Opinion
Roku: Will 100 million households be reached by the end of the year?
On February 12, Roku Inc. (ROKU) presented its Q4 report after market hours. According to the report,...
Sphere is Proving Vegas is Becoming Profitable – Expansion Becomes the Next Price Driver
Operational breakthrough: 60% growth in the Sphere core segment The latest figures for the fourth...
Applied Materials (AMAT) – The Equipment Champion for the AI-Driven Semiconductor Revolution!
Applied Materials continues to impress me as the perfect beneficiary of the AI boom – in a way that...
A Fatal Setback? Trump's Climate Attack Could Prove to be Playing with Fire!
The global outcry from the green camp is deafening. With a stroke of a pen, the Trump administration...
BorgWarner: The Pragmatic bet on the Future of Mobility
In the currently volatile landscape of automotive suppliers , BorgWarner (NYSE: BWA) has developed into...
FirstEnergy: The Redeemed Backbone of AI Industrialization
FirstEnergy (FE) controls as a purely regulated infrastructure monopoly the centerpiece of the PJM power...
NIBE: Energy Transition Drives Demand for Electrified Heating Solutions!
At NIBE Industrier AB (i.), after challenges in 2024 due to inventory adjustments and a weak construction...
Schlumberger: Little Known, AI Solutions and Data Centers Create a new Growth Perspective!
Schlumberger is often underestimated in the stock market and labeled merely as a classic oilfield service...
Bill Ackman's AI Bet on the Future! Meta is Strongly Undervalued and Should be in Every Portfolio Despite CapEx Risks!
A stunning development on Wall Street. Star investor Bill Ackman has made a significant move in Meta...
I Believe That now is the Time to Invest in the Peabody Energy Stock!
Peabody Energy operates coal mines in the USA and Australia, focusing on the extraction of thermal coal...
D.R. Horton: The Volkswagen of the U.S. Housing Market Stands Firm in the Political Crosshairs
The USA is suffering from a structural housing shortage that has developed over a decade following the...
Fastly: AI is now Helping the Company Achieve a Turnaround!
After the latest quarterly results from Fastly (FSLY, i), I believe in a successful turnaround in 2026....
Porr AG: P/E Ratio of 12, Record Order Backlog and New Highs!
The volatility in the market has increased significantly recently. In such volatile market phases, investors...
Silver Crash: Why the True Speculative Bubble is Yet to Come
I timed the silver crash almost perfectly – but in my view, the historic price plunge was not the last...
Cloudflare (NET) – Perfectly Positioned for the Revolution of the Agentic Internet!
Cloudflare convinces me as an infrastructure champion, especially within the framework of a fundamental...
Hershey: The Sweetest Comeback of the Year
At the stock exchange, courage is often rewarded, and few examples have illustrated this as clearly as...
Ferrari – Where Dreams are Forged from Steel and Passion!
Ferrari (RACE) is not a car manufacturer. Ferrari is a religion, a myth, a global obsession. In the sacred...
Autodesk: The Operating System of Physical Reality
Autodesk (ADSK) has evolved from a digital drawing board to an essential global language of the construction...
Jabil: Perfectly Positioned to Benefit from the Super-Capex Cycle of Alphabet, Amazon & Co.
It was a major announcement from Alphabet and Amazon (i) in recent days. Alphabet is investing between...
Aixtron SE: From Problem Child to Highflyer?
Currently, the "Semiconductor Equipment & Materials" sector is gaining attention due to its relative...
Precision meets Profit: How Graco is conquering the industrial markets of tomorrow through Automation and High-Tech
In a market environment that increasingly relies on fundamental stability by 2026, Graco's stock (NYSE:...
Ichor Holdings: The Turnaround has Begun
Ichor Holdings (ICHR) is one of the most exciting turnaround candidates within the semiconductor industry....
$700 Billion AI Investments a Shock? For Me as a Long-Term Investor, the Ideal Buying Signals of the Decade!
The earnings season of the tech giants has presented a figure that takes the breath away from Wall Street....