Opinion
MLP SE: Growing Uncertainty in the Market Puts Reliable Business Models in Focus!
Currently, a rising volatility can be observed in the stock market again. Higher yields on bonds and...
Sanmina – AMD strengthens the Helios story and makes 2027 exciting
Sanmina (SANM) is becoming more interesting to me with the recent AMD update. After acquiring the ZT...
IonQ (i) – for me, the clear champion of an industry in which Washington is currently rewriting the rules!
For me, quantum computing has achieved its decisive maturation step in 2026: it is no longer the speculative...
Intel: Here's Why I Believe That the Stock Deserves Access to the $1 Trillion Club
I am positioned with Intel (i) - in our US portfolio, we are up 340% - and I see it as possible that...
MKS Instruments: The Pullback Opens up a New Comeback Opportunity
MKS Instruments (MKSI) looks very attractive to me again after the pullback of more than 40% from its...
Nokia Oyj: Inclusion in the EuroStoxx 50 Serves as a Trigger for the Continuation of the AI Beneficiary’s Trend!
Nokia Oyj (i.) has successfully evolved from a mobile phone provider to a leading provider of B2B telecommunications...
NVIDIA Funds, Micron Supplies, ASML Manufactures: Who Benefits the Smartest in the AI Cycle?
When I look at the big picture, I see primarily one thing: a self-reinforcing cycle – NVIDIA finances...
Secunet Security: After Berlin's Data Catastrophe, the Stock is My Cybersecurity Favorite in Germany
Secunet Security (i) is for me the most obvious German pure player to invest in ahead of an impending...
Atoss Software: High Quality and Strategically Oriented Investors Favor Price Increases!
Atoss Software (i.) has made a dynamic comeback since the presentation of the Q2 report at the end of...
Micron Technology: Here are 5 Reasons for New Long Moves
Micron Technology (MU) remains one of the most exciting beneficiaries of the AI infrastructure boom for...
NVIDIA – the Pace-Setter of the Physical AI Era That No One Can Avoid in the Age of Robots!
The trend is enormous : NVIDIA CEO Jensen Huang estimates the future market for humanoid robots and "Physical...
Okta: GPT-6 Astra Creates a New Security Market - A Buy Candidate for Me
For me, Okta is one of the most exciting beneficiaries of GPT-6 Astra. Astra demonstrates how quickly...
Forvia: Share Buyback Program Provides a Short-Term Catalyst for the Next Two Weeks!
Europe's automotive suppliers navigate through stormy waters. Amid this uncertainty, Forvia (i.) has...
Samsara – the Underestimated Data Treasure Beneficiary of Physical AI!
When I look at Samsara, I see one of the most exciting bets on the next wave of AI: the leap of artificial...
Labcorp Holdings: This Shovel Seller Benefits from AI and Precision Medicine
Labcorp Holdings (LH) appeals to me as a defensive shovel seller in the biotech revolution. The company...
SpaceX: I Am a Shareholder – 70% AI Revenue Allows for a Completely New Story
On August 26, 2026, I laid out four detailed reasons at this point as to why I am a SpaceX shareholder...
NVIDIA Acquires Hugging Face – the AI Giant Secures the Most Valuable Piece in the Open Source Market!
I consider this acquisition a strategic hit. With around $11.9 billion for shareholders and an additional...
AeroVironment Establishes Itself as a Leading Provider of Laser Drone Defense
AeroVironment (AVAV) remains an exciting defense stock for me and is becoming the leading provider of...
Soitec: Market Dominance in Optical Networks Enables Strong Forecast!
Regarding Soitec (i.), I have already reported several times since the presentation of the Q1 report...
Novo Nordisk: Pills Instead of Injections - Obesity Therapies Offer Long-Term Potential!
For investors currently seeking diversification in the healthcare sector, I find Novo Nordisk (i.) interesting....
Dell: The $95 Billion AI Order Backlog Is Not the Whole Story - I See the Stock at Over $600
For me, Dell ’s gigantic AI order backlog of $95 billion is just part of the story. The more complex...
Duolingo: Open-Source AI Strengthens Turnaround Potential
Duolingo (DUOL) is becoming an intriguing turnaround candidate following the massive drop in its share...
CrowdStrike Becomes the Security Layer of the AI Age – for Me, it is a Structural Winner!
I see a rare clear case of paradoxical tailwind in CrowdStrike : The risks of artificial intelligence...