Timeline

Alphabet

Alphabet confirms my hypothesis: DeepSeek leads to even more AI infrastructure spending!

Stocks in Action USA: Aviat Networks (AVNW), Mattel (MAT), Mercury Systems (MRCY)

Stocks in Action: Infineon, Novo Nordisk, Allianz, Bechtle, Vonovia

Super Micro Computer

Super Micro Announces Full Production Availability for AI Data Center Building Block Solution for NVIDIA Blackwell. Beneficiary of AI Investments!

Broadcom

Customers Meta and Alphabet are investing billions in AI infrastructure. Custom AI chips are expected to enhance efficiency!

2G energy

2G Energy presents at the HIT. Here are the key statements from CFO Pehle on DeepSeek, tariffs, and the Demand-Response Motor!

PAUL HARTMANN

Paul Hartmann aims to increase profits in 2025 - by up to 15%. The defensive qualities should support the new upward movement!

Mercury Systems

Defense & Space Play: Technology Company Mercury Systems (MRCY) Sees Growth Potential in Electronic Warfare and Aerospace. Backlog and Free Cash Flow at Record Levels in Q2.

Mattel

Toy manufacturer Mattel (MAT) aims to significantly expand its entertainment sector: Jefferies sees after the numbers 55% upside potential.

Mercury Systems

Mercury Systems: 4 Reasons for the Successful Big-Picture Breakout

TOP-5 Price Targets by Analysts on February 5, 2025

PepsiCo

PepsiCo Misses Revenue Growth Targets but Increases Profits! Demand for Beverages and Snacks Declines in North America!

Snap

Snap's Realignment Pays Off: 14 Million Snapchat+ Subscribers, Strong Direct-Response Campaigns, and a Possible TikTok Ban Boost Growth

US Retail in Transition: Winners and Opportunities in Turbulent Times!

Rambus

Rambus benefits from growth in data centers and impresses with strong fourth-quarter figures!

Chipotle Mexican Grill

Chipotle Exceeds Earnings Expectations and Aims to Become a Globally Iconic Brand

Advanced Micro Devices

AMD's AI Revenue Rises but Falls Short of Expectations

Spotify Technology

Spotify's Transformation into a Profitable Audio Giant is Impressive!

Aviat Networks

Specialist in wireless data transmission announces highest quarterly revenue in over 10 years!

Dassault Systemes

Dassault Systemes SE: Expansion into new markets and the vision of AI-driven virtual twins!

Snap

Snap impresses with growth acceleration and 10 million new subscribers – number of active SME advertising clients doubles!

Novo-Nordisk

Novo Nordisk continues to benefit from obesity treatments – Outlook for 2025 remains cautious

Alphabet

Alphabet misses Revenue Expectations Despite Growth in Advertising, Cloud, and YouTube! Planned AI Investments of 75 Billion USD!

Commentary on our rankings

Pivotal Points

Bechtle

Bechtle in a Pivotal Point Check: IT Service Provider Reports a Decline in Results for 2024 while Business Volume Grows by 4% in Q4!

Megatrend Detection

Snowflake

Middle East Expansion and AI Training Program Unlock new Growth Markets

Accumulation

Asbury Automotive Group

Car Dealer Benefits from Rising Consumer Spending with Increased Sales!

Accumulation

DWS Group GmbH

Asset Manager Benefits from Bull Market with Increasing Inflows!

Top Growth Stocks Revenue

Red Cat Holdings

Wednesday, 05 February 2025

Alphabet confirms my hypothesis: DeepSeek leads to even more AI infrastructure spending!

Stocks in Action USA: Aviat Networks (AVNW), Mattel (MAT), Mercury Systems (MRCY)

Stocks in Action: Infineon, Novo Nordisk, Allianz, Bechtle, Vonovia

Super Micro Announces Full Production Availability for AI Data Center Building Block Solution for NVIDIA Blackwell. Beneficiary of AI Investments!

Customers Meta and Alphabet are investing billions in AI infrastructure. Custom AI chips are expected to enhance efficiency!

2G Energy presents at the HIT. Here are the key statements from CFO Pehle on DeepSeek, tariffs, and the Demand-Response Motor!

Paul Hartmann aims to increase profits in 2025 - by up to 15%. The defensive qualities should support the new upward movement!

Defense & Space Play: Technology Company Mercury Systems (MRCY) Sees Growth Potential in Electronic Warfare and Aerospace. Backlog and Free Cash Flow at Record Levels in Q2.

Toy manufacturer Mattel (MAT) aims to significantly expand its entertainment sector: Jefferies sees after the numbers 55% upside potential.

Mercury Systems: 4 Reasons for the Successful Big-Picture Breakout

TOP-5 Price Targets by Analysts on February 5, 2025

PepsiCo Misses Revenue Growth Targets but Increases Profits! Demand for Beverages and Snacks Declines in North America!

Snap's Realignment Pays Off: 14 Million Snapchat+ Subscribers, Strong Direct-Response Campaigns, and a Possible TikTok Ban Boost Growth

US Retail in Transition: Winners and Opportunities in Turbulent Times!

Rambus benefits from growth in data centers and impresses with strong fourth-quarter figures!

Chipotle Exceeds Earnings Expectations and Aims to Become a Globally Iconic Brand

AMD's AI Revenue Rises but Falls Short of Expectations

Spotify's Transformation into a Profitable Audio Giant is Impressive!

Specialist in wireless data transmission announces highest quarterly revenue in over 10 years!

Dassault Systemes SE: Expansion into new markets and the vision of AI-driven virtual twins!

Snap impresses with growth acceleration and 10 million new subscribers – number of active SME advertising clients doubles!

Novo Nordisk continues to benefit from obesity treatments – Outlook for 2025 remains cautious

Alphabet misses Revenue Expectations Despite Growth in Advertising, Cloud, and YouTube! Planned AI Investments of 75 Billion USD!

Commentary on our rankings

Bechtle in a Pivotal Point Check: IT Service Provider Reports a Decline in Results for 2024 while Business Volume Grows by 4% in Q4!

Middle East Expansion and AI Training Program Unlock new Growth Markets

Car Dealer Benefits from Rising Consumer Spending with Increased Sales!

Asset Manager Benefits from Bull Market with Increasing Inflows!

Innovation or Illusion?

Wednesday, 05 February 2025