Opinion
Super Micro Computer Inc.: Record Numbers, Raised Forecast & Fresh Buy Signals!
Super Micro Computer Inc. (SMCI) (i.) positions itself as a provider of comprehensive "Total IT Solutions"...
Tesla-SpaceX Merger: Musk's Mega Conglomerate Could Redefine the Future of the Tech Industry!
The acquisition of xAI by SpaceX is more than just another deal – it marks the beginning of something...
Thermon Group Holdings: A Hidden Champion of the Energy Transition to Keep an Eye On!
In the current market phase, where investors often fluctuate between volatile tech stocks and cyclical...
Why the Emerson Electric stock is a buy for me right now!
Those looking for an industrial heavyweight that benefits from both US electrification and automation...
Lumentum Impresses with Growth Acceleration and Three Concrete Drivers!
Lumentum Holdings (LITE) is emerging as a key partner for leading AI companies, specializing in photonic...
The Hershey Company: The Cocoa and Dividend Champion with Breakout Setup Ahead of Earnings
The Hershey (HSY) is the undisputed hegemon in the US confectionery aisle and serves as a classic defensive...
Apple: The "Bull Case" is Just Getting Started. Three Reasons!
Has Apple really missed the boat in the AI race? Those who believe so underestimate, in my opinion, the...
The Snack Giant Awakens! PepsiCo Signals the Trend Turnaround!
For a long time, the stock of PepsiCo (i)(PEP) resembled a soda can that had been left open too long,...
Woodward: Focus on Margin Quality, Long-Term Drivers, and Relative Strength!
Woodward Inc. (WWD) offers an interesting trend-following story for investors. The company operates in...
Rambus After the Stock Crash: Why Investors' Panic Represents a Buying Opportunity
At the stock market, perception and reality often diverge significantly, a phenomenon we can currently...
Palantir Technologies (PLTR) – Impressive Growth Meets Sky-High Valuation!
Palantir once again delivers a strong statement and confirms its status as one of the most exciting...
United Parcel Service: The Radical Architect of "Less-is-More" Logistics
United Parcel Service (UPS) is currently undergoing the toughest open-heart operation in the logistics...
Oracle: Why I See Today as a Trend Reversal Signal
At Oracle, I see good opportunities today for a significant trend reversal in the stock, as the company...
IBM: The Underestimated AI Powerhouse!
IBM has reinvented itself and successfully completed the transformation into a leading provider of hybrid...
General Mills: The 13/15-Point Dividend Bunker for a Defensive Portfolio
General Mills (GIS) is poised for a potential breakthrough. The company has long acted as the unwavering...
Why the Sell-Off at SAP is an Opportunity!
The recent sell-off of SAP shares (XETRA: SAP) after the 4th quarter 2025 results seems less like a structural...
Stryker: Operational Excellence Meets Demographics
Stryker's stock (i) serves as an anchor of stability. Anyone looking to build a portfolio for eternity...
Alibaba (BABA) ignites the AI rocket – 431 million USD for China's digital future!
As a long-time observer of the tech industry, I am currently fascinated by Alibaba's aggressive AI offensive....
That's why I believe the bottom for Colgate-Palmolive may have been found now!
Colgate-Palmolive is a dividend king with 63 consecutive years of dividend increases. The company has...
Ryder System is my preferred investment opportunity in autonomous trucks
I now consider Ryder System (R) to be a promising long-term investment candidate. The former pure truck...
Salesforce: Buying opportunity due to exaggerated AI concerns. The company has three protective barriers. When to strike?
The software sector is currently almost "hated" by the market, and therein lies a great opportunity for...
Adidas: Up to €1 billion is set to flow into share buybacks in 2026!
Adidas (i.) may now be ready for a recovery movement. Following the recent sell-off, preliminary and...
From Digger to AI Enabler! Caterpillar Scores in Energy, Autonomy, and Robotics!
In the stock market, there are moments when you must show courage to later reap the rewards. Do you remember...