Opinion

Is Adobe Facing a Crash or Its Biggest Comeback in Corporate History?

For me, the central question regarding Adobe (ADBE) is not whether the best time has passed, but whether...

Münchener Rück: The Insurance Giant is Convincing Investors!

Münchener Rück, as a heavyweight in the insurance industry, is a stock that is very well suited for...

Hypoport: I Expect a Strong Comeback for this Platform Company with a P/S ratio of 1.1. Three Reasons!

The stock of Hypoport (i) lost 30% of its value in the 2025 trading year and is now trading at levels...

Home Depot: Why the Stock Plunge is an Invitation now

There is a hangover mood at Home Depot (i) on Wall Street. The Q3 numbers released on November 18, 2025,...

SK Hynix as a Beneficiary of the Xiaomi Outlook

What appears to be headwinds for Xiaomi is, on the other hand, a tailwind scenario for memory manufacturers...

Upwork: Freelancer Platform Starts new Growth Phase

Upwork (UPWK, i) has been struggling with a normalization of growth after the booming demand for talent...

IREN: The Aggressive bet on AI Power Demand

For me, IREN is the pure AI power bet: an operator of specially designed AI data centers with around...

Market Alert: NVIDIA, Fed Minutes and Trump's Summit Force Investors into Defense Mode!

As a market observer, I currently see a phase of heightened caution and consolidation in the markets....

Friedrich Vorwerk: Beneficiary of the CO2 Act, which is to be passed on November 21, 2025!

A new, larger project in Germany is the planned storage of CO2. Already in early November, the KSpTG...

Rheinmetall: German Defense Beneficiary with an Intact Growth Story!

Investors looking for a long-term attractive growth story in the German stock market will find it with...

Johnson & Johnson Stock: A Strategic Move Makes an Investment Particularly Attractive Right now

The recent acquisition of the private cancer biotech company Halda Therapeutics by Johnson & Johnson...

Rubrik: More than just Data Protection – A Cybersecurity Growth Stock in Focus

The stock of Rubrik (NASDAQ: RBRK) could currently represent an interesting target for investors for...

The Coca-Cola Company: Robust in Uncertain and Volatile Market Phases!

The Coca-Cola Company (KO) is considered a solid foundational investment and is particularly attractive...

Elbit Systems (ESLT): Billion-Dollar Deal Strengthens Long-Term Revenue Base in the Defense Sector!

I see the recently reported major contract for Elbit Systems worth approximately $2.3 billion as a significant...

The RealReal: Online Marketplace for Secondhand Luxury Goods Impresses with Profitability Enhancement Plans

The RealReal (REAL) presents itself as a leading online marketplace for secondhand luxury goods and...

Between Space and Warehouses: my Investment Case for Amazon

I have bought more Amazon (NASDAQ: AMZN) shares because the company is at a turning point where several...

The Bottom has Been Reached. Bechtle Will be a Beneficiary of the German Infrastructure Package Starting in 2026!

The major IT service provider Bechtle reported on November 14, 2025, a turning point in Q3 and a resurgence...

Allianz: Lower Expenses Derived from Natural Disasters Boost Profitability!

Allianz SE is a foundational investment in the insurance sector for long-term investors and dividend...

The Take-Two (TTWO) Correction is a Clear Buying Opportunity Ahead of the Blockbuster Launch of GTA VI!

The recent correction of Take-Two Interactive's stock, triggered by the further delay of Grand Theft...

Evolv Technologies: AI Weapon Scanners Offer a Long-Term Growth Story

Evolv Technologies (EVLV) serves over 1,000 customers with AI weapon scanners and scans an average of...

On Holding remains on a growth path – Stock poised for a technical rebound!

The Swiss premium sports equipment manufacturer On Holding (ONON) impresses once again! In the 3rd quarter,...

Cisco – The Network Giant Rides the AI Wave

The quarterly results released by Cisco Systems on November 12, 2025, have sent a clear signal to the...

Perion Network Ltd.: Turnaround Candidate with new Growth Fantasies in the Connected TV Sector!

Last year, Perion Network Ltd. (PERI) faced challenges particularly due to the contract expiration with...