Opinion
Planet Labs: I want to invest in this future AI and space star!
Praxis Precision Medicines Inc.: Surprising Study Results, Capital Increase, and Enthusiastic Investors!
Praxis Precision Medicines Inc. (PRAX) specializes in the development of therapies for central nervous...
Bunge Global – Beneficiary in the Trade Conflict between the USA and China with Huge Price Potential!
I see an exceptionally exciting opportunity in Bunge Global right now, arising directly from the recent...
DigitalOcean: The "Developer-first" Model Meets the AI Wave and Unlocks Price Potential
I currently find the stock of DigitalOcean (NYSE: DOCN) very interesting. The bull case for the company...
Interactive Brokers: AI and Crypto Enhance Growth Potential
The profit-taking after the Q3 results is likely due to the absence of a forecast. After all, there was...
ASP Isotopes: Major Contract, Acquisition, and Capital Increase!
ASP Isotopes Inc. (ASPI) positions itself as a company for advanced materials, operating at the intersection...
Tim Cook's visit to Pop Mart was no PR coincidence.
Apple CEO Tim Cook rarely acts spontaneously. When he appears publicly with a Chinese designer like Kasing...
Aixtron: My confidence is growing - Doubling potential in the next GaN investment cycle!
The American chip equipment manufacturers LAM Research, Applied Materials, and ASML in Europe are in...
Salesforce is Completely Underrated.
The stock is trading at its lowest valuation level in almost 10 years (EV/FCF < 20, PEG ≈ 1). The market...
When Will Salesforce Wake Up from Its Winter Sleep? New Forecasts Excite Until 2030!
In my opinion, Salesforce (i)(CRM) is at a critical turning point. While the rest of the market is soaring...
Amphenol: A Buy-and-Hold Stock in the AI Era and Beyond
The recent share price gains of Amphenol stock this year are impressive, but investors should not see...
United Internet: Defensive Addition in a Volatile Market Environment!
Volatility and uncertainty in the market are currently increasing again. From my perspective, it is therefore...
The Comeback of the Luxury Giant: LVMH Stock Back in the Spotlight
LVMH (i) has surprised the markets with better-than-expected organic revenue growth in the last quarter....
SK Hynix: Direct Beneficiary of ASML's Innovation Surge
ASML supplies the machines for the next generation of memory – but SK Hynix is at the profit front...
Multitude: Financial service provider impresses investors with 7.2% dividend yield!
Multitude AG (i.) is a European FinTech with its own banking license, operating in the areas of Consumer...
2G Energy: Power supply is the most important data center location factor. Bloom Energy shows how it’s done!
2G Energy (i) is, for me, one of the most exciting stories in the German market to capitalize on the...
BigBear.ai (BBAI(i)) – This AI Edge partnership with Tsecond could bring a breakthrough in the defense sector!
I consider the strategic partnership between BigBear.ai (i) and Tsecond to be a smart move that could...
Amkor Technology: A Cornerstone of the Digital Future with Attractive Potential
The stock of Amkor Technology (NASDAQ: AMKR) may seem, at first glance, like a pure supplier of the...
Broadcom: The AI Forecast is Suddenly Too Conservative After the OpenAI Deal
Broadcom (AVGO) is now my favorite for new long maneuvers among semiconductor stocks after the 10 GW...
Rezolve AI aims to multiply annual recurring revenue by the end of 2026!
Rezolve AI (i.) is, in my opinion, one of the most exciting US growth stocks. On October 1, the company...
Brookfield (BAM) & Bloom Energy (BE) – $5 Billion Deal Electrifies the AI Infrastructure Market!
I consider this strategic alliance to be a groundbreaking move in one of the most promising markets...
Monolithic Power Systems: An Investment in the Efficiency of the Future
The stock of Monolithic Power Systems (NASDAQ: MPWR) remains an exciting investment for investors betting...
Chipotle: Growth Gem at a Valuation Discount
Chipotle Mexican Grill (NYSE: CMG) remains one of the most exciting growth stocks in the global restaurant...
Quanta Services: Acquisitions Turn Technology Investments into Growth Drivers
Quanta Services (PWR) offers, in my opinion, good opportunities for the coming years to directly benefit...