Opinion
United Parcel Service: The Radical Architect of "Less-is-More" Logistics
Oracle: Why I See Today as a Trend Reversal Signal
At Oracle, I see good opportunities today for a significant trend reversal in the stock, as the company...
IBM: The Underestimated AI Powerhouse!
IBM has reinvented itself and successfully completed the transformation into a leading provider of hybrid...
General Mills: The 13/15-Point Dividend Bunker for a Defensive Portfolio
General Mills (GIS) is poised for a potential breakthrough. The company has long acted as the unwavering...
Why the Sell-Off at SAP is an Opportunity!
The recent sell-off of SAP shares (XETRA: SAP) after the 4th quarter 2025 results seems less like a structural...
Stryker: Operational Excellence Meets Demographics
Stryker's stock (i) serves as an anchor of stability. Anyone looking to build a portfolio for eternity...
Alibaba (BABA) ignites the AI rocket – 431 million USD for China's digital future!
As a long-time observer of the tech industry, I am currently fascinated by Alibaba's aggressive AI offensive....
That's why I believe the bottom for Colgate-Palmolive may have been found now!
Colgate-Palmolive is a dividend king with 63 consecutive years of dividend increases. The company has...
Ryder System is my preferred investment opportunity in autonomous trucks
I now consider Ryder System (R) to be a promising long-term investment candidate. The former pure truck...
Salesforce: Buying opportunity due to exaggerated AI concerns. The company has three protective barriers. When to strike?
The software sector is currently almost "hated" by the market, and therein lies a great opportunity for...
Adidas: Up to €1 billion is set to flow into share buybacks in 2026!
Adidas (i.) may now be ready for a recovery movement. Following the recent sell-off, preliminary and...
From Digger to AI Enabler! Caterpillar Scores in Energy, Autonomy, and Robotics!
In the stock market, there are moments when you must show courage to later reap the rewards. Do you remember...
The 100-Billion-Dollar Poker Game: Meta Sets the Standard While Microsoft Struggles – My Assessment of the AI Capex Race!
The current earnings season reveals a fundamental truth in the tech sector: Not every billion invested...
Sandisk: The New Powerhouse of AI Infrastructure
The latest quarterly report from Sandisk marks a turning point for the company and positions its stock...
VIAVI Solutions is the Secret Winner of the Meta-Corning Deal
VIAVI Solutions (VIAV, i) is, for me, a hidden top beneficiary of the AI infrastructure expansion and...
Gold & Silver: Forced Sales Meet Overheated Sentiment!
The sell-off in gold and silver today didn't come out of nowhere. The news situation for the precious...
Allianz: The Dividend Pearl (Yield 4.6%) is an AI Winner. Fresh Long Signal!
Among the DAX stocks, the dividend pearl Allianz, which currently shows a 4.6% dividend yield, is expected...
Aurubis: Earnings Forecast Upgrade Drives Momentum Bulls to New Highs!
Aurubis AG captivates investors over a 12-month horizon with a price increase of around 120%, a medium-term...
Corning: Acceleration of Growth through AI and Increased Content Share
Corning (GLW) is approaching the all-time high marked in 2000. The boost comes from the major order from...
MSCI Breaks the Sound Barrier of $600 again after 1 Year! Why I bet on this Quality Stock!
MSCI (i) is much more than just the name behind the well-known "MSCI World." The company serves as the...
Outlook 2026: Why Samsung is now a Strategic Investment
The year 2026 seems to hold the next major growth spurt for Samsung. While the company invested heavily...
Meta Platforms: The Ruthless Architect of AI Behavior Control
Meta Platforms (META) is undergoing the most radical metamorphosis in tech history: from a social network...
Intel: CFO Zinsner Buys Shares for a Quarter of a Million Dollars. Foolish or Will the Foundry Business Soon Flare up?
Intel (i) is a bet on the future, based on two pillars. First, the company succeeds in playing a more...
Seagate in a 500% Stock Surge! Does the Stock Have Real Substance or is it Just a Hype?
The stock of Seagate Technology (STX) has surged from $67 in April to over $412 pre-market, nearly a...