Opinion
Guidewire Software: Breakout to New Highs Provides Fresh Buy Signal!
DocuSign: Why the recent decline after the numbers could be a buying opportunity!
Despite the short-term drop in share price following the recent quarterly results, DocuSign (NASDAQ:...
Broadcom (AVGO) – AI Chip Giant Secures $10 Billion Mega Deal and CEO Remains Until 2030!
I continue to see Broadcom as one of the smartest top beneficiaries of the AI boom. While everyone is...
ServiceTitan: AI Agents are a Gamechanger for Trade Businesses
ServiceTitan (TTAN) is a long-term buy opportunity for me as a market leader with its all-in-one platform...
CTS Eventim – Stock Pullback as a Buying Opportunity!
The latest earnings call from CTS Eventim was disappointing at first glance: record revenue in ticketing,...
AI in Healthcare: Siemens Healthineers Could Rise to Become a Major Winner Thanks to "Sherlock"!
In healthcare, AI will cause disruption by enabling faster development of new drugs, better treatment...
Autodesk: Strong Quarterly Results Make the Stock an Attractive Investment
Investing in the Autodesk stock could be worthwhile, as the latest quarterly results indicate robust...
Valneva SE: Setback with one Vaccine and Success News with Another!
Among European biotechs, Valneva SE (i.) has been making headlines since July with its strength. The...
PVA Tepla: Are new Record Prices on the Horizon with Another Doubling of the Share Price within 2-3 Years?
PVA Tepla (i) is among the favorites in the German market. At the Capital Markets Day on September 2,...
Alphabet (GOOG) – Antitrust Reprieve Catapults Google's Stock Upwards!
I see Wednesday's court ruling as a significant turning point for Alphabet. The fact that Judge Mehta...
MongoDB: NoSQL Databases Offer Great Potential in AI Applications
In a weak market environment, I pay special attention to growth stocks that show relative strength. Here,...
Douglas: The Basis for a Trend Reversal is There!
Weaker consumer sentiment in key markets such as Germany and France, as well as the overall geopolitical...
WhiteFiber is an AI IPO Story with Doubling Potential
As an aggressive and speculative addition to the portfolio, the IPO story WhiteFiber (WYFI) is now briefly...
After the Price Drop: is Investing in Intuitive Surgical Worth it now?
The stock of Intuitive Surgical is currently trading about 25% below its yearly high. In my opinion,...
SAP (SAP) – €20 Billion Investment in European Cloud Sovereignty Opens new Growth Opportunities in the Regulated Market!
I see the announced €20 billion investment in European cloud sovereignty as a strategic masterstroke....
Teamviewer: A Cheap P/E ratio of 8.5 Meets AI Fantasy! High Potential if the AEM Platform Becomes a Success!
Teamviewer (i) is a controversially discussed stock. On one hand, the valuation with a P/E ratio of 8.5...
Verve Group SE: Focus on Privacy-Friendly Solutions in Advertising Offers Growth Potential!
On August 15, the stock of Verve Group (i.) plummeted in a panic because the company had to slightly...
Cardiovascular Data shows: Novo Nordisk has Been Underestimated by the Market.
At the ESC Congress 2025 in Madrid, Novo Nordisk presented new real-world data on the effectiveness of...
Alibaba (BABA) – the AI Boom Catapults the e-Commerce Giant Back onto the Path of Success!
I see Alibaba undergoing an impressive transformation from a troubled e-commerce giant facing significant...
JBS: A Global Giant on the Rise? Here's why the Stock may be Worth a Closer Look
In the world of food production, there are few names as dominant as JBS N.V. (NYSE: JBS) . As the world's...
Medios AG: International Investors are Targeting European Niche Specialists!
In recent months, it has been increasingly observed how investors' capital has been allocated to European...
NVIDIA – Despite China Turbulence, the AI Giant Remains on a Successful Path. The Blackwell Chip Generation has the Potential to Become a Game Changer!
I still see NVIDIA as a clear winner of the AI boom, even though the China issue poses short-term challenges....
AI Infrastructure Spending of $3-4 Trillion by 2030 - Jabil is a top Winner!
I have been closely following NVIDIA's conference call, and two statements stood out. NVIDIA CEO Huang...
Datadog: A Cloud Monitoring Stock to Keep an eye on!
In today's fast-paced digital world, where companies are increasingly shifting their infrastructure to...