Opinion
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...
McDonald’s: Betting on a major recovery after a 30% price drop!
Dear investors, a look at the chart of McDonald’s stock looks dramatic. The stock has plunged a whole...
Andritz: New Insights on Medium-Term Goals from Capital Markets Day!
The Andritz AG is becoming an essential substance stock for the energy transition. At the recent Capital...
Sterling Infrastructure: 47% Price Drop – Quality Stock with Comeback Potential
Sterling Infrastructure (STRL) is one of the most exciting fallen angels in the AI infrastructure sector...
Dell Explodes by 284% in Just One Year! The Real AI Story May Just Be Beginning!
Dell Technologies (DELL) has undergone one of the most remarkable transformations in the technology sector....
Pasqal – a risky but plausible quantum play from Europe that you should have on your radar now!
The quantum industry is currently delivering one news item after another. IonQ (i) has reached the third...
Amazon: I bet that the rally ignites with the Anthropic IPO
Since 2014, I have been a shareholder in Amazon. Last month, I purchased more shares because I consider...
Redcare Pharmacy: For me, the forecast upgrade was a buying trigger!
Redcare Pharmacy (i.) is on a strong growth path thanks to the digitization of the German healthcare...
Ambiq Micro: The Power Advantage in Edge AI Could Just Be the Beginning of the Growth Story
Ambiq Micro (AMBQ) is becoming one of the most exciting speculative growth stocks in the Edge AI sector...
Salesforce Disassembled by AI Fear! The Stock is Slowly Recovering and There is Still Room for Growth!
Hardly any large software stock embodied the fear of AI disruption as strongly as Salesforce (i)(CRM)...
ERock – the power supplier directly at the data center that should be on your radar now!
The contract between Constellation Energy and Google for 3.6 gigawatts has breathed new life into the...
Microsoft: This Looks Like a Stock Rally to 600 USD!
Microsoft has a huge advantage over other companies with AI products: Microsoft maintains existing customer...
SpaceX: Grok Bot takes off, Flight 15 becomes the catalyst – I am a shareholder
I am a shareholder of SpaceX (i) and formulated my central thesis on the stock here on August 26. Meanwhile,...