Opinion
Intel: Investor Interest in the Struggling Stock is Growing!
Intel (i.) could become an interesting turnaround candidate for patient investors. After the company...
NVIDIA/Intel (i): Jensen Huang in the AI Storm between the USA and China!
NVIDIA is currently in an extremely difficult position. Jensen Huang is desperately trying to satisfy...
Intel: NVIDIA Invests $5 Billion. The Former Chip Giant is Back in the AI Race!
We have been betting on Intel's (i) comeback since the announcement of the new CEO Lip-Bu Tan on March...
Workday is on a Long-Term Path to new all-Time Highs
Like Salesforce (CRM), Workday (WDAY) is a long-term highly exciting AI story for me. The analyst day,...
CrowdStrike Ensures Security in the Agent Era! Falcon Platform and Threat AI Drive Recurring Revenue Growth!
I have been observing CrowdStrike (CRWD) for years, and the company is becoming the pace-setter for security...
Aixtron: The Stock Could Double. Here’s my Plan for When I Will buy Shares!
Chip suppliers go through regular cycles characterized by strong and weak order intake. Recently, order...
Schaeffler AG: Capital Markets Day has Convinced Investors!
On September 16, Schaeffler AG held a Capital Markets Day. Among other things, it was highlighted that...
Alphabet (GOOG) – The $3 Trillion Giant is Showing its True Strength Despite Antitrust Proceedings!
In my opinion, Alphabet impressively demonstrates its market dominance and resilience with its achievement...
Sterling Infrastructure is set to Benefit Significantly from Data Center Investments
Sterling Infrastructure (STRL) is a direct beneficiary of investments in semiconductor factories and...
Novo Nordisk (NVO) - A Promising Milestone That is Likely to Lead to a Rebound of the Struggling Stock!
I am closely following the developments at Novo Nordisk , after the stock has corrected significantly....
Verve Group: Stricter Data Protection Regulations Drive Demand for Suitable Solutions!
In my view, the Verve Group SE (i.) is an attractive rebound candidate for short- and medium-term investors....
Lam Research at an all-Time High! Why the Stock Remains Exciting!
Lam Research is massively benefiting from trends in the AI sector. The company develops the tools that...
Süss Microtec: Why I Want to buy Shares of This AI Beneficiary After a 60% Correction!
The chip equipment supplier Süss Microtec (i) has plunged by 60% since its peak of €70 in mid-2024....
CoreWeave: 5 Reasons Why the AI Hyperscaler Could now Take off
The AI hyperscaler CoreWeave (CRWV) is, for several reasons, an interesting short-term long opportunity...
American Resources: the U.S. Government is Focusing on Rare Earths from Within the Country!
American Resources Corp. (AREC) operates in the fast-growing sector of critical minerals and clean energy...
Commonwealth Fusion Systems – The Nuclear Fusion Revolution is Gaining Momentum, and Tech Giants like NVIDIA and Google are Making Massive Investments!
I am observing with increasing optimism how Commonwealth Fusion Systems (private) has completed one...
Amgen: An Attractive Investment in an Uncertain Market
Amid the turbulence in the financial markets, investors are looking for stable yet growth-oriented companies....
SK Hynix: From Cyclical to Supercyclical Thanks to AI
The storage industry has been extremely cyclical for decades: Overcapacities regularly pushed prices...
Micron (MU) – The AI Shift Drives the Memory Rally: why I Remain Bullish Before the Q4 Earnings!
I see Micron in an exceptionally strong position in the medium term. The shift from AI training to AI...
The Next big Thing: Zoox Could Become the Next Growth Accelerator for Amazon
The robotaxi service Zoox, a subsidiary of Amazon, is in the spotlight of the mobility sector. After...
Enovis Corporation: Innovations in Surgery Offer Enormous Potential!
Enovis Corporation (ENOV) demonstrates impressive innovation efforts. The medical technology company...
AMD: Is the Fear of Custom AI Chips Exaggerated or Justified?
The AMD stock has corrected 14% from its 52-week high. I see this as an opportunity for AMD, as concerns...
Deutz: Solid Fundamentals and Targeted Expansion into new Growth Markets!
Deutz got a lot of attention in August with a strong report for the second quarter. In the second quarter,...