Opinion
Geopolitical Powder Keg in the Middle East! Pembina Pipeline Might Be a Clear Buy Now!
The geopolitical fault lines in the Middle East are once again becoming apparent. Following U.S. President...
Arista Networks: Meta Invests $50 billion into the Hyperion Data Center, and This Stock is the Ultimate Beneficiary
Meta (i) is spending a capex of $145 billion this year. According to Morgan Stanley, this could rise...
BASF: Will the IPO Plans for the Agricultural Business Trigger a Revaluation?
On July 13, BASF SE was able to draw attention with relative strength. The impetus for this was the management's...
nLight: Here's why the Pure Play for Laser Weapons is now Targeting its all-Time High
nLight (LASR) is a "pure play" in the high-performance laser sector for directed energy weapons and...
Revenue Jump of Nearly 68%! TSMC Cements its Market Dominance and Builds 3 More Factories in Taiwan!
Anyone still doubting a temporary AI bubble should take a look at the latest revenue figures from Taiwan...
AXA: The AI Winner Valued as a Value Stock with a P/E of 10
The first phase of the AI rally belonged to infrastructure stocks, namely the manufacturers of chips,...
Meta Platforms (META) – With its own AI chip Iris, the advertising giant becomes a vertically integrated AI titan!
For me, Meta's foray into its own chip manufacturing is a strategic breakthrough. With "Iris," the new...
Oracle: 45% Price Drop in Five Weeks - I'm Betting on a Trend Reversal Now!
The Oracle stock (i.) has dropped by around 45% from $250.25 on June 1 to $137.55 on July 7. One of the...
40% of DRAM Production is to Take Place in the USA! Micron Raises its Budget from $200 Billion to $250 Billion!
Anyone looking to gain control over data in the AI age must not only invest in computing power but also...
Jabil: The 25% Decline is an Opportunity. The Humanoid Robotics Opportunity is a Bonus!
The AI infrastructure stocks may make a short-term comeback. In my view, there are two main reasons for...
Adobe: The Sell-Off Panic Offers Patient Investors an Interesting Entry Opportunity!
In the stock market, it can often happen that prices are temporarily moved by emotions such as panic...
Doubling Air Traffic by 2045! Airbus Increases Deliveries and Has Plans for Fuel Cell Engine!
Airbus SE reinforces its unyielding industry leadership with its current global market outlook. Despite...
DraftKings: Here's why I'm expecting the comeback of the sports betting provider
DraftKings (DKNG) is currently one of the most exciting comeback stories for the second half of 2026....
Alibaba (i) – the sleeping giant awakens, but only bold investors jump in now!
For me, Alibaba(i) is currently the most exciting turnaround story in China’s tech landscape. After...
Hannover Re: Full Marks in our Robustness Check Win Over Investors!
The robustness check confirms Hannover Re with 15 out of 15 possible points, indicating a high stability...
Amazon: Here's 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 MA as a potential long opportunity, provided...
Corning - Is the Silent Beneficiary of the AI Construction Boom Becoming a Bargain due to the Selloff?
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...