Opinion
MuM: After the most profitable first quarter in the company's history, I am betting on a comeback of the stock!
Software stocks have collectively suffered recently under concerns of AI disruption. However, the market...
The Irreplaceable Compass of Wall Street! Why I'm not letting go of MSCI right now!
If there is a company that forms the quiet backbone of the global financial markets, then for me it is...
X-Energy – With Amazon's backing and high-temperature reactors in tow, aiming for the hottest nuclear IPO of the year!
The upcoming IPO of X-Energy is one of the most exciting in the clean energy sector, although I must...
Adobe: $25 Billion Share Buyback as a Trigger for the Comeback
At Adobe (ADBE), the tug-of-war between bulls and bears is intensifying, and I clearly align myself with...
Hewlett Packard Enterprise on Growth Trajectory: Juniper, AI, and Full Order Books
Hewlett Packard Enterprise (HPE) is not just dabbling in the AI theme; it has placed it at the core...
Regal Rexnord: Humanoid Robot Stocks Belong in the Portfolio. Here's why I Have Bought This Supplier!
The rapid advancements in AI will contribute to a faster transition to humanoids, as they can be trained...
Quest Diagnostics: Perfect Score in Robustness Check and New All-Time Highs in Sight!
Quest Diagnostics (DGX) (i.), active in the field of clinical laboratory diagnostics and health information,...
Enough with China's Stranglehold! USA Rare Earth is the Ultimate Must-Have in Each Portfolio for Rare Earths!
Enough is enough! For years, the West has been watching almost idly as Beijing established a frightening...
Amazon – With the Huge Anthropic Deal, the Cloud Giant Catapults Itself to the top of the AI Infrastructure League!
With the announced mega investment of up to $25 billion in Anthropic , I see Amazon clearly on the path...
CrowdStrike: The Cybersecurity Giant Belongs in Your Portfolio now!
In a world where cyberattacks are becoming increasingly complex and fueled by AI, IT security is no longer...
Caterpillar: The Physical Foundation of the Digital Age
Caterpillar (CAT) is much more than just a construction equipment manufacturer; the company acts as...
The IPO Solstice Advanced Materials is Strong in the Sector of Nuclear Energy and Data Centers – the Stock is About to Break out of Base!
I really like the chart of the IPO Solstice Advanced Materials, which has been listed since the end of...
Eli Lilly: Strong Growth, Strategically Smart and Attractive After Setbacks!
The stock of Eli Lilly (NYSE: LLY) remains, in my view, a high-quality growth asset with an attractive...
Okta Becomes the Identity Platform for AI Agents
In the case of Okta (OKTA), I believe that the formation of a new uptrend structure is just a matter...
Universal Music Group: Bill Ackman Plans the {[Takeover]} and Move to the NYSE!
Recently, Bill Ackman managed to attract investors' attention to Universal Music Group (UMG) (i.) with...
Computacenter: This Company Provides the Hardware and Consulting for the AI Gold Rush - and Almost Nobody has it on Their Radar!
The AI winners largely come from the USA. However, with Computacenter , a beneficiary from the UK is...
PepsiCo Is Making a Comeback to the Top! A Stroke of Genius in the Snack and Beverage Aisle!
If you ask me, PepsiCo's (i)(PEP) recent quarterly results were not just good; they were an absolute...
Adobe is Under AI Pressure due to Anthropic, but Won't go Down Without a Fight!
I still see Adobe as a fundamentally strong company, but the stock continues to be under noticeable...
Strategy: Speculative Rebound Opportunity at the World's Largest Bitcoin Treasury
As early as the end of 2025 and in early March, I pointed out the opportunities with Strategy (MSTR;i)...
Autoliv: The Market Share Gains in Asia are Still Underestimated, Which is why I see the Stock Reaching new Highs Soon!
Autoliv Inc. (ALV) has caught my attention. As the undisputed global leader in automotive safety systems,...
I am Convinced That the Future of Humanity Lies in Space – and This is not a Metaphor!
I regularly write about capital markets, and I have learned to meet euphoria with skepticism. But when...
AI Power Takeover! My Microsoft Buyback was an Absolute hit and I see Even More Potential!
When Microsoft stock (i)(MSFT) plummeted to as low as $355 in the last six months, many saw it as the...
Morningstar: Financial Data Specialist with an Attractive Chart and a Fundamental Story
Morningstar (MORN) is an important player in modern capital market analysis with its exclusive historical...