Vusion (i.), I see an exciting growth story in the French small-cap sector. The company specializes...
Alibaba – China's AI Giant Bets Everything on One Card and Directly Challenges NVIDIA!
The AI boom has long since opened a second front: It's no longer just about computing power itself,...
Intel: AI Agents Trigger the CPU Wave, but Foundry Will Decide the $1 Trillion Club in the Long Run!
I am positioned in Intel (i), and in Traderfox's US model portfolio, we are 430% up, and I still find...
Forgent Power Solutions: Fundamental Reevaluation Situation Triggers Dynamic Price Rally!
On September 15, I reported on Forgent Power Solutions (FPS) (i.). At that time, the stock could still...
Accenture Uses the AI Risk as a Growth Opportunity! Partnership with Anthropic Drives Shares Up Nearly 6%!
For Accenture (ACN), the very technology that partially threatens the traditional consulting business...
Coherent – a Well-Positioned Photonics Champion Capitalizing on Multiple Bottlenecks of the AI Boom!
Coherent is for me one of the most convincing suppliers of AI infrastructure, especially because the...
Anthropic is Building an Autonomous AI Lab. Here's why AI Drug Research is Becoming a Growth Driver for Thermo Fisher
The new life sciences initiative by Anthropic strengthens my optimism for Thermo Fisher, which has been...
Soitec: New Convertible Bond Secures Liquidity for Future Investments!
About two weeks ago, I reported on Soitec (i.). Since then, the stock has gained over 10%. This is reason...
Nebius Group Turns the Price Screw! For me, the AI Cloud Story is Now Even More Exciting!
Nebius Group (NBIS) is one of the most exciting infrastructure bets in the AI boom for me. The company...
Nokia – From Flip Phone Relic to Underestimated Beneficiary of AI Network Expansion!
I currently see Nokia as one of the most exciting transformation stories in the entire AI space. Once...
Amazon: 100,000x More AI Tokens - This New Huawei Forecast Strengthens My $400 Bull Case
The new Huawei forecast strengthens my bull case for Amazon (i) – I see the stock as one of the biggest...