Opinion
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...
The Digital Shooting Star in the Insurance Market! Oscar Health's Membership Numbers Grow by 56%!
Oscar Health (OSCR) aims to fundamentally simplify the outdated US healthcare system through a consistent...
Henkel: The Defensive Stock Becomes Exciting Again After the Sell-Off. P/E Ratio of 7.
From my perspective, Henkel's stock is becoming interesting for a rebound. The P/E ratio is just 7. While...
IONOS: Will May 12, 2026, Become the "Inflection Point" That Shows That This Company is an AI Winner?
I am looking forward to May 12, 2026. On that day, IONOS (i) will report on the first quarter. In my...
Veracyte: Highly Profitable Core Business and Potential in Personalized Patient Care!
Veracyte (VCYT) is currently seen as an exciting turnaround story in the medical technology sector. Diagnostic...
Corning – From Glass Veteran to AI Infrastructure Champion: The NVIDIA Alliance Catapults the Fiber Pioneer into a New League!
The Corning-NVIDIA partnership is one of the most exciting AI infrastructure deals of the year for me...
Red Revolution despite Global Crises! The Myth of Ferrari Remains Absolutely Untouchable Even in Times of war!
Once in a lifetime, to drive a true Ferrari (RACE) or even to own this dream car, is the ultimate dream...
Riot Platforms: Successful Industrial Scaling of AI Infrastructure
The breakout in the charts for Riot Platforms (RIOT) makes sense to me. The company transforms unused...
Arista Networks: AI Revenue Targets Turn Pullback into Buying Opportunity
I consider Arista Networks (ANET) a buying opportunity again despite the high price-to-sales ratio following...
Gerresheimer: I Am Currently Speculating on a Recovery Movement!
Gerresheimer AG (i.) has lost a lot of trust among investors in the past. The focus was particularly...
Gerresheimer: I am currently speculating on a recovery movement!
The Gerresheimer AG (i.) has lost much trust among investors in the past. The focus was particularly...