Opinion
SK hynix – The HBM Bet Continues
When Superintelligence Arrives Soon: Why Amazon, Meta & Co. Are Potential Winners!
The stock markets are already pricing in the era of AI agents. The next big technological leaps will...
Exelon: A Beneficiary of the Power Grid Supercycle
The AI electrification is forcing a historic network expansion, akin to the construction of the U.S....
Moncler: Has the foundation been laid for a turnaround at the luxury goods manufacturer?
Moncler (i.) specializes in high-quality winter clothing and accessories in the luxury goods segment....
Craftsmanship Beats High-Tech! Comfort Systems USA Outshines Even Nvidia!
Those looking to make big money on the stock market over the past five years immediately thought of Nvidia....
Walmart (WMT) – The new CEO deliberately sets the bar low. And this could very well be the starting signal for a positive stock surprise for the rest of the year!
The world's largest retailer, Walmart, has slightly exceeded profit expectations in the fourth quarter,...
Akamai Technologies: Local AI Computing Power Becomes a Growth Driver
Despite the initially weaker reaction to the quarterly results, Akamai Technologies (AKAM) is an exciting...
Microsoft: Investments in the Long-Term Growth Perspective!
Microsoft is currently investing heavily in the future. Recently, it was reported that spending on AI...
EQT: A key Baseload Provider for AI Industrialization
The romantic illusion of a purely wind and solar-based AI revolution collides head-on with physical reality:...
Oracle: The Rebound Opportunity is Here. Partner OpenAI is Facing a $100 Billion Funding Round!
Oracle and OpenAI form a fateful partnership that now presents traders with a prime rebound opportunity....
Stove Off, App On! How DoorDash is Taking the Stock Market by Storm with its Giant Ordering Empire!
DoorDash (DASH) has long evolved from a mere food delivery service to the ultimate operating system for...
Here's why I Believe That the Stock of BrightSpring has a lot of Upside Potential!
BrightSpring went public two years ago and offers healthcare services for individuals with complex and...
Booking: AI Fears Provide an Entry Opportunity
Booking Holdings (BKNG) is an interesting long opportunity again for me after the 20% pullback since...
Figma Before the Numbers: Why the AI Panic Presents an Attractive Entry Opportunity
I am convinced that the market is fundamentally mispricing Figma right now – and that the "existential"...
Garmin: Scalability of the Business Model and Shareholder Participation Drive Stock Towards All-Time High!
On February 18, Garmin Ltd. (GRMN) (i.) caught the attention of investors. The company successfully increased...
STMicro: Engaging in the Megatrends of Data Centers, Humanoids, and Space! Is it Time to Invest?
I trust STMicro's stock to further establish an upward trend. With a P/E ratio of only 17.7 and a P/S...
Reddit (RDDT (i)) – Why the Crash and Million-Dollar Insider Buying now Provide the Speculatively Perfect re-Entry Setup with a Good Risk-Reward Ratio!
In the stock market, there are rare moments when the psychological market sentiment and operational reality...
The CEO of ServiceNow Delivers the $3 Million Proof! The Panic Sell-off is a Mistake!
Wall Street is trembling before the alleged AI disruption, and software stocks are bleeding. ServiceNow...
Berkshire Hathaway Remains a Core Investment: Here's why I am Increasing my Position now!
I will be buying more Berkshire Hathaway because the valuation has returned to a level that is attractive...
Palo Alto Networks: High Demand Meets High Integration Costs
The recent pullback in Palo Alto Networks (PANW) shares is not due to a demand issue, but rather a weaker...
Crocs: The Underestimated Plastic Cash Flow Anomaly
Crocs (CROX) dominates the trend of "casualization" with a product whose unit economics in the shoe...
Elbit Systems: Convincing Growth Story with Stable Uptrend!
In TraderFox's growth check, Elbit Systems Ltd. (ESLT) impressively scores 15 out of 15 possible points....
Cisco: Price Decline as a Gift - why the AI Story is now Really Taking off.
Cisco Systems is often underestimated as a cumbersome tech dinosaur – a mistake that presents investors...
Cisco Systems: AI Momentum Turns Pullback into Buying Opportunity
The pullback at Cisco Systems (CSCO) could turn out to be a promising buying opportunity, as the momentum...