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Monday, 21 July 2025
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07/25
Deutsche Bank
Hidden Winner
of the "Made for Germany" Billions!
Stocks in Action USA:
Verizon Communications, Block, Cleveland-Cliffs
STEICO
Beginning Growth Trend?
Building Permits Increase and Timber Construction Gains Market Share - Majority Shareholder Increases to 61.1%!
Stocks are Heading for Record Highs: Tesla (TSLA) and Alphabet (GOOGL) in Focus During Reporting Season - Meta's new Oakley Smart Glasses - Crypto Giant Bullish With IPO - Verizon Exceeds Expectations - DAX Stagnates Ahead of Quarterly Figures: Thyssenkrupp (TKA) and Aurubis (NDA) Shine Among Commodity Stocks
Dell Technologies
Enterprise AI could lead to a
doubling of EPS
by 2030. P/E ratio only 7!
Pinterest
Pinterest monetizes inspiration: AI advertising tools and shopping drive
revenue dynamics.
Morgan Stanley upgrades and sees potential up to $45 (+21%)
Centessa Pharmaceuticals
Truist sees
88% price potential
- ORX750 offers potential in narcolepsy and idiopathic hypersomnia
Wienerberger
Is the stock poised for a comeback thanks to the recovery in the
construction industry
?
CoreWeave & Nebius
– Two pure AI infrastructure plays that will benefit from the massive
AI revolution
!
Stocks in Action:
Delivery Hero, BMW, Ryanair, Init and Knorr-Bremse.
Ducommun
How Ducommun Benefits from the Boom in the
Defense Sector
UNION PACIFIC
Union Pacific might
acquire Norfolk Southern
- I remain invested and see short-term potential!
Analysts' Top 5 Price Targest of July 21, 2025
Trade Dispute and Quarterly Reporting Season Causes Losses in DAX at the Start of the Week - Mega Dam Project in China Drives up Steel Prices, Salzgitter and ThyssenKrupp Show Significant Gains - Ryanair Soars After Strong Figures, Block Sees Significant Increases After S&P 500 Inclusion!
Palantir Technologies
Will
Bullish
Be Peter Thiel's Next Coup After Palantir? Crypto, Politics, and Billion-Dollar Potential in Focus!
Covivio
Covivio S.A.: Recovery of European Real Estate Markets Enables
Forecast Increase!
China's New Stock Market Stars 2025:
Between Risk and AI Tailwind!
Taiwan Semiconductor Manufacturing
TSMC:
Chip Giant
Joins the Trillion-Dollar Club!
ASML Holding
ASML:
A Monopoly on Discount
is an Attractive Buying Opportunity
QUALCOMM
Qualcomm
in Transition:
From Mobile to Diverse Semiconductor Power
Frequentis
Why Frequentis is Benefiting Threefold Now:
Drones, Digital Tower, Defense!
VAIL RESORTS
Vail Resorts: A
Departure into Happiness
for Investors?
Netflix
Is Netflix Running Out of
Growth Opportunities
?
MNTN
MNTN simplifies access to advertising via Connected TV – Analysts see
First-Mover
in early growth phase!
Big Call Screening:
Pepsi, RTX, RWE, Vinci
Chevron
Oil Power on the Rise!
Chevron Completes $53 Billion Acquisition of Hess!
NVIDIA
Nvidia in a Dilemma:
Supply Shortages
in China's Comeback of H20 Chips
Breather at the US Markets – Three Crypto Regulation Laws – Minimum 15-20% EU Tariffs Burden – Mandatory Electric Cars for Rental Companies From 2030 – China Keeps Interest Rates Unchanged – Chevron Acquires Hess After Court Ruling – Nvidia Faces Supply Shortages – American Express Falls Despite Record Revenue – 3M Weak – Cyberattack on Microsoft – Crypto Platform Bullish Plans IPO – Musk Launches Child-Friendly Baby Grok – OpenAI to Deploy up to 1 Million GPUs – Block Replaces Hess in S&P 500 – Over 100 Reports This Week
Commentary on our rankings
Top Growth Stocks Revenue
Applied Digital
New Data Centers
for the Era of AI
Accumulation
Snap-On
Economic Revival Leads to Strong Results for
Tool Manufacturer
!
Accumulation
Symbotic
Warehouse automation specialist
benefits from increasing corporate investments in intralogistics solutions!
Accumulation
QuantumScape
Electric Vehicle Battery Producer
achieves an important milestone with the new Cobra separator!
Accumulation
Heidelberger Druckmaschinen
Printing Machine Manufacturer
Thanks to Cost-Cutting Measures and Product Innovations Back on Track
Accumulation
PepsiCo
Snack and Soft Drink Manufacturer on a
Turnaround Path!
Thanks to Cost-Cutting and New Products
Nicolas-Darvas Breakouts
aTyr Pharma
Between
Blockbuster Potential
and the Sword of Damocles of Phase 3 Results]}
Seasonalities
Hugo Boss
Hugo Boss: Between
Collections and Consumer Slowdown
Pivotal Points
Talen Energy
Talen Energy in
Pivotal-Point Check:
Strategic Power Plant Acquisition for the AI Era Drives US Energy Provider's Stock Up 25% to All-Time High!
Industries and Sectors
Mueller Industries
Mueller Industries: Metal fabricator benefits from America First and strong growth with
new momentum!
07/14
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Monday, 21 July 2025
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