Opinion
Chevron: The Oil Giant Fueling the AI Revolution with Permian Gas – and has not stopped increasing its dividend for 35 years.
Chevron (CRV) is more than just an oil company – it is the physical energy infrastructure upon which...
2G Energy: Is the breakout coming now? Decentralized energy providers like Bloom Energy, Innio, and Generac are booming.
There is a dominant investment trend in the stock market. This is AI infrastructure. In this context,...
Schaeffler: Has a transformation story with new sales potentials begun?
At Schaeffler (i.), I believe, an exciting transformation story is underway. From an automotive supplier...
Disney – Mega Hit Toy Story 5 Proves: The Franchise Machine is Running at Full Speed Again!
I am convinced that Disney is sending a strong signal to investors with the launch of Toy Story 5. A...
Hims & Hers – This is why I expect a short squeeze!
Hims & Hers Health (HIMS, i) has a short-selling rate of about 28.4%, making it one of the most shorted...
Microsoft's AI Empire! For me, the dominance is just beginning, and that's why I'm buying more!
While the tech world rigidly stares at the next gigantic frontier model, Microsoft CEO Satya Nadella...
ATI Inc.: The Silent Material Monopoly Without Which No Engine in the World Flies
ATI (ATI; formerly: Allegheny Technologies) controls the bottleneck of the global aerospace and defense...
Amazon: I Remain Bullish. Will the Potential $50 Billion Chip Business now Drive the Stock?
I am long on Amazon (i) and boosted my position on June 18, 2026. Media reports have stated that Amazon...
Nexans: A new Trend Boost Could Bring the Cable Specialist Back Into Focus!
Nexans is a French specialist in cable systems. I could already address the stock multiple times, especially...
Telemedicine in Transition! Here's why Teladoc Health is Suddenly Soaring!
The stock of Teladoc Health (TDOC), the global pioneer in virtual medicine, is celebrating a strong comeback....
Cerebras: IPO Laggard Becomes a Beneficiary of the Inference Boom
Cerebras Systems (CBRS) is one of the most exciting trading opportunities among IPO stories for me in...
Take-Two Interactive (TTWO (I)) – GTA VI Takes off: After Years of Waiting, Concrete Investor Fantasies Finally Emerge!
For me, the start of pre-orders for Grand Theft Auto VI on June 25 marks the beginning of the hot phase...
Roblox: Who is right: the Market or Management?
Roblox (RBLX) is facing a classic valuation paradox. The stock is trading at a multi-year low of around...
Tennant: Offers Professional Cleaning Robots - Stock for the pre-Phase of Humanoids. Here's why I am Considering Positioning Myself!
The next investment trend at the stock market that is likely to be hyped is "Humanoids". After all, it...
Straumann: High Willingness to Pay for a Radiant Smile Enables Upward Revision of Profitability Forecast!
Straumann (i.) is a specialist in solutions within the field of aesthetic dentistry. The company has...
Butterfly Network: Pioneer in Portable Ultrasound Devices with Robotics Growth Opportunity
Butterfly Network (BFLY) is an exciting medical technology company with significant growth potential....
Bernstein Ramps up – and Intel Truly Surprises me now: Trump Turns the Foundry Story Into a Political Issue!
I see the AI-driven chip boom impressively confirmed by the latest Bernstein study – with a clear distinction....
Power for the AI Revolution! Vistra Becomes the Preferred Power Partner of AI Giants with Nvidia-KKR Pact!
The Vistra Corporation (VST), one of the largest integrated power producers in the USA, experienced an...
DWS Group With an Attractive Dividend Yield of Over 5%: Efficiency Improvements and Global Expansion Strategy as Drivers of Returns. I Expect to Follow the Trend.
The DWS Group has positioned itself as a central European asset manager and is deeply integrated into...
Jabil: Sovereign AI Infrastructure is now the Major Growth Topic for the Contract Manufacturer - Completely Unexpected!
Jabil raised its outlook again on June 17, 2026 – in the US model portfolio, we are nearly 200% ahead....
Jabil – the shovel seller of the AI gold rush raises its forecast again and impresses across the board!
For me, Jabil is the prime example of a second-tier AI beneficiary : While the big tech companies are...
Parsons Corp.: Margin Icreases, Insider Buying and a High Order Backlog Could Reveal Hidden Potential!
The Parsons Corp. (PSN) (i.) has caught my attention. At the end of April, mixed results for the first...
SoFi Technologies is Becoming the Next-Gen Bank! Is the Growth Story Facing an Explosive Rebound?
The stock of SoFi Technologies (SOFI) had a brutal start to 2026. Despite strong fundamental developments,...