Timeline

Mobileye Global

Mobileye: Megatrends Such as Autonomous Driving Offer Long-Term Growth Potential!

Market Rally Weakens – Hormuz Crisis Pushes Oil Over $100 – Goldman Sachs Warns Europe – AI Infrastructure as the Only Bright Spot – Rocket Lab Strengthens Growth Trajectory – Google Reveals TPU 8t and 8i – ServiceNow: AI Boom Drives Growth, Stock Weakens - Lam Research Surprises With Outlook – SK Hynix With 400% Earnings Increase

Nextera Energy

Jörg Meyer

Nextera Energy: Energy is the Bottleneck in the AI era. This Utility Boosts EPS by 10% and has Visibility Until 2035!

STMicroelectronics

STMicro: The Supplier for AWS, NVIDIA, and SpaceX Accelerates Growth. The Stock is Soaring - we are on Board!

Jörg Meyer

Firefly Aerospace

Firefly Aerospace: The AST SpaceMobile Disaster of Blue Origin Shows That Reliable Rocket Launches Will be Crucial. These are the Price Catalysts!

United Rentals: Equipment Rental Company Impresses with Digitalization Strategy!

Verbio

Verbio: Beneficiary of High Oil Prices - Is E20 Coming Soon?

Equillium

Equillium: Oppenheimer sets a $7 price target and emphasizes the potential for EQ504 in a $12 billion market!

Vusion

VusionGroup: 34% Revenue Surge, €316 Million Order Backlog and Deepening Partnerships

Intel

Andreas Zehetner

Intel is on the Verge of a Milestone in the Foundry Business - Terafab to Become First Major 14A Customer!

Alphabet

Alphabet Reveals its True Potential at Cloud Next! Those who Miss the Cloud Revolution Have Already Lost!

Andreas Wimbauer

Texas Instruments

Texas Instruments: Industrial and Data Center Demand Drives Growth to Nearly 19%!

Philip Morris International

Philip Morris on the Fast Track! Record Quarter, IQOS Boom, and Devialet Partnership Drive the Stock!

Tesla

Tesla Focuses on its Future Visions! Cybercab and Optimus are set to Conquer Wall Street!

Boeing

The Boeing Company: The Comeback of the Aircraft Manufacturer is Taking Shape

US Exchanges Show Strength – Iran Seizes Merchant Ships and Drives Oil Towards 100 USD – Bitcoin Returns Near 80,000 USD – Tesla Fuels Robotics Fantasy – ServiceNow Suffers from Weak Gross Margin – IBM Plummets – Lam Research Posts Strong Quarter and Forecast – Vertiv Fails to Rally Despite Strong Numbers – Philip Morris Impresses – Boeing Sends Strong Signal

Commentary on our rankings

Industries and Sectors

Carvana

Buy a Car in 10 Minutes! Carvana Becomes an Absolute Cash Machine Amid High Inflation Fears!

Pivotal Points

IonQ

Tracking the Pivotal Point of IonQ (IONQ): Quantum Pioneer Achieves Breakthrough in Networking and Secures DARPA Major Contract!

Pivotal Points

Aehr Test Systems

Tracking the Pivotal Point of Aehr Test Systems (AEHR): Semiconductor Test Specialist Reports High SiC Demand and $50 Million Order Backlog!

Pivotal Points

GE VERNOVA LLC

GE Vernova (GEV) in our Pivotal Point Check: “Backbone of AI Electrification” Ends Industrial Existence and Starts Tech Valuation!

Top Growth Stocks by Revenue and Earnings

Andreas Zehetner

Lam Research

Lam Research Reports Third Consecutive Record Quarter Thanks to AI Chips!