Timeline

Positive US Economic Data Increases Uncertainty About Fed Course - DAX Without Clear Trend - Gold at New All-Time High - FDA Approves Oral Version of Semaglutide - Flutter Entertainment Enters Prediction Markets - Alphabet Acquires Intersect

Allgeier

A new wave of public IT investments is rolling in Germany. My favorite for 2026!

Huntington Ingalls Industries

The Beneficiary of the New Battleship Era of US President Trump?

Redwire Corporation

Redwire positions itself as a mission-critical infrastructure provider: Broad space and defense pipeline faces timing risks

RTX

Leader Stock with structural tailwinds in the Defense Sector. Spain Orders Patriot Air and Missile Defense Systems for $1.7 Billion

Stocks in Action: Novo Nordisk, IAG, Gerresheimer, Allianz, and Flatex.

Ulta Beauty

Why the stock is likely to perform well in 2026!

Red Cat Holdings

Red Cat Benefits from U.S. Ban on DJI Drones

Billion-Dollar Push for AI Chips Boosts Demand for NVIDIA GPUs!

DAX trends positively before the Christmas holidays - Novo Nordisk with price jump after FDA approval for Wegovy pill - Alphabet with multi-billion acquisition in data infrastructure - Woodward favored after positive analyst comment from Deutsche Bank!

Mirum Pharmaceuticals

A Reassessment is Possible for Mirum Pharmaceuticals in 2026 — Stock with Breakout to All-Time High!

Cintas

Cintas is Determined to Acquire UniFirst and is Now 5.2 Billion USD! But a Family Holds the Deal in Their Hands!

Flutter Entertainment

Prediction Markets Instead of Sports Betting: FanDuel's New U.S. Strategy

Woodward

Woodward benefits from the maintenance cycle of modern aircraft engines – stock hits a new all-time high!

Novo-Nordisk

Novo Nordisk: The end of the “horror year” & the starting signal for 2026!

Software Outlook 2026: Evercore ISI Bets on the Scaling of AI Giants

Alphabet

AI consumes electricity! Alphabet fights with the Intersect deal for the most important resource of the next tech era!

Novo-Nordisk

Novo Nordisk achieves historic breakthrough with first GLP-1 pill

AI gains significant macroeconomic importance – Novo Nordisk achieves historic breakthrough with first GLP-1 pill – Why Alphabet's Intersect deal determines the AI leadership role – Oracle RPO data supports long-term OpenAI potential

Commentary on our rankings

Accumulation

Guidewire Software

Digitalization Boom in the Insurance Industry and New AI Tools Create Momentum!

Accumulation

Lam Research

Chip Equipment Provider Significantly Benefits from AI Boom!

Accumulation

Hamilton Lane

Bull Market in International Capital Markets Leads to Excellent Prospects!

Accumulation

Intuitive Machines

Space Race Creates Strong Prospects!

Accumulation

Warner Music Group

Music Streaming Specialist benefits from Rising Consumer Spending!

Top Growth Stocks Revenue

First Solar

Solar Exception with AI Tailwind

Relative Strength Stocks

Rivian Automotive

Rivian's Rise: From Startup to Technology Pioneer

Pivotal Points

American Eagle Outfitters

Pivotal-Point Tracking American Eagle Outfitters (AEO): Fashion retailer achieves $1.36 billion record revenue through double-digit growth of lifestyle brand Aerie and raises profit forecast!

Pivotal Points

Woodward

Pivotal Point Tracking Woodward (WWD): Specialist in Energy Controls Achieves $3.6 Billion Record Revenue Through booming Aerospace Service Business and Energy Infrastructure!

Pivotal Points

Adeia

Adeia (ADEA) in Pivotal Point Check: Disney Agreement and Massive Forecast Increase up to 435 Million USD - Rosenblatt Securities Sees Room for Growth to 20 USD After 30% Surge in Licensing Specialist!

Industries and Sectors

Affirm Holdings

Affirm Holdings: Profitability Achieved! Affirm Makes BNPL a Winning Model for Investors!

Seasonalities

Dick's Sporting Goods

Tuesday, 23 December 2025

Positive US Economic Data Increases Uncertainty About Fed Course - DAX Without Clear Trend - Gold at New All-Time High - FDA Approves Oral Version of Semaglutide - Flutter Entertainment Enters Prediction Markets - Alphabet Acquires Intersect

A new wave of public IT investments is rolling in Germany. My favorite for 2026!

The Beneficiary of the New Battleship Era of US President Trump?

Redwire positions itself as a mission-critical infrastructure provider: Broad space and defense pipeline faces timing risks

Leader Stock with structural tailwinds in the Defense Sector. Spain Orders Patriot Air and Missile Defense Systems for $1.7 Billion

Stocks in Action: Novo Nordisk, IAG, Gerresheimer, Allianz, and Flatex.

Why the stock is likely to perform well in 2026!

Red Cat Benefits from U.S. Ban on DJI Drones

Billion-Dollar Push for AI Chips Boosts Demand for NVIDIA GPUs!

DAX trends positively before the Christmas holidays - Novo Nordisk with price jump after FDA approval for Wegovy pill - Alphabet with multi-billion acquisition in data infrastructure - Woodward favored after positive analyst comment from Deutsche Bank!

A Reassessment is Possible for Mirum Pharmaceuticals in 2026 — Stock with Breakout to All-Time High!

Cintas is Determined to Acquire UniFirst and is Now 5.2 Billion USD! But a Family Holds the Deal in Their Hands!

Prediction Markets Instead of Sports Betting: FanDuel's New U.S. Strategy

Woodward benefits from the maintenance cycle of modern aircraft engines – stock hits a new all-time high!

Novo Nordisk: The end of the “horror year” & the starting signal for 2026!

Software Outlook 2026: Evercore ISI Bets on the Scaling of AI Giants

AI consumes electricity! Alphabet fights with the Intersect deal for the most important resource of the next tech era!

Novo Nordisk achieves historic breakthrough with first GLP-1 pill

AI gains significant macroeconomic importance – Novo Nordisk achieves historic breakthrough with first GLP-1 pill – Why Alphabet's Intersect deal determines the AI leadership role – Oracle RPO data supports long-term OpenAI potential

Commentary on our rankings

Digitalization Boom in the Insurance Industry and New AI Tools Create Momentum!

Chip Equipment Provider Significantly Benefits from AI Boom!

Bull Market in International Capital Markets Leads to Excellent Prospects!

Space Race Creates Strong Prospects!

Music Streaming Specialist benefits from Rising Consumer Spending!

Solar Exception with AI Tailwind

Rivian's Rise: From Startup to Technology Pioneer

Pivotal-Point Tracking American Eagle Outfitters (AEO): Fashion retailer achieves $1.36 billion record revenue through double-digit growth of lifestyle brand Aerie and raises profit forecast!

Pivotal Point Tracking Woodward (WWD): Specialist in Energy Controls Achieves $3.6 Billion Record Revenue Through booming Aerospace Service Business and Energy Infrastructure!

Adeia (ADEA) in Pivotal Point Check: Disney Agreement and Massive Forecast Increase up to 435 Million USD - Rosenblatt Securities Sees Room for Growth to 20 USD After 30% Surge in Licensing Specialist!

Affirm Holdings: Profitability Achieved! Affirm Makes BNPL a Winning Model for Investors!

Dick's Sporting Goods: Foot Locker integration becomes a central value lever

Tuesday, 23 December 2025