Opinion
Primoris Services is the Physical Reality Check of the AI Hype
Primoris Services (PRIM) acts as the "plumber” of the AI revolution, representing the modern equivalent...
Novo Nordisk: The "Pill Effect" Takes Off – My Top Pick Delivers!
My defensive growth favorite is fully showcasing its strengths: The stock is up almost 20% since the...
Credo Technology: Barclays Announces a New Price Target with 70% Upside Potential!
Credo Technology (CRDO) provides the physical connection infrastructure for modern data centers. The...
Allient is an essential system supplier for the megatrends AI, robotics, and drones
Allient (ALNT – formerly Allied Motion Technologies) has my full attention with the rally that started...
Jabil: The Underrated AI Winner on the Brink of the Next Breakout?
The signs are pointing to a storm – in a positive sense. Following the recent forecast surprise from...
Why the Autodesk Stock is Becoming Interesting Again after the Price Drop!
The potential investment thesis for Autodesk is based on the convergence of several highly effective...
Here's why I Have HeartFlow’s Stock at the top of my Watchlist!
HeartFlow, with a market capitalization of $3 billion, has only been publicly traded since mid-last year...
The Time is Ripe! Why I am Buying More Microsoft Shares now and Increasing my Position!
Chartists may frown at the current price trend, but for me, the dip at Microsoft is a clear buy signal....
Arm Holdings: The Indispensable but Expensively Valued Toll Keeper of AI Energy Efficiency
Arm Holdings (ARM) has transformed from a pure mobile architect to the fundamental building block of...
Valneva SE: Growing Travel Enthusiasm Increases the Demand for Targeted Vaccinations!
Valneva SE (i.) is a biotechnology company specializing in vaccines for infectious diseases with high...
KSB: This Value gem is a key Player in the Transformation of the World Economy!
The stock markets are booming, but in the background, a transformation of the world economy is taking...
Why I Believe that Investing in Moderna at this Point Represents a Promising Opportunity!
The stock of Moderna is currently in a multi-year downtrend and could be forming a bottom, after the...
BitGo (BTGO) – The First Crypto IPO of 2026 Attracts with Profitability and Fair Valuation!
I see much more in the upcoming IPO of BitGo than just the first crypto IPO of 2026. BitGo stands out...
One Stop Systems: The AI Supplier for the Defense Sector is at the Breakeven Point
Small-Cap One Stop Systems (OSS) positions itself as a specialized provider of "Edge AI" infrastructure...
Roblox has Good Comeback Potential with a Gaming hit and Advertising Offensive
Roblox (RBLX) is, for me, one of the potential comeback stories of 2026. The reach of the online gaming...
Airbus: A Compelling Long-Term Growth Story!
Airbus repeatedly offers investors an interesting buying opportunity during temporary price pullbacks....
Medline is a key partner for large healthcare providers
Medline (MDLN) is one of the most exciting IPO stories following its public offering in December 2025,...
Allianz Becomes an AI-Powered Profit Machine with Revaluation Potential!
The Allianz is often perceived on the stock market as a sluggish rock in the surf: solid, reliable, but...
General Dynamics Benefits from the Construction of the "Golden Fleet"
In December, Donald Trump announced that the USA will build new battleships. They are intended to be...
Gilat Satellite Networks: The Shovel Seller for In-Flight Internet. The Breakout Should be Sustainable.
Gilat Satellite Networks (GILT) provides the crucial link between space and the user. The business model...
Why CME Group is the Silent Winner of the Betting Boom
While the financial world is captivated by the hype surrounding prediction markets like Polymarket or...
NVIDIA (NVDA) & Energy Sector – Electricity Becomes the Bottleneck of the AI Revolution!
The AI euphoria surrounding NVIDIA and the hyperscalers is likely to hit its physical limits by 2026....
XPeng: AI Narrative Meets IPO Fantasy
XPeng is currently benefiting massively from the return of risk appetite in the Asian markets. Fueled...