Opinion
Ceribell Revolutionizes EEG Monitoring at the Bedside with AI
Ceribell (CBLL) I now expect to reach an all-time high. The medical technology company develops a portable...
More Customers, More Products, More Reach! New Markets Strengthen Robinhood's Financial Empire!
Robinhood Markets (HOOD) is increasingly evolving from a trading app to a broader financial platform,...
Nebius – perhaps the most exciting AI cloud story in Europe, although its price seems to be racing ahead of its own narrative!
I find the Nebius story to be highly attractive at its core. The Amsterdam-based provider, which originated...
Firefly Aerospace: Could the Turnaround Take Place now After a 71 % Price Drop?
Following the local maximum at the end of May, the stock of Firefly Aerospace (i.) plummeted by around...
The Mediterranean Wave of CAVA Group Conquers the USA! Growth Gains Real Substance in Q2!
The CAVA Group (CAVA) aims to bring Mediterranean food out of its niche and establish it as a nationwide...
DraftKings: No Cannibalization by Prediction Markets
DraftKings (DKNG, i) has already been highlighted as an interesting comeback opportunity in July, as...
CoreWeave (I) – the Neocloud Pure Play With Which I Continue to Bet on the Heart of the AI Boom!
For me, my CoreWeave trade remains active, as the company embodies the heart of the AI supercycle like...
Hims & Hers – Revenue Rocket, Earnings Crash Landing: I Remain Skeptical and Await Proof!
I currently see two companies in Hims & Hers: an impressive growth story and a painful construction...
Plug Power: Is This the Starting Signal for the Turnaround of the Hydrogen Stock?
Plug Power produces fuel cells, builds the associated infrastructure such as electrolyzers, and operates...
Fastly: I Am Considering Re-Entry in My Turnaround Favorite
Fastly (FSLY) is a turnaround favorite for me for 2026. The company is transforming under the new CEO...
Advertising Packages for 2027 Sold Out! Netflix Boosts Its Advertising Business and Offers Attractive Entry Opportunity!
There is panic in the stock market regarding the streaming giant, yet operationally, Netflix (NFLX) is...
Atoss Software: Full Order Books Thanks to Digitalized Personnel Processes!
Atoss Software (i.) has been one of those stocks that the market penalized as a loser in the AI sector...
Zebra Technologies Impresses with Growth Acceleration and an Attractive Valuation
Zebra Technologies (ZBRA) is likely heading towards its multi-year high for several reasons. The company...
In My Eyes, Radnet Is the Best Proof of How to Successfully Implement AI in Medical Radiology!
While the topic of artificial intelligence is often associated with tech giants on the stock market,...
Palantir – the Data Sovereignty Champion That Emerges as a Clear Winner From the AI Security Debate!
What convinces me about Palantir is primarily its perfect positioning in the field of AI security. As...
Digital Turbine: Alternative App Stores Offer a New Strategic Perspective!
On July 22, I last reported on Digital Turbine (APPS) (i.). At that time, the stock was still priced...
Innodata Refines and Optimizes AI Models! The Silent Giant Behind the AI Revolution Partners with Palantir!
Innodata (INOD) is a global data engineering specialist that lays the foundation for modern artificial...
Frontdoor: My HVAC Scenario Fully Works out with an 18% Share Price Increase
Frontdoor (FTDR) confirms with a share price increase of almost 18% in response to the second quarter...
Secunet Security: Cybersecurity Spending Could Double - This German Stock is in My Portfolio
Cybersecurity stocks were among the big winners on the US stock market in 2026. Palo Alto Networks, Fortinet,...
Deutsche Rohstoff AG: I Expect a Trend Surge Towards new Highs after the Forecast Increase!
The Deutsche Rohstoff AG (i.) has specialized in the identification, development, and sale of raw material...
Uber Technologies: Record with 208 Million Users is Key to Success with Robotaxis
Uber Technologies (UBER) confirms my bullish outlook with reported records in Q2 for frequency, users,...
Over 30% Growth Across the Board! Shopify Reports a Monster Quarter and Dismisses AI Concerns!
When Tobias Lütke and his co-founders aimed to sell snowboards online in 2006, they struggled with the...
NVIDIA: These Two Billion-Dollar AI Markets Are Scarcely Priced In With a P/E Ratio of 23
NVIDIA (i) is currently a favorite among chip stocks. Even as the demand for custom chips (ASIC) increases...