Opinion
Meta: A Simple Reason Why Capex Concerns Are Exaggerated and the 18 P/E Stock Has Upside Potential!
It was the evening of April 29, 2026, when Meta (i) presented its results for the first quarter. One...
Tempus AI: The Neural Operating System of Global Oncology as a Latecomer in the AI Race
Tempus AI (TEM) structurally positions itself as a data hub between molecular diagnostics and clinical...
Hannover Rück SE – A Defensive Yield Anchor for Troubled Waters
The latest financial figures demonstrate the operational strength of Hannover Rück. After closing the...
Amazon Will Dominate the AI Inference Age, and the Snowflake Deal Shows Why!
I am clearly bullish on Amazon (i) and still expect a price increase to 400 USD. The Snowflake deal illustrates...
Salesforce Remains a Favorite with Record Revenue and Agentforce Milestone
Salesforce (CRM) has a P/S ratio of 3.1 and a P/E ratio of 13.4, making it a favorite among penalized...
Meta Platforms: The Monetization of Artificial Intelligence as a Necessary Response to Advertising Market Saturation
Meta Platforms (META) is taking the long-overdue step away from purely depending on advertising revenue...
D.R. Horton: Reasons for a new Upswing in U.S. Homebuilders
I think trading-oriented investors should now keep home builders like D.R. Horton on their radar. From...
CORSAIR Gaming: Products for AI Infrastructure Offer Turnaround Opportunity
CORSAIR Gaming (CRSR) is currently becoming an exciting turnaround candidate. The company benefited as...
Allianz: A Robust Quality Stock with an Attractive Dividend Yield!
For long-term oriented investors, Allianz is ideally suited as a defensive addition during volatile market...
Vertiv Holdings: The Physical Backbone of the AI Revolution
Vertiv Holdings (VRT) is not just a hardware supplier, but the bottleneck of global digital infrastructure....
2G Energy is now Officially an AI Winner - Data Center Order Worth Over 100 MW. How Should I act now?
Today is a good day. The management of 2G Energy (i) announced at the EK Forum in November 2025 that...
IBM: AI Operating Model and Quantum Chip Foundry Drive Comeback
International Business Machines (IBM) is an interesting candidate for me for several reasons, and I now...
AeroVironment: The Industrial Architect for 21st Century Autonomous Warfare
AeroVironment (AVAV) has transformed from a pioneer in small drones to a systemically relevant player...
Dell: Underestimated Growth? Parabolic Demand for AI Servers Meets AI Adoption in the Enterprise Sector!
For traders, the stock of Dell is interesting in the short term, while also shining with a convincing...
MP Materials: Geopolitics, Electrification, and High Technology Drive Stock Prices!
MP Materials Corp. (MP) (i.) is the only fully integrated producer of rare earth elements in North America....
Strong Subscriptions, Huge Margins, new AI Tools! Workday Delivers in Q1 and Increases Subscription Revenues by 14%!
Workday (WDAY) acts as the digital backbone of thousands of companies, managing highly sensitive processes...
Take-Two Interactive: Here's why I Continue to Hold TTWO Stock in my Portfolio and Consider it a Clear pre-Launch Investment for GTA6 with an Asymmetric Risk-Reward Profile!
Take-Two (i) has delivered with the latest quarterly figures while sending the most important signal...
Spotify: Investor Day Sparks Comeback
I believe that Spotify Technology (SPOT, i), after the Investor Day with the confirmed vision of 1 billion...
American Airlines: The Return to Operational Discipline
American Airlines (AAL) is the structural backbone of North American air travel, with its strength rooted...
Nexans S.A.: The Backbone of Global Electrification
From an investment perspective, I find Nexans S.A. (i.) interesting at the moment due to the addressed...
Quantum Computing – the Next Big Thing? Why I'm Betting Big on the Sector Now!
For me, quantum computing is increasingly crystalizing as the next big investment theme – comparable...
Is the Comeback of the Year Happening Here? e.l.f. Beauty Could Be on the Brink of a Massive Turnaround!
The stock of e.l.f. Beauty (ELF) has experienced an unprecedented crash. From its record high of over...
Oracle: I have increased my holdings. The OpenAI IPO will be the starting signal for the stock - three reasons!
On the evening of May 20, 2026, the "Wall Street Journal" exclusively reported the news that OpenAI is...