Opinion
Marvell: AI Slowdown? Here's Why I See the Pullback as an Opportunity
I see the recent pullback in Marvell (i) more as an opportunity. The market is reacting to the call...
Forgent Power Solutions: Data Centers Drive Demand for Electrical Distribution Systems and Energy Infrastructure Solutions!
AI is currently one of the market-moving megatrends in the market. While many investors are primarily...
Rubrik: AI Agents Drive the Cyber Resilience Story – For Me, it is a New Top Pick
The recent warnings from Anthropic highlight how quickly autonomous AI agents can become a new security...
When AI Becomes the Attacker! Fortinet Becomes My Leading Choice for the Next Level of Cybersecurity!
Ironically, the architects of the AI boom are now hitting the brakes. Anthropic CEO Dario Amodei calls...
CrowdStrike – Here's Why I See the Fear Trade as a Long-Term Play on the "Rise of Software"!
What happened in the week of September 14, 2026, was more than just a daily fluctuation: Anthropic CEO...
Okta: Amodei's AI Warning Confirms My Identity Security Assumption
The recent warning from Anthropic CEO Dario Amodei confirms the narrative about Okta that I shared in...
CrowdStrike: The Demand for High-Quality Cybersecurity Solutions from Integrated Architectures is Continuously Increasing!
AI has significantly lowered the entry barrier for cybercriminals while drastically increasing the scalability,...
Zscaler: Anthropic Warning Highlights Security for AI as a Growth Driver
The recent warnings from Anthropic demonstrate how quickly autonomous AI agents can become a new security...
Adobe (i) – Good Fundamentals and the AI Transformation as an Opportunity: For me, This is a Clear Hold Candidate!
I remain on board with Adobe , and the recent figures confirm my confidence. The company delivered a...
SpaceX: I am a Shareholder - the new AI Deal Confirms My Hypothesis, but the Biggest Opportunity Lies in Data Centers in Space
My bullish assessment of SpaceX (i) is clearly supported by the recent statements from management. The...
RH – a Bold Brand Extension That Could Elevate the Luxury Furniture Retailer to a Significantly Larger Playing Field!
For me, the new collection "RH Estates" is the real story behind the recent figures. If CEO Gary Friedman...
Adobe: Over 1 Billion Monthly Active Users, Subscription Growth, and Cautious Market Reactions
On September 10, Adobe (ADBE) (i.) released its report for the 3rd quarter after market hours. Driven...
Sika AG: M&A Activities Lay the Foundation for Future Growth!
The construction chemicals company Sika AG (i.) currently makes an interesting impression. While the...
Analog Devices: NVIDIA Provides the Brain - This Stock Provides the Nervous System of Robots
For me, Analog Devices (ADI) is developing into one of the most exciting undervalued beneficiaries of...
AeroVironment: From Switchblade Success to the Next $500 Million Story
AeroVironment (AVAV) remains my favorite among defense growth stocks. CEO Wahid Nawabi stated that in...
IBM – the Defensive Royal Road to the Quantum Megatrend - Minus the Gambling!
The quantum sector achieved its breakthrough as a national priority in 2026 – yet the pure-play companies...
Brent Rises Above $100 - Here's why Schlumberger is my Favorite in the Energy Sector!
Schlumberger is currently the most exciting stock for me in the energy sector. Brent has risen above...
MLP SE: Growing Uncertainty in the Market Puts Reliable Business Models in Focus!
Currently, a rising volatility can be observed in the stock market again. Higher yields on bonds and...
Sanmina – AMD Strengthens the Helios Story and Makes 2027 Exciting
Sanmina (SANM) is becoming more interesting to me with the recent AMD update. After acquiring the ZT...
IonQ (I) – for Me, the Clear Champion of an Industry in Which Washington Is Currently Rewriting the Rules!
For me, quantum computing has achieved its decisive maturation step in 2026: it is no longer the speculative...
Intel: Here's Why I Believe That the Stock Deserves Access to the $1 Trillion Club
I am positioned with Intel (i) - in our US portfolio, we are up 340% - and I see it as possible that...
MKS Instruments: The Pullback Opens up a New Comeback Opportunity
MKS Instruments (MKSI) looks very attractive to me again after the pullback of more than 40% from its...
Nokia Oyj: Inclusion in the EuroStoxx 50 Serves as a Trigger for the Continuation of the AI Beneficiary’s Trend!
Nokia Oyj (i.) has successfully evolved from a mobile phone provider to a leading provider of B2B telecommunications...