Opinion
Manhattan Associates – My Comeback Thesis is Paying Off! I Expect New All-Time Highs
Manhattan Associates (MANH) I already introduced in April as a comeback candidate among quality stocks....
Intel Takes a Bite Out of the Quantum Stack – Small Deal, Big Option!
Intel acquires the Israeli quantum software company Classiq for approximately 2.3 billion USD. Classiq...
Johnson Controls International: Data Center Expansion Leads to Full Order Books!
Johnson Controls International (JCI) was able to attract investors' attention with the quarterly numbers...
Software Stocks After the AI Shock: The Lows Hold – and Adobe (i) Now Has the Greatest Need to Catch Up!
Software giants such as Adobe (i), Salesforce , and Intuit , as well as the IT consultant Accenture (i)...
Adesso: Overlooked AI Winner from the Ruhr Area? I Expect Significantly Higher Prices!
The Dortmund-based Adesso SE (i.) is, in my opinion, one of the currently overlooked beneficiaries of...
Oracle – The Fallen AI Giant with Comeback Potential?
The past trading week has shown how quickly the hierarchy in the AI sector can shift. Cybersecurity and...
Proto Labs: Why I See the Pullback in the Robotics Beneficiary as a New Opportunity
After the strong rally, Proto Labs has recently seen a significant pullback. This makes the stock interesting...
Procter & Gamble Shows Its True Strength! Why Quality Is Back in Demand on the Stock Market!
While investors are increasingly questioning whether the enormous investments in highly valued AI, storage,...
Amazon attacks the iPad: Panay's tablet offensive makes Alexa the gateway!
Amazon has discontinued the Fire brand after 15 years and launched a true reboot with the new Alexa...
Spotify - 8 Reasons Why I Believe in the Trend Reversal Now
Spotify (SPOT) gained 11.1% after the quarterly results, while the Nasdaq lost 2.6%. For me, this relative...
Northrop Grumman: Now is the Entry Opportunity - These New Markets Are Not Priced In Yet
The sharp corrections in defense stocks create interesting entry opportunities from my perspective. Northrop...
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,...