Opinion
Agilysys Positions Itself as an AI Disruptor in the Hospitality Sector
Agilysys (AGYS) could be poised for a stronger recovery attempt as the next software stock. The company...
Willdan Group: Long-term margin reset into the high twenties changes the narrative
The USA needs to significantly accelerate the expansion of its generation and transmission capacity compared...
2G Energy: Progress Expected with Orders in the Data Center Sector. Initial Down Payments!
I have been following the story around 2G Energy (i) for a long time, and in our portfolio, we are currently...
Ocado: Autonomous Mobile Robots Chuck and Porter are Set to Drive New Growth for the Company!
The Ocado Group published an interesting announcement last week. According to the announcement, the company...
AI Cooling Boom: the Next Wave in the AI Investment Cycle is Here!
The AI Revolution Needs Cooling – and right here I see one of the most exciting opportunities in the...
Ouster Poised for a new Growth Spurt Thanks to the Rev8 OS Sensor Family
Ouster (OUST) is increasingly becoming a key player in "Physical AI." The Rev8 OS sensor family presented...
Here are 6 Stocks That I am Currently Investing in via Savings Plans for a Resilient Buy & Hold Portfolio!
My investment strategy is based on a long-term "Buy and Hold" approach. The goal is to create a portfolio...
Dropbox: The Transformation from Digital Filing Cabinet to AI-Powered Knowledge Hub
Dropbox (DBX) serves as a structural anchor point for unstructured data management in a fragmented cloud...
Freenet AG: Dividend Gem with a Digital Boost?
Freenet AG (i.) is back in the spotlight for investors. On May 14, the company distributed a dividend...
Microsoft – When Star Investor Ackman Takes Action, we Should Listen!
The recently weak performance of the Microsoft stock – down 15% since the beginning of the year, while...
I Have my eye on MercadoLibre! Market Penalizes the Margins While the $40 Billion Business Scales Rapidly!
MercadoLibre (MELI) operates as an established e-commerce and fintech corporation in Latin America. The...
Figma as a Turnaround Opportunity – Design Becomes a Competitive Advantage
Figma (FIG) has been unjustly penalized by AI fears, alongside Adobe (i). Following the results for the...
SolarEdge: The Fight for Independence as a Structural bet
SolarEdge (SEDG) acts as a technological cornerstone for the global energy transition by transforming...
Firefly: The space race for orbital data centers is starting. Affordable rocket launches are crucial - my hot stock favorite!
The push by giants like Google and SpaceX toward orbital data centers marks a paradigm shift. SpaceX...
JOST Werke: A Cyclical Stock with Comeback Potential!
Currently, there are signs of recovery trends in cyclically sensitive small caps. This also benefits...
AEVEX: Drone IPO with High Price Potential
AEVEX (AVEX) is an exciting IPO story for me among speculative growth stocks for several reasons in the...
Micron Technology – with the 256-GB DDR5 powerhouse on a collision course to new all-time highs! – The 1,000 mark will fall soon!
For me, Micron Technology is one of the most exciting direct beneficiaries of the AI hardware wave –...
More than an asset manager! BlackRock builds the infrastructure of the global financial markets!
BlackRock (i)(BLK) is not only the largest asset manager in the world, but it is increasingly acting...
Alcoa: The Structural Backbone of Western Aluminum Value Chains in Times of Global Instability
Alcoa (AA) is an important supplier for key industries in North America and Europe, which are suffering...
IONOS Doesn’t Look Like an AI Loser - the “Inflection Point”. Here are Three Reasons for a 30% Rally Potential!
On May 12, 2026, I asked whether today would become the "Inflection Point" – a turning point in the...
Nexans: Betting on Increasing Infrastructure Spending with the Cable Specialist!
Gigantic infrastructure programs like the European Green Deal or the Inflation Reduction Act in the USA...
Vicor: The Relative Strength of the AI Stock Cannot be Ignored
Vicor (VICR) is a favorite for me for new long maneuvers due to its competitive advantages in powering...
Why is Microsoft Being Punished so Harshly and Lagging Behind the Current run?
It is quite remarkable! Alphabet (i)(GOOG, GOOGL) and Amazon (i)(AMZN) are racing from record to record...