Opinion
Hidden Champion? How TTM Technologies Benefits from Megatrends in Tech, Defense, and Medicine
TTM Technologies operates in an exciting, albeit often overlooked area: the production of printed circuit...
Wienerberger AG: Is the Stock Poised for a Comeback Thanks to the Recovery in the Construction Industry?
Wienerberger AG (i.) is perfectly positioned to benefit from the recovery of the construction industry...
CoreWeave & Nebius – Two Pure AI Infrastructure Plays That Will Benefit From the Massive AI Revolution!
I see two highly interesting investment hypotheses for the AI revolution in CoreWeave and Nebius, which...
ASML: A Monopoly on Discount is an Attractive Buying Opportunity
The stock of ASML Holding (Euronext Amsterdam: ASML) has recently plummeted due to concerns over tariffs...
Vail Resorts: A Departure Towards Happiness for Investors?
After challenging years, the stock of skiing giant Vail Resorts could now be an attractive investment....
The Race for Superintelligence: Why Jabil is now a Hidden Winner!
Meta is planning to invest hundreds of billions of dollars in data centers to create superintelligences....
KITS Eyecare: Unknown Player in the Growth Market of Eyecare
KITS Eyecare positions itself as a promising investment in the evolving eyecare market. The biggest opportunity...
Vertiv (VRT) Acquires Great Lakes for $200 Million – a Strategic Move for the AI Infrastructure Boom!
I see this acquisition as a well-thought-out strategic move by Vertiv. By acquiring Great Lakes for $200...
Hewlett Packard Enterprise is Simply too Cheap to Ignore!
Hewlett Packard Enterprise (HPE, i) is now my comeback favorite among the previously underperforming...
Ocado Group: Will the Online Grocery Retailer Achieve a Trend Reversal?
The online grocery retailer Ocado Group made headlines with its presented fundamental data on July 17....
Amazon’s Kuiper – The new Giant in Space
For me, Amazon's (i)(AMZN) Kuiper project is more than just a satellite program – it is the next big...
Dyne Therapeutics (DYN): CEO Buys Shares After Stock Placement!
On July 2, 2025, Dyne Therapeutics Inc. (DYN) successfully completed a stock placement of $230 million...
MBB: Why the Stock is Undervalued After the Friedrich Vorwerk Rally. I Have Raised my Stake!
The shares of Friedrich Vorwerk are currently surging and have risen by almost 40% since the beginning...
MP Materials (MP) – America's Answer to China's Rare Earth Monopoly With Billion-Dollar Support From the Pentagon and Apple!
As a TrendScout, I see MP Materials as one of the most exciting turnaround stories in the commodities...
Why UnitedHealth may be on the Verge of a Comeback: A Look at the Opportunities
The stock of UnitedHealth Group has had a tumultuous past. However, despite recent setbacks and negative...
Broadcom: Tomahawk Ultra and Meta Investment Plans Provide Momentum
Broadcom (AVGO) is becoming interesting again for traders despite a high P/S valuation of 21. The sentiment...
Siemens Energy: the Compounder Stock Significantly Benefits From Strong Growth in Grid Technologies and gas Services!
Siemens Energy is one of the leading providers of large electrolyzers for the production of green hydrogen,...
The Top Beneficiaries of the New NVIDIA Chip Release: China's AI Stocks!
With the news that NVIDIA is allowed to supply chips to China again, Chinese AI companies are at the...
AMD is now Participating in the Race for Superintelligence! Will Prices Soon Exceed $200?
I trust that AMD's stock will aim for its peak price from last year, which was over $200. The reasons...
Nuclear Power Renaissance: Why Cameco and Centrus Energy Could be the Winners of the AI Boom!
I am closely monitoring the development of Cameco (CCJ) and Centrus Energy (LEU) . Cameco - The Canadian...
MP Materials: An Interesting Investment With Strategic Importance
I currently find the stock of MP Materials exciting for several reasons. The company is of strategic...
Eutelsat: Sovereignty and Independence are new Paradigms. This Company is set to Become the European Starlink Alternative!
The Trump policy has led to a change in thinking. In the USA, the public sector is trying to make itself...
Serve Robotics (SERV): Autonomous Revolution of the Last Mile!
Serve Robotics (SERV) (i.) is an exciting growth story in the American small-cap sector. The company...