Opinion
The Comeback of the Luxury Giant: LVMH Stock Back in the Spotlight
SK Hynix: Direct Beneficiary of ASML's Innovation Surge
ASML supplies the machines for the next generation of memory – but SK Hynix is at the profit front...
Multitude: Financial service provider impresses investors with 7.2% dividend yield!
Multitude AG (i.) is a European FinTech with its own banking license, operating in the areas of Consumer...
2G Energy: Power supply is the most important data center location factor. Bloom Energy shows how it’s done!
2G Energy (i) is, for me, one of the most exciting stories in the German market to capitalize on the...
BigBear.ai (BBAI(i)) – This AI Edge partnership with Tsecond could bring a breakthrough in the defense sector!
I consider the strategic partnership between BigBear.ai (i) and Tsecond to be a smart move that could...
Amkor Technology: A Cornerstone of the Digital Future with Attractive Potential
The stock of Amkor Technology (NASDAQ: AMKR) may seem, at first glance, like a pure supplier of the...
Broadcom: The AI Forecast is Suddenly Too Conservative After the OpenAI Deal
Broadcom (AVGO) is now my favorite for new long maneuvers among semiconductor stocks after the 10 GW...
Rezolve AI aims to multiply annual recurring revenue by the end of 2026!
Rezolve AI (i.) is, in my opinion, one of the most exciting US growth stocks. On October 1, the company...
Brookfield (BAM) & Bloom Energy (BE) – $5 Billion Deal Electrifies the AI Infrastructure Market!
I consider this strategic alliance to be a groundbreaking move in one of the most promising markets...
Monolithic Power Systems: An Investment in the Efficiency of the Future
The stock of Monolithic Power Systems (NASDAQ: MPWR) remains an exciting investment for investors betting...
Chipotle: Growth Gem at a Valuation Discount
Chipotle Mexican Grill (NYSE: CMG) remains one of the most exciting growth stocks in the global restaurant...
Quanta Services: Acquisitions Turn Technology Investments into Growth Drivers
Quanta Services (PWR) offers, in my opinion, good opportunities for the coming years to directly benefit...
Sto Vz: The perfect stock to play the {[construction turbo]} in Germany - three reasons!
The Bundestag has approved the construction turbo. This is necessary as the target of 400,000 new apartments...
Alphabet (GOOGL) – With Gemini Enterprise, Google Aims for a Breakthrough in the AI Agent Market and Overshadows Microsoft and OpenAI!
I consider the launch of Gemini Enterprise a strategic milestone that fundamentally changes Alphabet's...
UiPath: An "Agentic AI" Turbo for the Portfolio
UiPath's stock has recently made an impressive comeback, soaring to a 16-month high and exciting investors'...
Byrna Technologies Launches First AI Advertising Campaigns
Byrna Technologies (BYRN) I introduced as an interesting growth story over a year ago in the lead-up...
Porr is an Exciting bet on More Infrastructure Construction and Data Centers in Europe with a P/E ratio of 9!
In the German stock market, I recognize a strong sector trend in construction and infrastructure stocks....
Caterpillar is a Solid Asset in the Industry and Always Worth a Look Beyond the AI Hype!
Caterpillar (i)(CAT) is the industrial stock that can easily be overlooked in the AI noise, and that...
AST SpaceMobile – Verizon Deal Catapults Satellite Story into New Realms!
The partnership with Verizon represents a significant turning point in the history of AST SpaceMobile....
IREN Limited: An Explosive AI Growth Story
The stock of IREN Limited (NASDAQ: IREN), formerly known as Iris Energy, has experienced a breathtaking...
Qualcomm: The Arduino Acquisition is a Smart Move for the Edge Strategy
Qualcomm (QCOM) is deliberately advancing its diversification strategy to bring artificial intelligence...
Coherent: A Bottleneck in the Adoption of AI is the Network Infrastructure. This Company Benefits!
When AMD presented itself at an investor conference last month, the company made an interesting statement....
Figma (i) – Could we now see a Breakthrough After the IPO crash Thanks to the OpenAI Partnership?
As a design software specialist, Figma (i) has successfully captured market share from Adobe and established...
A Chance for the Bold? Why AppLovin's Stock Deserves a Second Look After the Price Drop
The news about the SEC investigation and the associated allegations has hit AppLovin's stock hard. A...