Opinion
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 to take place in the USA! Micron raises its budget from $200 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...
Doubling Air Traffic by 2045! Airbus Increases Deliveries and Has Plans for Fuel Cell Engine!
Airbus SE reinforces its unyielding industry leadership with its current global market outlook. Despite...
DraftKings: Here's why I'm expecting the comeback of the sports betting provider
DraftKings (DKNG) is currently one of the most exciting comeback stories for the second half of 2026....
Alibaba (i) – the sleeping giant awakens, but only bold investors jump in now!
For me, Alibaba(i) is currently the most exciting turnaround story in China’s tech landscape. After...
Hannover Re: Full Marks in our Robustness Check Win Over Investors!
The robustness check confirms Hannover Re with 15 out of 15 possible points, indicating a high stability...
Amazon: Here's why the Stock is a Mid-Term Top Pick for me!
I am bullish on Amazon (i) and expect the stock to reach a price level of $400 by the end of the decade....
Caterpillar: AI Growth Fantasy Turns Short-Term Pullbacks Into Long-Term Opportunities
For Caterpillar (CAT), I view the pullback to the 50-day MA as a potential long opportunity, provided...
Corning - Is the Silent Beneficiary of the AI Construction Boom Becoming a Bargain due to the Selloff?
I see Corning as one of the most compelling picks-and-shovels bets of the entire AI cycle. Simply put,...
Apple's Bold Tech Strategy! Affordable China Memory, ASIC Deal with Broadcom, and Hype Around Foldable Models!
The ongoing shortage of memory storage is forcing Apple (AAPL) to take drastic measures. After an average...
IONOS: New Catalysts for the AI Story – with IONOS GPT, ChatGPT is Being Challenged Cost-Effectively!
The web host IONOS (i) has been seen as a "loser in AI" in recent months, as websites can also be built...
Straumann: Forecast Upgrade and a 52-Week High - I See Further Potential!
Currently, there are observable trends of reallocation in the market. Investors are taking profits from...
DaVita: US Dialysis Provider Gains Competitive Advantages Through AI
Medical care facilities are, for me, top beneficiaries in the AI era, as exemplified by the leading US...
First Google, now Salesforce! I see a Similar AI Comeback Here - P/E Ratio of Under 12!
On the stock market, the greatest fortunes are often made when one has the courage to bet against the...
SpaceX – Elon Musk's Infrastructure Empire Aims to Carry the AI Revolution from Earth to Space!
For me, SpaceX is currently one of the most fascinating bets in the entire market because three future...
Meta: Will This be the Next Trigger for the Stock?
Last week, media reported that Meta (i) is seriously considering establishing a hyperscaler business...
TUI: Falling Oil Prices, High Travel Demand, and M&A Activities in the Peer Group!
The travel and tourism industry is once again coming into focus for investors during the summer months....
Robinhood – The Gen-Z Broker Whose Trump Accounts Coup I Read as a Growth Turbo with Built-in Political Risk!
I find Robinhood's recent appearance cleverly staged. Simply put, the broker has shaken up U.S. securities...
Okta Could now Take off with Governance for AI Agents
Okta (OKTA) is well positioned as a specialist in identity and access management to meet the new demands...
Hypersonics, THAAD, and Billion-Dollar Contracts! Lockheed Martin Sends a Strong Rebound Signal Now!
The recent stock price drop of Lockheed Martin (LMT) from $680 to $490 may be unsettling at first glance....