Opinion
Gemini 4 Argon is Here! Alphabet Suddenly Shows How Broad Its AI Lead Could Become!
Gemini 4 has been highly anticipated, and now Alphabet's Google (i)(GOOGL) delivers with Gemini 4 Argon,...
MLP SE: Forecast Increase Triggers Stock Rise to Multi-Year High!
In the last two months, I have frequently reported on the attractive starting position of the financial...
Twilio remains my favorite – why the agentic AI potential is just becoming visible
Meta (i) demonstrates with Muse why the Twilio story (TWLO, i) is just beginning. The personal AI agent...
Amazon: I am a Shareholder - AWS and Robotics Could Drive the Stock Towards 400 USD
I remain bullish on Amazon (i) and continue to be a shareholder. Goldman Sachs reinforces its positive...
Adesso: GenAI Business Develops into a Measurable Growth Driver
Concerns about AI have recently burdened IT service providers and software stocks. This has also affected...
MongoDB: Why I See the CEO Shock as an Entry Opportunity
MongoDB (MDB) is particularly intriguing for me again after the surprising switch of CEO CJ Desai to...
Jabil drops 10% despite record numbers! Why the market may be mispricing here!
A company surpasses expectations, significantly raises its outlook, and yet the stock still loses 10%....
BWX Technologies: AI Needs Power, Nuclear Power Plant Boom Starts in 2028. I See the 40% Drop as a Buying Opportunity!
After the approximately 40% correction, I see a buying opportunity in BWX Technologies . The stock has...
Atoss Software: Selling Panic Creates New Buying Opportunity!
Recently, the pressure on software stocks has increased again due to ongoing AI concerns. This has also...
Micron Before the Numbers! What Needs to Happen Now for the Stock to Rise Another 50%!
At Micron Technology (MU), the expectations are enormous this evening. After the explosive increase in...
Marvell: The Most Exciting Indirect Beneficiary of Anthropic's $518 Billion AI Offensive
Marvell Technology (MRVL) is seen as a particularly exciting indirect beneficiary of Anthropic's infrastructure...
2G Energy: No Need for Capital Increase – What Shareholders Should Know After the Analyst Call
After today's numbers and the analyst call, I see my positive assessment of 2G Energy (i) confirmed....
IQVIA: Record Drug Approvals Highlight Growing Importance in the Age of AI
For me, the strategic significance of IQVIA Holdings (IQV, i) is clearly increasing in the age of AI....
Netflix available for under 70 USD! The overlooked cash flow giant is now a great opportunity for me!
At the stock market, almost everything is currently revolving around AI chips, memory, and autonomous...
Medios: The Capital Markets Day declares the doubling of adjusted EBITDA as a goal!
Medios (i.) was able to attract the attention of investors at the recent Capital Markets Day. With the...
Microsoft: I have increased my position - AI agents are igniting the next revenue lever for Copilot and Azure
I have increased my position in Microsoft (i) because my thesis about the agent era is increasingly being...
GoDaddy: Low Valuation and Acquisition Speculation Create a Buying Opportunity!
On September 24, investors' eyes were once again focused on GoDaddy (GDDY) (i.). The reason was that...
Amprius Technologies: New U.S. Funding Strengthens the Comeback Story
After the pullback of around 54% from its all-time high, I see an interesting speculative entry opportunity...
Berkshire Increases Stake in the Housing Market as the Market Flees! Lennar Becomes a Classic Value Case!
At Lennar (LEN), we are witnessing precisely what I find exciting about long-term investments. Sentiment...
Proto Labs: My New Shovel Seller for the Humanoid Boom
We are focusing on humanoids in our model portfolios because I see it as one of the next major volume...
Fervo Energy: Successful Positioning for the Energy Needs of AI Data Centers!
The expansion of data centers is bringing various topics and solution providers into the spotlight for...
Costco is in a league of its own! Even weak consumers can hardly slow down the growth engine!
Costco (COST) is currently providing me with proof of why its business model is among the strongest in...
Akamai – The Cybersecurity Specialist Becomes the Hidden AI Infrastructure Winner!
I am currently observing a trend that truly surprises me: Traditional infrastructure and security providers...