Opinion
Spotify Could Increase Subscriber Numbers with the Integration into ChatGPT
AMD's Billion-Dollar Coup with OpenAI – The AI Chip Market is Finally Diversified!
I see the recently announced partnership deal between OpenAI and AMD as a crucial turning point in the...
Bitcoin Reaches a new all-Time High - I Find These Stocks Interesting
On October 5, 2025, Bitcoin reached a new all-time high of $125,750. As the leading currency of the blockchain...
Red Cat: Drone Manufacturer to Benefit from the Multi-Year Supercycle
Red Cat Holdings (RCAT, i) offers significant potential, in my opinion, to capitalize on what Needham...
Süss Microtec as a key Supplier! OpenAI Deal with SK Hynix and Samsung Indicates the HBM Supercycle!
OpenAI signed a letter of intent with SK Hynix and Samsung for the procurement of 900,000 DRAM wafers...
SK Hynix – my Analysis has Proven to be Correct
Almost 4 weeks ago, I highlighted that SK Hynix, with its favorable P/E ratio, leading position in HBM4,...
Price Correction at MercadoLibre! For me, a This is a Rare Entry Opportunity!
On Wednesday, the stock of MercadoLibre (MELI) fell by almost 7%. In my opinion, this is an exaggerated...
AeroVironment Impresses at the Investor Open House Event
AeroVironment (AVAV, i) confirms with the investor Open House event that the company is becoming a leading...
The US Shutdown Makes Circle Internet Group Exciting Again
After the IPO hype has cooled off, the stock of Circle Internet Group shows the first signs of bottom...
Elbit Systems: The EU Drone Wall Becomes a Priority. Will Order Opportunities Arise for the Iron Beam System?
The airspace violations by drones in Poland and Denmark, as well as the latest sightings of spy drones...
Pentagon Calls for Doubling Missile Production – Defense Stocks Benefit from a Massive Rearmament Wave!
The latest news from the Pentagon has electrified the defense industry. The call for a doubling to quadrupling...
UP Fintech: Beneficiary of Growing Market Enthusiasm and High Volatility!
Financial service providers like UP Fintech Holding Limited (TIGR) (i.) are currently benefiting in the...
VISA (V) - The Payment Giant Bridges the gap to the Digital Future with its Stablecoin Pilot Program!
I see Visa's Stablecoin pilot program via Visa Direct as a strategically smart and necessary step to...
Etsy is an Exciting Comeback Story Thanks to Agentic Shopping
Etsy (ETSY, i) differentiates itself from traditional retailers with over 100 million creative and unique...
SES S.A.: An Attractive way to Reflect the Investment Trend of "Space Technologies"!
On September 25, German Defense Minister Boris Pistorius announced plans to invest a total of €35 billion...
Northrop Grumman: Are the USA Getting More Nervous Regarding a More Aggressive China/Taiwan Conflict?
The reports from the "Wall Street Journal" dated September 29, 2025, suggest that nervousness in the...
Cisco Systems Benefits from Quantum Computing as Well as AI
In my opinion, Cisco Systems (CSCO) is a promising option to cover megatrends such as AI and quantum...
Silver on the Rise: Industrial Demand and Historically High Gold-Silver Ratio Fuel the Sector Trend!
The precious metals sector is currently driven not only by gold but increasingly by silver , whose...
AstraZeneca: A Defensive Anchor with a Strong Product Portfolio
Despite the recent weak performance in the healthcare sector, AstraZeneca (LSE: AZN) remains an exciting...
Drone Alarm in Europe: Frequentis Becomes the Shield Against Growing Threats!
The media is dominated by news that there have been increasing sightings of drones over airports and...
IBM (IBM) - The Quantum Computing Breakthrough Makes Big Blue the Winner of 21st Century Future Technology!
The partnership between IBM and HSBC represents a historic turning point: For the first time, quantum...
Mirion Technologies Perfectly Positions Itself for the Nuclear Energy Market with Acquisitions!
Mirion Technologies (MIR) is currently the most exciting option for me as a radiation protection specialist...
Apple and Nvidia – Dual Tailwind for Intel's Comeback
Intel has already regained a lot of confidence with its recent investor deals – but a potential involvement...
Growth Gem from the Cosmetics Sector! e.l.f. Beauty Combines Social Media, Sports & Smart Pricing for Market Power!
In my opinion, e.l.f. Beauty provides the blueprint for a modern beauty growth story. Accessible prices,...