Opinion
DHL: A P/E Ratio of 12.5 and a 4.48% Dividend Yield Sweeten the Wait for a new Upswing in Europe!
Although the economy in Europe and Germany is sluggish, the logistics company DHL (Deutsche Post) is...
XPeng: Humanoids Impress, Robotaxis from 2026 – AI Day as a Breakout Opportunity
The AI Day at XPeng makes me optimistic: The catwalk appearance of the humanoid robot IRON looked so...
Fortinet Crashed before the Market Opened! But Were the Results Really That bad?
Fortinet (i)(FTNT) is, in my opinion, one of the most exciting companies in the cybersecurity sector....
Eaton (ETN) – the Acquisition of Boyd Thermal is a Very Smart Move in the hot Business of AI Cooling!
I see Eaton's acquisition of Boyd Thermal for $9.5 billion as a strategically necessary move. AI chips...
IONOS Group SE: Counter-Cyclical Buying Opportunity or Ongoing Downtrend?
Starting from the local high on September 19, IONOS (i.) lost nearly one-third of its value by the local...
Toast: Setback as an Opportunity on the Path to Revenue Doubling
Toast (TOST) is the clear market leader in the USA as an all-in-one software provider for the restaurant...
Qualcomm: Three Reasons why There is Significant Rally Potential in the Medium Term!
I am currently long on the Qualcomm (i) stock. In my view, the stock has medium-term rally potential....
Straumann Holding AG: Helping Customers Achieve a Radiant Smile!
Straumann Holding AG (i.) has established itself as one of the world's leading providers of dental solutions....
Digital Realty (DLR) and NVIDIA (NVDA) – a Partnership That Could set Standards for AI Data Centers of the Future!
I find the expanded collaboration between Digital Realty and NVIDIA to be highly promising. The focus...
IDEXX Laboratories: An Investment in the Future of pet Health
The stock of IDEXX Laboratories (NASDAQ: IDXX) , a global leader in veterinary diagnostics and software,...
KSB: P/E ratio of 9.9 and an Enabler for AI Data Centers and Nuclear Power Plants!
Apart from US growth stocks, there are also companies in the German small-cap segment that benefit from...
Reddit: Strong Advertising Business and Internationalization Offer Room for Growth
Reddit (RDDT) is an exciting candidate for new long maneuvers, although changes in Google search algorithms...
Cisco: Solid Compounder Stock Instead of Speculative AI Rocket
Cisco Systems, Inc. (NASDAQ: CSCO) is not known for spectacular growth, but for consistency, substance,...
First Solar: The Solar Champion is Ready for the Next Step
First Solar is more than just a solar module manufacturer. It is a strategic infrastructure investment...
Western Digital (WDC): HDD Triumph – The Underestimated Wave of AI Storage!
I see the recent quarterly results of Western Digital as an impressive proof that the demand for Hard...
Jabil: In the Intersection of the Megatrends AI Infrastructure and Robotics. Why the Stock Should Take off!
The results of major tech companies such as Amazon, Microsoft, Alphabet, and Meta have once again shown...
Virbac S.A.: High Demand for Animal Health Solutions!
Virbac S.A. is a pharmaceutical company dedicated exclusively to animal health. On October 16, the company...
Roblox (i): The Power of the Creator Community
Roblox (i) connects millions of people worldwide in a dynamic online world that combines creativity,...
Amazon (AMZN (i)): The Cloud Giant is Back in the AI Pole Position!
I am truly impressed by the spectacular revival of growth dynamics at Amazon Web Services (AWS), the...
Samsung: The new AI Titan? Why the Stock is Attractive for Investment Right now
The recent announcement by Samsung Electronics to establish a dedicated AI factory in partnership with...
H. Lundbeck A/S: Will There be a Third Consecutive Forecast Upgrade?
Currently, defensive stocks are once again in favor with investors. Especially when companies can positively...
Qualcomm: Show-me Story with a Potential Catalyst
Humane is (still) not a quality label that the market rewards. A second look at Qualcomm's new AI chips...
A Balance Sheet Shock Hits the Growth Machine! Why Meta's Setback is an Entry Opportunity!
At first glance, Meta Platforms' (META) numbers look like a misstep. With earnings per share of $1.05,...