Opinion
Nvidia is no Longer Just Tech – Nvidia is Power!
Nvidia is now worth over $5 trillion and is being traded as critical US infrastructure rather than just...
Melexis: On November 5, the Story as a Supplier for Humanoids Should be Unleashed!
The next big volume market will be humanoids. In Germany, Schaeffler is already being positioned as a...
SK Hynix is Cashing in on AI Earnings Like a Monopolist!
SK Hynix is currently printing money with High-Bandwidth Memory. Approximately $8 billion in operational...
SoFi: After the Q3 Results, the Moment for Investors is now!
The recent quarterly results from SoFi (i) are much more than just a positive snapshot. They are a clear...
SK Hynix & Micron: AI Boom Creates Historic Precedent: SK Hynix Reports Memory Supercycle Until 2027!
The news about SK Hynix and Micron is sensational in my eyes and impressively confirms that the AI boom...
Uber: A Partnership with NVIDIA is a buy Signal for me
I am increasingly convinced that the concerns surrounding emerging robotaxis outweigh the business model...
Edenred S.A.: More Regulatory Clarity Enables a Trend Reversal!
The ongoing earnings season has brought investors' attention back to Edenred S.A. The company offers...
PayPal (PYPL) (i) on Board with OpenAI – is the Long-Awaited Trend Reversal Finally in Sight?
I see quite positive developments at PayPal (i). The adjusted profit of $1.34 per share significantly...
Why We Need to Reassess Nuclear Power
The recent developments in the tech industry, such as Google's decision to reactivate a decommissioned...
Qualcomm Introduces two AI Inference Chips and its First Datacenter Customer. This Causes the Stock with a P/E Ratio of 15 to Pick up the Pace!
While chip stocks like AMD, Broadcom, Rambus, and NVIDIA have seen significant increases in recent years,...
Qualcomm (QCOM) Takes the AI Chip Market by Storm – and the Stock Market Cheers!
The presentation of the new AI chips AI200 and AI250 for data centers has catapulted Qualcomm's stock...
Boston Scientific Impresses with a Three-Year Plan at the Investor Day
Boston Scientific (BSX) is an exciting option for me to play the growing medical technology market for...
Pfizer: The Long-Term Perspective on the Pharmaceutical Heavyweight Appears Interesting!
Pfizer (PFE) could be interesting for long-term investors due to a combination of an attractive dividend,...
Stability in Everyday Life with Limited Growth: Why I Remain Invested in Procter & Gamble
The stock of Procter & Gamble (NYSE: PG) initially appears to be a classic defensive stock: a globally...
Waste Management: More Than Just Waste – An Opportunity During the Current Price Weakness
The stock of the North American waste giant Waste Management has recently lost momentum and is currently...
Douglas AG: Investors are Looking for Predominantly Defensive Stocks with Rebound Potential!
A defensive stock is typically characterized by lower economic sensitivity and more stable business models....
Comfort Systems USA (FIX) – Record Quarter with Doubled Earnings and Backlog of Over $9 Billion!
I am still impressed by the performance that Comfort Systems USA has delivered this year, particularly...
Zscaler: A Solid Investment in the Future of Cloud Security
An investment in Zscaler is fundamentally an investment in the megatrend of cybersecurity and the profound...
Dell: This is my AI Infrastructure Favorite with a P/E of 12. Three Reasons!
The AI infrastructure stocks have seen a good performance in recent months, as the Stargate project builds...
Meta's Radical Restructuring! Layoffs as a Turning Point for the AI Era!
When a corporation like Meta Platforms (META) lays off 600 employees, it initially raises eyebrows, especially...
Vertiv (VRT) – The {[hidden AI infrastructure winner]} delivers spectacular numbers and shows: The data center gold rush is real!
Vertiv delivered in the third quarter of 2025, with numbers that exceed even optimistic expectations....
Hermès Stock: An Investment Gem Despite Short-Term Setback
The recent stock reaction to Hermès’ quarterly results may seem disappointing at first glance: a drop...
A Necessary Cut at Novo Nordisk
The criticism of the current supervisory board appears plausible. Novo Nordisk has made significant mistakes...