Opinion
Bitcoin Awakens with Force! 23% in Just Five Days and Washington Sparks the Next Flame!
Bitcoin (BTCUSD) is back. After months in which AI stocks, gold, and other market themes dominated the...
Software Rebound: My View on the End of the Saaspocalypse!
I am convinced that we are currently experiencing a turning point of exaggerated fear in the enterprise...
Nordson: This Long-Term Performer is an AI Shovel Seller
Nordson (NDSN) is becoming one of the most exciting long-term stocks in the industrial sector after its...
Futu Holdings: After the Panic Reaction in May, Positive Fundamentals Are Now in Focus!
In May, the stock of the fintech Futu Holdings (FUTU) had plummeted in a panic due to strict interventions...
Marvell Technology: The Google Deal Increases Chances for Further Market Share
Marvell Technology (MRVL) is currently an exciting technology stock ahead of its quarterly earnings report...
Electricity Is Becoming a Bottleneck! AI Needs Gigawatts Instead of Gigabytes, and Vistra Is Right at the Source!
I am extremely bullish on Vistra (VST) and the reason is simple. The AI boom needs not only chips but...
In my Opinion, Cerebras is a Very Exciting bet on Fast AI Inference, Whose Commercial Scaling is now Becoming the Critical Condition!
Mid-term, meaning over the next one to two years, I consider Cerebras to be quite a worthwhile investment...
Fastned: Increased Utilization at Charging Stations Boosts Margin Forecast!
Charging infrastructure providers carry several risks. The capital requirements for expanding the infrastructure...
Teledyne Technologies Becomes an AI Beneficiary of the Physical World
Teledyne Technologies (TDY) has impressed as a strong performer over the last 10 years with an average...
Home Depot Defies the Struggling Housing Market! That Is Exactly What Makes the Stock My Portfolio Anchor!
Home Depot (i)(HD) is currently demonstrating why a cyclical business can still be remarkably robust....
Unitree Robotics – the Most Spectacular Evidence That AI Is Finally Getting a Body!
For me, the 629% debut of Unitree is far more than just a Chinese market spectacle – it is the moment...
Genmab: Oncology Specialist Accelerates Growth with Blood Cancer Drug!
Genmab (i.) specializes in monoclonal antibodies for oncological therapy. The current growth driver in...
These 5 Points Support a Purchase of Vertex Pharmaceuticals
I find Vertex Pharmaceuticals (VRTX) interesting for new long maneuvers for five specific reasons. ...
Marvell Is Becoming a Major Beneficiary of AI Scaling! There Will Be No AI Revolution Without Data Flow!
My investment thesis on Marvell Technology (MRVL) is not that the company needs to replace Nvidia. Marvell...
Amazon – The Cloud Giant Whose True Growth Potential is Still Underestimated!
I share the assessment of Morgan Stanley analyst Brian Nowak, that everything for Amazon hinges on its...
Almonty Industries: Buyback Program and Tungsten Rally Open New Perspectives!
The market for critical raw materials is undergoing a remarkable transformation, bringing companies with...
Cellebrite DI: I see the 30% Drop as a Buying Opportunity
Cellebrite DI (CLBT, i) was excessively punished on August 13 due to the second-quarter results and the...
I Am Buying an Initial Position in Netflix! The Market Sees Streaming, I See a Global Profit Machine!
After some time of observation, I have decided to take an initial position in Netflix (i)(NFLX). The...
Nubank: Here's why the Record Figures from Q2 Could Pave the Way for Further Price Potential!
I am convinced: Nu Holdings has not only reached a milestone in the second quarter but has also laid...
NORMA Group SE: Strategic Shift Funds €208 Million Share Buyback Program!
On Friday, NORMA Group SE (i.) provided investors with what I consider to be a significant positive...
Home Care Becomes a Trillion-Dollar Market - I See Aveanna Healthcare As a Top Beneficiary
I'm currently seriously considering a long position in Aveanna Healthcare (AVAH). The company specializes...
Salesforce Back Above $200! The Real Revaluation Has Just Begun if you ask me!
For me, the leap of Salesforce (i)(CRM) above $200 is not an endpoint, but the beginning of a possible...
SanDisk – Is the Memory Manufacturer Aiming to Take the Fear Out of the Dreaded NAND Cycle With Multi-Year Contracts?
I see Sandisk as one of the most interesting restructuring cases in the memory industry. Simply put,...