Opinion
Siemens: Building the Automated AI Factories of the Future. My DAX Favorite!
If I had to name my favorite in the DAX today, it would undoubtedly be Siemens. The company is positioning...
Baidu: AI Monopoly at Discount Price
For me, Baidu is currently a smart "hedge" against the tariff chaos in the West. While US and EU stocks...
USA Rare Earth: France Deal and Saudi Partnership Drive Share Price Up by 11% – Good Risk-Reward Ratio!
The geopolitical turning point in the rare earth sector is gaining momentum – and USA Rare Earth ...
TopBuild: The Industrial Aggregator of Building Envelopes. Roofing Business as Growth Driver
TopBuild (BLD) has transformed from a pure material distributor to a dominant "Industrial Compounder”...
Zeal Network: The “Trump-proof” Haven - why Tariffs Can’t do any Harm to This Business Model!
While the stock markets are being shaken up by politics – another new round of tariffs from US President...
Academy Sports and Outdoors: the Value Bunker in the Retail Storm
Academy Sports and Outdoors (ASO) fills the lucrative gap between premium sporting goods stores and...
Aumovio: Mobility of the Future with Highly Advanced Sensor Solutions and Brake Systems!
Aumovio is a heavyweight in vehicle technology and electronics, actively cultivating the image of an...
Axsome Therapeutics Impresses with Strong Quarter and Accelerated FDA Review
Axsome Therapeutics (AXSM) has good chances of a successful trend continuation with two pivotal news...
Uber Gets a Reality Check Instead of Robot Dreams! The Giant Between World Power and Greed!
The CEO of Uber Technologies (i)(UBER), Dara Khosrowshahi, has revealed the harsh truth at Davos. The...
Kits Eyecare: From Niche Shop to Market Leader
While many investors are still chasing tech high-flyers in 2026, Kits Eyecare has quietly established...
NYSE Tokenizes Wall Street – An Important Step into a 24/7 Trading era That Could Revolutionize the Market!
The New York Stock Exchange is planning to launch a blockchain-based trading platform for tokenized...
Symrise AG: DAX Stock with Comeback Potential!
Growing uncertainty is causing investors to refocus on defensive industries and sectors. In this context,...
3 Reasons why I Currently Find the Marex Trading Platform Interesting for an Entry!
The Marex Group, based in London, provides companies easy access through its trading platform for those...
AxoGen: FDA Approval and Growth Acceleration Impress!
AxoGen (AXGN) is one of my top breakout candidates among the medical technology stocks. The company provides...
Spotify: Why I Will be Buying More Shares of the Netflix of Music Streaming!
The global market for music streaming is vast and continues to grow, but similar to Netflix in video...
Uranium Energy is at the Center of the new Energy Supercycle
The stock of Uranium Energy is currently moving from niche status directly into the spotlight of the...
Micron Technology (MU) – Billion-dollar deal signals confidence in ongoing AI memory supercycle!
I view Micron's planned acquisition of a Taiwanese 300mm semiconductor plant for 1.8 billion USD as a...
BAE Systems: the Backbone of Western Defense
BAE Systems is one of the central integrators of the western defense industry. The business model is...
Red Cat: Integrated Drone Ecosystems for Modern Warfare!
Red Cat Holdings Inc. (RCAT) (i.) specializes in unmanned reconnaissance and precision strike systems,...
Why I Remain a Convicted BlackRock Shareholder!
BlackRock (i) delivers! The figures presented on January 15, 2026, for the 4th quarter of 2025 are far...
Meta (META) Goes all-in on AI – Trillion-Dollar bet with an Uncertain Outcome!
Mark Zuckerberg is making what may be the biggest bet of his career with Meta Compute . I see a massive...
2G Energy: A new Order Booster Kicks in - the EU Approves the Power Plant Strategy with 12 GW. Prices Above €40 are on the Horizon!
While the headlines regarding the EU approval on January 15, 2026, are mostly dominated by colossal gas...
2G Energy: A new order booster ignites - the EU approves the power plant strategy with 12 GW!
While the headlines regarding the EU approval on January 15, 2026 are mostly dominated by enormous gas...