Opinion
Aumovio: Securing the Future with Obstacles – Three Buy Signals in Focus!
Aumovio (i.) is well-positioned with solutions ranging from sensors to display and control solutions,...
Has greed now brought a hedge fund to its downfall? I prefer value investing and substance over hype!
There are two paths in the stock market. The pursuit of quick money or the patient accumulation of substance....
Amazon – With AWS, the Expensive AI Race Finally Becomes an Earnings Machine, and That's Exactly What Convinces me!
For me, the message this quarter is clear: Amazon proves that the massive AI investments are paying off....
Microsoft: I Have Bought the Stock now. Azure Accelerates to 45%, and That's Just one of Four Reasons.
Microsoft (i) reported its quarterly figures in the night of July 30, 2026. I followed the analyst call...
Baxter International: Tariff Refunds Support Earnings Amid Supply Chain Challenges
In the current earnings season, several stocks from the healthcare sector have already impressed with...
The King of Coffee! Brian Niccol's Recipe for Success Ignites at Starbucks and Brings Customers Back!
Under the leadership of Brian Niccol, Starbucks (i)(SBUX) is visibly thriving. His "Back to Starbucks"...
Manhattan Associates – the Transformation Into Cloud Subscriptions Is Bearing Fruit, and the Raised Forecast Proves Me Right!
For me, the real news is not the strong quarter, but the raised annual forecast: Manhattan Associates...
GFT Is Not an AI Loser Thanks to the Wynxx Platform. I Am Long on This Trending Value Stock.
I believe GFT Technologies (i) has been unfairly labeled as an AI loser and I am long. The IT service...
Hasbro: I See Great Potential in the Strategic Realignment and Digital Restructuring!
When I think of Hasbro (i.), I am reminded of family game nights when board games like Risk or Monopoly...
The AI Rally in the Background! Teradyne is the True Winner of the Tech Boom with Its Testing Equipment!
When thinking of the current boom in artificial intelligence, people often mention Nvidia or big tech...
Capcom – The Gaming Machine is Running Hot: Record Sales Turn Old Titles into Cash!
Capcom convinces me because the company excels at something that other game studios have struggled with...
RTX: This Missile Manufacturer Is Replenishing the Depleted Patriot and Tomahawk Stockpiles of the USA. The Stock is at an All-Time High!
One of the well-kept secrets is the extent of the missile stockpiles the USA still possesses. The Iran...
SAP: AI Acquisitions Suppress Short-Term Profit Outlook, But the Market Bets on the Long-Term Story!
At SAP (i.), AI concerns have long weighed on the stock price. However, the tide may have turned. The...
Winners of the AI Boom! Celestica Raises its Annual Forecast and Promises Even Stronger Growth in 2027!
While the general mass of investors focuses intently on the well-known chip giants, a crucial architect...
Quantum Computing: The Most Fascinating Future Bet of the Decade – But Only for Investors with Very Strong Nerves!
I consider quantum computing to be one of the most exciting investment themes ever: The technology is...
Airbus Defies Oil Surge: Here's What Price Behavior Reveals to Traders
I find Airbus stock convincing in the short term because the chart pattern along with price behavior...
Delta Air Lines: Focus on Premium Customers and Falling Oil Prices Favor Trend Continuation!
Delta Air Lines (DAL) (i.) was able to impress investors on July 13. Accordingly, revenue in the second...
The AI Empire Strikes Back! Synopsys Reduces Chip Verification Times by 50 Times!
The bears on Wall Street had their own gloomy story to tell. A perceived AI disruption from Chinese Open-Weight...
D.R. Horton – the Construction Giant Benefiting From the Shortage of Starter Homes!
For me, the scarcity of affordable starter homes in the USA is less of a problem and more of a tangible...
Schlumberger: My Scenario of a Super Investment Cycle Is Confirmed. Here’s Why an Entry Is Worth Considering!
On July 16, 2027, I titled an article "Schlumberger: For me, this is the hottest story in the oil sector"...
Hims & Hers – I Don’t Believe an 8-to-6 Majority Can Deliver $2.2 Billion!
I consider the enthusiasm surrounding Hims & Hers to be premature. Eight votes in favor against six...
Traton: Trending Value-P/S Stock with Fresh All-Time High - I See a Buying Opportunity!
Currently, the market is witnessing a shift as cyclicals with low valuations are increasingly coming...
The Key Highlights from AMD's Advancing AI 2026! AI Chip Market is Larger than Expected by 2030!
Advanced Micro Devices (AMD) has impressively demonstrated at Advancing AI 2026 that the company is seriously...