Opinion
Goodbye Consolidation! For me, Uber is on the verge of a breakout with its autonomous partnerships!
Those who have been watching Uber's stock (i)(UBER) in recent months have primarily seen one thing: a...
SpaceX – magnificent substance, but a price that strips me of the safety margin!
Let's start where it hurts : with the valuation. Even after the decline of over $2.4 trillion to around...
D.R. Horton: Starting Signal for Rotation - Here's why the Home Builder Stock is Becoming a Favorite!
In recent weeks and months, making big money has mainly been associated with AI infrastructure. Now that...
KPN: Defensive Stock Delivers Fresh buy Signals in a Volatile Market Environment!
Currently, some repositioning can be observed in the capital market. Capital is gradually rotating out...
BlackBerry up 172.8% This Year! Operating System QNX Powers Autonomous Vehicles and Robots!
Anyone still thinking of bulky keyboard phones when it comes to BlackBerry (BB) has missed the most spectacular...
US Homebuilders – When a Law Frees the Supply Side, Patience Becomes the Most Lucrative Investment Strategy!
For me, the recent rally of US homebuilders is one of the most commonly misunderstood stories in the...
Natera Impresses with Milestones in the Signatera Cancer Test!
Natera (NTRA, i) is an exciting diagnostics company that is likely to achieve trend continuation with...
Lockheed Martin: Defense Stocks Should be Part of a Diversified Portfolio. Buying Opportunity After the 30% Correction!
In early March, the stock of defense giant Lockheed Martin was quoted at $690. This was at the outset...
IBM: Technological Advances and Quantum Computing as Growth Drivers
From my perspective, IBM Corp. (IBM) is currently shaping a very exciting story that could offer attractive...
Qualcomm: Diversification is a $1.7 Trillion Opportunity by 2030
Qualcomm (QCOM) underscores its diversification strategy at the investor day and is likely to tend towards...
I see a Rebound Opportunity in Booking Holdings! Declining oil Prices are Likely to Ignite Travel Fever!
The travel sector breathes a sigh of relief. After monthly pressures from the Middle East conflict, the...
SK Hynix – The HBM Pioneer Goes to New York and Offers the Classic Catch-Up Opportunity!
SK Hynix is the most exciting capital market story of the week for me. The Nasdaq IPO planned for July...
Jabil: Winner of the Arms Race between the USA and China in Humanoid Robots
A new race between the USA and China seems to be ignited in the realm of humanoids. According to Politico,...
Sol-Gel Technologies: SGT-610 Holds Billion-Dollar Potential in Gorlin Syndrome – Mizuho Recommends Buy
Mizuho initiates Coverage: The investment bank has initiated coverage on Sol-Gel Technologies with...
TKMS: Submarine Specialist Surfaces Thanks to Frigate Fantasy!
TKMS (i.) is a leading niche specialist in the field of non-nuclear powered submarines and a heavyweight...
TD Synnex is a top Beneficiary of the $809 Billion Server Market!
TD Synnex (SNX) is one of my top favorites on the breakout watchlist. The company is a leading IT distributor...
Tencent (i) is Back in the Race of Chinese Tech Giants With "Dayuan" and WeChat AI!
I see Tencent (i) currently undergoing a crucial strategic shift that the market is beginning to acknowledge....
Light Speed Against Data Jams! Credo's Optical Connectors Keep Pace with GPUs and Memory Chips!
The global enthusiasm for Artificial Intelligence has reached a physical limit. Until now, investors...
Walmart: Ambitious Transformation into a Technology Platform
The story of Walmart (WMT) is impressive. With strong growth in international e-commerce and the targeted...
MTU: The Quality Stock is on Its Way Back to Levels of €400
I believe that the stock of MTU, the leading manufacturer of engines used in the A320, can return to...
Amazon – the Prime Day becomes a litmus test for the costly AI strategy!
For me, this year's Prime Day (June 23 to 26) is much more than a four-day discount extravaganza –...
Zeta Global: Palantir Partnership for Agent-Based Marketing as a Catalyst for Growth
Zeta Global (ZETA) positions itself as a specialist in AI-driven marketing with the Zeta Marketing Platform...
Fortinet on the Rise Thanks to Quantum Decree! Trump Focuses on Quantum-Safe Encryption!
The US government under Donald Trump has sent a clear signal with two new executive orders. The race...