Opinion

Super Micro Computer (SMCI): Investors Celebrate the Launch of the New MicroCloud Servers with AMD EPYC 4005 Processors!
Super Micro Computer (SMCI) (i.) has recently suffered from a downward revision of forecasts and weak...

Caterpillar (CAT) - the construction equipment manufacturer's stock receives second upgrade – fundamental improvement expected by 2026 – rebound mode is activated!
I am currently observing a promising trend reversal with Caterpillar . The stock of the construction...

First Solar Could Accelerate With Further Trade Deals!
First Solar (FSLR), following the motto "Made in America, for America," is the only US manufacturer of...

IONOS: The 100% Success is Complete. High Demand for Trusted Cloud Infrastructure!
When the trade dispute with the new Trump administration began, I identified the stock of IONOS (i) as...

Gogo Inc. (GOGO): Successful acquisition of Satcom Direct triggers positive surprises in Q1!
On Friday, Gogo Inc. (GOGO) experienced a dynamic rise under enormous volume after presenting a strong...

Novartis Combines Stability, Innovation, and Shareholder Friendliness
Since May 2025, Novartis (SIX: NOVN) has been directly listed on German exchanges again. This makes purchases...

Cisco (CSCO) – the Innovative Security Architect for the AI era That Traders Might Want in Their portfolio by 2025!
Cisco's transformative security strategy gives me confidence. The company is strategically positioned...

LVMH: China and USA move closer in the tariff dispute. Comeback opportunity!
The USA and China are reducing their tariffs for 90 days to negotiate in the trade war and work towards...

Sphere Entertainment not only has an impressive arena, but the stock is also attractive now!
The dazzling arena of Sphere Entertainment (NYSE: SPHR) in Las Vegas captivates concert-goers with its...

SharkNinja: No sign of crisis – I expect new highs!
Before the election victory of US President Donald Trump, I was very bullish on the stock of SharkNinja...

Green Dot Corp. (GDOT): The Basis for a Trend Reversal?
The embedded finance market shows strong growth potential. According to a survey by Green Dot Corp. (GDOT)...

4 Reasons Why Dutch Bros Stock Is Set to Revisit Its All-Time High!
Dutch Bros plans to almost double its presence to 2,029 stores by 2029 — with 160 new openings alone...

Disney (DIS (i)) impresses with streaming profits and expansion plans in Abu Dhabi!
I am now positively convinced that Disney (i) is finally turning the tide in the streaming business...

TransMedics Group: I've been waiting for the stabilization of growth rates
The stock of TransMedics Group (TMDX) is setting new standards in organ transplantation with the Organ...

Rezolve AI: New Buy Signal in the Fundamental Revaluation Situation!
Rezolve AI (RZLV) (i.) received a major order with recurring revenues amounting to 9.8 million USD from...

Amphenol Soars: Stargate Expansion and Data Center Growth Fueling Success!
One of the new leader stocks in the US market is Amphenol's stock. The company provides high-current...

AppLovin Shifts into High Gear Again – AI Meets Enhanced Scalability
AppLovin (APP) impresses with a 40% increase in revenue and 83% growth in EBITDA. The focus on AI-driven...

Astronics Takes Off – Defense Becomes Growth Engine
Astronics (ATRO) shines with a surge in revenue in the military segment – driven by the FLRAA program...

Tutor Perini on the path to new highs thanks to high-margin infrastructure projects!
Tutor Perini (TPC) is a one-stop shop for complex infrastructure projects and continues to benefit from...

Jungheinrich has at Least Doubling Potential if the new Growth Strategy Succeeds!
If I had to choose a new mid-term position among the cyclical quality stocks in Germany, the intralogistics...

AUTO1 Group SE: Raised Earnings Forecast - Pullbacks Provide Buying Opportunity!
Since reaching an all-time low in March 2024, the AUTO1 Group SE (i.) has seen a multiple increase in...

Novo Nordisk: Muted Outlook – but Better Than Expected!
Novo Nordisk has positively surprised in Q1 2025 despite growing competition from copycat products: Earnings...

Nuclear Renaissance: The Underrated Investment Opportunity in the Shadow of the AI Boom!
I am convinced that uclear energy is poised for a spectacular comeback: The exploding electricity demand...