Opinion
These 5 Points Support a Purchase of Vertex Pharmaceuticals
I find Vertex Pharmaceuticals (VRTX) interesting for new long maneuvers for five specific reasons. ...
Marvell Is Becoming a Major Beneficiary of AI Scaling! There Will Be No AI Revolution Without Data Flow!
My investment thesis on Marvell Technology (MRVL) is not that the company needs to replace Nvidia. Marvell...
Amazon – The Cloud Giant Whose True Growth Potential is Still Underestimated!
I share the assessment of Morgan Stanley analyst Brian Nowak, that everything for Amazon hinges on its...
Almonty Industries: Buyback Program and Tungsten Rally Open New Perspectives!
The market for critical raw materials is undergoing a remarkable transformation, bringing companies with...
Cellebrite DI: I see the 30% Drop as a Buying Opportunity
Cellebrite DI (CLBT, i) was excessively punished on August 13 due to the second-quarter results and the...
I Am Buying an Initial Position in Netflix! The Market Sees Streaming, I See a Global Profit Machine!
After some time of observation, I have decided to take an initial position in Netflix (i)(NFLX). The...
Nubank: Here's why the Record Figures from Q2 Could Pave the Way for Further Price Potential!
I am convinced: Nu Holdings has not only reached a milestone in the second quarter but has also laid...
NORMA Group SE: Strategic Shift Funds €208 Million Share Buyback Program!
On Friday, NORMA Group SE (i.) provided investors with what I consider to be a significant positive...
Home Care Becomes a Trillion-Dollar Market - I See Aveanna Healthcare As a Top Beneficiary
I'm currently seriously considering a long position in Aveanna Healthcare (AVAH). The company specializes...
Salesforce Back Above $200! The Real Revaluation Has Just Begun if you ask me!
For me, the leap of Salesforce (i)(CRM) above $200 is not an endpoint, but the beginning of a possible...
SanDisk – Is the Memory Manufacturer Aiming to Take the Fear Out of the Dreaded NAND Cycle With Multi-Year Contracts?
I see Sandisk as one of the most interesting restructuring cases in the memory industry. Simply put,...
MLP SE: Stability Through Recurring Fee Business and Conservative Forecasts Make the Stock a Clear Buy!
MLP (i.) successfully pursues a niche strategy in financial consulting. By focusing on holistic financial...
Ceribell Revolutionizes EEG Monitoring at the Bedside with AI
I now expect Ceribell (CBLL) to reach an all-time high. The medical technology company develops a portable...
More Customers, More Products, More Reach! New Markets Strengthen the Financial Empire of Robinhood!
Robinhood Markets (HOOD) is increasingly evolving from a trading app to a broader financial platform,...
Nebius – Perhaps the Most Exciting AI Cloud Story in Europe, Although Its Price Seems to Be Racing Ahead of Its Own Narrative!
I find the Nebius story to be highly attractive at its core. The Amsterdam-based provider, which originated...
Firefly Aerospace: Could the Turnaround Take Place now After a 71 % Price Drop?
Following the local maximum at the end of May, the stock of Firefly Aerospace (i.) plummeted by around...
The Mediterranean Wave of CAVA Group Conquers the USA! Growth Gains Real Substance in Q2!
The CAVA Group (CAVA) aims to bring Mediterranean food out of its niche and establish it as a nationwide...
DraftKings: No Cannibalization by Prediction Markets
DraftKings (DKNG, i) has already been highlighted as an interesting comeback opportunity in July, as...
CoreWeave (I) – the Neocloud Pure Play With Which I Continue to Bet on the Heart of the AI Boom!
For me, my CoreWeave trade remains active, as the company embodies the heart of the AI supercycle like...
Hims & Hers – Revenue Rocket, Earnings Crash Landing: I Remain Skeptical and Await Proof!
I currently see two companies in Hims & Hers: an impressive growth story and a painful construction...
Plug Power: Is This the Starting Signal for the Turnaround of the Hydrogen Stock?
Plug Power produces fuel cells, builds the associated infrastructure such as electrolyzers, and operates...
Fastly: I Am Considering Re-Entry in My Turnaround Favorite
Fastly (FSLY) is a turnaround favorite for me for 2026. The company is transforming under the new CEO...
Advertising Packages for 2027 Sold Out! Netflix Boosts Its Advertising Business and Offers Attractive Entry Opportunity!
There is panic in the stock market regarding the streaming giant, yet operationally, Netflix (NFLX) is...