Opinion
Bloom Energy finally makes money with fuel cells! The indispensable engine of the AI revolution!
Bloom Energy (BE) is currently nothing less than the Holy Grail of modern energy supply. Why this fierce...
Cybersecurity Stocks Resist the Tech Sell-off – Okta and Fortinet Could Emerge as {[Winners]}!
While the software sector is under massive pressure, I see remarkable resilience among cybersecurity...
Amgen: The Defensive Anchor in the Biotech Sector
In the often volatile world of biotechnology, Amgen (i) has established itself as a rare constant, offering...
Bloom Energy Could Impress Even in a Weak Tech Environment After Record Year
Bloom Energy (BE) provides a critical decentralized energy infrastructure with solid oxide fuel cells...
Cardinal Health: The Specialized Backbone of US Healthcare
Cardinal Health (CAH) acts as the fundamental infrastructure of the US healthcare system but is aggressively...
FormFactor Inc.: High Growth Rates Through Specialization in Test and Measurement Solutions!
FormFactor Inc. (FORM) is an interesting opportunity for trend followers looking to position themselves...
Why Duolingo Deserves a Second Chance Now
Duolingo's stock has been battered over the past few months and is now trading nearly 80% below its peak....
The Takeover! Eli Lilly Ascends the Pharmaceutical Throne and Leaves Novo Nordisk in the Dust!
Eli Lilly (LLY) is no longer just a pharmaceutical company; it is an unstoppable growth machine. While...
SAP: Why the Sell-off Presents an Opportunity. NVIDIA CEO Huang Does Not See the Software Industry Being Disrupted!
Software stocks have been flying out of investors' portfolios for weeks due to AI concerns. For example,...
Qualcomm: The Memory Shortage is a Temporary Problem
Qualcomm (QCOM, i) is unsurprisingly suffering from an industry-wide memory shortage that is expected...
Devon Energy: The Cash Flow Machine in the Energy Storm
Devon Energy (DVN) is acting as the disciplined rock in the turbulent oil market. The company has transformed...
Cirrus Logic Impresses with its Figures! The Underestimated Chip Champion is Hitting the Turbo!
Cirrus Logic (CRUS) is far more than just the audio specialist for smartphones. The company delivers...
Super Micro Computer Inc.: Record Figures, Raised Forecast & Fresh Buy Signals!
Super Micro Computer Inc. (SMCI) (i.) positions itself as a provider of comprehensive "Total IT Solutions"...
Tesla/SpaceX Merger: Musk's Mega Conglomerate Could Redefine the Future of the Tech Industry!
The acquisition of xAI by SpaceX is more than just another deal – it marks the beginning of something...
Thermon Group Holdings: A Hidden Champion of the Energy Transition to Keep an Eye On!
In the current market phase, where investors often fluctuate between volatile tech stocks and cyclical...
Why the Emerson Electric Stock is a Buy for me Right now!
Those looking for an industrial heavyweight that benefits from both US electrification and automation...
Lumentum Impresses with Growth Acceleration and Three Concrete Drivers!
Lumentum Holdings (LITE) is emerging as a key partner for leading AI companies, specializing in photonic...
The Hershey Company: The Cocoa and Dividend Champion with Breakout Setup Ahead of Earnings
The Hershey (HSY) is the undisputed hegemon in the US confectionery aisle and serves as a classic defensive...
Apple: The "Bull Case" is Just Getting Started. Three Reasons!
Has Apple really missed the boat in the AI race? Those who believe so underestimate, in my opinion, the...
The Snack Giant Awakens! PepsiCo Signals the Trend Turnaround!
For a long time, the stock of PepsiCo (i)(PEP) resembled a soda can that had been left open too long,...
Woodward: Focus on Margin Quality, Long-Term Drivers, and Relative Strength!
Woodward Inc. (WWD) offers an interesting trend-following story for investors. The company operates in...
Rambus After the Stock Crash: Why Investors' Panic Represents a Buying Opportunity
At the stock market, perception and reality often diverge significantly, a phenomenon we can currently...
Palantir Technologies (PLTR) – Impressive Growth Meets Sky-High Valuation!
Palantir once again delivers a strong statement and confirms its status as one of the most exciting...