Opinion
AMD: Three Reasons Why I Bought the Stock Now!
Forget Red Bull and Monster! Celsius Holdings is shaving the energy market with a brilliant billion-dollar coup!
Sugar slush was yesterday! Celsius Holdings (CELH) is revolutionizing the beverage market with functional...
GoDaddy: The Digital Identity Fortress in the Battle Against Existential AI Disruption
GoDaddy (GDDY) is currently still the digital backbone for millions of small businesses worldwide. The...
Block (XYZ) – Radical AI breakthrough or risky experiment with uncertain outcome?
Jack Dorsey is not a man of half measures—and the announced reduction of about 40% of the workforce,...
Dell Accelerates AI Business Despite Supply Bottlenecks
Dell Technologies (DELL) is keeping its promise to tackle the general supply bottlenecks stemming from...
Patrizia SE: Stability in uncertain times also convinces the Board!
Patrizia SE is one of the leading internationally operating investment managers with a clear focus on...
Salesforce and the AI Misconception of Wall Street
Salesforce convinces with record figures, higher forecasts, and billion-dollar buybacks. That the stock...
SolarEdge: The Speculative Turnaround Candidate with the AI Data Center Joker
SolarEdge (SEDG) violently emancipates itself from the crisis-ridden solar market and reinvents itself...
Forget AI Stocks! McDonald's Celebrates the Ultimate Stock Market Comeback with Brilliant Customer Engagement and Clever Beverage Innovations!
The fast-food queen makes an impressive comeback on the stock market. The surprising global increase...
Meta (META) – Those who Have Missed the First AI Wave Will Surf the Second Even More Aggressively!
As Mark Zuckerberg dove into the Metaverse rabbit hole like Alice in Wonderland, losing valuable time...
Parker-Hannifin: The Unassuming Giant That Should Be in Every Portfolio
When we think of promising stocks, our thoughts often drift towards the latest tech giants or AI pioneers....
Nutanix: AMD Partnership Highlights AI Growth Opportunities
In my opinion, Nutanix (NTNX) remains an underrated player in the ongoing rising AI trend. AI is creating...
Basilea Pharmaceutica: Collaboration with BARDA and Prospects for Further Milestone Payments!
Pharmaceutical companies and biotechs are currently back in favor with investors. In this context, it...
Regal Rexnord: New Favorite? An Indispensable Supplier for Data Centers and Humanoids is Emerging!
The physical implementation of the AI revolution highlights Regal Rexnord (RRX) as a clear beneficiary,...
Sanmina is a top Beneficiary of the AMD/Meta Mega Deal
The contract manufacturer Sanmina (SANM, i) should now actually aim for the multi-year high after the...
FACC AG: A Lightweight Giant on the Rise
The aviation industry is undergoing a massive transformation, and the Austrian company FACC AG occupies...
No Energy, no Progress! Constellation Energy is one of America's Most Crucial Engines!
Our modern world is facing a massive strain. The rapid rise of Artificial Intelligence, the electrification...
MP Materials: The Geopolitical Bottleneck of Western Technology Supply Chains
MP Materials (MP) serves as the essential strategic backbone for Western independence in rare earth...
Edenred: Record EPS in 2025, single-digit P/E ratio, and around 6.8% dividend yield!
On February 24, Edenred (i.) attracted the attention of investors with the presentation of its financial...
Amphenol: The Pioneer for Superintelligence and Humanoids!
When OpenAI CEO Sam Altman predicts that human civilization is only a few years away from achieving "superintelligence,"...
AMD: The Legitimate NVIDIA Challenger Ignites the Meta Stage
AMD (AMD) is definitively establishing itself as the only comprehensive alternative to NVIDIA's AI monopoly....
Construction Boom Thanks to AI! Home Depot Remains the Ultimate DIY Paradise for me Despite the Real Estate Crisis!
For me, Home Depot (i)(HD) is much more than just a store. It is the ideal place where I can fully realize...
Insulet: High Growth Rates and Insider Buying - Yet the Stock Falls?
Insulet Corp. (PODD) specializes in providing solutions for people with diabetes and aims to fundamentally...
The Beauty Giant Ulta Beauty Delivers the Perfect Return! From Lipstick to Luxury Goods to Billion-Dollar Profits!
Ulta Beauty (ULTA) is currently shining not only on the faces of its customers but especially on the...