Opinion
Illumina – Why NovaSeq X and New Genomics AI Are Likely to Drive the Rally Further
Illumina (ILMN, i) provides a key technology for analyzing human DNA with NovaSeq X, particularly in...
Netflix plummets to $65! My reasons why I still see potential in the streaming giant!
After the quarterly results, Netflix (i)(NFLX) was sold off by about 5% to approximately $65. Were the...
Nokia: The mobile veteran has become the shovel seller of the AI boom, and the numbers indicate a rebound!
With the numbers for the third quarter, Nokia has impressively disproven the skeptics. The adjusted...
SpaceX: These five statements make me even more bullish as a shareholder!
The SpaceX call from the night of October 21, 2026, further strengthened my positive assessment. As I...
MSCI Profits from Every Market Trend! This Data Giant Is Growing Stronger and Growing Double Digits!
MSCI (i) is one of the most fascinating business models in the financial sector for me. The company hardly...
Vusion S.A.: Suitable Solutions for the Digitalization of Retail - Recurring Revenues in the Growth Sector Rise to €100 Million!
The French niche specialist Vusion S.A. (i.) has specialized in electronic shelf labels and software-driven...
Victoria's Secret: The Angels Are Back - And With Them, the Returns!
Victoria's Secret has made a clear statement with its fashion show this year in Los Angeles, the first...
Twilio remains my favorite - Salesforce-Braze deal strengthens my confidence despite risks
Twilio (TWLO, i) remains my favorite among infrastructure software stocks. The announced acquisition...
Equifax: Cloud Migration and AI are Growth Drivers - Innovation Power Revealed in Rising Returns!
Equifax (EFX) caught my attention on October 20. The trigger was a quarterly report, where the details...
3M: I see one of the most surprising AI stocks emerging here
When I think of AI stocks, I initially think of NVIDIA (i), Broadcom, or the large hyperscalers. 3M ,...
Manhattan Associates Transitions from Comeback Candidate to AI Leader Stock
Manhattan Associates (MANH) has risen by over 60% since I introduced it as a comeback opportunity among...
Datadog from 100 back up to 260 USD! I think the real AI growth wave might still be coming!
Datadog (DDOG) has more than doubled from around 100 to now approximately 260 USD. After such a rally,...
Amazon: How the Weakness of Neoclouds Could Become a Major Opportunity for AWS
The concerns about a potential AI infrastructure bubble do not change my positive outlook on Amazon ...
Allianz SE: Growing Insurance Demand and Efficiency Improvements Underpin Long-Term Trend!
For long-term investors seeking stability and an attractive dividend yield currently over 4.0%, Allianz...
Personnel Software Defies Tech Sell-Off – Leader Stock Paycom Software is My Favorite
When the overall market is weak, I pay particular attention to new leader stocks. The recent tech sell-off...
After Gemini, Quantum Computers are Coming! Alphabet is Reaching for the Next Computing Revolution!
When I think of Alphabet (i)(GOOGL) today, I initially see Google Search, YouTube, Google Cloud, the...
OHB – the shovel seller in the European space gold rush that should be added to your watchlist now!
The throttling of SpaceX satellite services in Ukraine, which according to Reuters was ordered directly...
Nordex: Margin Quality Instead of Pure Volume Fantasy
In the field of Green Energy (solar, wind, and biofuels), positioning over a longer period has been a...
ADP will become even more valuable in the age of AI! Why is this quality stock still so underestimated?
Three months ago, I highlighted the exceptional quality of Automatic Data Processing (ADP). The business...
Amazon is getting closer to customers with Bee – but AWS sets the pace for the stock!
Amazon is stepping up in the race for personal AI. Under the Bee brand, two new wearables are coming:...
Defense Sell-off as an Opportunity - Why General Dynamics is My Favorite
The sell-off in defense stocks opens up new opportunities in my view. According to Reuters, the US sector...
GoDaddy: I'm speculating on an acquisition, but I also see further price potential due to the attractive valuation!
The topic of M&A activities has recently come back into focus. Today, we have the next deals or offers...
Eli Lilly – Why I Prefer Lilly Over Novo Nordisk After the Attempted Breakout
The rotation from technology stocks to the healthcare sector makes Eli Lilly (LLY) an interesting prospect...