Opinion
Pinterest – AI Turbo Ignites the Second Level: the Visual Inspiration Platform Finally Becomes a Cash Machine!
I am clearly bullish on Pinterest. With a revenue increase of 17.8% to $1.01 billion and a convincing...
The Ultimate Inflation Protection! Visa has a Huge Advantage and Isn't Even Stopped by Crises!
One would think that exploding prices, geopolitical crises, and horrendous interest rates would turn...
Tyson Foods: This Breakout Should Lead to Follow-up Buying
Tyson Foods (TSN) serves as a supplier in the global food chain, with the company producing approximately...
Broadcom: TPU Sales to External Customers as a new Catalyst
Broadcom (AVGO) could soon acquire a completely new growth driver in custom chips. Alphabet is already...
Nemetschek: The Starting Signal for the Software Stock Rebound has Been Given!
I believe we have now seen the starting signal for the recovery of the software stocks that were considered...
Basler AG: I see High Growth Potential in the Asia-Pacific Markets!
On May 4th, Basler AG was able to attract investors' attention by presenting its preliminary figures...
Intel – Quantum Computing as a Strategic Future Signal: Why Tan's PsiQuantum Engagement is More than Just a Footnote!
The entry of Intel CEO Lip-Bu Tan into the board of PsiQuantum is for me much more than just a personnel...
Twilio Launches as the Nervous System for AI Communication Applications
Twilio (TWLO, i) has already been highlighted by me as a favorite among growth stories for 2026 at the...
The Secret AI Giant in Construction Gear! Caterpillar's Record Chase has Left me Speechless!
When I bought Caterpillar shares (i)(CAT) in April last year, some people laughed at me. The stock had...
Veeva Systems: Infrastructure of Modern Drug Research. The S&P 500 Inclusion Provides a Boost.
Veeva Systems (VEEV) has positioned itself as the digital backbone of the global life sciences industry....
MTU: Four Reasons Why the 30% Correction in This Quality Stock is a Buying Opportunity!
The Iran war and the 50% increase in oil prices have caused corrections in energy-sensitive values. This...
SES – From TV Satellite Dinosaur to Global Data Champion?
The satellite market was long considered divided and predictable until LEO providers (Low Earth Orbit)...
Meta – Strong Sdvertising Business, but no More Empty Promises!
I'm torn about Meta – and the market reacted correctly with a decline of over 8%. On the one hand,...
Amazon – The Underestimated “Switzerland of the AI World” With the Broadest Growth Engine in the Big Tech Universe!
For me, Amazon is perhaps the most interesting pick among the hyperscalers after these numbers - especially...
The AI Boost for the Dividend King! ADP has Completely Convinced me after the Record Figures!
For over 75 years, Automatic Data Processing (i)(ADP) has been the invisible engine of the global workforce....
Chevron: Will the Quarterly Figures Provide the Next Boost?
Chevron (CVX) serves as a central anchor point for global energy supply by combining its traditional...
Generac – From "Crisis Beneficiary" to the Backbone of the Digital Revolution
Generac Holdings Inc. (GNRC) is the undisputed market leader in backup power generators for homes in...
USA Rare Earth: My Favorite for the New Era of Western Independence in Rare Earths and Magnets!
I believe that positioning in the area of "resource security" for rare earths and magnets is essential,...
Panic or Buying Opportunity? Booking Holdings Remains a Top Value Despite Crisis Mood Following the Numbers!
The travel market is a jungle of countless platforms, yet Booking Holdings (i)(BKNG) continues to reign...
Tidewater: The Quiet Beneficiary of a Structurally Under-Supplied Offshore World
The stock of Tidewater (TDW) was already discussed at TraderFox during the rapid rise from 2022 to 2024....
Allianz: Data Mountains as Gold Mines - Why the Insurer Will Quietly Win the AI Race!
The Allianz is often perceived as a conservative insurance tank, but beneath the surface, the company...
Centene Corp.: Beneficiary of Demographic and Structural Change
As a more defensive addition for the currently uncertain times, I find Centene Corporation (CNC) (i.)...
Seagate & Western Digital – The Silent AI Infrastructure Winners with Explosive Profit Potential Not to Be Ignored in 2026!
It is very rare to encounter such a classic combination of structural demand boom and intentionally limited...