Opinion
Par Pacific: The high diesel leverage could further drive the rally
Par Pacific Holdings (PARR) has a market capitalization of around 4.3 billion USD, making it a relatively...
Brazil Votes and MercadoLibre Explodes! Political Tailwind Drives the Fintech Sector!
Sometimes just an election is enough to reorder the valuation of an entire sector. That is exactly what...
Seagate – the hard drive giant is targeting the bottleneck of the AI storage chain and deserves a spot on every watchlist!
The AI boom is often reduced to chips , but I see memory as one of the most underrated bottlenecks. AI...
GameStop: Insider Purchases as Preparation for the Next Squeeze?
The GameStop stock (GME) has recently come back into the spotlight for speculative investors. Notably,...
United Therapeutics: The Patent Victory Eases the Path to $1,000
United Therapeutics (UTHR) is back on my radar after the surprising patent victory against Liquidia...
PepsiCo offering nearly 4.7% for dividend seekers! But the fallen brand giant is bubbling fiercely!
At PepsiCo (i)(PEP), I currently have access to something that was hardly imaginable a few years ago:...
Accenture (i) – The Comeback Quarter is Here, Now the Investor Day Must Deliver!
Accenture (i) has shown in the fourth fiscal quarter that the death knell for traditional IT consultants...
Will 2G Energy achieve 1 billion euros in revenue by 2029?
On Tuesday, 2G Energy (i) reported an order intake of more than 400 million euros in the third quarter....
Gemini 4 Argon is Here! Alphabet Suddenly Shows How Broad Its AI Lead Could Become!
Gemini 4 has been highly anticipated, and now Alphabet's Google (i)(GOOGL) delivers with Gemini 4 Argon,...
MLP SE: Forecast Increase Triggers Stock Rise to Multi-Year High!
In the last two months, I have frequently reported on the attractive starting position of the financial...
Twilio remains my favorite – why the agentic AI potential is just becoming visible
Meta (i) demonstrates with Muse why the Twilio story (TWLO, i) is just beginning. The personal AI agent...
Amazon: I am a Shareholder - AWS and Robotics Could Drive the Stock Towards 400 USD
I remain bullish on Amazon (i) and continue to be a shareholder. Goldman Sachs reinforces its positive...
Adesso: GenAI Business Develops into a Measurable Growth Driver
Concerns about AI have recently burdened IT service providers and software stocks. This has also affected...
MongoDB: Why I See the CEO Shock as an Entry Opportunity
MongoDB (MDB) is particularly intriguing for me again after the surprising switch of CEO CJ Desai to...
Jabil drops 10% despite record numbers! Why the market may be mispricing here!
A company surpasses expectations, significantly raises its outlook, and yet the stock still loses 10%....
BWX Technologies: AI Needs Power, Nuclear Power Plant Boom Starts in 2028. I See the 40% Drop as a Buying Opportunity!
After the approximately 40% correction, I see a buying opportunity in BWX Technologies . The stock has...
Atoss Software: Selling Panic Creates New Buying Opportunity!
Recently, the pressure on software stocks has increased again due to ongoing AI concerns. This has also...
Micron Before the Numbers! What Needs to Happen Now for the Stock to Rise Another 50%!
At Micron Technology (MU), the expectations are enormous this evening. After the explosive increase in...
Marvell: The Most Exciting Indirect Beneficiary of Anthropic's $518 Billion AI Offensive
Marvell Technology (MRVL) is seen as a particularly exciting indirect beneficiary of Anthropic's infrastructure...
2G Energy: No Need for Capital Increase – What Shareholders Should Know After the Analyst Call
After today's numbers and the analyst call, I see my positive assessment of 2G Energy (i) confirmed....
IQVIA: Record Drug Approvals Highlight Growing Importance in the Age of AI
For me, the strategic significance of IQVIA Holdings (IQV, i) is clearly increasing in the age of AI....
Netflix available for under 70 USD! The overlooked cash flow giant is now a great opportunity for me!
At the stock market, almost everything is currently revolving around AI chips, memory, and autonomous...
Medios: The Capital Markets Day declares the doubling of adjusted EBITDA as a goal!
Medios (i.) was able to attract the attention of investors at the recent Capital Markets Day. With the...