Opinion
Panic is Not a Signal to Run Away! This Historic Trading Day Shows Why Investors Need a Plan!
Yesterday, Thursday, was one of those days when the stock market feels brutal. The Nasdaq-100 lost 6.36%,...
Veeva Systems – AI Offensive and only 12% of the market penetrated! I see further potential
Veeva Systems (VEEV) impresses me with its relative strength: On November 5, the stock only fell by...
Airbnb – from "Airbnbust" back to growth mode: a comeback story that you should definitely keep on your radar!
The travel industry is making an impressive comeback. Following the Democrats' victory in the midterms,...
PulteGroup: My Favorite for the Next US Homebuilding Boom
New upswings are starting in American homebuilder stocks. PulteGroup is emerging as my favorite. Four...
SoFi Technologies is Maturing! Why I'm Building My First Position at the Current Price Level!
I have decided to establish an initial position in SoFi Technologies (i)(SOFI). Not because the stock...
AppLovin: a very risky but plausible rebound opportunity to keep an eye on!
With the record quarter, AppLovin has temporarily silenced the doubters. Revenue rises by 55% to around...
Uber: The Robotaxi Advantage Becomes Measurable – I Expect a New Upward Movement!
I see Uber Technologies (UBER, i) as much more than just a ride-hailing service. Uber brings together...
Amazon: Why the Democratic Victory Could Actually Benefit AWS
The victory of the Democrats in the US midterms and the possible tightening of data center regulations...
Booking Holdings remains the travel machine! AI could be more of an opportunity than a threat for the market leader!
Booking Holdings (i)(BKNG) owns one of the most powerful travel ecosystems in the world with Booking.com,...
First Solar: I am long – this fallen angel could become the biggest midterm winner!
I have now positioned myself on the long side with First Solar (FSLR, i) . After the Democrats' victory...
Arista Networks: A Winner of the AI Boom to Watch Now!
After weeks of concern about an AI bubble, Tuesday evening brought noticeable relief. AMD, Super Micro,...
Texas Instruments: Up to 1,000 USD content per humanoid - here's why the stock is at the top of my buy list
Texas Instruments is currently at the top of my watchlist for a potential purchase. I consider the stock...
Aehr Test Systems Explodes After the Numbers! Is This the Next Leading Indicator for the Semiconductor Boom?
Aehr Test Systems (AEHR) is a slightly lesser-known but important specialist in the semiconductor value...
AI Diagnostics Take Over Veterinary Practices – I Expect New All-Time Highs at IDEXX Laboratories
The jump in the stock price of nearly 22% following the figures from November 2 underscores why I count...
Fabrinet – Record Figures After Stock Slide: The Rebound Opportunity Begins Now!
Fabrinet is, for me, one of the covert winners of the AI boom. The company doesn’t develop its own...
Amazon: For me, the trillion-dollar opportunity clearly outweighs the capex risk
For Amazon (i), I remain bullish unchanged. Yes, free cash flow is suffering due to investments and was...
Alphabet is 30% Below Its All-Time High! I'm Staying Calm and Buying Slowly Again!
In April 2025, I took advantage of the weakness in Alphabet (i)(GOOGL). Now, I find myself in a similar...
Pasqal – Quantum Pioneer with Nobel Prize DNA After the Sell-Off: Speculative Opportunity for Patient Investors!
Support from Wall Street: On Friday, Cantor-Fitzgerald analyst Troy Jensen initiated coverage of Pasqal...
Spotify – The planned AI remix add-on strengthens my trend reversal thesis
Spotify (SPOT) gained 6.5% on October 30 while the Nasdaq Composite lost 2.9%. This confirms my thesis...
Dexcom: Innovation and Services as Drivers of Returns - I Expect a Breakout to a New 52-Week High Soon!
Today, Dexcom (DXCM) caught my attention with compelling fundamentals. The company increased its revenue...
Intel – The Air Has Gone Out: Now Comes the Reality Check!
After the release of its quarterly numbers, the Intel stock plummeted by about 26% in after-hours trading....
Illumina – Why I Expect New Highs After the Stock Drop
Illumina (ILMN, i) remains a key supplier in the AI revolution within the biotech sector for me. The...
Munich Re. Secret Winner of the Cybersecurity Challenge. Chart Technical Rally Signal!
In the German market, reinsurers are interesting. Hannover Re and Munich Re are entering new upward trends....