Timeline

Intel

Intel: AI Agents Trigger the CPU Wave, but Foundry Will Decide the $1 Trillion Club in the Long Run!

Forgent Power Solutions

Forgent Power Solutions: Fundamental Reevaluation Situation Triggers Dynamic Price Rally!

Accenture

Accenture and Anthropic Invest $1 Billion Each for Embedded AI Security Reviewers!

Strategy

Strategy: 845,050 Bitcoin as Leverage at the $85,000 Mark

Marvin Herzberger

Stocks in Action USA: Strategy, Intel, and Accenture.

Semtech

Semtech Corporation: Serial production for 50G fronthaul solutions started - Stock price rises to new record highs!

Ciena

Ciena: Optical Networks as a Crucial Bottleneck in AI Expansion - Evercore ISI Upgrades to "Outperform" and Significantly Raises Price Target!

Coherent

Coherent Presents its New Optics Platform PhotonLink for AI Expansion at ECOC 2026!

Stocks in Action: Init, AXA, Volkswagen, Bechtle, and Vincorion.

Intel

Intel: There are Four Reasons for the Rally - CPU Shortage, 18A, SK Hynix, and US-Chi...

Bitcoin: Price Skyrockets to $84,000 - Why is the Market Suddenly Buying Bad News?

Jörg Meyer

Accenture

Accenture Uses the AI Risk as a Growth Opportunity! Partnership with Anthropic Drives Shares Up Nearly 6%!

AI Boom with Brake Marks: Here are the Winners — and the New Risks!

Coherent

Coherent – a Well-Positioned Photonics Champion Capitalizing on Multiple Bottlenecks of the AI Boom!

The Big Expiry Day Unleashes a $7 Trillion Options Storm, While the Yield on 10-Year U.S. Treasuries Hovers Around the 5% Mark, Reaching Its Highest Level Since 2007—the AI Trade Makes a Comeback as NVIDIA’s Sales Double, Boosting Semiconductor Stocks, but new Inflation Concerns and a Smouldering Middle East Conflict are Keeping Investors on the Defensive—SoftBank Is Spinning the AI Credit Wheel Faster and Faster with $25 Billion, the SEC Is Opening the Door to Tokenized Stocks, and Warren Buffett Is Stepping Down After Six Decades

Berkshire Hathaway

Generational Change at the Omaha Empire! Warren Buffett Hands Over the Chairmanship at Berkshire!

Coinbase Global

Crypto Giant Withstands Regulatory Headwinds! Here's why Coinbase Suddenly Rallies Ag...

Space Exploration Techs.

SpaceX Expands Dominance! NASA Contract worth $1 Billion and Index Weight Redistribution Boost Drive the Stock!

Andreas Wimbauer

Commentary on our rankings

Illumina

Nicolas-Darvas Breakouts

Illumina: The Indestructible Foundation of Gene Code Decoding

Dynatrace

Accumulation

Dynatrace: Increased Earnings Forecast and Needham Upgrade Propel Stock

Crocs

Accumulation

Crocs: Record Quarter, $2 Billion Stock Buyback and Insider Buying as Drivers

D-Wave Quantum

Tracking the Pivotal Point of D-Wave Quantum (QBTS): National Priority in the USA - $100 Million Funding and $40 Million Backlog

Rubrik

Tracking the Pivotal Point of Rubrik (RBRK): Data and Cyber Resilience as AI Fuel –...

Generac Holdings

Generac (GNRC) in Our Pivotal Point Check: $8 Billion Deal With Amazon Catapults Backup Power Specialist Into a New League!

Wolfgang Zussner