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At CES 2026 in Las Vegas, Siemens CEO Roland Busch shared the stage with Nvidia CEO Jensen Huang. Siemens is building the operating system for industry. When I bought Siemens in February 2022 for €124.02, a relevant factor for me was the high dividend yield. My calculation was that the valuation was far too low considering Siemens' transformation into a "software provider.” Today, Siemens is trading at €254, and I still find the stock highly attractive as a momentum play, as Siemens will become the second tech stock in the DAX alongside...
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