Opinion
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...
Palo Alto Networks: Industry Results Confirm the AI Security Growth Story
Palo Alto Networks (PANW) is once again coming into focus for me as a long candidate ahead of the quarterly...
Salesforce – the SaaSpocalypse Was a False Alarm, and We Said Exactly That Early On!
I feel validated in my assessment: The SaaSpocalypse proclaimed by Wall Street – the fear that AI would...
SpaceX: I am a Shareholder - the Market Sees the High Valuation, I See Four New Billion-Dollar Markets
I am a shareholder of SpaceX (i) and hold the stock despite the enormous valuation of $1.87 trillion...
AutoStore: Amazon Deal and Share Buyback Program Shape the Quarter
AutoStore Holdings (i.) specializes in robotic-based warehousing and picking systems that optimize space...
KLA: Here's Why the Pullback in the Leading Compounder Stock is a Buying Opportunity
KLA (KLAC) is currently the most exciting long-term performer among semiconductor equipment suppliers...
Quantum Computers on the Verge of Breakthrough – the 100-Qubit Threshold is Within Reach!
I am convinced that we are on the verge of a pivotal turning point in quantum computing – and the...
Semtech Becomes an AI Network Beneficiary and Quarterly Results Confirm the Growth Surge!
Semtech (SMTC) is not a classic AI chip manufacturer but earns its revenue where increasingly large amounts...
IONOS: AI Loser? Today's Presentation Confirms the Opposite!
At IONOS (i), concerns have been raised repeatedly in recent months that generative AI could put traditional...
Robinhood: the Bitcoin Rally is a Short-Term Driver – but the Stock Has Much More to Offer!
Currently, neo-brokers are increasingly in the spotlight due to the recent crypto summit at the White...
Meta Is Under Pressure Due to Lawsuits and High Costs! I am Using the Weakness to Buy More!
At Meta Platforms (i)(META), a lot is currently working against the stock on the market. However, for...
Bitcoin & Crypto Stocks – Today's Prices will be Seen as the Attractive Entry Opportunity of That Time in a few Years!
For me, crypto is clearly the "place to be" right now. Whether there will be another rally in the coming...
Amazon: From $169 Billion to $1 Trillion at AWS - and Robotaxis on Top
My bullish thesis on Amazon (i) is primarily based on AWS, and it has become stronger for me with the...