Opinion
Trump Tweets and Wall Street Shudders! A Single Post Shakes the Credit Card Industry!
For me, the fascinating aspect of the current credit card debate is not the economic dimension, but the...
Between Persil and High-Tech Adhesives: Henkel on the Verge of Revaluation
In a stock market often driven by short-term hypes, the traditional company Henkel (i) first appears...
Generac (GNRC) – Why the low Point Offers a Very Good Buying Opportunity!
I consider Generac at this time to be a very plausible entry opportunity with a good risk-reward ratio,...
Aeva Technologies: NVIDIA Partnership for 4D LiDAR as a New Driver
Aeva Technologies (AEVA) is positioning itself as a bullish player among LiDAR providers. Although the...
Hot and Greasy! Is Innoviz Technologies the Speculation of the Year 2026?
The brutal crash of LiDAR stocks has shattered the confidence of many investors, but it is precisely...
Nebius on the Rise: Why the AI Stock is a Favorite Again
Everything points to a change in sentiment for Nebius (NBIS) . In the short term, the stock benefits...
Weyerhaeuser: Trump's $200 Billion Bet on the US Housing Market - This Stock is a Must-Buy for Me!
Donald Trump's radical move to inject $200 billion into the purchase of mortgage bonds could prove to...
Süss MicroTec SE: Revaluation situation as investors focus on the growth phase in 2027!
After a temporary panic sell-off at Süss MicroTec (i.) in October 2025, investors are now looking ahead...
Vistra: Deal with Meta Confirms the Long Hypothesis
Vistra Energy (VST) is not a tech stock, but a key beneficiary of the AI boom. The business model is...
The Siemens Stock Has Star Potential: Second Tech Stock in the DAX Alongside SAP!
At CES 2026 in Las Vegas, Siemens CEO Roland Busch shared the stage with Nvidia CEO Jensen Huang....
SLB (i) – Venezuela Opportunity Without Political Risk: Why the Oil Service Provider is the Smarter Path Than the Oil Producers!
I consider SLB (formerly Schlumberger) to be the smarter bet on Venezuela than the oil producers themselves....
Alphabet: AI Platform Instead of Pure Search Engine
Alphabet (GOOGL) has made a strong operational and strategic comeback, currently setting the pace among...
Deutsche Telekom AG: Robust Stock as Anchor Investment!
Deutsche Telekom has scored 15 out of 15 possible points in our robustness check. The defensive nature...
Applied Digital: Data Centers as a Bottleneck. Revenue Doubling in Q2 is Just a Preview
Applied Digital (APLD) has transformed from a Bitcoin miner to an operator of high-performance computing...
Northrop Grumman: The $1.5 Trillion Defense Budget Serves as a Catalyst for a Radical Reevaluation!
Northrop Grumman is the essential architect of Trump's technological power projection. Once the projected...
With Anthropic, Amazon Joins the Top AI League!
Reports suggest that the AI company Anthropic is planning a massive new funding round of $10 billion,...
In my Opinion, Globus Medical is one of the Most Exciting Robot Stories From the Operating Room!
On January 7, Globus Medical announced its preliminary numbers for the fourth quarter. And wow, they...
Applied Digital Impresses with its AI Data Center Strategy!
Applied Digital (APLD) is well-positioned to benefit from the massive demand for AI data centers. The...
Nokia: From Provider of Outdated Phones to Leading Provider of Network Infrastructure!
I find Nokia interesting again right now because the company laid the foundation for a turnaround last...
Albemarle (ALB) – AI Robots as the New Growth Driver for the Lithium Story!
I observe a fascinating turn at Albemarle: After the collapse of lithium prices from 84,000 USD to as...
Why I'm betting on AMD now and have opened a first position!
My decision to invest in AMD (i) is not a short-term trade, but a deliberate bet on the next major AI...
Qualcomm: The relative strength at the start of the year is likely to persist
Qualcomm (QCOM, i) has completely missed the AI rally last year, and I still see it as my conservative...
Qualcomm: Positions Itself with New Chips for the Era of Humanoids. An Incredible Growth Opportunity!
In my view, a major upcoming trend in artificial intelligence will be "Edge AI." This involves shifting...