Opinion
ADP will become even more valuable in the age of AI! Why is this quality stock still so underestimated?
Three months ago, I highlighted the exceptional quality of Automatic Data Processing (ADP). The business...
Amazon is getting closer to customers with Bee – but AWS sets the pace for the stock!
Amazon is stepping up in the race for personal AI. Under the Bee brand, two new wearables are coming:...
Defense Sell-off as an Opportunity - Why General Dynamics is My Favorite
The sell-off in defense stocks opens up new opportunities in my view. According to Reuters, the US sector...
GoDaddy: I'm speculating on an acquisition, but I also see further price potential due to the attractive valuation!
The topic of M&A activities has recently come back into focus. Today, we have the next deals or offers...
Eli Lilly – Why I Prefer Lilly Over Novo Nordisk After the Attempted Breakout
The rotation from technology stocks to the healthcare sector makes Eli Lilly (LLY) an interesting prospect...
Ericsson – Solid Network Story with Well-Filled Coffers, Away from the AI Debt Trap!
Ericsson has positively surprised me in the third quarter. The adjusted EBITA (Earnings Before Interest,...
Apple Defies the AI Sell-off and Surpasses 5 Trillion USD Market Value! Billion-Dollar Restraint Pays Off!
While chip manufacturers, AI infrastructure stocks, and highly indebted Neocloud providers suffer from...
GlobalFoundries: The long-term perspective convinces me. I opened a position today!
In modern AI data centers, not only the computing power of the chips is crucial, but also the speed at...
IQVIA – New AI Products and Veeva Partnership Enhance My Buy Thesis
IQVIA Holdings (IQV, i) remains an absolute favorite of mine in the pharmaceutical services sector....
Amazon Before the Christmas Season! Why the Next Rally Could Already Be in the Cart!
Ahead of the upcoming Christmas season, I am particularly bullish on Amazon (i)(AMZN). The fourth quarter...
NVIDIA – the secret winner of the robot revolution, no matter who wins the race for the best humanoid!
Whoever last watched the M3GAN spin-off "Soulm8te" associates humanoid robots more with goosebumps. The...
Jabil: After a 30% Price Correction, This is the Most Exciting Humanoid Supplier for Me
I currently consider Jabil to be the most exciting humanoid stock among suppliers. The stock becomes...
Bumble: Billion-Dollar Offer and Delisting as a Way Out of the Growth Dip?
Last night, Bumble (BMBL) (i.) caught my attention. Bumble differentiates itself in online dating by...
Visa Opens the Door to China! Suddenly, the Record Rally Gets an Additional Growth Driver!
Just last week, I wrote about why stablecoins and AI agents could open the next evolutionary stage of...
IonQ (i) – from Quantum Lab to Security Corporation: a bold growth story that should definitely be kept in mind despite the stock dip!
IonQ (i) will acquire the security startup Elisity for up to 1.3 billion USD, fully paid in its own...
Microsoft: Maia 300 Meets the Agent Boom - How the Next Growth Surge Could Emerge
At the end of September, I reported that I had increased my Microsoft position (i). I remain bullish...
Moderna: Momentum Bull Rises to a Multi-Year High - The Outlined Trend Following Scenario has its Effect!
About Moderna (MRNA) , I last reported on this on September 17. Since then, the stock has risen from...
Fortinet has become my high-flyer! This AI security bet could run for a long time!
Fortinet (i)(FTNT) has become one of the high-flyers in my portfolio. I predominantly bought the stock...
Amazon: With Decart, the Cloud Giant Seizes the Control Center of AI!
Amazon is reportedly negotiating to acquire the AI startup Decart for about $7 billion, with a deal...
GoDaddy: Beyond the acquisition fantasy, the company has even more to offer with its realignment toward the "Agentic Open Web"!
At the end of September, GoDaddy (GDDY) (i.) came back into the spotlight for investors due to takeover...
The Visa network is becoming more powerful! Now stablecoins and AI agents are joining in!
Something exciting is happening at Visa (i)(V). As political pressure on credit card fees increases,...
Lumentum: Sold Out Until 2029 and One of the Clearest Bottleneck Winners of the AI Boom!
The balance of this AI week is clear to me: Record numbers alone are no longer sufficient. TSMC increased...
MiniMed Group: MedTech Favorite with Reevaluation Potential
For me, MiniMed Group (MMED) is currently one of the most exciting special situations in the MedTech...