Opinion
MP Materials: Geopolitics, Electrification, and High Technology Drive Stock Prices!
MP Materials Corp. (MP) (i.) is the only fully integrated producer of rare earth elements in North America....
Strong Subscriptions, Fat Margins, New AI Tools! Workday Delivers in Q1 and Increases Subscription Revenues by 14%!
Workday (WDAY) acts as the digital backbone of thousands of companies, managing highly sensitive processes...
Take-Two Interactive: For this reason, I continue to hold TTWO stock in my portfolio and consider it a clear pre-launch investment for GTA6 with an asymmetric risk-reward profile!
Take-Two (i) has delivered with the latest quarterly figures while sending the most important signal...
Spotify: Investor Day Sparks Comeback
I believe that Spotify Technology (SPOT, i), after the Investor Day with the confirmed vision of 1 billion...
American Airlines: The Return to Operational Discipline
American Airlines (AAL) is the structural backbone of North American air travel, with its strength rooted...
Nexans S.A.: The Backbone of Global Electrification
From an investment perspective, I find Nexans S.A. (i.) interesting at the moment due to the addressed...
Quantum Computing – the Next Big Thing? Why I'm Betting Big on the Sector Now!
For me, quantum computing is increasingly crystalizing as the next big investment theme – comparable...
Is the Comeback of the Year Happening Here? e.l.f. Beauty Could Be on the Brink of a Massive Turnaround!
The stock of e.l.f. Beauty (ELF) has experienced an unprecedented crash. From its record high of over...
Oracle: I have increased my holdings. The OpenAI IPO will be the starting signal for the stock - three reasons!
On the evening of May 20, 2026, the "Wall Street Journal" exclusively reported the news that OpenAI is...
Applied Digital Secures Further Major Contracts with Hyperscalers
I believe that Applied Digital (APLD) has further upside potential despite the stock's increase of around...
Secunet Security: How Europe's Push for Digital Sovereignty Catapults a German Small Cap into the Spotlight!
The growing number of geopolitical hotspots and the unreliability of the USA under Trump compel Europe...
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...