Opinion
Etsy is an Exciting Comeback Story Thanks to Agentic Shopping
Etsy (ETSY, i) differentiates itself from traditional retailers with over 100 million creative and unique...
SES S.A.: An Attractive way to Reflect the Investment Trend of "Space Technologies"!
On September 25, German Defense Minister Boris Pistorius announced plans to invest a total of €35 billion...
Northrop Grumman: Are the USA Getting More Nervous Regarding a More Aggressive China/Taiwan Conflict?
The reports from the "Wall Street Journal" dated September 29, 2025, suggest that nervousness in the...
Cisco Systems Benefits from Quantum Computing as Well as AI
In my opinion, Cisco Systems (CSCO) is a promising option to cover megatrends such as AI and quantum...
Silver on the Rise: Industrial Demand and Historically High Gold-Silver Ratio Fuel the Sector Trend!
The precious metals sector is currently driven not only by gold but increasingly by silver , whose...
AstraZeneca: A Defensive Anchor with a Strong Product Portfolio
Despite the recent weak performance in the healthcare sector, AstraZeneca (LSE: AZN) remains an exciting...
Drone Alarm in Europe: Frequentis Becomes the Shield Against Growing Threats!
The media is dominated by news that there have been increasing sightings of drones over airports and...
IBM (IBM) - The Quantum Computing Breakthrough Makes Big Blue the Winner of 21st Century Future Technology!
The partnership between IBM and HSBC represents a historic turning point: For the first time, quantum...
Mirion Technologies Perfectly Positions Itself for the Nuclear Energy Market with Acquisitions!
Mirion Technologies (MIR) is currently the most exciting option for me as a radiation protection specialist...
Apple and Nvidia – Dual Tailwind for Intel's Comeback
Intel has already regained a lot of confidence with its recent investor deals – but a potential involvement...
Growth Gem from the Cosmetics Sector! e.l.f. Beauty Combines Social Media, Sports & Smart Pricing for Market Power!
In my opinion, e.l.f. Beauty provides the blueprint for a modern beauty growth story. Accessible prices,...
Nebius Group: The Deal with Microsoft Reveals Growth Potential!
The Nebius Group specializes in the establishment and provision of infrastructure for Artificial Intelligence...
Underrated Player? SAP's Opportunities in the Race for AI Agents!
I believe SAP will be a long-term potential winner in the field of AI agents. SAP's core strength lies...
Argan Impresses as General Contractor for Complex Energy Projects
Argan (AGX) impresses with strong long-term growth prospects as well as short-term chart strength. It...
Micron (MU) – the Memory Giant is on a Record Path Thanks to the AI Boom!
I continue to follow the development of Micron with great enthusiasm. The company has not only met but...
Befesa: Recycling of Electronic Waste and Steel Becomes Increasingly Important for Resource Conservation!
Befesa (i.) specializes in the recycling of dust and salt slags from steel and aluminum production. The...
Semiconductor Equipment Manufacturers Applied Materials and Lam Research – The Silent Winners of the NVIDIA-OpenAI Alliance!
I see an enormous catalyst for the semiconductor equipment industry in the spectacular $100 billion partnership...
Here's why Zeal Network is the Real Winner of the Current €120 Million Eurojackpot!
"We sell dreams,” is the motto of Zeal Network (i). The dream of winning a big lottery prize is also...
MP Materials (MP) – The Rare Earth Metal Champion at the Heart of the U.S. Resource Strategy!
I see an extraordinary long-term investment idea in MP Materials. The company is benefiting from the...
Ericsson: Digitalization Drives Network Expansion!
Ericsson has established itself as one of the leading providers in the telecommunications equipment market....
MKS Instruments is Likely to Benefit Significantly from Investments in Semiconductor Equipment
For me, MKS Instruments (MKSI) is a potential top beneficiary of increasing investments in semiconductor...
IONOS: What's the Business Potential of the new AI Agents?
The IONOS (i) story has been discovered on the stock market. In our model portfolio, we have been tracking...
Intel's Comeback Plans Make ASML a Key Player and the Stock Exciting Again
In recent months, ASML has come under pressure on the stock market. Several major chip manufacturers...