Opinion
Aixtron: Future AI Beneficiary Thanks to Focus on Energy Efficiency?
On the German stock market, I see Aixtron (WKN A0WMPJ), the supplier of epitaxy systems for the realization...
Rocket Lab (RKLB (i)) – The Space Underdog Benefits From the Trump-Musk Feud and Could Become a big Winner!
I see Rocket Lab (i) as a continuing good opportunity that can directly benefit from the current tensions...
Synopsys: Major Beneficiary of Potential Resumption of EDA Selling Activities to China
The USA and China are approaching an agreement on a framework for exports of rare earth materials and...
Qualcomm: Here's why the Chip Developer (P/E Ratio of 12) Should Take off With the Alphawave Acquisition!
In my opinion, the stock of Qualcomm offers medium-term surprise potential, which is likely to be activated...
Melexis Could be the Quiet Winner of the Robotics Revolution!
I have opened a position in the Belgian company Melexis (i) . There are several reasons for this. I believe...
IBM Takes Quantum Computing Seriously – Good Potential for Trend Continuation!
Stocks in the investment trend of quantum computing are performing strongly. International Business Machines...
Vertical Aerospace (EVTL): Trump's Executive Order Sparks Buying Interest in the Investment Trend of "air Taxis"
Stocks in the flying taxi investment trend are currently back in favor with investors. The market for...
Casey's: Favorite Stock From the Small Town, but for how Much Longer?
Casey's General Stores, Inc. (NASDAQ: CASY) is one of the surprising outperformers of recent years. Those...
Oklo (OKLO) – The Nuclear Pioneer With Perfect Timing for the AI age!
I see Oklo as one of the promising yet risky growth stories in the energy sector. The company positions...
Hims on the Brink of a Breakout?
I think that Hims & Hers will soon have an exciting setup: The ZAVA acquisition provides strategic...
Quanex Building Products (NX): The Recovery of the Construction Industry Boosts Business!
On June 5, Quanex Building Products (NX) issued a strong quarterly report after the market closed, positively...
Pony.ai (PONY) – China's Robotaxi Pioneer Takes off With 70% Lower Costs! Gen-7 Technology Enables Mass Production by 2025!
The recent tests of the seventh generation of Pony.ai robotaxis in Guangzhou and Shenzhen show me that...
Rocket Lab: The Medium-Term Benficiary of the Dispute Between Trump and Musk?
On the evening of June 5, 2025, a dispute between Musk and Trump escalated over their social media channels....
Aehr Test Systems: Largest Customer On Semiconductor Speaks of a Market Recovery
Aehr Test Systems (AEHR) highlighted in December as a speculative turnaround candidate for 2025. Now,...
Why Arista is Interesting for a Buy and Hold Portfolio!
In early 2025, Arista Networks experienced a drastic decline in stock price of 50%. The main reasons...
2G Energy: AI Data Centers in the USA Offer Significant Market Potential for Decentralized Power Generation!
The stock of 2G Energy (i) is one of my favorite small-value stocks in Germany. The company sees significant...
SFC Energy: Revenue Could Triple by 2028!
SFC Energy AG (i.) is considered an extremely attractive asset with 13 out of 15 possible points according...
Amazon (AMZN) – Robotic Revolution Provides the E-Commerce Giant With Enormous Cost-Saving Potential and Higher Margins!
I see Amazon at the beginning of a technological turning point that will fundamentally change the company....
Why I Remain Bullish on the The Trade Desk Stock (i)
An investment in The Trade Desk (NASDAQ: TTD) could be promising at the moment, as the company plays...
Elbit Systems: This is the Future - Laser-Based "Iron Beam" System Hunts Drones from the Sky
The confrontations between Ukraine and Russia, as well as Israel and Iran, have shown that the battlefield...
Hims & Hers is Planning to Expand Into Europe Through the Acquisition of ZAVA!
On June 3rd, Hims & Hers (HIMS) announced its plan to enter the European market through the acquisition...
e.l.f. Beauty - my top Pick in the Event of a Relaxation in the Trade Conflict
Should there be a rapprochement or even a tariff deal in the trade dispute between China and the USA,...
Why I Believe in the Potential of Nu Holdings
Nu Holdings (NYSE: NU) (i) is one of the fastest-growing fintech companies in Latin America, providing...