Opinion
Forvia: Share Buyback Program Provides a Short-Term Catalyst for the Coming Two Weeks!
Europe's automotive suppliers navigate through stormy waters. Amid this uncertainty, Forvia (i.) has...
Samsara – the underestimated data treasure beneficiary of physical AI!
When I look at Samsara, I see one of the most exciting bets on the next wave of AI: the leap of artificial...
Labcorp Holdings: This Shovel Seller Benefits from AI and Precision Medicine
Labcorp Holdings (LH) appeals to me as a defensive shovel seller in the biotech revolution. The company...
SpaceX: I Am a Shareholder – 70% AI Revenue Allows for a Completely New Story
On August 26, 2026, I laid out four detailed reasons at this point as to why I am a SpaceX shareholder...
NVIDIA Acquires Hugging Face – the AI Giant Secures the Most Valuable Piece in the Open Source Market!
I consider this acquisition a strategic hit. With around $11.9 billion for shareholders and an additional...
AeroVironment Establishes Itself as a Leading Provider of Laser Drone Defense
AeroVironment (AVAV) remains an exciting defense stock for me and is becoming the leading provider of...
Soitec: Market Dominance in Optical Networks Enables Strong Forecast!
Regarding Soitec (i.), I have already reported several times since the presentation of the Q1 report...
Novo Nordisk: Pills Instead of Injections - Obesity Therapies Offer Long-Term Potential!
For investors currently seeking diversification in the healthcare sector, I find Novo Nordisk (i.) interesting....
Dell: The $95 Billion AI Order Backlog Is Not the Whole Story - I See the Stock at Over $600
For me, Dell ’s gigantic AI order backlog of $95 billion is just part of the story. The more complex...
Duolingo: Open-Source AI Strengthens Turnaround Potential
Duolingo (DUOL) is becoming an intriguing turnaround candidate following the massive drop in its share...
CrowdStrike Becomes the Security Layer of the AI Age – for Me, it is a Structural Winner!
I see a rare clear case of paradoxical tailwind in CrowdStrike : The risks of artificial intelligence...
2G Energy: Texas Forces Data Centers to Use On-Site Power – My Bull Case Projects €1 Billion in Revenue
Regarding 2G Energy, I believe the market is still underestimating data centers as a new growth driver....
Nabors Industries: 52 Planned Drilling Rigs in Venezuela Open Up a New Growth Opportunity
Nabors Industries (NBR) is becoming particularly interesting to me due to new plans to expand oil operations...
Novartis: Trend Followers Receive a Fresh Buy Signal Based on Study Data!
Novartis is a European pharmaceutical heavyweight offering a compelling long-term investment story. This...
Take-Two (i): To me, the Price Drop Due to the Leak Is a Buying Opportunity—GTA Is Still GTA!
The stock plunge of about 6.7% to $219.70 is, in my estimation, based on baseless rumors of a delay—and...
Schlumberger: $5 Billion from AI Data Centers Plus Venezuela Boom – I See Potential up to $80
For me, the investment case for Schlumberger is changing. The market continues to see it primarily as...
Klarna: CEO Invests $10 Million – I'm Following the Insider!
Klarna (KLAR) (i.) recently reported a strong Q2. Revenue rose by 27% to $1.04 billion, and the transaction...
Freeport-McMoRan: My Favorite for the Copper Boom
Copper remains one of the most exciting commodity trends for me. The IEA expects an additional demand...
Sony – The Perfect "Shovel Seller" for the Historic GTA VI Gold Rush!
When I look at the current market developments, I am reminded of the historical gold rush – only today’s...
Schlumberger: Venezuela Could Become a Billion-Dollar Market Again – Here’s Why I Find the Stock Interesting
I find Schlumberger particularly interesting apart from the tech stocks at the moment, because the Iran...
Super Micro Computer: Over $60 Billion in Order Intake Secures Growth for 2027!
For speculative investors, Super Micro Computer (SMCI) (i.) is currently worth a look again. The company...
Who Will Break the $1 Trillion Revenue Mark First? Amazon, Nvidia, and SpaceX Are in the Race for the Next Record!
A yearly revenue of $1 trillion sounds absurd even for the largest corporations in the world. However,...
JFrog: For me, the Software Company Is a Top Beneficiary in the Era of AI Agents
JFrog (FROG) is one of the most exciting indirect beneficiaries of the boom in AI agents for me. Coding...