Opinion
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,...
Genmab: Oncology Specialist Breaks Out to Multi-Year High After Study Data - I Expect Further Price Increases!
Genmab (i.) is a European healthcare stock that combines the development of its own antibody technologies...
Par Pacific: The high diesel leverage could further drive the rally
Par Pacific Holdings (PARR) has a market capitalization of around 4.3 billion USD, making it a relatively...
Brazil Votes and MercadoLibre Explodes! Political Tailwind Drives the Fintech Sector!
Sometimes just an election is enough to reorder the valuation of an entire sector. That is exactly what...
Seagate – the hard drive giant is targeting the bottleneck of the AI storage chain and deserves a spot on every watchlist!
The AI boom is often reduced to chips , but I see memory as one of the most underrated bottlenecks. AI...
GameStop: Insider Purchases as Preparation for the Next Squeeze?
The GameStop stock (GME) has recently come back into the spotlight for speculative investors. Notably,...
United Therapeutics: The Patent Victory Eases the Path to $1,000
United Therapeutics (UTHR) is back on my radar after the surprising patent victory against Liquidia...
PepsiCo offering nearly 4.7% for dividend seekers! But the fallen brand giant is bubbling fiercely!
At PepsiCo (i)(PEP), I currently have access to something that was hardly imaginable a few years ago:...
Accenture (i) – The Comeback Quarter is Here, Now the Investor Day Must Deliver!
Accenture (i) has shown in the fourth fiscal quarter that the death knell for traditional IT consultants...
Will 2G Energy achieve 1 billion euros in revenue by 2029?
On Tuesday, 2G Energy (i) reported an order intake of more than 400 million euros in the third quarter....
Gemini 4 Argon is Here! Alphabet Suddenly Shows How Broad Its AI Lead Could Become!
Gemini 4 has been highly anticipated, and now Alphabet's Google (i)(GOOGL) delivers with Gemini 4 Argon,...
MLP SE: Forecast Increase Triggers Stock Rise to Multi-Year High!
In the last two months, I have frequently reported on the attractive starting position of the financial...
Twilio remains my favorite – why the agentic AI potential is just becoming visible
Meta (i) demonstrates with Muse why the Twilio story (TWLO, i) is just beginning. The personal AI agent...
Amazon: I am a Shareholder - AWS and Robotics Could Drive the Stock Towards 400 USD
I remain bullish on Amazon (i) and continue to be a shareholder. Goldman Sachs reinforces its positive...
Adesso: GenAI Business Develops into a Measurable Growth Driver
Concerns about AI have recently burdened IT service providers and software stocks. This has also affected...
MongoDB: Why I See the CEO Shock as an Entry Opportunity
MongoDB (MDB) is particularly intriguing for me again after the surprising switch of CEO CJ Desai to...
Jabil drops 10% despite record numbers! Why the market may be mispricing here!
A company surpasses expectations, significantly raises its outlook, and yet the stock still loses 10%....
BWX Technologies: AI Needs Power, Nuclear Power Plant Boom Starts in 2028. I See the 40% Drop as a Buying Opportunity!
After the approximately 40% correction, I see a buying opportunity in BWX Technologies . The stock has...