Opinion
SpaceX: I am a shareholder - 70% AI revenue opens up a completely new story
NVIDIA Acquires Hugging Face – the AI Giant Secures the Most Valuable Piece in the Open Source Market!
I consider this acquisition a strategic hit. With around $11.9 billion for shareholders and an additional...
AeroVironment Establishes Itself as a Leading Provider of Laser Drone Defense
AeroVironment (AVAV) remains an exciting defense stock for me and is becoming the leading provider of...
Soitec: Market Dominance in Optical Networks Enables Strong Forecast!
Regarding Soitec (i.), I have already reported several times since the presentation of the Q1 report...
Novo Nordisk: Pills Instead of Injections - Obesity Therapies Offer Long-Term Potential!
For investors currently seeking diversification in the healthcare sector, I find Novo Nordisk (i.) interesting....
Dell: The $95 Billion AI Order Backlog Is Not the Whole Story - I See the Stock at Over $600
For me, Dell ’s gigantic AI order backlog of $95 billion is just part of the story. The more complex...
Duolingo: Open-Source AI Strengthens Turnaround Potential
Duolingo (DUOL) is becoming an intriguing turnaround candidate following the massive drop in its share...
CrowdStrike Becomes the Security Layer of the AI Age – for Me, it is a Structural Winner!
I see a rare clear case of paradoxical tailwind in CrowdStrike : The risks of artificial intelligence...
2G Energy: Texas Forces Data Centers to Use On-Site Power – My Bull Case Projects €1 Billion in Revenue
Regarding 2G Energy, I believe the market is still underestimating data centers as a new growth driver....
Nabors Industries: 52 Planned Drilling Rigs in Venezuela Open Up a New Growth Opportunity
Nabors Industries (NBR) is becoming particularly interesting to me due to new plans to expand oil operations...
Novartis: Trend Followers Receive a Fresh Buy Signal Based on Study Data!
Novartis is a European pharmaceutical heavyweight offering a compelling long-term investment story. This...
Take-Two (i): To me, the Price Drop Due to the Leak Is a Buying Opportunity—GTA Is Still GTA!
The stock plunge of about 6.7% to $219.70 is, in my estimation, based on baseless rumors of a delay—and...
Schlumberger: $5 Billion from AI Data Centers Plus Venezuela Boom – I See Potential up to $80
For me, the investment case for Schlumberger is changing. The market continues to see it primarily as...
Klarna: CEO Invests $10 Million – I'm Following the Insider!
Klarna (KLAR) (i.) recently reported a strong Q2. Revenue rose by 27% to $1.04 billion, and the transaction...
Freeport-McMoRan: My Favorite for the Copper Boom
Copper remains one of the most exciting commodity trends for me. The IEA expects an additional demand...
Sony – The Perfect "Shovel Seller" for the Historic GTA VI Gold Rush!
When I look at the current market developments, I am reminded of the historical gold rush – only today’s...
Schlumberger: Venezuela Could Become a Billion-Dollar Market Again – Here’s Why I Find the Stock Interesting
I find Schlumberger particularly interesting apart from the tech stocks at the moment, because the Iran...
Super Micro Computer: Over $60 Billion in Order Intake Secures Growth for 2027!
For speculative investors, Super Micro Computer (SMCI) (i.) is currently worth a look again. The company...
Who Will Break the $1 Trillion Revenue Mark First? Amazon, Nvidia, and SpaceX Are in the Race for the Next Record!
A yearly revenue of $1 trillion sounds absurd even for the largest corporations in the world. However,...
JFrog: For me, the Software Company Is a Top Beneficiary in the Era of AI Agents
JFrog (FROG) is one of the most exciting indirect beneficiaries of the boom in AI agents for me. Coding...
Bitcoin is back – and you are Still not in on This High Speculation?
Bitcoin is back in the headlines – and that’s exactly the point for me: Nothing shifts sentiment...
GFT: Wynxx, Deutsche Bank, and a P/E of 12 Offer Reevaluation Potential for the Trending Value Stock
GFT (i) is in our portfolio because I believe the market has not yet fully priced in the shift from a...
Dollar General – A Defensive Anchor with New Offensive Power
Dollar General (DG) announced a compelling quarterly report and raised its forecast on August 27. In...
Veeva Systems Becomes the Operating System of the Pharma Industry! AI Expands the Huge Competitive Advantage!
Veeva Systems (VEEV) occupies a niche that sounds small but is immensely valuable. Cloud software exclusively...