Opinion
The Visa network is becoming more powerful! Now stablecoins and AI agents are joining in!
Something exciting is happening at Visa (i)(V). As political pressure on credit card fees increases,...
Lumentum: Sold Out Until 2029 and One of the Clearest Bottleneck Winners of the AI Boom!
The balance of this AI week is clear to me: Record numbers alone are no longer sufficient. TSMC increased...
MiniMed Group: MedTech Favorite with Reevaluation Potential
For me, MiniMed Group (MMED) is currently one of the most exciting special situations in the MedTech...
McDonald’s: Betting on a major recovery after a 30% price drop!
Dear investors, a look at the chart of McDonald’s stock looks dramatic. The stock has plunged a whole...
Andritz: New Insights on Medium-Term Goals from Capital Markets Day!
The Andritz AG is becoming an essential substance stock for the energy transition. At the recent Capital...
Sterling Infrastructure: 47% Price Drop – Quality Stock with Comeback Potential
Sterling Infrastructure (STRL) is one of the most exciting fallen angels in the AI infrastructure sector...
Dell Explodes by 284% in Just One Year! The Real AI Story May Just Be Beginning!
Dell Technologies (DELL) has undergone one of the most remarkable transformations in the technology sector....
Pasqal – a risky but plausible quantum play from Europe that you should have on your radar now!
The quantum industry is currently delivering one news item after another. IonQ (i) has reached the third...
Amazon: I bet that the rally ignites with the Anthropic IPO
Since 2014, I have been a shareholder in Amazon. Last month, I purchased more shares because I consider...
Redcare Pharmacy: For me, the forecast upgrade was a buying trigger!
Redcare Pharmacy (i.) is on a strong growth path thanks to the digitization of the German healthcare...
Ambiq Micro: The Power Advantage in Edge AI Could Just Be the Beginning of the Growth Story
Ambiq Micro (AMBQ) is becoming one of the most exciting speculative growth stocks in the Edge AI sector...
Salesforce Disassembled by AI Fear! The Stock is Slowly Recovering and There is Still Room for Growth!
Hardly any large software stock embodied the fear of AI disruption as strongly as Salesforce (i)(CRM)...
ERock – the power supplier directly at the data center that should be on your radar now!
The contract between Constellation Energy and Google for 3.6 gigawatts has breathed new life into the...
Microsoft: This Looks Like a Stock Rally to 600 USD!
Microsoft has a huge advantage over other companies with AI products: Microsoft maintains existing customer...
SpaceX: Grok Bot takes off, Flight 15 becomes the catalyst – I am a shareholder
I am a shareholder of SpaceX (i) and formulated my central thesis on the stock here on August 26. Meanwhile,...
Genmab: Oncology Specialist Breaks Out to Multi-Year High After Study Data - I Expect Further Price Increases!
Genmab (i.) is a European healthcare stock that combines the development of its own antibody technologies...
Par Pacific: The high diesel leverage could further drive the rally
Par Pacific Holdings (PARR) has a market capitalization of around 4.3 billion USD, making it a relatively...
Brazil Votes and MercadoLibre Explodes! Political Tailwind Drives the Fintech Sector!
Sometimes just an election is enough to reorder the valuation of an entire sector. That is exactly what...
Seagate – the hard drive giant is targeting the bottleneck of the AI storage chain and deserves a spot on every watchlist!
The AI boom is often reduced to chips , but I see memory as one of the most underrated bottlenecks. AI...
GameStop: Insider Purchases as Preparation for the Next Squeeze?
The GameStop stock (GME) has recently come back into the spotlight for speculative investors. Notably,...
United Therapeutics: The Patent Victory Eases the Path to $1,000
United Therapeutics (UTHR) is back on my radar after the surprising patent victory against Liquidia...
PepsiCo offering nearly 4.7% for dividend seekers! But the fallen brand giant is bubbling fiercely!
At PepsiCo (i)(PEP), I currently have access to something that was hardly imaginable a few years ago:...
Accenture (i) – The Comeback Quarter is Here, Now the Investor Day Must Deliver!
Accenture (i) has shown in the fourth fiscal quarter that the death knell for traditional IT consultants...