Opinion
WhiteFiber is an AI IPO Story with Doubling Potential
As an aggressive and speculative addition to the portfolio, the IPO story WhiteFiber (WYFI) is now briefly...
After the Price Drop: is Investing in Intuitive Surgical Worth it now?
The stock of Intuitive Surgical is currently trading about 25% below its yearly high. In my opinion,...
SAP (SAP) – €20 Billion Investment in European Cloud Sovereignty Opens new Growth Opportunities in the Regulated Market!
I see the announced €20 billion investment in European cloud sovereignty as a strategic masterstroke....
Teamviewer: A Cheap P/E ratio of 8.5 Meets AI Fantasy! High Potential if the AEM Platform Becomes a Success!
Teamviewer (i) is a controversially discussed stock. On one hand, the valuation with a P/E ratio of 8.5...
Verve Group SE: Focus on Privacy-Friendly Solutions in Advertising Offers Growth Potential!
On August 15, the stock of Verve Group (i.) plummeted in a panic because the company had to slightly...
Cardiovascular Data shows: Novo Nordisk has Been Underestimated by the Market.
At the ESC Congress 2025 in Madrid, Novo Nordisk presented new real-world data on the effectiveness of...
Alibaba (BABA) – the AI Boom Catapults the e-Commerce Giant Back onto the Path of Success!
I see Alibaba undergoing an impressive transformation from a troubled e-commerce giant facing significant...
JBS: A Global Giant on the Rise? Here's why the Stock may be Worth a Closer Look
In the world of food production, there are few names as dominant as JBS N.V. (NYSE: JBS) . As the world's...
Medios AG: International Investors are Targeting European Niche Specialists!
In recent months, it has been increasingly observed how investors' capital has been allocated to European...
NVIDIA – Despite China Turbulence, the AI Giant Remains on a Successful Path. The Blackwell Chip Generation has the Potential to Become a Game Changer!
I still see NVIDIA as a clear winner of the AI boom, even though the China issue poses short-term challenges....
AI Infrastructure Spending of $3-4 Trillion by 2030 - Jabil is a top Winner!
I have been closely following NVIDIA's conference call, and two statements stood out. NVIDIA CEO Huang...
Datadog: A Cloud Monitoring Stock to Keep an eye on!
In today's fast-paced digital world, where companies are increasingly shifting their infrastructure to...
Tonies: The new Toniebox 2 Could Improve Margins and Breathe new Life into the Stock - the Reasons!
Tonies (i) is the company behind the well-known Toniebox, which has sold over 9.5 million units and enjoys...
Novo Nordisk: The Underrated Winner in the Battle for the Weight Loss Pill
Eli Lilly's oral drug showed a 10.5% weight loss in 72 weeks – that's good, but not a game changer!...
Vertiv (VRT) – Market Leadership in the Booming Data Center Business Thanks to AI Power!
The acquisition of Waylay NV marks, for me, a strategically smart move by Vertiv. As a leading provider...
Why Aptiv's Spin-off Could Make the Stock a Buy
Aptiv PLC (NYSE: APTV) , once a celebrated supplier for electromobility, has fallen from grace in recent...
Domo Inc.: A Buy Before the Quarterly Earnings?
Domo Inc. (DOMO) provides a cloud-based software platform that helps companies collect, analyze, and...
Vinci: The Political Crisis in France Causes a Nosedive. An Opportunity for the Bold?
Investors are pulling capital out of French stocks and bonds after the three major opposition parties...
Micron Technology (MU) – The HBM King Perfectly Benefits from the AI Gold Rush!
I view Micron Technology as one of the most attractive AI growth stories on the market. The company...
Why the Hewlett Packard Enterprise Stock is Interesting Right Now!
In an increasingly data-driven world, Hewlett Packard Enterprise has evolved from a traditional hardware...
NAPCO Security Technologies: Growing Customer Demand for Security and Increasing Recurring Service Revenues!
NAPCO Security Technologies Inc. (NSSC) published its financial results for the 4th quarter and the entire...
Why Intel is a Clear buy for me After the US Government got Involved
The 10% entry by the US government is a game changer for me. It brings capital, represents political...
Why Deutsche Börse is on my watchlist
The Deutsche Börse AG (XETRA: DB1) is one of the most exciting compounder stocks in the German market...