Opinion
Roblox Skillfully Targets Wealthy Users
For Roblox (RBLX), I believe the starting signal for a comeback may have been triggered for several reasons....
Alibaba (i) – China's tech giant is transforming into a serious NVIDIA challenger in the AI race!
Alibaba (i) is increasingly positioning itself as a serious NVIDIA competitor in the Chinese AI market...
Engine Manufacturer on the Rise! GE Aerospace Impresses Markets and Billionaires with $23 Billion in Orders!
After the spin-off from the General Electric conglomerate, GE Aerospace (GE) is successfully operating...
Vusion: Revenue Fivefold Within Five Years and Further Potential Exists!
Vusion S.A. (i.) has developed into a hidden champion in the niche area of digitizing brick-and-mortar...
Brady Corp.: The forecast revision in the current environment has convinced me!
The safety and identification solutions specialist Brady Corp. (BRC) has announced a strong report for...
Adobe: The Bear Case is Dead - Why Adobe is Safe from the Current AI Disruption!
Since the hype around generative AI, a narrative has dominated Wall Street: the impending disruption...
ServiceNow – The Underrated AI Beneficiary Returns to the Stage!
After a brutal price drop of over 30% this year and a substantial 56% below its all-time high, I see...
XPeng Makes Automotive History with First Mass-Produced Robotaxi!
XPeng (XPEV) is evolving from an EV manufacturer to a sci-fi giant, conquering the world with robotaxis...
Agilysys Positions Itself as an AI Disruptor in the Hospitality Sector
Agilysys (AGYS) could be poised for a stronger recovery attempt as the next software stock. The company...
Willdan Group: Long-term margin reset into the high twenties changes the narrative
The USA needs to significantly accelerate the expansion of its generation and transmission capacity compared...
2G Energy: Progress Expected with Orders in the Data Center Sector. Initial Down Payments!
I have been following the story around 2G Energy (i) for a long time, and in our portfolio, we are currently...
Ocado: Autonomous Mobile Robots Chuck and Porter are Set to Drive New Growth for the Company!
The Ocado Group published an interesting announcement last week. According to the announcement, the company...
AI Cooling Boom: the Next Wave in the AI Investment Cycle is Here!
The AI Revolution Needs Cooling – and right here I see one of the most exciting opportunities in the...
Ouster Poised for a new Growth Spurt Thanks to the Rev8 OS Sensor Family
Ouster (OUST) is increasingly becoming a key player in "Physical AI." The Rev8 OS sensor family presented...
Here are 6 Stocks That I am Currently Investing in via Savings Plans for a Resilient Buy & Hold Portfolio!
My investment strategy is based on a long-term "Buy and Hold" approach. The goal is to create a portfolio...
Dropbox: The Transformation from Digital Filing Cabinet to AI-Powered Knowledge Hub
Dropbox (DBX) serves as a structural anchor point for unstructured data management in a fragmented cloud...
Freenet AG: Dividend Gem with a Digital Boost?
Freenet AG (i.) is back in the spotlight for investors. On May 14, the company distributed a dividend...
Microsoft – When Star Investor Ackman Takes Action, we Should Listen!
The recently weak performance of the Microsoft stock – down 15% since the beginning of the year, while...
I Have my eye on MercadoLibre! Market Penalizes the Margins While the $40 Billion Business Scales Rapidly!
MercadoLibre (MELI) operates as an established e-commerce and fintech corporation in Latin America. The...
Figma as a Turnaround Opportunity – Design Becomes a Competitive Advantage
Figma (FIG) has been unjustly penalized by AI fears, alongside Adobe (i). Following the results for the...
SolarEdge: The Fight for Independence as a Structural bet
SolarEdge (SEDG) acts as a technological cornerstone for the global energy transition by transforming...
Firefly: The space race for orbital data centers is starting. Affordable rocket launches are crucial - my hot stock favorite!
The push by giants like Google and SpaceX toward orbital data centers marks a paradigm shift. SpaceX...
JOST Werke: A Cyclical Stock with Comeback Potential!
Currently, there are signs of recovery trends in cyclically sensitive small caps. This also benefits...