Opinion
Firefly Aerospace: The AST SpaceMobile disaster of Blue Origin shows that reliable rocket launches will be crucial. Here are the price catalysts!
The stock of AST SpaceMobile plummeted by up to 12% on Monday. The company is building a network for...
United Rentals: Equipment Rental Company Impresses with Digitalization Strategy!
United Rentals (URI) is likely to reach a new all-time high soon. The company, with 15% market share...
Alphabet Reveals Its True Potential at Cloud Next! Those Who Miss the Cloud Revolution Have Already Lost!
As the largest single position in my portfolio, Alphabet (i)(GOOG, GOOGL) delivers exactly the news one...
The Boeing Company: The comeback of the aircraft manufacturer is taking shape.
Boeing (BA) remains an important pillar in civil aviation and the strategic defense capability of the...
Dell: On track to my 250 USD target. New 1.44 billion USD deal shows enterprise customers are building AI infrastructure!
At the beginning of April, I expressed the opinion that Dell stock could rise to 250 USD over the following...
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...