Opinion
Bechtle: The Bottom Has Been Reached. Winners from the {[Infrastructure Package]} Starting in 2026!
The major IT service provider Bechtle reported on November 14, 2025, a turning point in Q3 and a resurgence...
Allianz: Lower expenses from natural disasters boost profitability!
Allianz SE is a foundational investment in the insurance sector for long-term investors and dividend...
Take-Two (TTWO) correction is a clear buying opportunity ahead of the blockbuster launch of GTA VI!
The recent correction of Take-Two Interactive's stock, triggered by the further delay of Grand Theft...
Evolv Technologies: AI Weapon Scanners Offer a Long-Term Growth Story
Evolv Technologies (EVLV) serves over 1,000 customers with AI weapon scanners and scans an average of...
On Holding remains on a growth path – Stock poised for a technical rebound!
The Swiss premium sports equipment manufacturer On Holding (ONON) impresses once again! In the 3rd quarter,...
Cisco – The Network Giant Rides the AI Wave
The quarterly results released by Cisco Systems on November 12, 2025, have sent a clear signal to the...
Perion Network Ltd.: Turnaround Candidate with new Growth Fantasies in the Connected TV Sector!
Last year, Perion Network Ltd. (PERI) faced challenges particularly due to the contract expiration with...
For me, Instacart is a Short-Term Trading Opportunity
The pullback in Instacart (CART) presents an opportunity for short-term trading maneuvers. While the...
IBM: The Best Stock to bet on Quantum Computers?
With D-Wave, IonQ, and quantum computing, there are some pure players in the field of quantum computers...
IBM's Quantum Leap: On the Way to a Fault-Tolerant Computer – A bet on the Future!
IBM's recent announcements highlight the ambitious strategy of the tech giant in the field of quantum...
For me, Nebius Remains a Clear Beneficiary of the AI Infrastructure Shortage
Two multi-year hyperscaler contracts - Microsoft up to $19.4 billion, Meta ~ $3 billion with an option...
Elmos: New Small-cap Favorite? Optimistic Outlook for 2026 with Strong Perspective Until 2030 and a P/E Ratio of 13.3!
I can well imagine that Elmos' stock will increasingly become a favorite among German chip stocks. I...
Viant Technology: AI-driven programmatic advertising offers growth potential!
Digitalization is changing consumer media usage behavior. Companies need to respond by adjusting their...
Sony: Anime Success and Booming Sensor Business Underpin the Transformation into an Entertainment Giant!
The Sony Group has once again impressed me with its recent quarterly performance and the subsequent...
Xometry in the Fast Lane! The Stock now Belongs on the Watchlist
Xometry is more than just an industrial company; the stock represents a bet on the digital future of...
Hims & Hers: The telemedicine stock should be back on your radar after the recent quarterly results!
The stock of Hims & Hers marks a decisive turning point with its recent quarterly results, making...
No TSMC, no NVIDIA - The Dream Team in the AI Race Secures the Future of Technology!
The recent developments surrounding NVIDIA CEO Jensen Huang's visit to Taiwan Semi (TSMC) underscore...
Why Hannover Rück is now interesting!
The Hannover Re (XETRA: HNR1) once again demonstrates why it is considered one of the most reliable...
nVent Electric: Liquid Cooling for AI Data Centers is Just the Beginning
nVent Electric (NVT) is on its way to new highs after closing the gap. In particular, modular liquid...
Intel: Partnership with Tesla? Why the Stock has Long-Term Potential for Multiplication!
Intel (i) has been developing well in 2025. On the night of November 7, 2025, Elon Musk introduced a...
Rockwell Automation (ROK): Finally Light at the End of the Tunnel for the US Industry?
I see an encouraging signal for the troubled US manufacturing sector. Rockwell Automation has significantly...
Intel: Weakness in Technology Stocks Could Represent a Buying Opportunity!
Currently, we are seeing increasing signs of weakness among technology and growth stocks in the USA....
e.l.f. Beauty: A Buying Opportunity After the Price Crash?
The cosmetics manufacturer e.l.f. Beauty recently experienced a massive price drop that alarmed investors....