Opinion
Schneider Electric: A Compelling Investment Due to Ambitious Strategy
The recent strategic announcements from Schneider Electric at the Capital Markets Day compellingly highlight...
Synopsys Alleviates Investor Concerns with Record Revenue
Synopsys (SNPS) has a P/S ratio of 12.8, which is not cheap, but it is a key player in the semiconductor...
Echostar: One of the newest SpaceX shareholders. The IPO is set for 2026 with a valuation of 1.5 trillion USD!
2026 will see the most exciting IPO of the last decades. SpaceX is planning to go public. As Elon Musk...
SpaceX IPO: A Dream That Could Propel Tesla's Multiverse!
I am following the developments around Elon Musk's business empire with great interest, and the rumors...
AeroVironment remains my top pick for autonomous drone systems in 2026
AeroVironment (AVAV, i) remains one of the most exciting growth stories in the defense market, which...
Silver Call Confirmed – Why the Rally May Not Be Over Yet
In October 2024, I outlined in the Trader newspaper and the GROWTH magazine why silver could be on the...
Turnaround Potential at Delivery Hero: Why You Should Keep an Eye on the Stock Now!
The Delivery Hero stock has put investors to the test in recent years. With a dramatic decline since...
Sphere: The Luxury Platform of New Live Entertainment
The Sphere stock is currently going against the trend: While many growth stocks are weak, it is marking...
Annexon: Blockbuster Potential in Ophthalmology and Insider Purchases!
Speculative biotechnology companies are currently in the spotlight of investors due to progress in studies,...
Ulta Beauty (ULTA): Unstoppable in the Beauty Segment – Consumers Remain Eager to Spend!
I see Ulta Beauty as a well-positioned retailer in a robust beauty market. The company has impressively...
Why PepsiCo Is Becoming Interesting Again After the Agreement with Elliott
After Elliott exerted pressure with a massive $4 billion stake in September, PepsiCo's management is...
NextEra Energy Becomes a Key Partner for Google and Meta
NextEra Energy (NEE) initially reacted negatively to the investor conference held on December 8, but...
Samsung: Launch of the 11 P/E Stock! Google TPUs and Rising DRAM Prices Are New Catalysts!
I expect the stock of Samsung Electronics to rise further above 2,000 euros, marking a successful breakout...
Porr AG: After breaking out to a 52-week high, further price increases could follow!
Porr AG (i.) may be interesting due to its strong positioning in European infrastructure construction...
How Sustainable is the Surge of General Motors?
General Motors' (NYSE: GM) stock has had an impressive year. With a price increase of 42.6% since the...
Victoria's Secret (VSCO): The Turnaround Plan is Finally Paying Off!
The latest quarterly results from Victoria's Secret are a clear signal that the "Path to Potential"...
That's Why IBM Stocks Would Be Exciting After the Confluent Deal!
The news that IBM is on the verge of acquiring the data infrastructure specialist Confluent for around...
Novonesis – Growth through Enzymes and Microorganisms!
Novonesis A/S is the second-largest publicly traded Danish company in the pharmaceutical and bioscience...
Micron (MU): Farewell to the consumer market – Full speed ahead towards AI dominance!
I see Micron's decision to exit the Crucial consumer business as a bold yet strategically wise and, above...
Samsara: The Correction at the IoT Specialist is a Buying Opportunity
Samsara (IOT) has long been avoided by me due to its high valuation. However, the specialist in the digitalization...
UiPath: Undervalued AI Automation Heavyweight with Catch-Up Potential
UiPath is, for me, a promising, yet underestimated bet on automation and the reduction of bureaucracy...
D.R. Horton: Are US Homebuilders the Hassett Trade? What Supports This!
In May 2026, there will be a change in the position of the FED. Jerome Powell will be replaced. Donald...
Salesforce can reach the 60 billion USD mark – and earlier than many think
Marc Benioff has set the bar high. 60 billion USD in revenue by 2030. This ambitious target requires...