Opinion
The true winner behind Google's TPU success: Why Broadcom is becoming indispensable!
Alphabet is achieving success with its TPUs (Tensor Processing Units), having trained the new Gemini...
Novo Nordisk: When the Stock Market Overreacts
The stock market sometimes overreacts in both directions. With Novo Nordisk, we are currently witnessing...
Bayer AG: Is 2025 the Year of Change?
In recent years, shareholders of Bayer AG have faced challenges. The stock temporarily sank to its lowest...
Chipotle: Why the Stock Belongs on Your Shopping List Now
The stock of Chipotle Mexican Grill is currently in a correction phase, which is causing uncertainty...
Paramount: From Problem Child to Must-Have Subscription?
Paramount Skydance (NASDAQ: PSKY) could be on the brink of a remarkable comeback, despite the generally...
Tesla (TSLA) is Much More Than Just Electric Cars – The Underestimated Strength in AI Chip Design!
I am closely following the developments around Tesla with great interest. The recent statement from...
RadNet: AI Study and GE HealthCare Partnership as new Drivers
For me, RadNet (RDNT) is one of the top breakout candidates as a leading operator of outpatient imaging...
Medpace: The True Winner in Healthcare Thanks to AI and Quantum Computers?
I believe we will see disruptive developments in healthcare in terms of many clinical phase startups...
AMD: Why I see Things Similarly to Lisa Su
I expect that the current correction in the markets will largely be made up for in the coming months,...
Guardant Health: Four Reasons for a Successful Breakout
In the current market environment, I am increasingly focusing on growth stocks that demonstrate relative...
Astera Labs After the Correction: Time to Set the Sails for AI Growth!
The stock of Astera Labs, one of the most promising newcomers in the AI infrastructure segment, has experienced...
Siemens AG: Digital Business Offers Long-Term Potential!
Siemens AG is a highly diversified industrial group. This allows it to address numerous long-term growing...
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...