Opinion
DaVita: US Dialysis Provider Gains Competitive Advantages Through AI
First Google, now Salesforce! I see a Similar AI Comeback Here - P/E Ratio of Under 12!
On the stock market, the greatest fortunes are often made when one has the courage to bet against the...
SpaceX – Elon Musk's Infrastructure Empire Aims to Carry the AI Revolution from Earth to Space!
For me, SpaceX is currently one of the most fascinating bets in the entire market because three future...
Meta: Will This be the Next Trigger for the Stock?
Last week, media reported that Meta (i) is seriously considering establishing a hyperscaler business...
TUI: Falling Oil Prices, High Travel Demand, and M&A Activities in the Peer Group!
The travel and tourism industry is once again coming into focus for investors during the summer months....
Robinhood – The Gen-Z Broker Whose Trump Accounts Coup I Read as a Growth Turbo with Built-in Political Risk!
I find Robinhood's recent appearance cleverly staged. Simply put, the broker has shaken up U.S. securities...
Okta Could now Take off with Governance for AI Agents
Okta (OKTA) is well positioned as a specialist in identity and access management to meet the new demands...
Hypersonics, THAAD, and Billion-Dollar Contracts! Lockheed Martin Sends a Strong Rebound Signal Now!
The recent stock price drop of Lockheed Martin (LMT) from $680 to $490 may be unsettling at first glance....
Veolia: Dividend King with 4.7% Yield from the Recycling Sector - a Dash of AI Fantasy on Top!
Stocks with a high dividend yield bring stability to the portfolio. When these stocks are even in a medium-term...
Vossloh: Orders for Equipping Chinese Railway Lines Could Initiate the Turnaround!
The last few months have been challenging for the railway infrastructure manufacturer Vossloh AG (i.)....
Amazon Leo has 396 Satellites in Space! The Communication Service Could Start Later This Year!
Amazon (i)(AMZN) is poised to dominate the technological infrastructure of the future on its own. With...
CoreWeave (i) & Nebius: The Panic Sell-off is an Invitation for Bold Investors!
I tend to read the recent crash of CoreWeave (i) and Nebius as an exaggerated panic reaction – and...
Vertex Pharmaceuticals: Important Diversification Leads to Big Picture Breakout
I've previously refrained from including Vertex (VRTX) in my portfolio due to its high dependency on...
Regal Rexnord: My Current Favorite Among Suppliers of Humanoid Robots!
The next investment trend that market participants will aggressively pursue is, in my view, "humanoid...
Lindsay Corp.: Water, Construction and a Major Order in the Desert Sand
Lindsay Corp. (LNN) released a robust report for Q3 on July 2, despite current challenges in North America...
Ambarella Becomes a "Physical AI Pure Play"
Ambarella (AMBA) is approaching its multi-year high again with a price performance of over 30% in the...
ADP Assist, SmartCompliance, and Marketplace! ADP Extensively Utilizes AI to Enhance Efficiency for HR!
The market tends to exaggerate. Amid the current AI hype, human capital management stocks experienced...
The Moon is Just the Beginning – Here's why I Consider This Industry the Story of the Decade!
I am convinced: We are currently experiencing the moment when space travel is becoming a business model...
Siemens Energy: Grid Expansion and Gas Turbines as Long-Term Yield Drivers!
For investors looking for an addition to their portfolio in the area of modern energy supply, Siemens...
Meta Could Emerge as a Hyperscaler. Is the Capex Fear Easing for the Stock with a P/E Ratio of 17?
An exciting development at Meta (i) was reported by "Bloomberg" on July 01. According to the news, the...
ViaSat – the Last Global Spectrum gem and hot Takeover Candidate in the new Space Race!
For me, ViaSat is currently one of the most interesting stories in the satellite sector – and the recent...
Firefly Aerospace: Major NASA Contract Could Initiate a Comeback
Firefly Aerospace (FLY, i) is now my next long attempt in my speculative trading portfolio for several...
Alphabet Continues to Accelerate! These 3 Key Developments Will Solidify the AI Empire!
Alphabet (i)(GOOG, GOOGL) is entering the next stage of its AI offensive, impressively proving that the...
2G Energy: Currently the Best Growth Story on the German Stock Market?
I am long on 2G Energy (i). I have often written about the growth opportunities in data centers, the...