Opinion
Vossloh: Orders for equipping Chinese railway lines could initiate the turnaround!
The last few months have been challenging for the railway infrastructure manufacturer Vossloh AG (i.)....
Amazon Leo has 396 Satellites in Space! Communication Service Could Launch Later This Year!
Amazon (i)(AMZN) is poised to dominate the technological infrastructure of the future on its own. With...
CoreWeave (i) & Nebius: The Panic Sell-off is an Invitation for Bold Investors!
I tend to read the recent crash of CoreWeave (i) and Nebius as an exaggerated panic reaction – and...
Vertex Pharmaceuticals: Important Diversification Leads to Big Picture Breakout
I've previously refrained from including Vertex (VRTX) in my portfolio due to its high dependency on...
Regal Rexnord: My Current Favorite Among Suppliers of Humanoid Robots!
The next investment trend that market participants will aggressively pursue is, in my view, "humanoid...
Lindsay Corp.: Water, Construction and a Major Order in the Desert Sand
Lindsay Corp. (LNN) released a robust report for Q3 on July 2, despite current challenges in North America...
Ambarella Becomes a "Physical AI Pure Play"
Ambarella (AMBA) is approaching its multi-year high again with a price performance of over 30% in the...
ADP Assist, SmartCompliance, and Marketplace! ADP Extensively Utilizes AI to Enhance Efficiency for HR!
The market tends to exaggerate. Amid the current AI hype, human capital management stocks experienced...
The Moon is Just the Beginning – Here's why I Consider This Industry the Story of the Decade!
I am convinced: We are currently experiencing the moment when space travel is becoming a business model...
Siemens Energy: Grid Expansion and Gas Turbines as Long-Term Yield Drivers!
For investors looking for an addition to their portfolio in the area of modern energy supply, Siemens...
Meta Could Emerge as a Hyperscaler. Is the Capex Fear Easing for the Stock with a P/E Ratio of 17?
An exciting development at Meta (i) was reported by "Bloomberg" on July 01. According to the news, the...
ViaSat – the Last Global Spectrum gem and hot Takeover Candidate in the new Space Race!
For me, ViaSat is currently one of the most interesting stories in the satellite sector – and the recent...
Firefly Aerospace: Major NASA Contract Could Initiate a Comeback
Firefly Aerospace (FLY, i) is now my next long attempt in my speculative trading portfolio for several...
Alphabet Continues to Accelerate! These 3 Key Developments Will Solidify the AI Empire!
Alphabet (i)(GOOG, GOOGL) is entering the next stage of its AI offensive, impressively proving that the...
2G Energy: Currently the Best Growth Story on the German Stock Market?
I am long on 2G Energy (i). I have often written about the growth opportunities in data centers, the...
Rocket Lab Acquires Iridium for $8 Billion – the Underestimated Challenger to SpaceX is Gaining Traction!
I am convinced by how CEO Peter Beck is transforming Rocket Lab from a pure rocket manufacturer into...
AeroVironment: Record Quarter as a Basis for the Turnaround
AeroVironment (AVAV) could now successfully initiate a turnaround with a price increase of over 20% after...
AeroVironment: 42% Price Correction Since Beginning of the Year - Could a Trend Reversal Occur?
AeroVironment (AVAV) is a beneficiary of the internationally rising defense budgets. This trend was also...
PepsiCo is one of my Portfolio Anchors! I Love the Current 4% Dividend Yield!
In turbulent market phases, I look for companies that not only withstand crises but constantly reinvent...
Amazon: Computing Capacity is the Bottleneck - This is Good for AWS. I Remain Bullish!
The "Financial Times” reported over the weekend that Google has restricted the use of its Gemini AI...
Vusion: The Invisible Conductor in Modern Retail!
Vusion S. A. is a potential hidden champion in the French small-cap sector. The company particularly...
Frontdoor Could Benefit from HVAC Upgrade Program Amid Heatwave
Frontdoor (FTDR) could benefit from the ongoing heatwave in the United States, with a heat advisory impacting...
Goodbye Consolidation! For me, Uber is on the Verge of a Breakout With its Autonomous Partnerships!
Those who have been watching Uber's stock (i)(UBER) in recent months have primarily seen one thing: a...