Opinion
CoreWeave: 5 Reasons Why the AI Hyperscaler Could Now Take Off
The AI hyperscaler CoreWeave (CRWV) is, for several reasons, an interesting short-term long opportunity...
American Resources: U.S. Government Focusing on Rare Earths from Within the Country!
American Resources Corp. (AREC) operates in the fast-growing sector of critical minerals and clean energy...
Commonwealth Fusion Systems – The Nuclear Fusion Revolution is Gaining Momentum, and Tech Giants like NVIDIA and Google are Making Massive Investments!
I am observing with increasing optimism how Commonwealth Fusion Systems (private) has completed one...
Amgen: An Attractive Investment in an Uncertain Market
Amid the turbulence in the financial markets, investors are looking for stable yet growth-oriented companies....
SK Hynix: From Cyclical to Supercyclical Thanks to AI
The storage industry has been extremely cyclical for decades: Overcapacities regularly pushed prices...
Micron (MU) – The AI Shift Drives the Memory Rally: why I Remain Bullish Before the Q4 Earnings!
I see Micron in an exceptionally strong position in the medium term. The shift from AI training to AI...
The Next big Thing: Zoox Could Become the Next Growth Accelerator for Amazon
The robotaxi service Zoox, a subsidiary of Amazon, is in the spotlight of the mobility sector. After...
Enovis Corporation: Innovations in Surgery Offer Enormous Potential!
Enovis Corporation (ENOV) demonstrates impressive innovation efforts. The medical technology company...
AMD: Is the Fear of Custom AI Chips Exaggerated or Justified?
The AMD stock has corrected 14% from its 52-week high. I see this as an opportunity for AMD, as concerns...
Deutz: Solid Fundamentals and Targeted Expansion into new Growth Markets!
Deutz got a lot of attention in August with a strong report for the second quarter. In the second quarter,...
Jabil: A Quiet Winner of the AI boom, with AI revenue Growing by 50%!
According to the NVIDIA CEO, AI infrastructure spending could reach up to $4 trillion by 2030. Oracle...
Novo Nordisk: Lower Profits in 2025, but They Should Rise Later
Novo Nordisk anticipates only 4–10% profit growth in 2025 due to high restructuring costs, compared...
Oracle (ORCL) – The AI Revolution Catapults the Database Veteran into a new era with Massive Growth Potential!
I am impressed by Oracle's radical transformation from a cloud laggard to an AI powerhouse. The four...
AeroVironment: Transition from Drone Manufacturer to Comprehensive Defense Specialist
AeroVironment (AVAV, i) is uniquely positioned with over 42,000 drone systems deployed in challenging...
Southeast Asia in Focus: Arm's Expansion Could be a Growth Catalyst!
The British chip developer Arm sees Southeast Asia as a "hotspot of activity." The company, which is...
Nebius (NBIS) – the Microsoft Deal Catapults the Neocloud Pioneer into a new League!
I see the $17.4-19.4 billion Microsoft deal as a turning point for Nebius . As Nebius announced, Microsoft...
Anglo American: A Copper Giant on the Rise?
The recent announcement of the merger between Anglo American and Teck Resources has caught the attention...
Pan American Silver: Rising Precious Metal Prices and High-Grade Silver Veins!
In recent months, precious metals such as gold, silver, and platinum have shone with powerful upward...
Robinhood: Ascension to the S&P500! What’s Next After the 170% Rally?
Several times, shareholders of Robinhood have been disappointed as the stock did not advance to the...
EchoStar (SATS) – The Satellite Specialist Focuses on Strategic Partnerships Instead of its own Satellite Production!
I see a clever strategic realignment at EchoStar that transforms the company into a pure asset-light...
Roblox is on the Verge of a Possible big-Picture Breakout Thanks to AI Product Innovations
Roblox (RBLX) might soon achieve the big-picture breakout to a new all-time high. Wedbush currently...
Alibaba: Attractively Valued and Already in the Race for the Future of Robotics
With a current P/E ratio of 15.3, Alibaba is moderately valued compared to many international tech companies....
Walmart: A Long-Term Investment with Digital Tailwinds?
Walmart is primarily a staple provider. With a large portion of its revenue coming from the sale of...