Opinion
Amazon: Why the Stock is a Mid-Term Top Pick for Me!
I am bullish on Amazon (i) and expect the stock to reach a price level of $400 by the end of the decade....
Caterpillar: AI growth fantasy turns short-term pullbacks into long-term opportunities
For Caterpillar (CAT), I view the pullback to the 50-day moving average as a potential long opportunity,...
Corning - the silent beneficiary of the AI construction boom that the selloff is turning into a bargain?!
I see Corning as one of the most compelling picks-and-shovels bets of the entire AI cycle. Simply put,...
Apple's Bold Tech Strategy! Affordable China Memory, ASIC Deal with Broadcom, and Hype Around Foldable Models!
The ongoing shortage of memory storage is forcing Apple (AAPL) to take drastic measures. After an average...
IONOS: New Catalysts for the AI Story – with IONOS GPT, ChatGPT is Being Challenged Cost-Effectively!
The web host IONOS (i) has been seen as a "loser in AI" in recent months, as websites can also be built...
Straumann: Forecast Upgrade and a 52-Week High - I See Further Potential!
Currently, there are observable trends of reallocation in the market. Investors are taking profits from...
DaVita: US Dialysis Provider Gains Competitive Advantages Through AI
Medical care facilities are, for me, top beneficiaries in the AI era, as exemplified by the leading US...
First Google, now Salesforce! I see a Similar AI Comeback Here - P/E Ratio of Under 12!
On the stock market, the greatest fortunes are often made when one has the courage to bet against the...
SpaceX – Elon Musk's Infrastructure Empire Aims to Carry the AI Revolution from Earth to Space!
For me, SpaceX is currently one of the most fascinating bets in the entire market because three future...
Meta: Will This be the Next Trigger for the Stock?
Last week, media reported that Meta (i) is seriously considering establishing a hyperscaler business...
TUI: Falling Oil Prices, High Travel Demand, and M&A Activities in the Peer Group!
The travel and tourism industry is once again coming into focus for investors during the summer months....
Robinhood – The Gen-Z Broker Whose Trump Accounts Coup I Read as a Growth Turbo with Built-in Political Risk!
I find Robinhood's recent appearance cleverly staged. Simply put, the broker has shaken up U.S. securities...
Okta Could now Take off with Governance for AI Agents
Okta (OKTA) is well positioned as a specialist in identity and access management to meet the new demands...
Hypersonics, THAAD, and Billion-Dollar Contracts! Lockheed Martin Sends a Strong Rebound Signal Now!
The recent stock price drop of Lockheed Martin (LMT) from $680 to $490 may be unsettling at first glance....
Veolia: Dividend King with 4.7% Yield from the Recycling Sector - a Dash of AI Fantasy on Top!
Stocks with a high dividend yield bring stability to the portfolio. When these stocks are even in a medium-term...
Vossloh: Orders for Equipping Chinese Railway Lines Could Initiate the Turnaround!
The last few months have been challenging for the railway infrastructure manufacturer Vossloh AG (i.)....
Amazon Leo has 396 Satellites in Space! The Communication Service Could Start Later This Year!
Amazon (i)(AMZN) is poised to dominate the technological infrastructure of the future on its own. With...
CoreWeave (i) & Nebius: The Panic Sell-off is an Invitation for Bold Investors!
I tend to read the recent crash of CoreWeave (i) and Nebius as an exaggerated panic reaction – and...
Vertex Pharmaceuticals: Important Diversification Leads to Big Picture Breakout
I've previously refrained from including Vertex (VRTX) in my portfolio due to its high dependency on...
Regal Rexnord: My Current Favorite Among Suppliers of Humanoid Robots!
The next investment trend that market participants will aggressively pursue is, in my view, "humanoid...
Lindsay Corp.: Water, Construction and a Major Order in the Desert Sand
Lindsay Corp. (LNN) released a robust report for Q3 on July 2, despite current challenges in North America...
Ambarella Becomes a "Physical AI Pure Play"
Ambarella (AMBA) is approaching its multi-year high again with a price performance of over 30% in the...
ADP Assist, SmartCompliance, and Marketplace! ADP Extensively Utilizes AI to Enhance Efficiency for HR!
The market tends to exaggerate. Amid the current AI hype, human capital management stocks experienced...