Opinion
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....
Genmab: Leader in the European healthcare sector impresses with study data and fresh all-time high!
Genmab has been a frequent topic of discussion since early August, as the healthcare company focused...
GE HealthCare – Growth Acceleration Meets P/E of 14 – I Am Considering a Long Position!
The medical technology sector is demonstrating strong leadership during this earnings season. Since October...
Oracle – From Cash-Eater to Cash-Machine? The Comeback Plan is Taking Shape!
A few days ago, I put Oracle on my watchlist as a risky rebound candidate and named the investor event...
SoFi Technologies: 17 Million Users Pave the Way for Sustainable Profit Growth!
SoFi Technologies (SOFI) (i.) offers its customers an integrated financial platform, combining lending,...
Manhattan Associates – My Comeback Thesis is Paying Off! I Expect New All-Time Highs
Manhattan Associates (MANH) I already introduced in April as a comeback candidate among quality stocks....
Intel Takes a Bite Out of the Quantum Stack – Small Deal, Big Option!
Intel acquires the Israeli quantum software company Classiq for approximately 2.3 billion USD. Classiq...
Johnson Controls International: Data Center Expansion Leads to Full Order Books!
Johnson Controls International (JCI) was able to attract investors' attention with the quarterly numbers...
Software Stocks After the AI Shock: The Lows Hold – and Adobe (i) Now Has the Greatest Need to Catch Up!
Software giants such as Adobe (i), Salesforce , and Intuit , as well as the IT consultant Accenture (i)...
Adesso: Overlooked AI Winner from the Ruhr Area? I Expect Significantly Higher Prices!
The Dortmund-based Adesso SE (i.) is, in my opinion, one of the currently overlooked beneficiaries of...
Oracle – The Fallen AI Giant with Comeback Potential?
The past trading week has shown how quickly the hierarchy in the AI sector can shift. Cybersecurity and...
Proto Labs: Why I See the Pullback in the Robotics Beneficiary as a New Opportunity
After the strong rally, Proto Labs has recently seen a significant pullback. This makes the stock interesting...
Procter & Gamble Shows Its True Strength! Why Quality Is Back in Demand on the Stock Market!
While investors are increasingly questioning whether the enormous investments in highly valued AI, storage,...