Opinion
Super Micro Computer: Over 60 Billion USD in Order Intake Secures Growth for 2027!
For speculative investors, Super Micro Computer (SMCI) (i.) is currently worth a look again. The company...
Who will break the 1 trillion USD revenue mark first? Amazon, Nvidia, and SpaceX in the race for the next record!
A yearly revenue of 1 trillion USD sounds absurd even for the largest corporations in the world. However,...
JFrog: The software company is a top beneficiary for me in the era of AI agents
JFrog (FROG) is one of the most exciting indirect beneficiaries of the boom in AI agents for me. Coding...
Bitcoin is back – and are you still not in on this high speculation?
Bitcoin is back in the headlines – and that’s exactly the point for me: Nothing shifts sentiment...
GFT: Wynxx, Deutsche Bank, and a P/E of 12 Offer Reevaluation Potential for the Trending Value Stock
GFT (i) is in our portfolio because I believe the market has not yet fully priced in the shift from a...
Dollar General – A Defensive Anchor with New Offensive Power
Dollar General (DG) announced a compelling quarterly report and raised its forecast on August 27. In...
Veeva Systems Becomes the Operating System of the Pharma Industry! AI Expands the Huge Competitive Advantage!
Veeva Systems (VEEV) occupies a niche that sounds small but is immensely valuable. Cloud software exclusively...
Palo Alto Networks: Industry Results Confirm the AI Security Growth Story
Palo Alto Networks (PANW) is once again coming into focus for me as a long candidate ahead of the quarterly...
Salesforce – the SaaSpocalypse Was a False Alarm, and We Said Exactly That Early On!
I feel validated in my assessment: The SaaSpocalypse proclaimed by Wall Street – the fear that AI would...
SpaceX: I am a Shareholder - the Market Sees the High Valuation, I See Four New Billion-Dollar Markets
I am a shareholder of SpaceX (i) and hold the stock despite the enormous valuation of $1.87 trillion...
AutoStore: Amazon Deal and Share Buyback Program Shape the Quarter
AutoStore Holdings (i.) specializes in robotic-based warehousing and picking systems that optimize space...
KLA: Here's Why the Pullback in the Leading Compounder Stock is a Buying Opportunity
KLA (KLAC) is currently the most exciting long-term performer among semiconductor equipment suppliers...
Quantum Computers on the Verge of Breakthrough – the 100-Qubit Threshold is Within Reach!
I am convinced that we are on the verge of a pivotal turning point in quantum computing – and the...
Semtech Becomes an AI Network Beneficiary and Quarterly Results Confirm the Growth Surge!
Semtech (SMTC) is not a classic AI chip manufacturer but earns its revenue where increasingly large amounts...
IONOS: AI Loser? Today's Presentation Confirms the Opposite!
At IONOS (i), concerns have been raised repeatedly in recent months that generative AI could put traditional...
Robinhood: the Bitcoin Rally is a Short-Term Driver – but the Stock Has Much More to Offer!
Currently, neo-brokers are increasingly in the spotlight due to the recent crypto summit at the White...
Meta Is Under Pressure Due to Lawsuits and High Costs! I am Using the Weakness to Buy More!
At Meta Platforms (i)(META), a lot is currently working against the stock on the market. However, for...
Bitcoin & Crypto Stocks – Today's Prices will be Seen as the Attractive Entry Opportunity of That Time in a few Years!
For me, crypto is clearly the "place to be" right now. Whether there will be another rally in the coming...
Amazon: From $169 Billion to $1 Trillion at AWS - and Robotaxis on Top
My bullish thesis on Amazon (i) is primarily based on AWS, and it has become stronger for me with the...
MLP SE: 14% Stock Increase in Two Weeks and a Fresh 5-Year High!
On August 13, I last reported on the story of MLP (i.). While the overall market has shown signs of weakness...
United Airlines Thinks Bigger Than Flying! CEO Scott Kirby is Building the Airline of the Next Generation!
United Airlines (UAL) is more than just a traditional U.S. airline. With over 370 destinations across...
Hims & Hers: These 7 Reasons Support a Long Position
Hims & Hers (HIMS) demonstrated relative strength with a price performance of nearly 20% in the past...
NVIDIA – the Move Towards Software Will Determine the Next Decade!
My conviction is clear: For NVIDIA , it has become a matter of survival to explore the software side...