Opinion
Coinbase: More than just a speculative crypto exchange?
Karman: Forget Lockheed Martin! This {[secret giant]} dominates the new rocket supercycle!
The era of industrial depletion wars is back, along with a "rocket supercycle." While investors often...
Ulta Beauty (ULTA) – The beauty giant grows, but between investment drive and margin pressure, the stock seeks its new direction!
As one of North America's most powerful beauty retailers, Ulta Beauty has demonstrated in recent years...
Panic currently dominates Wall Street! But AMD withstands the storm and is clearly a winner for me!
The markets are shaking. Oil prices are skyrocketing, inflation fears are rising, and the Fear and Greed...
Disruptions in the Energy and Agricultural Market: 3 Reasons Why The Andersons is Benefiting Now!
The Andersons is a US grain trader that has diversified its business towards renewable energies in recent...
Palantir as a Key Partner in the {[Iran Conflict]}
In light of the recovery attempt of software stocks, Palantir Technologies (PLTR) is interesting for...
Air Products and Chemicals: The Commodity Giant as a Silent Infrastructure Lever of the Green Transition
Air Products and Chemicals (APD) operates as a global producer and supplier of industrial gases such...
Firefly: A Highly Speculative Rocket Story with Considerable Potential!
If you want to invest in commercial rocket providers on the US stock market, you should consider Rocket...
UP Fintech: Growing Stock Market Enthusiasm, Increased Trading Activities, and Expansion of the Credit Business!
Generally speaking, it can be assumed for several months now, especially in the currently very volatile...
NVIDIA (NVDA) – The AI Demand Remains Unbroken, and NVIDIA is Betting on the Next big Growth Chapter!
The markets may currently be preoccupied with oil price shocks and geopolitical risks – but those who...
The Ultimate Billion-Dollar Coup! Cintas Will Dominate the Market with the UniFirst Acquisition!
Cintas (i)(CTAS) is undoubtedly the backbone of the economy. Whether in hospitality, healthcare, or manufacturing,...
Uber Positions Itself as a Leading Robotaxi Provider
Uber Technologies (UBER) announces further progress toward its goal of becoming the world's largest provider...
Planet Fitness: The Franchise Machine in the Global Wellness Megatrend
Planet Fitness (PLNT) dominates the global fitness market as an undisputed price leader and democratizes...
Oracle: Yes, the AI Beneficiary is Back in the Game. Four Developments are Making me Bullish!
With the figures released on the evening of March 10, 2026, the moment of truth arrived for Oracle (i)....
AT&T (T) – The US Telecom Giant Launches a Historic $250 Billion Infrastructure Offensive and Positions Itself as America's Digital Backbone for the AI era!
With this announcement, I clearly state: AT&T's announced investment offensive of 250 billion USD...
Mega-Bet on the Future of Communication! AT&T Invests $250 Billion in Network Expansion!
AT&T (T) doesn’t do things by halves. With a stunning investment package of $250 billion over the...
Fluence Energy: Dependence on Industrial Policy as a Structural Intensification of the Energy Transition
Fluence Energy (FLNC) is a key player in providing energy storage solutions (Battery Energy Storage...
Oracle: AI Beneficiary set to Take Off with Massive AI Orders
Oracle (ORCL, i) confirms with its Q3 results that the AI story is completely intact. A seamlessly integrated...
Huber+Suhner AG: A Swiss Hidden Champion in the AI Gold Rush?
The Huber+Suhner AG is often regarded as a fundamentally solid but somewhat unremarkable industrial supplier...
Oracle: The Hour of Truth - Quarterly Results to be Published now!
[Editor's note: This article was written on Tuesday, March 10, 2026, before the release of the figures]...
Waste Management: The Trash Can as a Cash Machine!
The stock of Waste Management (NYSE: WM) belongs to the rare companies whose business model is simultaneously...
Tencent (i) & China's OpenClaw Wave – The next big AI catalyst from the Middle Kingdom is gaining momentum and could reshape the global AI landscape!
Alos, such an explosive dynamic as we are currently witnessing around OpenClaw is rarely experienced...
Historical Misvaluation! Microsoft's new AI Wonder Weapon Cowork Could Take Wall Street by Storm!
Microsoft (i)(MSFT) is currently valued at a historically low level on the stock market, which I believe...
Argan is the Shovel Seller of the AI Boom - Here's why I Think the Stock Will Continue to Rise Despite the all-Time High!
I first talked about Argan at prices around $60 when the company's growth began to accelerate. The stock...