Opinion
Novo Nordisk: Lower Profits in 2025, but They Should Rise Later
Novo Nordisk anticipates only 4–10% profit growth in 2025 due to high restructuring costs, compared...
Oracle (ORCL) – The AI Revolution Catapults the Database Veteran into a new era with Massive Growth Potential!
I am impressed by Oracle's radical transformation from a cloud laggard to an AI powerhouse. The four...
AeroVironment: Transition from Drone Manufacturer to Comprehensive Defense Specialist
AeroVironment (AVAV, i) is uniquely positioned with over 42,000 drone systems deployed in challenging...
Southeast Asia in Focus: Arm's Expansion Could be a Growth Catalyst!
The British chip developer Arm sees Southeast Asia as a "hotspot of activity." The company, which is...
Nebius (NBIS) – the Microsoft Deal Catapults the Neocloud Pioneer into a new League!
I see the $17.4-19.4 billion Microsoft deal as a turning point for Nebius . As Nebius announced, Microsoft...
Anglo American: A Copper Giant on the Rise?
The recent announcement of the merger between Anglo American and Teck Resources has caught the attention...
Pan American Silver: Rising Precious Metal Prices and High-Grade Silver Veins!
In recent months, precious metals such as gold, silver, and platinum have shone with powerful upward...
Robinhood: Ascension to the S&P500! What’s Next After the 170% Rally?
Several times, shareholders of Robinhood have been disappointed as the stock did not advance to the...
EchoStar (SATS) – The Satellite Specialist Focuses on Strategic Partnerships Instead of its own Satellite Production!
I see a clever strategic realignment at EchoStar that transforms the company into a pure asset-light...
Roblox is on the Verge of a Possible big-Picture Breakout Thanks to AI Product Innovations
Roblox (RBLX) might soon achieve the big-picture breakout to a new all-time high. Wedbush currently...
Alibaba: Attractively Valued and Already in the Race for the Future of Robotics
With a current P/E ratio of 15.3, Alibaba is moderately valued compared to many international tech companies....
Walmart: A Long-Term Investment with Digital Tailwinds?
Walmart is primarily a staple provider. With a large portion of its revenue coming from the sale of...
Guidewire Software: Breakout to new Highs Provides Fresh Buy Signal!
Guidewire Software (GWRE) (i.) released a strong report for the fourth quarter of the fiscal year after...
DocuSign: Why the Recent Decline after the Figures Could be a Buying Opportunity!
Despite the short-term drop in share price following the recent quarterly results, DocuSign (NASDAQ:...
Broadcom (AVGO) – the AI Chip Giant Secures $10 Billion Mega Deal and the CEO Remains Until 2030!
I continue to see Broadcom as one of the smartest top beneficiaries of the AI boom. While everyone is...
ServiceTitan: AI Agents are a Gamechanger for Craft Businesses
ServiceTitan (TTAN) is a long-term buy opportunity for me as a market leader with its all-in-one platform...
CTS Eventim – Stock Pullback as a Buying Opportunity!
The latest earnings call from CTS Eventim was disappointing at first glance: record revenue in ticketing,...
AI in Healthcare: Siemens Healthineers Could Rise to Become a Major Winner Thanks to "Sherlock"!
In healthcare, AI will cause disruption by enabling faster development of new drugs, better treatment...
Autodesk: Strong Quarterly Results Make the Stock an Attractive Investment
Investing in the Autodesk stock could be worthwhile, as the latest quarterly results indicate robust...
Valneva SE: Setback with one Vaccine and Success News with Another!
Among European biotechs, Valneva SE (i.) has been making headlines since July with its strength. The...
PVA Tepla: Are new Record Prices on the Horizon with Another Doubling of the Share Price within 2-3 Years?
PVA Tepla (i) is among the favorites in the German market. At the Capital Markets Day on September 2,...
Alphabet (GOOG) – Antitrust Reprieve Catapults Google's Stock Upwards!
I see Wednesday's court ruling as a significant turning point for Alphabet. The fact that Judge Mehta...
MongoDB: NoSQL Databases Offer Great Potential in AI Applications
In a weak market environment, I pay special attention to growth stocks that show relative strength. Here,...