Micron Stock: AI Memory Has Turned a Cyclical Business Into a Scarcity Trade
Micron’s HBM boom has transformed margins, cash flow and customer contracts. I examine whether the stock still offers value after its extraordinary 2026 rerating.
Aktienanalysen
Global Deep Dives
Growth Aktien
USA
Wichtigste Nachrichten
Aktienanalysen
Global Deep Dives
Growth Aktien
USA
Value Investing
Amazon’s $220 Billion AI Capex: AWS Growth Is Strong Enough—For Now
AWS growth accelerated to 37% while Amazon lifted 2026 capex to $220 billion. I examine backlog, free cash flow and whether the spending still creates value.
Global Deep Dives
Growth Aktien
USA
Wichtigste Nachrichten
Tesla Cybercab Is Finally Moving. The Stock Still Needs Robotaxi Economics.
Tesla is preparing its Cybercab rollout while capex surges and auto margins stay weak. I examine what robotaxi economics must deliver to justify the valuation.
Global Deep Dives
Growth Aktien
USA
Wichtigste Nachrichten
Nvidia’s $105 Billion OpenAI Guarantee: When Chip Demand Starts Financing Itself
Nvidia may guarantee up to $105 billion for an OpenAI data-center lease. I examine what this says about AI demand, circular financing and Nvidia’s valuation.
Aktienanalysen
Automobilindustrie
Deutschland
Value Investing
Wichtigste Nachrichten
BMW-Aktie nach dem China-Einbruch: Ist die Krise schon im Kurs?
BMW kämpft mit schwachen China-Verkäufen und niedrigen Margen. Ich prüfe, ob der Kurs um 58 Euro die Risiken bereits ausreichend einpreist.
Erklärartikel
Global Deep Dives
Marktanalysen
USA
Welt
Why Rising Bond Yields Hit Tech Stocks So Hard: A Practical Duration Guide
Long-term bond yields are rising and tech stocks are selling off. Here is the valuation math behind duration, discount rates and why growth shares react so violently.
Aktienanalysen
Global Deep Dives
Growth Aktien
Marktanalysen
USA
Amazon: AWS Is Accelerating. The AI Capex Bill Is Accelerating Faster.
AWS growth accelerated sharply in Q2, but Amazon’s AI infrastructure spending pushed free cash flow negative. I examine whether the investment cycle is creating enough value.
Aktienanalysen
Global Deep Dives
Growth Aktien
Marktanalysen
USA
Nvidia: The Numbers Are Still Extraordinary. The Financing Around AI Is Getting Stranger.
Nvidia’s growth remains exceptional, but AI infrastructure is increasingly financed through complex partnerships and guarantees. I examine what that means for NVDA’s valuation.
Global Deep Dives
Growth Aktien
Neueste Nachrichten
USA
Marvell’s Google AI Chip Deal Is Huge. The Dilution Is the Price of Admission.
Google’s custom-AI-chip agreement could generate enormous revenue for Marvell, but the warrant can also dilute shareholders. I examine what the deal is really worth.
Global Deep Dives
Growth Aktien
Neueste Nachrichten
USA
Tesla’s Cybercab Launch Is the Test the Valuation Can No Longer Avoid
Tesla is preparing a broader Cybercab rollout while auto margins remain thin and AI spending rises. I examine what robotaxi economics must deliver to justify the valuation.
