Opinion
Soitec: New Convertible Bond Secures Liquidity for Future Investments!
About two weeks ago, I reported on Soitec (i.) at this location. Since then, the stock has gained over...
Nebius Group Turns the Price Screw! For me, the AI Cloud Story is Now Even More Exciting!
Nebius Group (NBIS) is one of the most exciting infrastructure bets in the AI boom for me. The company...
Nokia – from flip phone relic to underestimated beneficiary of AI network expansion!
I currently see Nokia as one of the most exciting transformation stories in the entire AI space. Once...
Amazon: 100,000x More AI Tokens - This New Huawei Forecast Strengthens My $400 Bull Case
The new Huawei forecast strengthens my bull case for Amazon (i) – I see the stock as one of the biggest...
Moderna: A Clear Buy for Speculative Trend-Followers in the Healthcare Sector!
Moderna (MRNA) has proven that mRNA technology works. However, the journey from a pure pandemic profiteer...
140 Years of Coca-Cola! This is how I Envision a Timeless Company!
When I began to engage more deeply with the stock market and Warren Buffett's investment philosophy,...
Generac – from Boring Backup Generator Manufacturer to Indispensable Supplier of the AI Age!
The major trend behind this stock is the exploding electricity demand of AI data centers. I am convinced:...
Elmos: Growth Acceleration Starting in 2027 Plus Humanoids - The 30% Correction Opens up an Opportunity for Me
After the approximately 30% correction, I am looking at Elmos much more closely again. The stock had...
Novo Nordisk: AI Could Serve as a Margin Booster!
The dominance in the market for diabetes and obesity therapies has propelled the Danish pharmaceutical...
I Am Getting Involved with MercadoLibre! For Me, Latin America's Digital Ecosystem Is Just Getting Started!
I have decided to take a first position in MercadoLibre (MELI). The reason is less about the current...
Micron – the Memory Champion Supported by the AI Supercycle is Looking Like a Bargain after the Pullback!
In my view, the market is at a classic turning point where fear overshadows the fundamentals. Midterm...
Marvell: AI Slowdown? Here's Why I See the Pullback as an Opportunity
I see the recent pullback in Marvell (i) more as an opportunity. The market is reacting to the call...
Forgent Power Solutions: Data Centers Drive Demand for Electrical Distribution Systems and Energy Infrastructure Solutions!
AI is currently one of the market-moving megatrends in the market. While many investors are primarily...
Rubrik: AI Agents Drive the Cyber Resilience Story – For Me, it is a New Top Pick
The recent warnings from Anthropic highlight how quickly autonomous AI agents can become a new security...
When AI Becomes the Attacker! Fortinet Becomes My Leading Choice for the Next Level of Cybersecurity!
Ironically, the architects of the AI boom are now hitting the brakes. Anthropic CEO Dario Amodei calls...
CrowdStrike – Here's Why I See the Fear Trade as a Long-Term Play on the "Rise of Software"!
What happened in the week of September 14, 2026, was more than just a daily fluctuation: Anthropic CEO...
Okta: Amodei's AI Warning Confirms My Identity Security Assumption
The recent warning from Anthropic CEO Dario Amodei confirms the narrative about Okta that I shared in...
CrowdStrike: The Demand for High-Quality Cybersecurity Solutions from Integrated Architectures is Continuously Increasing!
AI has significantly lowered the entry barrier for cybercriminals while drastically increasing the scalability,...
Zscaler: Anthropic Warning Highlights Security for AI as a Growth Driver
The recent warnings from Anthropic demonstrate how quickly autonomous AI agents can become a new security...
Adobe (i) – Good Fundamentals and the AI Transformation as an Opportunity: For me, This is a Clear Hold Candidate!
I remain on board with Adobe , and the recent figures confirm my confidence. The company delivered a...
SpaceX: I am a Shareholder - the new AI Deal Confirms My Hypothesis, but the Biggest Opportunity Lies in Data Centers in Space
My bullish assessment of SpaceX (i) is clearly supported by the recent statements from management. The...
RH – a Bold Brand Extension That Could Elevate the Luxury Furniture Retailer to a Significantly Larger Playing Field!
For me, the new collection "RH Estates" is the real story behind the recent figures. If CEO Gary Friedman...
Adobe: Over 1 Billion Monthly Active Users, Subscription Growth, and Cautious Market Reactions
On September 10, Adobe (ADBE) (i.) released its report for the 3rd quarter after market hours. Driven...