Opinion
XPeng (i) – From E-Car Manufacturer to Robot Pioneer? - a highly speculative bet with extraordinary imagination!
I currently see Xpeng (i) as one of the most exciting double bets in the market—and simultaneously...
The Rails Shine While Big Tech Wobbles! CSX Numbers Are a Good Sign for the Economy!
While the big tech giants are ramping up their capital expenditures to astronomical levels quarter after...
Verbio: Niche specialist benefits from a 38% rise in oil prices!
Verbio SE is currently benefiting from a favorable environment for biofuels, which is reflected in a...
Dell: Here are Four Reasons why I Expect Prices Beyond R500 for the Trending Value Stock Soon!
One of my favorites among data center equipment providers is Dell . As competitor Super Micro spoke of...
Merck KGaA: Between AI Chips and Blockbuster Therapies – Bio-Techne Acquisition Aims to Secure Growth
Stocks in the healthcare sector can attract the attention of investors in the currently volatile market...
US Share for Pickups at 42%! GM Turns Its Back on the Pure EV Strategy and Reintroduces Gasoline Variants!
General Motors (GM) demonstrates with the figures for the second quarter of 2026 that entrepreneurial...
Samsung Targets the AI Health Market – The Ecosystem Advantage is the Real Trump Card!
I see more in Samsung's new AI health assistant than just another fitness feature. Sure, the market...
Marvell: The Secret Partner of Google on the New "Frozen" Chip?
At the stock exchange, what often matters is what no one has yet expressed. Google is working on "Frozen...
Digital Turbine: Was the Launchpad Launch the Foundation for an Acceleration in Growth?
Digital Turbine (APPS) has established itself as a leader since the presentation of the Q4 report at...
KOSPI Heavyweight is Heading to Wall Street! Samsung Electronics with its own Credit Card and Robotics Division!
Samsung Electronics is an economic powerhouse, accounting for 26 to 28% of the market capitalization...
Nebius – NVIDIA Elevates the Neocloud Player, and the Sell-Off Is Likely More of an Entry Opportunity!
For me, the NVIDIA stake of 9.3% in Nebius is much more than a side note. When the world's leading chip...
Regal Rexnord: ePODs for Data Centers, Joints for Humanoids. I am Long!
I am long on Regal Rexnord (i) stock. The company is set for stronger growth along with increasing margins...
RWE: Majority Stake in Amprion and Offshore Expansion As Strategic Growth Drivers!
The strategic measures of RWE to secure long-term growth could lay the foundation for rising stock prices....
Future Trend Space Stocks! Rocket Lab Currently Offers the Perfect Entry Opportunity!
After a drastic price decline of over 50%, Rocket Lab's (RKLB) stock is back in the spotlight. The stock...
Alibaba (BABA(I)) – The Chinese AI Giant is Closing in on Anthropic While Remaining Ridiculously Undervalued!
I am convinced that Alibaba (i) is making a genuine breakthrough in the global AI race with Qwen3.8-Max....
Analog Devices: AI Infrastructure, Humanoids, and Relative Strength in One Stock. Two Scenarios for an Entry!
I am taking the stock of Analog Devices onto my watchlist for a potential positioning. I would like to...
Münchener Rück: Price Declines Offer Attractive Buying Opportunities for Value Investors!
Currently, the uncertainty among many investors is rising again. This leads to increased market volatility...
Even After the Crash of Intuitive Surgical, I Believe That da Vinci 5 Will Prevail in Surgical Robotics!
Despite excellent figures in Q2 2026, Intuitive Surgical (ISRG) faced a significant setback in after-hours...
Navan is my Favorite Among SaaS Stocks – I see Further Upside Potential Here!
Navan (NAVN, i) is currently my favorite among the generally penalized SaaS stocks. The company wants...
Schlumberger is the Hottest Story in the oil Sector in my Opinion!
The Iran War caused the price of Brent oil to rise from below $70 to over $115 from early to mid-March....
Allianz: India Exit and Loss Ratio of 91.4% Shape Business
Currently, uncertainty is rising again in the stock market. In such situations, investors are increasingly...
Cadence Starts the Era of AI Designers: From Chip to Circuit Board
Cadence Design Systems (CDNS) remains an exciting long candidate for me as a leader in AI-driven chip...
Surgical Robots, Medications, and Production Expansion! J&J has Delivered and is Likely to hit the $100 Billion Revenue Mark!
Has Johnson & Johnson (i)(JNJ) delivered in the second quarter of 2026? For me, the clear answer...