Opinion
Vusion: Digitization of retail offers enormous growth potential
At Vusion (i.), I see an exciting growth story in the French small-cap sector. The company specializes...
Alibaba – China's AI Giant Bets Everything on One Card and Directly Challenges NVIDIA!
The AI boom has long since opened a second front: It's no longer just about computing power itself,...
Intel: AI Agents Trigger the CPU Wave, but Foundry Will Decide the $1 Trillion Club in the Long Run!
I am positioned in Intel (i), and in Traderfox's US model portfolio, we are 430% up, and I still find...
Forgent Power Solutions: Fundamental Reevaluation Situation Triggers Dynamic Price Rally!
On September 15, I reported on Forgent Power Solutions (FPS) (i.). At that time, the stock could still...
Accenture Uses the AI Risk as a Growth Opportunity! Partnership with Anthropic Drives Shares Up Nearly 6%!
For Accenture (ACN), the very technology that partially threatens the traditional consulting business...
Coherent – a Well-Positioned Photonics Champion Capitalizing on Multiple Bottlenecks of the AI Boom!
Coherent is for me one of the most convincing suppliers of AI infrastructure, especially because the...
Anthropic is Building an Autonomous AI Lab. Here's why AI Drug Research is Becoming a Growth Driver for Thermo Fisher
The new life sciences initiative by Anthropic strengthens my optimism for Thermo Fisher, which has been...
Soitec: New Convertible Bond Secures Liquidity for Future Investments!
About two weeks ago, I reported on Soitec (i.). Since then, the stock has gained over 10%. This is reason...
Nebius Group Turns the Price Screw! For me, the AI Cloud Story is Now Even More Exciting!
Nebius Group (NBIS) is one of the most exciting infrastructure bets in the AI boom for me. The company...
Nokia – From Flip Phone Relic to Underestimated Beneficiary of AI Network Expansion!
I currently see Nokia as one of the most exciting transformation stories in the entire AI space. Once...
Amazon: 100,000x More AI Tokens - This New Huawei Forecast Strengthens My $400 Bull Case
The new Huawei forecast strengthens my bull case for Amazon (i) – I see the stock as one of the biggest...
Moderna: A Clear Buy for Speculative Trend-Followers in the Healthcare Sector!
Moderna (MRNA) has proven that mRNA technology works. However, the journey from a pure pandemic profiteer...
140 Years of Coca-Cola! This is how I Envision a Timeless Company!
When I began to engage more deeply with the stock market and Warren Buffett's investment philosophy,...
Generac – from Boring Backup Generator Manufacturer to Indispensable Supplier of the AI Age!
The major trend behind this stock is the exploding electricity demand of AI data centers. I am convinced:...
Elmos: Growth Acceleration Starting in 2027 Plus Humanoids - The 30% Correction Opens up an Opportunity for Me
After the approximately 30% correction, I am looking at Elmos much more closely again. The stock had...
Novo Nordisk: AI Could Serve as a Margin Booster!
The dominance in the market for diabetes and obesity therapies has propelled the Danish pharmaceutical...
I Am Getting Involved with MercadoLibre! For Me, Latin America's Digital Ecosystem Is Just Getting Started!
I have decided to take a first position in MercadoLibre (MELI). The reason is less about the current...
Micron – the Memory Champion Supported by the AI Supercycle is Looking Like a Bargain after the Pullback!
In my view, the market is at a classic turning point where fear overshadows the fundamentals. Midterm...
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...