Opinion
Category Hot and Greasy! Is Innoviz Technologies the Speculation of the Year 2026?
Nebius on the Rise: Why the AI Stock is a Favorite Again
Everything points to a change in sentiment for Nebius (NBIS) . In the short term, the stock benefits...
Weyerhaeuser: Trump's 200 Billion Bet on the US Housing Market - This Stock is a Must-Buy for Me!
Donald Trump's radical move to inject 200 billion USD into the purchase of mortgage bonds could prove...
Süss MicroTec SE: Revaluation situation as investors focus on the growth phase in 2027!
After a temporary panic sell-off at Süss MicroTec (i.) in October 2025, investors are now looking ahead...
Vistra: Deal with Meta Confirms the Long Thesis
Vistra Energy (VST) is not a tech stock, but a key beneficiary of the AI boom. The business model is...
Siemens Stock Has Star Potential: Second Tech Stock in the DAX Alongside SAP!
At CES 2026 in Las Vegas, Siemens CEO Roland Busch shared the stage with Nvidia CEO Jensen Huang. ...
SLB (i) – Venezuela Opportunity Without Political Risk: Why the Oil Service Provider is the Smarter Path Than the Oil Producers!
I consider SLB (formerly Schlumberger) to be the smarter bet on Venezuela than the oil producers themselves....
Alphabet: AI Platform instead of Pure Search Engine
Alphabet (GOOGL) has made a strong operational and strategic comeback, currently setting the pace among...
Deutsche Telekom AG: Robust Stock as Anchor Investment!
Deutsche Telekom has scored 15 out of 15 possible points in our robustness check. The defensive nature...
Applied Digital: Data Centers as a Bottleneck. Revenue Doubling in Q2 is Just a Preview
Applied Digital (APLD) has transformed from a Bitcoin miner to an operator of high-performance computing...
Northrop Grumman: The $1.5 Trillion Defense Budget Serves as a Catalyst for a Radical Reevaluation!
Northrop Grumman is the essential architect of Trump's technological power projection. Once the projected...
With Anthropic, Amazon Joins the Top AI League!
Reports suggest that the AI company Anthropic is planning a massive new funding round of $10 billion,...
In my Opinion, Globus Medical is one of the Most Exciting Robot Stories From the Operating Room!
On January 7, Globus Medical announced its preliminary numbers for the fourth quarter. And wow, they...
Applied Digital Impresses with its AI Data Center Strategy!
Applied Digital (APLD) is well-positioned to benefit from the massive demand for AI data centers. The...
Nokia: From Provider of Outdated Phones to Leading Provider of Network Infrastructure!
I find Nokia interesting again right now because the company laid the foundation for a turnaround last...
Albemarle (ALB) – AI Robots as the New Growth Driver for the Lithium Story!
I observe a fascinating turn at Albemarle: After the collapse of lithium prices from 84,000 USD to as...
Why I'm betting on AMD now and have opened a first position!
My decision to invest in AMD (i) is not a short-term trade, but a deliberate bet on the next major AI...
Qualcomm: The relative strength at the start of the year is likely to persist
Qualcomm (QCOM, i) has completely missed the AI rally last year, and I still see it as my conservative...
Qualcomm: Positions Itself with New Chips for the Era of Humanoids. An Incredible Growth Opportunity!
In my view, a major upcoming trend in artificial intelligence will be "Edge AI." This involves shifting...
MP Materials (MP) profits from US resource policy – Venezuela development could become a game changer!
I see a very interesting constellation with a very good CRV at MP Materials and other rare earth players...
Medios AG: The strong pharmaceutical business and international expansion are not yet reflected in the stock price!
Medios AG (i.) is active as a pharmaceutical wholesaler focusing on chronic and rare diseases such as...
Baidu: Apollo Go and Spinoff of the AI Chip Subsidiary as Value Drivers!
Baidu's stock (NASDAQ: BIDU) has a tumultuous history on the stock market and exemplifies the volatility...
Why I consider Woodward to be an exciting core investment for the year 2026
Those who wish to participate in the mega-trends of aviation and the energy transition often look for...
USA Rare Earth: Rare Earths as Strategic Commodities – Are These the Triggers for the {[Next Breakout?]}
USA Rare Earth (USAR) positions itself as an integrated provider along the "Mine-to-Magnet" value chain....