Opinion
Baidu: Apollo Go and Spinoff of the AI Chip Subsidiary as Value Drivers!
Baidu's stock (NASDAQ: BIDU) has a tumultuous history on the stock market and exemplifies the volatility...
Why I consider Woodward to be an exciting core investment for the year 2026
Those who wish to participate in the mega-trends of aviation and the energy transition often look for...
USA Rare Earth: Rare Earths as Strategic Commodities – Are These the Triggers for the {[Next Breakout?]}
USA Rare Earth (USAR) positions itself as an integrated provider along the "Mine-to-Magnet" value chain....
Schlumberger is on the brink of an underestimated growth phase. New oil capex cycle in Venezuela?
The USA have overthrown the Venezuelan dictator Maduro. The Americans' interest in the oil industry was...
The Perfect Power Duo for the Venezuela Comeback: Why I Favor SLB (i) and EPD Now!
I rarely search for the "one" winner, but rather for the perfect strategic synergy in the portfolio....
Why Coherent Remains the Power Center of Tech Portfolios in 2026
Coherent's stock has undergone an impressive transformation over the last two years. By systematically...
Besi: The Shovel Seller for Next Generation AI Packaging
While the major HBM memory manufacturers have been benefiting from new record prices for months, the...
Monster Beverage: The Growth Machine is Far from Stopping
Anyone looking at the stock of Monster Beverage is observing one of the most impressive success stories...
Why The RealReal Could Continue the “Comeback of the Year” in 2026
For a long time, The RealReal was seen as a troubled company on the stock market, an enterprise with...
Allgeier: A new wave of public IT investments is rolling in Germany. My favorite for 2026!
As a speculative favorite for 2026, I see Allgeier (i). Why? Because the public IT backlog in Germany...
Ulta Beauty: Why the stock is likely to perform well in 2026!
After 2024 and 2025 were marked by upheaval and strategic realignments for Ulta Beauty, 2026 seems poised...
Red Cat Benefits from U.S. Ban on DJI Drones
The drone manufacturer Red Cat (RCAT, i) recently announced a massive revenue reduction for 2025 due...
Novo Nordisk: The end of the “horror year” & the starting signal for 2026!
The FDA approval of the Wegovy pill (Launch: January 2026!) is for me the absolute game changer. Anyone...
Weyerhaeuser: This is the comeback bet on the {[U.S. housing market]} with a 3.6% dividend yield!
In 2026, Trump’s policies will remain in focus. In May, the term of FED Chairman Jerome Powell will...
Paychex: Buy The Dip?
The Paychex stock (NASDAQ: PAYX) has lost 20.6% in value since the beginning of the year. An unusual...
The Evolution of Transplant Logistics: Why Strata Critical Medical Could Be an Attractive Investment
Strata Critical Medical underwent a radical transformation in 2025: shifting away from the commercial...
Online Used Car Dealer Outpaces Competitor CarMax
Carvana (CVNA) benefits as a pure online used car dealer from synergy effects and automation. I see rally...
Vallourec: Partnership with Geostock in Sustainability Solutions!
Vallourec (i.) is a global leader in seamless pipes. On December 18, the company attracted attention...
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...