Opinion
Vishay Precision Group – Unassuming sensor specialist with direct connection to the hottest megatrends!
What convinces me about Vishay Precision Group is primarily the combination of solid numbers and credible...
The King of the Semiconductor World ASML is in the Crosshairs of Elon Musk! Terafab Chip Factory Set to be Built in Texas!
Anyone looking to master the future of artificial intelligence cannot overlook ASML. As the only provider...
Veeco Instruments: Spending on Semiconductor Equipment Accelerates
The "Semiconductor Equipment & Materials" sector is, according to Sector-Spider's analysis at the...
Southwest Airlines: The Structural Transformation of a US Aviation Monument
Southwest Airlines (LUV) has shed its historical reluctance in product design and is fundamentally transforming...
2G Energy: Here's how I Assess the Price Potential After the First Data Center Order
The stock of 2G Energy (i) has performed excellently since the end of March. It has risen from €30...
Digital Turbine: 20% Share Price Increase in 10 Days and the Rally Could Continue!
On June 1st, I reported on the compelling expansion strategy of Digital Turbine (APPS) and the strong...
Micron Shakes off the Correction – the Memory Story Remains Intact in my Eyes!
After the recent turbulence, I see remarkable strength at Micron Technology. The stock is climbing again...
40% Off the All-Time High! 5 Reasons why a Comeback Could be on the Horizon for Netflix!
Who doesn’t know it? You watch the Netflix stock (NFLX) climbing for years, regret missing the entry...
The Coca-Cola Company: The Resilient Currency of Global Consumption
The Coca-Cola Company (KO) has the world's largest physical distribution network for consumer goods...
Patrizia SE: This Momentum Will Positively Influence the Share Price until June 2027!
Patrizia SE announced a pivotal news point in December 2025 with the long-term extension of the important...
Firefly Aerospace: By 2030, Revenue Could Multiply to Over $2 Billion. New Price Opportunity after the Correction!
Most stocks in the investment trend "Space" have sharply corrected in the run-up to the SpaceX IPO, as...
Amazon – With Claude Fable 5, the cloud giant secures its next AI trump card!
I see Amazon as one of the most elegant ways to participate in the AI boom – widely diversified and...
Should I Invest in Just one Stock? My Choice is Amazon, Thanks to E-Commerce, AWS, and Robotics!
The tech sector is undergoing a fundamental market correction, driven by increasing demands for profitability...
Hinge Health Becomes the Market Leader in Digital Physical Therapy
Hinge Health (HNGE) is currently one of my favorites among growth stocks for new breakout trades. The...
DraftKings: The Digital Rock of the American Entertainment Industry
DraftKings (DKNG) has transformed from a fantasy sports provider into a technologically integrated heavyweight...
Cadence Design Systems: AI Agents Take Over Chip Development
Cadence Design Systems (CDNS) is once again an interesting long candidate after the recent breakout to...
Tesla: I am Considering an Entry due to the Humanoid Robotics Story. Here's the Trigger That Should Boost the Stock!
On the stock markets, the megatrends around "AI" and "Space" are gaining traction. However, the next...
Corning: Rising Demand for Glass and Copper Products Supports the Growth Story
After years of little sustainable growth, the stock of Corning (GLW) (i.) has completely changed its...
Chip Advantage and AI as Drivers of Success! Market Finally Discovers the Potential of Fortinet!
Fortinet's stock (i)(FTNT) has made an impressive rally of about 80% since the beginning of the year...
Apple after WWDC 2026 – Steady Evolution Instead of Revolution: it is Exactly This Calm That I see as the Real Opportunity!
I view the current price loss after WWDC with deliberate calm: Wall Street hoped for a fireworks display,...
Munich Reinsurance Company: The Economic Anchor in an Era of Volatile Unpredictability
The Munich Reinsurance Company (i) acts as the corrective of the global risk landscape. With the ability...
Oracle: The "Wednesday of Truth" Will Show Whether My Recent Purchase was the Right Choice!
On May 21, 2026, I wrote here that I see the starting signal for the stock of Oracle and have increased...
Technotrans SE: AI and Electrification Drive Demand for Advanced Liquid Cooling Systems!
Megatrends such as AI and electrification have brought the semiconductor industry into the spotlight...