Opinion
MuM: After the most profitable first quarter in the company's history, I am betting on a comeback of the stock!
Software stocks have collectively suffered recently under concerns of AI disruption. However, the market...
The {[Irreplaceable Compass]} of Wall Street! Why I'm not letting go of MSCI right now!
If there is a company that forms the quiet backbone of the global financial markets, then for me it is...
X-Energy – With Amazon's backing and high-temperature reactors in tow, aiming for the hottest nuclear IPO of the year!
The upcoming IPO of X-Energy is one of the most exciting in the clean energy sector, although I must...
Adobe: $25 Billion Share Buyback as a Trigger for the Comeback
At Adobe (ADBE), the tug-of-war between bulls and bears is intensifying, and I clearly align myself with...
Hewlett Packard Enterprise on Growth Trajectory: Juniper, AI, and Full Order Books
Hewlett Packard Enterprise (HPE) is not just dabbling in the AI theme; it has placed it at the core...
Regal Rexnord: Humanoid Robot Stocks Belong in the Portfolio. Here's why I Have Bought This Supplier!
The rapid advancements in AI will contribute to a faster transition to humanoids, as they can be trained...
Quest Diagnostics: Perfect Score in Robustness Check and New All-Time Highs in Sight!
Quest Diagnostics (DGX) (i.), active in the field of clinical laboratory diagnostics and health information,...
Enough with China's Stranglehold! USA Rare Earth is the Ultimate Must-Have in Each Portfolio for Rare Earths!
Enough is enough! For years, the West has been watching almost idly as Beijing established a frightening...
Amazon – With the Huge Anthropic Deal, the Cloud Giant Catapults Itself to the top of the AI Infrastructure League!
With the announced mega investment of up to $25 billion in Anthropic , I see Amazon clearly on the path...
CrowdStrike: The Cybersecurity Giant Belongs in Your Portfolio now!
In a world where cyberattacks are becoming increasingly complex and fueled by AI, IT security is no longer...
Caterpillar: The Physical Foundation of the Digital Age
Caterpillar (CAT) is much more than just a construction equipment manufacturer; the company acts as...
The IPO Solstice Advanced Materials is Strong in the Sector of Nuclear Energy and Data Centers – the Stock is About to Break out of Base!
I really like the chart of the IPO Solstice Advanced Materials, which has been listed since the end of...
Eli Lilly: Strong Growth, Strategically Smart and Attractive After Setbacks!
The stock of Eli Lilly (NYSE: LLY) remains, in my view, a high-quality growth asset with an attractive...
Okta Becomes the Identity Platform for AI Agents
In the case of Okta (OKTA), I believe that the formation of a new uptrend structure is just a matter...
Universal Music Group: Bill Ackman Plans the {[Takeover]} and Move to the NYSE!
Recently, Bill Ackman managed to attract investors' attention to Universal Music Group (UMG) (i.) with...
Computacenter: This Company Provides the Hardware and Consulting for the AI Gold Rush - and Almost Nobody has it on Their Radar!
The AI winners largely come from the USA. However, with Computacenter , a beneficiary from the UK is...
PepsiCo Is Making a Comeback to the Top! A Stroke of Genius in the Snack and Beverage Aisle!
If you ask me, PepsiCo's (i)(PEP) recent quarterly results were not just good; they were an absolute...
Adobe is Under AI Pressure due to Anthropic, but Won't go Down Without a Fight!
I still see Adobe as a fundamentally strong company, but the stock continues to be under noticeable...
Strategy: Speculative Rebound Opportunity at the World's Largest Bitcoin Treasury
As early as the end of 2025 and in early March, I pointed out the opportunities with Strategy (MSTR;i)...
Autoliv: The Market Share Gains in Asia are Still Underestimated, Which is why I see the Stock Reaching new Highs Soon!
Autoliv Inc. (ALV) has caught my attention. As the undisputed global leader in automotive safety systems,...
I am Convinced That the Future of Humanity Lies in Space – and This is not a Metaphor!
I regularly write about capital markets, and I have learned to meet euphoria with skepticism. But when...
AI Power Takeover! My Microsoft Buyback was an Absolute hit and I see Even More Potential!
When Microsoft stock (i)(MSFT) plummeted to as low as $355 in the last six months, many saw it as the...
Morningstar: Financial Data Specialist with an Attractive Chart and a Fundamental Story
Morningstar (MORN) is an important player in modern capital market analysis with its exclusive historical...