Opinion
Amazon – With the Anthropic mega deal, the cloud giant catapults itself to the top of the AI infrastructure league!
With the announced mega investment of up to 25 billion USD in Anthropic , I see Amazon clearly on the...
CrowdStrike: Why the Cybersecurity Giant Belongs in Your Portfolio Now
In a world where cyberattacks are becoming increasingly complex and fueled by AI, IT security is no longer...
Caterpillar: The Physical Foundation of the Digital Age
Caterpillar (CAT) is much more than just a construction equipment manufacturer; the company acts as...
The IPO Solstice Advanced Materials is Strong in the Sector of Nuclear Energy and Data Centers – the Stock is About to Break out of Base!
I really like the chart of the IPO Solstice Advanced Materials, which has been listed since the end of...
Eli Lilly: Strong Growth, Strategically Smart and Attractive After Setbacks!
The stock of Eli Lilly (NYSE: LLY) remains, in my view, a high-quality growth asset with an attractive...
Okta Becomes the Identity Platform for AI Agents
In the case of Okta (OKTA), I believe that the formation of a new uptrend structure is just a matter...
Universal Music Group: Bill Ackman Plans the {[Takeover]} and Move to the NYSE!
Recently, Bill Ackman managed to attract investors' attention to Universal Music Group (UMG) (i.) with...
Computacenter: This Company Provides the Hardware and Consulting for the AI Gold Rush - and Almost Nobody has it on Their Radar!
The AI winners largely come from the USA. However, with Computacenter , a beneficiary from the UK is...
PepsiCo Is Making a Comeback to the Top! A Stroke of Genius in the Snack and Beverage Aisle!
If you ask me, PepsiCo's (i)(PEP) recent quarterly results were not just good; they were an absolute...
Adobe is Under AI Pressure due to Anthropic, but Won't go Down Without a Fight!
I still see Adobe as a fundamentally strong company, but the stock continues to be under noticeable...
Strategy: Speculative Rebound Opportunity at the World's Largest Bitcoin Treasury
As early as the end of 2025 and in early March, I pointed out the opportunities with Strategy (MSTR;i)...
Autoliv: The Market Share Gains in Asia are Still Underestimated, Which is why I see the Stock Reaching new Highs Soon!
Autoliv Inc. (ALV) has caught my attention. As the undisputed global leader in automotive safety systems,...
I am Convinced That the Future of Humanity Lies in Space – and This is not a Metaphor!
I regularly write about capital markets, and I have learned to meet euphoria with skepticism. But when...
AI Power Takeover! My Microsoft Buyback was an Absolute hit and I see Even More Potential!
When Microsoft stock (i)(MSFT) plummeted to as low as $355 in the last six months, many saw it as the...
Morningstar: Financial Data Specialist with an Attractive Chart and a Fundamental Story
Morningstar (MORN) is an important player in modern capital market analysis with its exclusive historical...
eBay: The Comeback of the E-Commerce Dinosaur
For a long time, eBay was considered the "troubled child" of online retail, overshadowed by Amazon's...
Hims & Hers: The Breakthrough is Imminent
For a long time, the stock of Hims & Hers was almost exclusively viewed as a speculative vehicle...
IONOS: Why the mid-Market Host is Becoming the Hidden gem in AI!
The developments in AI are happening at a rapid pace, making AI infrastructure stocks the clear winners....
PPG Industries: I see Another Buying Opportunity for the Dividend King!
Currently, anyone looking for a stable anchor for their stock portfolio cannot overlook PPG Industries...
4 Reasons That Could Further Drive the Energy Fuels Stock Now!
Energy Fuels is primarily engaged in uranium production but has recently increasingly expanded its portfolio...
Moon Reactors and Energy Utopias! Oklo is Rewriting the Nuclear Rules and Forging Partnerships!
What are the topics of the future and what do we undoubtedly need more of? The answer is simple, yet...
Uber: Strategy Shift with $10 Billion Robotaxi Offensive Makes Sense
Uber Technologies (UBER, i) is sending clear buy signals through its announced robotaxi offensive with...
Expedia Group: The Data Giant of Global Travel Infrastructure Counters the AI Challenge
The Expedia Group (EXPE) acts as the digital hub of the global travel industry. The company boasts a...