Opinion
JOST Werke: A Cyclical Stock with Comeback Potential!
Currently, there are signs of recovery trends in cyclically sensitive small caps. This also benefits...
AEVEX: Drone IPO with High Price Potential
AEVEX (AVEX) is an exciting IPO story for me among speculative growth stocks for several reasons in the...
Micron Technology – with the 256-GB DDR5 powerhouse on a collision course to new all-time highs! – The 1,000 mark will fall soon!
For me, Micron Technology is one of the most exciting direct beneficiaries of the AI hardware wave –...
More than an asset manager! BlackRock builds the infrastructure of the global financial markets!
BlackRock (i)(BLK) is not only the largest asset manager in the world, but it is increasingly acting...
Alcoa: The Structural Backbone of Western Aluminum Value Chains in Times of Global Instability
Alcoa (AA) is an important supplier for key industries in North America and Europe, which are suffering...
IONOS Doesn’t Look Like an AI Loser - the “Inflection Point”. Here are Three Reasons for a 30% Rally Potential!
On May 12, 2026, I asked whether today would become the "Inflection Point" – a turning point in the...
Nexans: Betting on Increasing Infrastructure Spending with the Cable Specialist!
Gigantic infrastructure programs like the European Green Deal or the Inflation Reduction Act in the USA...
Vicor: The Relative Strength of the AI Stock Cannot be Ignored
Vicor (VICR) is a favorite for me for new long maneuvers due to its competitive advantages in powering...
Why is Microsoft Being Punished so Harshly and Lagging Behind the Current run?
It is quite remarkable! Alphabet (i)(GOOG, GOOGL) and Amazon (i)(AMZN) are racing from record to record...
Prologis is the Digital Backbone of Global Trade Logistics
Prologis (PLD) secures a strong position through its sheer size and strategic control over critical...
Qualcomm: Still Completely Under the Radar - how 6G and the Post-Smartphone era are Ceating a Fresh Growth Story!
Since 2022, the Qualcomm stock has been moving sideways. The rally seen at AMD (i), Broadcom, Marvell,...
Schaeffler: Are Future Growth Drivers E-Mobility and Humanoid Robotics Coming into Focus?
Schaeffler (l.) is currently undergoing an exciting transformation in my opinion. Increasingly, long-term...
DigitalOcean is a Clear Winner of the AI Inference era
At DigitalOcean Holdings (DOCN), I still see further upside potential despite the stock performance of...
Micron – the AI Memory Machine with an Absurdly low P/E ratio and Intel – From What was Considered a Lost Cause to the Hottest Comeback Story in the Chip Industry!
If I look at the numbers from Micron , I can hardly believe my eyes: The memory chip specialist is expected...
Out of Tech, into Long-Term Runners! Almost Everyone Overlooks the Historic Entry Opportunity at McDonald's!
We all know the problem. Should one continue to chase the strongly rising, but in part completely overpriced...
Monster Beverage: Global Dominance Thanks to Lifestyle Functionality and Vertical Integration
Monster Beverage (MNST) now operates not just as a beverage manufacturer, but as a lifestyle-based platform...
Siemens: Several Megatrends are Addressed and the Quality is Convincing!
I find Siemens AG quite interesting for investors as a complement. In recent years, the company has transformed...
Datadog Becomes an AI Winner and Ventures into Monitoring High-End Training Workloads!
The big question in the software sector is when differentiation will come. In recent months, all software...
MercadoLibre: The Combination of E-Commerce Logistics and Fintech Platform is Attractive
MercadoLibre (MELI) serves as the operating system for digital commerce and the financial world of Latin...
The AI Cop of Wall Street! Axon Dominates the Security Industry with Drones and Algorithms!
Forget the dusty image of tasers and batons. Axon Enterprise (AXON) has long evolved into a high-tech...
Anthropic & SpaceX – Musk's U-Turn is the Most Honest AI Admission of the Year!
When even Elon Musk – who in February was mocking Anthropic and creating the "misanthropic" pun –...
Adobe: Why the End of the Bottom Formation is Near for the Stock with a P/E Ratio of 10!
For trend followers, the rally in AI infrastructure stocks is currently very pleasant. However, I also...
Fortinet: Network and Security Platform Gains Importance in the Age of AI
Fortinet (FTNT) highlights the exaggerated fears driven by AI models such as "Claude Mythos.” Founder...