Opinion
Robinhood: Bitcoin Rally is a Short-Term Driver – but the Stock Has Much More to Offer!
Currently, neo-brokers are increasingly in the spotlight due to the recent crypto summit at the White...
Meta is under pressure from lawsuits and high costs! I use the weakness to buy more!
At Meta Platforms (i)(META), a lot is currently working against the stock on the market. However, for...
Bitcoin & Crypto Stocks – today's prices will be seen in a few years as the attractive entry opportunity of that time!
For me, crypto is clearly the "place to be" right now. Whether there will be another rally in the coming...
Amazon: From $169 Billion to $1 Trillion at AWS - and Robotaxis on Top
My bullish thesis on Amazon (i) is primarily based on AWS, and it has become stronger for me with the...
MLP SE: 14% Stock Increase in Two Weeks and a Fresh 5-Year High!
On August 13, I last reported on the story of MLP (i.). While the overall market has shown signs of weakness...
United Airlines Thinks Bigger Than Flying! CEO Scott Kirby is Building the Airline of the Next Generation!
United Airlines (UAL) is more than just a traditional U.S. airline. With over 370 destinations across...
Hims & Hers: These 7 Reasons Support a Long Position
Hims & Hers (HIMS) demonstrated relative strength with a price performance of nearly 20% in the past...
NVIDIA – the Move Towards Software Will Determine the Next Decade!
My conviction is clear: For NVIDIA , it has become a matter of survival to explore the software side...
Deere: From the Field to the Cloud – Smart Farming Offers Enormous Potential!
Deere (i.) has captured my attention with the presentation of its Q3 report. While sales of large equipment...
Bitcoin Awakens with Force! 23% in Just Five Days and Washington Sparks the Next Flame!
Bitcoin (BTCUSD) is back. After months in which AI stocks, gold, and other market themes dominated the...
Software Rebound: My View on the End of the Saaspocalypse!
I am convinced that we are currently experiencing a turning point of exaggerated fear in the enterprise...
Nordson: This Compounder Stock is an AI Shovel Seller
Nordson (NDSN) is becoming one of the most exciting long-term stocks in the industrial sector after its...
Futu Holdings: After the Panic Reaction in May, Positive Fundamentals Are Now in Focus!
In May, the stock of the fintech Futu Holdings (FUTU) had plummeted in a panic due to strict interventions...
Marvell Technology: The Google Deal Increases Chances for Further Market Share
Marvell Technology (MRVL) is currently an exciting technology stock ahead of its quarterly earnings report...
Electricity Is Becoming a Bottleneck! AI Needs Gigawatts Instead of Gigabytes, and Vistra Is Right at the Source!
I am extremely bullish on Vistra (VST) and the reason is simple. The AI boom needs not only chips but...
In my Opinion, Cerebras is a Very Exciting bet on Fast AI Inference, Whose Commercial Scaling is now Becoming the Critical Condition!
Mid-term, meaning over the next one to two years, I consider Cerebras to be quite a worthwhile investment...
Fastned: Increased Utilization at Charging Stations Boosts Margin Forecast!
Charging infrastructure providers carry several risks. The capital requirements for expanding the infrastructure...
Teledyne Technologies Becomes an AI Beneficiary of the Physical World
Teledyne Technologies (TDY) has impressed as a strong performer over the last 10 years with an average...
Home Depot Defies the Struggling Housing Market! That Is Exactly What Makes the Stock My Portfolio Anchor!
Home Depot (i)(HD) is currently demonstrating why a cyclical business can still be remarkably robust....
Unitree Robotics – the Most Spectacular Evidence That AI Is Finally Getting a Body!
For me, the 629% debut of Unitree is far more than just a Chinese market spectacle – it is the moment...
Genmab: Oncology Specialist Accelerates Growth with Blood Cancer Drug!
Genmab (i.) specializes in monoclonal antibodies for oncological therapy. The current growth driver in...
These 5 Points Support a Purchase of Vertex Pharmaceuticals
I find Vertex Pharmaceuticals (VRTX) interesting for new long maneuvers for five specific reasons. ...
Marvell Is Becoming a Major Beneficiary of AI Scaling! There Will Be No AI Revolution Without Data Flow!
My investment thesis on Marvell Technology (MRVL) is not that the company needs to replace Nvidia. Marvell...