Timeline

Lam Research

Lam Research: NAND Becomes Scarce - After the 30% Correction, the Equipment Beneficiary is Interesting Again

Vusion

Vusion: Digitization of Retail Offers Enormous Growth Potential

Elmos Semiconductor

Elmos: Revenues from Humanoids Are Already Flowing – But Robotics Are Not Yet Inclu...

Cadence Design Systems

Cadence Design Systems: The Transformation from Pure Software Provider to Architect of Virtual AI Engineers

Marvin Herzberger

Alibaba Group Holding

GameStop CEO Ryan Cohen Buys Back $26.4 Million in Shares and Further Increases his Stake!

Stocks in Action USA: Viking Therapeutics, Vicor, GameStop

Quince Therapeutics

Quince Therapeutics: Strategic Restart Focuses on Rare Lung Diseases for Investors

TotalEnergies

TotalEnergies: Strategic Shift in the Context of Oil Price Development and Technology

Viking Therapeutics

Viking Therapeutics: Stock +25% - the Next GLP-1 Breakthrough? Monthly Dose Retains 90% of Weight Loss!

Vicor

Vicor: The Silent Beneficiary of AI Raises its Revenue Forecast Due to Strong Licensi...

Stocks in Action: SAP, Siemens Healthineers, Evonik, TUI, and Nordex.

Martin Springman

Alibaba Group Holding

Alibaba Introduces Its Own AI Chip and Plans Massive Data Center Expansion by 2032

QUALCOMM

Qualcomm: Following the Amazon Deal, Lumentum and Corning are Stepping in - the $15 Billion Data Center Offensive is Gaining Momentum

Chips, Agents and Nuclear Power: The True Beneficiaries of the AI Boom!

Alibaba Group Holding

Alibaba – China's AI Giant Bets Everything on One Card and Directly Challenges NVIDIA!

Eli Lilly

Lead in the Billion-Dollar Weight-Loss Pill Market! Eli Lilly Keeps Rival Novo Nordisk at Bay!

Advanced Micro Devices

Milestone on Wall Street! AMD Breaks Through the $1 Trillion Mark in the AI Frenzy!

Meta Platforms

The Penny has Finally Dropped! Meta's Digital Assistant Muse Climbs to the Top of the Download Charts!

Andreas Wimbauer

Commentary on our rankings

Netskope

Accumulation

Netskope: Record Figures and Forecast Upgrades Fuel Accumulation!

Caris Life Sciences

Accumulation

Caris Life Sciences: AI Cancer Diagnostics Specialist with Strong Prospects!

Waystar Holding

Tracking the Pivotal Point of Waystar Holding (WAY): M&A Rumors in the US Health...

SailPoint

Tracking the Pivotal Point of SailPoint (SAIL): AI Identity Protection Drives Quarterly Earnings – BofA Analysts Raise Price Tar...

Xometry

Industries and Sectors

Xometry: The AI Champion of the Manufacturing Industry! Xometry Delivers Real-Time Pr...

Warner Bros. Discovery

Warner Bros. Discovery (WBD) in our Pivotal Point Check: Antitrust Settlement Removes Last Hurdle for Acquisition - Stock Surges Towards a $31 Offer!

Wolfgang Zussner

Advanced Micro Devices

Relative Strength Stocks

AMD: The Rise into the Trillion-Dollar Club