Opinion
Micron (MU) – The Memory Giant in the AI Frenzy: When Demand Checkmates Supply!
The recent signals from Micron are a wake-up call for the entire semiconductor sector. I rarely observe...
The Transformation of Earth Observation: Why Planet Labs Could Achieve Breakthrough in 2026
For a long time, Planet Labs was seen as a pure technological promise on the stock market, struggling...
ServiceTitan: Market Leader in the Automation of Large Contracting Companies
ServiceTitan (TTAN) remains one of the most exciting long-term software stories for me. The newly introduced...
Süss MicroTec SE: Is a Comeback Coming in 2026?
Süss MicroTec (i.) is a key player in the semiconductor industry, specializing in equipment for so-called...
Samsung: The HBM Market Should Grow by 185% to $100 Billion by 2028! Four Reasons why €2,000 are Possible for the Stock!
I expect Samsung Electronics' stock (WKN 896360) to rise to over €2,000 in the next six months. The...
Micron: When Logic Replaces Gambling in the Stock Market
Market reactions to quarterly earnings often resemble a game of chance, characterized by nervous short-term...
Coursera: Merger with Udemy Could Initiate the Turnaround
The merger between Coursera (COUR) and Udemy (UDMY) is very exciting and absolutely makes sense in order...
Micron's Record Figures are the Strongest Buy Signal for AMD!
The recent quarterly figures from Micron Technology (MU) were a real highlight. $13.64 billion in revenue,...
Salesforce is a buy for the Next 2-3 Years!
Salesforce (CRM) is deeply integrated as a leading CRM core system in sales, service, marketing, and...
Swedencare AB: Growing Demand for pet Care Products Offers Sales Opportunities!
Swedencare AB is a leading company in the global and rapidly growing pet care market. The group focuses...
Micron Technology (MU): The AI Memory Boom Reaches a New Dimension!
The fundamental dynamics currently being experienced with Micron Technology are very rare. The recent...
Twilio: Voice Communication Will Become an Important Driver in 2026!
Twilio (TWLO, i) is showing relative strength as one of my speculative favorites for the stock market...
Zeal Network: Are These the Triggers for the Breakout?
Zeal Network (i) has managed to establish a scalable business model with over 1.5 million monthly active...
Rivian Automotive: 2026 Could be Strong Thanks to R2 Model and Autonomous Software
The emerging Tesla competitor Rivian Automotive (RIVN) is positioning itself for a comeback in 2026 and...
Duel of the Giants in India: Amazon and Microsoft Target the Next $52 Billion Market!
India is evolving into a crucial battleground for global technological supremacy, and the recent multi-billion...
EQT: A Quality Stock for the Next Private Equity Cycle
The EQT stock (OMXSTO: EQT) is a personal favorite of mine because it combines several attractive investment...
Douglas AG: Beneficiary of Christmas Shopping Breaks Out of Consolidation!
The holiday season and the end of the year are approaching. In this context, consumer goods stocks are...
SpaceX: Elon Musk's Next 1.5 Trillion USD Story – A Must for Growth Investors!
The rumors regarding a possible IPO of SpaceX in 2026, driven by a targeted valuation of up to 1.5 trillion...
Lululemon: After the CEO Shake-Up: Why the Stock is Now Ready for a Turnaround
The Lululemon stock has fallen back to pre-pandemic levels after a massive correction of over 45% (in...
Norma Group: A Fundamentally Strong bet on a Comeback of the Automotive Industry with Data Center Fantasy!
By all means, the EU and the USA are trying to strengthen their automotive industry. In the USA, emission...
Lululemon Athletica: Change in CEO Could Initiate Turnaround in 2026
Lululemon Athletica (LULU) has lost much of its former luster over the past two years. The premium sports...
Mitek Systems: Digital Identity Verification and Fraud Prevention Gain Importance!
Mitek Systems (MITK) has established itself as a global technology leader in the fields of digital identity...
The Great Housing Reset 2026: The Time of the US Homebuilders is now!
The stocks of US homebuilders have been worrying investors for a long time. High mortgage rates, which...