Opinion
Intel – The Air Has Gone Out: Now Comes the Reality Check!
After the release of its quarterly numbers, the Intel stock plummeted by about 26% in after-hours trading....
Illumina – Why I Expect New Highs After the Stock Drop
Illumina (ILMN, i) remains a key supplier in the AI revolution within the biotech sector for me. The...
Munich Re. Secret Winner of the Cybersecurity Challenge. Chart Technical Rally Signal!
In the German market, reinsurers are interesting. Hannover Re and Munich Re are entering new upward trends....
Genmab: Leader in the European healthcare sector impresses with study data and fresh all-time high!
Genmab has been a frequent topic of discussion since early August, as the healthcare company focused...
GE HealthCare – Growth Acceleration Meets P/E of 14 – I Am Considering a Long Position!
The medical technology sector is demonstrating strong leadership during this earnings season. Since October...
Oracle – From Cash-Eater to Cash-Machine? The Comeback Plan is Taking Shape!
A few days ago, I put Oracle on my watchlist as a risky rebound candidate and named the investor event...
SoFi Technologies: 17 Million Users Pave the Way for Sustainable Profit Growth!
SoFi Technologies (SOFI) (i.) offers its customers an integrated financial platform, combining lending,...
Manhattan Associates – My Comeback Thesis is Paying Off! I Expect New All-Time Highs
Manhattan Associates (MANH) I already introduced in April as a comeback candidate among quality stocks....
Intel Takes a Bite Out of the Quantum Stack – Small Deal, Big Option!
Intel acquires the Israeli quantum software company Classiq for approximately 2.3 billion USD. Classiq...
Johnson Controls International: Data Center Expansion Leads to Full Order Books!
Johnson Controls International (JCI) was able to attract investors' attention with the quarterly numbers...
Software Stocks After the AI Shock: The Lows Hold – and Adobe (i) Now Has the Greatest Need to Catch Up!
Software giants such as Adobe (i), Salesforce , and Intuit , as well as the IT consultant Accenture (i)...
Adesso: Overlooked AI Winner from the Ruhr Area? I Expect Significantly Higher Prices!
The Dortmund-based Adesso SE (i.) is, in my opinion, one of the currently overlooked beneficiaries of...
Oracle – The Fallen AI Giant with Comeback Potential?
The past trading week has shown how quickly the hierarchy in the AI sector can shift. Cybersecurity and...
Proto Labs: Why I See the Pullback in the Robotics Beneficiary as a New Opportunity
After the strong rally, Proto Labs has recently seen a significant pullback. This makes the stock interesting...
Procter & Gamble Shows Its True Strength! Why Quality Is Back in Demand on the Stock Market!
While investors are increasingly questioning whether the enormous investments in highly valued AI, storage,...
Amazon attacks the iPad: Panay's tablet offensive makes Alexa the gateway!
Amazon has discontinued the Fire brand after 15 years and launched a true reboot with the new Alexa...
Spotify - 8 Reasons Why I Believe in the Trend Reversal Now
Spotify (SPOT) gained 11.1% after the quarterly results, while the Nasdaq lost 2.6%. For me, this relative...
Northrop Grumman: Now is the Entry Opportunity - These New Markets Are Not Priced In Yet
The sharp corrections in defense stocks create interesting entry opportunities from my perspective. Northrop...
Illumina – Why NovaSeq X and New Genomics AI Are Likely to Drive the Rally Further
Illumina (ILMN, i) provides a key technology for analyzing human DNA with NovaSeq X, particularly in...
Netflix plummets to $65! My reasons why I still see potential in the streaming giant!
After the quarterly results, Netflix (i)(NFLX) was sold off by about 5% to approximately $65. Were the...
Nokia: The mobile veteran has become the shovel seller of the AI boom, and the numbers indicate a rebound!
With the numbers for the third quarter, Nokia has impressively disproven the skeptics. The adjusted...
SpaceX: These five statements make me even more bullish as a shareholder!
The SpaceX call from the night of October 21, 2026, further strengthened my positive assessment. As I...
MSCI Profits from Every Market Trend! This Data Giant Is Growing Stronger and Growing Double Digits!
MSCI (i) is one of the most fascinating business models in the financial sector for me. The company hardly...