Opinion
Vertiv (VRT) – The {[hidden AI infrastructure winner]} delivers spectacular numbers and shows: The data center gold rush is real!
Vertiv delivered in the third quarter of 2025, with numbers that exceed even optimistic expectations....
Hermès Stock: An Investment Gem Despite Short-Term Setback
The recent stock reaction to Hermès’ quarterly results may seem disappointing at first glance: a drop...
A Necessary Cut at Novo Nordisk
The criticism of the current supervisory board appears plausible. Novo Nordisk has made significant mistakes...
Ströer: Will there be a deal for the sale of the out-of-home advertising division?
On October 10, a media report drew investors' attention back to Ströer (i.). According to the report,...
Secunet Security: Why the Go-To Supplier of the Federal Government Is Becoming More Important!
For the stock of Secunet Security (i), I see a potential for surprises over the next few quarters due...
Coinbase (COIN) continues its shopping spree – Echo deal for $375 million marks eighth acquisition in 2025!
Coinbase's aggressive expansion strategy continues to gain momentum. With the acquisition of Echo for...
Adobe's 'AI Foundry' – The Turbo for the Stock?
Adobe (i) has been a titan in the creative and marketing world for decades. With the launch of the new...
Hochtief: The construction company addresses many megatrends - including the security of supply for critical raw materials!
The stock of Hochtief has developed well in recent months, but its potential is likely not fully realized...
Cleveland-Cliffs: From Steel Giant to Strategic Raw Material Champion – The Rare Earth Revolution Could Change Everything!
Cleveland-Cliffs is undergoing a fascinating strategic transformation that goes far beyond the traditional...
L'Oréal: A classic with ambition, but valued like a growth stock
The L'Oréal stock has long been regarded as a reliable performer, delivering an average annual return...
Cameco: The Key Player in the Nuclear Renaissance
Cameco (NYSE: CCJ), one of the world's largest uranium producers, currently offers compelling investment...
Planet Labs: I want to invest in this future AI and space star!
Many funds are currently flowing into space stocks. The space race will be the next area where states...
Praxis Precision Medicines Inc.: Surprising Study Results, Capital Increase, and Enthusiastic Investors!
Praxis Precision Medicines Inc. (PRAX) specializes in the development of therapies for central nervous...
Bunge Global – Beneficiary in the Trade Conflict between the USA and China with Huge Price Potential!
I see an exceptionally exciting opportunity in Bunge Global right now, arising directly from the recent...
DigitalOcean: The "Developer-first" Model Meets the AI Wave and Unlocks Price Potential
I currently find the stock of DigitalOcean (NYSE: DOCN) very interesting. The bull case for the company...
Interactive Brokers: AI and Crypto Enhance Growth Potential
The profit-taking after the Q3 results is likely due to the absence of a forecast. After all, there was...
ASP Isotopes: Major Contract, Acquisition, and Capital Increase!
ASP Isotopes Inc. (ASPI) positions itself as a company for advanced materials, operating at the intersection...
Tim Cook's visit to Pop Mart was no PR coincidence.
Apple CEO Tim Cook rarely acts spontaneously. When he appears publicly with a Chinese designer like Kasing...
Aixtron: My confidence is growing - Doubling potential in the next GaN investment cycle!
The American chip equipment manufacturers LAM Research, Applied Materials, and ASML in Europe are in...
Salesforce is Completely Underrated.
The stock is trading at its lowest valuation level in almost 10 years (EV/FCF < 20, PEG ≈ 1). The market...
When Will Salesforce Wake Up from Its Winter Sleep? New Forecasts Excite Until 2030!
In my opinion, Salesforce (i)(CRM) is at a critical turning point. While the rest of the market is soaring...
Amphenol: A Buy-and-Hold Stock in the AI Era and Beyond
The recent share price gains of Amphenol stock this year are impressive, but investors should not see...
United Internet: Defensive Addition in a Volatile Market Environment!
Volatility and uncertainty in the market are currently increasing again. From my perspective, it is therefore...