Opinion
Navan is my favorite among SaaS stocks – I see further upside potential here!
Navan (NAVN, i) is currently my favorite among the generally penalized SaaS stocks. The company wants...
Schlumberger is the Hottest Story in the oil Sector in my Opinion!
The Iran War caused the price of Brent oil to rise from below $70 to over $115 from early to mid-March....
Allianz: India Exit and Loss Ratio of 91.4% Shape Business
Currently, uncertainty is rising again in the stock market. In such situations, investors are increasingly...
Cadence Starts the Era of AI Designers: From Chip to Circuit Board
Cadence Design Systems (CDNS) remains an exciting long candidate for me as a leader in AI-driven chip...
Surgical Robots, Medications, and Production Expansion! J&J has Delivered and is Likely to hit the $100 Billion Revenue Mark!
Has Johnson & Johnson (i)(JNJ) delivered in the second quarter of 2026? For me, the clear answer...
Jabil Will be the Contract Manufacturer for Humanoids. I Plan to buy Shares for two Reasons!
Xpeng had exciting news today, announcing that by the end of 2026, it aims to have a production capacity...
Qiagen: Investors Become Active in the Healthcare Sector, and the Stock Also Has M&A Speculation!
Currently, stocks from the "Healthcare" sector are favored by investors as they can provide targeted...
Intel's Master Plan is Working! Back to the Top of the World With ASML's Cutting-Edge Technology and Pricing Power!
Intel (INTC) makes a comeback with a bang on the technology front. The decision to implement ASML's revolutionary...
Aehr Test Systems: Here's why the High P/S Valuation Doesn't Scare me
Aehr Test Systems (AEHR) remains one of the most exciting providers of test equipment for the semiconductor...
Trex Company: Exclusive Distribution Model and Unexpectedly Strong Summer Demand Enable Forecast Upgrade!
Trex Company Inc. (TREX) specializes in wood-alternative decking and railing systems. The company processes...
Dell: Three Reasons Why the Trending Value P/S Stock Will Take Off Again!
My impression is that the upturn in AI infrastructure stocks has not yet reached its peak. They completely...
Dutch Bros: My Favorite Among the Restaurant Stocks Starts the Trend Turnaround
Dutch Bros (BROS) is my favorite among restaurant stocks. I appreciate the clearly recognizable competitive...
Geopolitical Powder Keg in the Middle East! Pembina Pipeline Might Be a Clear Buy Now!
The geopolitical fault lines in the Middle East are once again becoming apparent. Following U.S. President...
Arista Networks: Meta Invests $50 billion into the Hyperion Data Center, and This Stock is the Ultimate Beneficiary
Meta (i) is spending a capex of $145 billion this year. According to Morgan Stanley, this could rise...
BASF: Will the IPO Plans for the Agricultural Business Trigger a Revaluation?
On July 13, BASF SE was able to draw attention with relative strength. The impetus for this was the management's...
nLight: Here's why the Pure Play for Laser Weapons is now Targeting its all-Time High
nLight (LASR) is a "pure play" in the high-performance laser sector for directed energy weapons and...
Revenue Jump of Nearly 68%! TSMC Cements its Market Dominance and Builds 3 More Factories in Taiwan!
Anyone still doubting a temporary AI bubble should take a look at the latest revenue figures from Taiwan...
AXA: The AI Winner Valued as a Value Stock with a P/E of 10
The first phase of the AI rally belonged to infrastructure stocks, namely the manufacturers of chips,...
Meta Platforms (META) – With its own AI chip Iris, the advertising giant becomes a vertically integrated AI titan!
For me, Meta's foray into its own chip manufacturing is a strategic breakthrough. With "Iris," the new...
Oracle: 45% Price Drop in Five Weeks - I'm Betting on a Trend Reversal Now!
The Oracle stock (i.) has dropped by around 45% from $250.25 on June 1 to $137.55 on July 7. One of the...
40% of DRAM Production is to Take Place in the USA! Micron Raises its Budget from $200 Billion to $250 Billion!
Anyone looking to gain control over data in the AI age must not only invest in computing power but also...
Jabil: The 25% Decline is an Opportunity. The Humanoid Robotics Opportunity is a Bonus!
The AI infrastructure stocks may make a short-term comeback. In my view, there are two main reasons for...
Adobe: The Sell-Off Panic Offers Patient Investors an Interesting Entry Opportunity!
In the stock market, it can often happen that prices are temporarily moved by emotions such as panic...