Opinion
Caterpillar: These three trends shape the long-term growth story!
On August 4, Caterpillar was able to crush experts' expectations with its reported figures for the second...
Impinj: Why I Expect New All-Time Highs from the IoT Specialist Now
The semiconductor company Impinj (PI, i), a specialist in RFID technologies for connecting everyday objects...
80% Crash After the Hype! Is E-Learning Stock Duolingo Facing a Comeback?
The stock of language learning specialist Duolingo (DUOL) experienced a drastic rollercoaster ride on...
Microsoft: Azure and Copilot Fuel the Stock Rally at Microsoft! Already 30 Million Licenses for Copilot!
Microsoft and Amazon emerged as clear winners following their quarterly reports last week. In the technology...
Hexagon: I am Considering an Entry at the Manufacturer of the Humanoid AEON!
For me, it is clear that after AI, the humanoid robotics age will be the next big thing. Tech visionaries...
AI Agents out of Control - Okta is My Favorite for Protection Solutions
Okta (OKTA, i) remains one of my top candidates for implementing urgently needed protective measures...
TKMS: Full Order Books and Chart Buy Signals Bring the Submarine Specialist Back Into Focus Right Now!
TKMS AG & Co. KGaA (i.) has been back in the spotlight for investors since mid-June. The company...
THAAD, Patriot & Artemis Mission! L3Harris Fills Order Books to a Record High of $42 Billion!
L3Harris Technologies (LHX) operates as a Trusted Disruptor in the defense industry. The company provides...
Amazon: I Am a Shareholder and See at Least $400 by 2030. Here Are Three Reasons From the Q2 Call!
I am an Amazon shareholder. In the medium term, I expect a rally to at least $400 by 2030. Why? Because...
Aumovio: Securing the Future with Obstacles – Three Buy Signals are now in Focus!
Aumovio is well-positioned with solutions ranging from sensors to display and control solutions, as well...
Has Greed Now Brought a Hedge Fund to Its Downfall? I Prefer Value Investing and Substance Over Hype!
There are two paths in the stock market. The pursuit of quick money or the patient accumulation of substance....
Amazon – With AWS, the Expensive AI Race is Finally Becoming an Earnings Machine, and That's Exactly What Convinces me!
For me, the message this quarter is clear: Amazon proves that the massive AI investments are paying off....
Microsoft: I Have Bought the Stock now. Azure Accelerates to 45%, and That's Just one of Four Reasons.
Microsoft (i) reported its quarterly figures in the night of July 30, 2026. I followed the analyst call...
Baxter International: Tariff Refunds Support Earnings Amid Supply Chain Challenges
In the current earnings season, several stocks from the healthcare sector have already impressed with...
The King of Coffee! Brian Niccol's Recipe for Success Ignites at Starbucks and Brings Customers Back!
Under the leadership of Brian Niccol, Starbucks (i)(SBUX) is visibly thriving. His "Back to Starbucks"...
Manhattan Associates – the Transformation Into Cloud Subscriptions Is Bearing Fruit, and the Raised Forecast Proves Me Right!
For me, the real news is not the strong quarter, but the raised annual forecast: Manhattan Associates...
GFT Is Not an AI Loser Thanks to the Wynxx Platform. I Am Long on This Trending Value Stock.
I believe GFT Technologies (i) has been unfairly labeled as an AI loser and I am long. The IT service...
Hasbro: I See Great Potential in the Strategic Realignment and Digital Restructuring!
When I think of Hasbro (i.), I am reminded of family game nights when board games like Risk or Monopoly...
The AI Rally in the Background! Teradyne is the True Winner of the Tech Boom with Its Testing Equipment!
When thinking of the current boom in artificial intelligence, people often mention Nvidia or big tech...
Capcom – The Gaming Machine is Running Hot: Record Sales Turn Old Titles into Cash!
Capcom convinces me because the company excels at something that other game studios have struggled with...
RTX: This Missile Manufacturer Is Replenishing the Depleted Patriot and Tomahawk Stockpiles of the USA. The Stock is at an All-Time High!
One of the well-kept secrets is the extent of the missile stockpiles the USA still possesses. The Iran...
SAP: AI Acquisitions Suppress Short-Term Profit Outlook, But the Market Bets on the Long-Term Story!
At SAP (i.), AI concerns have long weighed on the stock price. However, the tide may have turned. The...
Winners of the AI Boom! Celestica Raises its Annual Forecast and Promises Even Stronger Growth in 2027!
While the general mass of investors focuses intently on the well-known chip giants, a crucial architect...