Opinion
Veracyte: Highly Profitable Core Business and Potential in Personalized Patient Care!
Veracyte (VCYT) is currently seen as an exciting turnaround story in the medical technology sector. Diagnostic...
Corning – From Glass Veteran to AI Infrastructure Champion: The NVIDIA Alliance Catapults the Fiber Pioneer into a New League!
The Corning-NVIDIA partnership is one of the most exciting AI infrastructure deals of the year for me...
Red Revolution despite Global Crises! The Myth of Ferrari Remains Absolutely Untouchable Even in Times of War!
Once in a lifetime, to drive a true Ferrari (RACE) or even to own this dream car, is the ultimate dream...
Riot Platforms: Industrial Scaling of AI Infrastructure Succeeds
The breakout in the charts for Riot Platforms (RIOT) makes sense to me. The company transforms unused...
Arista Networks: AI Revenue Targets Turn Pullback into Buying Opportunity
I consider Arista Networks (ANET) a buying opportunity again despite the high price-to-sales ratio following...
Gerresheimer: I Am Currently Speculating on a Recovery Movement!
Gerresheimer AG (i.) has lost a lot of trust among investors in the past. The focus was particularly...
Gerresheimer: I am currently speculating on a recovery movement!
The Gerresheimer AG (i.) has lost much trust among investors in the past. The focus was particularly...
Firefly: My Multibagger Candidate Delivers in Q1. Here's how Moon Missions, Rocket Launches, and Golden Dome Make the Space Company Valuable!
In The Trader Times of March 23, 2026, I wrote that I see the stock of Firefly Aerospace (i) as a potential...
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....