Opinion
ADP Assist, SmartCompliance, and Marketplace! ADP extensively utilizes AI to enhance efficiency for HR!
The Moon is Just the Beginning – Why I Consider This Industry the Story of the Decade!
I am convinced: We are currently experiencing the moment when space travel is becoming a business model...
Siemens Energy: Grid Expansion and Gas Turbines as Long-Term Yield Drivers!
For investors looking for an addition to their portfolio in the area of modern energy supply, Siemens...
Meta Could Emerge as a Hyperscaler. Is the Capex Fear Easing for the Stock with a P/E Ratio of 17?
An exciting development at Meta (i) was reported by "Bloomberg" on July 01. According to the news, the...
ViaSat – the Last Global Spectrum gem and hot Takeover Candidate in the new Space Race!
For me, ViaSat is currently one of the most interesting stories in the satellite sector – and the recent...
Firefly Aerospace: Major NASA Contract Could Initiate a Comeback
Firefly Aerospace (FLY, i) is now my next long attempt in my speculative trading portfolio for several...
Alphabet Continues to Accelerate! These 3 Key Developments Will Solidify the AI Empire!
Alphabet (i)(GOOG, GOOGL) is entering the next stage of its AI offensive, impressively proving that the...
2G Energy: Currently the Best Growth Story on the German Stock Market?
I am long on 2G Energy (i). I have often written about the growth opportunities in data centers, the...
Rocket Lab Acquires Iridium for $8 Billion – the Underestimated Challenger to SpaceX is Gaining Traction!
I am convinced by how CEO Peter Beck is transforming Rocket Lab from a pure rocket manufacturer into...
AeroVironment: Record Quarter as a Basis for the Turnaround
AeroVironment (AVAV) could now successfully initiate a turnaround with a price increase of over 20% after...
AeroVironment: 42% Price Correction Since Beginning of the Year - Could a Trend Reversal Occur?
AeroVironment (AVAV) is a beneficiary of the internationally rising defense budgets. This trend was also...
PepsiCo is one of my Portfolio Anchors! I Love the Current 4% Dividend Yield!
In turbulent market phases, I look for companies that not only withstand crises but constantly reinvent...
Amazon: Computing Capacity is the Bottleneck - This is Good for AWS. I Remain Bullish!
The "Financial Times” reported over the weekend that Google has restricted the use of its Gemini AI...
Vusion: The Invisible Conductor in Modern Retail!
Vusion S. A. is a potential hidden champion in the French small-cap sector. The company particularly...
Frontdoor Could Benefit from HVAC Upgrade Program Amid Heatwave
Frontdoor (FTDR) could benefit from the ongoing heatwave in the United States, with a heat advisory impacting...
Goodbye Consolidation! For me, Uber is on the Verge of a Breakout With its Autonomous Partnerships!
Those who have been watching Uber's stock (i)(UBER) in recent months have primarily seen one thing: a...
SpaceX – Brilliant Essence, but a Price That Allows no Safety Margin!
Let's start where it hurts : with the valuation. Even after the decline of over $2.4 trillion to around...
D.R. Horton: Starting Signal for Rotation - Here's why the Home Builder Stock is Becoming a Favorite!
In recent weeks and months, making big money has mainly been associated with AI infrastructure. Now that...
KPN: Defensive Stock Delivers Fresh buy Signals in a Volatile Market Environment!
Currently, some repositioning can be observed in the capital market. Capital is gradually rotating out...
BlackBerry up 172.8% This Year! Operating System QNX Powers Autonomous Vehicles and Robots!
Anyone still thinking of bulky keyboard phones when it comes to BlackBerry (BB) has missed the most spectacular...
US Homebuilders – When a Law Frees the Supply Side, Patience Becomes the Most Lucrative Investment Strategy!
For me, the recent rally of US homebuilders is one of the most commonly misunderstood stories in the...
Natera Impresses with Milestones in the Signatera Cancer Test!
Natera (NTRA, i) is an exciting diagnostics company that is likely to achieve trend continuation with...
Lockheed Martin: Defense Stocks Should be Part of a Diversified Portfolio. Buying Opportunity After the 30% Correction!
In early March, the stock of defense giant Lockheed Martin was quoted at $690. This was at the outset...
IBM: Technological Advances and Quantum Computing as Growth Drivers
From my perspective, IBM Corp. (IBM) is currently shaping a very exciting story that could offer attractive...