Stefan Waldhauser – etoro Popular Investor

Deutschland

20 h

Selling $ESTC was not an easy decision. I still like the Elastic technology, the AI positioning and the company with European roots. But one rule matters more: Don’t fall in love with your stocks! At today’s valuation, growth, SBC and market risk no longer add up for me. You can find my exit thesis... Mehr anzeigen Übersetzen

Deutschland

25 d

When I published my last post on Duolingo stock from my portfolio four months ago, sentiment was pretty low, and the $DUOL stock was trading at just 100 USD. Only those who looked closely realized: Duolingo represents a rapidly growing and increasingly engaged user base, dramatically falling AI costs,... Mehr anzeigen Übersetzen

Deutschland

IONOS Stock: From a Boring Web Hosting Provider to an AI Winner?

After a sharp drop in its share price through March, IONOS struck me as an attractively valued European tech stock when I first presented the investment case. Since I bought the stock five months ago for my eToro portfolio, the stock has risen nearly 40%. And my confidence in the investment case has... Mehr anzeigen Übersetzen

How IONOS plans to transform its hosting platform into an AI-native operating platform for nearly 7 million businesses.

Deutschland

Doximity Stock: Is This a Potential Winner in AI Harnessing?

I just became a Doximity shareholder. The reason isn’t that $DOCS is building the best medical AI model. Quite the opposite: Doximity takes increasingly powerful AI, combines it with proprietary medical data, physician feedback and distribution to +85% of US doctors — and turns it into products like... Mehr anzeigen Übersetzen

Doximity combines a leading platform for U.S. doctors with highly profitable monetization and new AI products. Revenue growth is currently sluggish—but that is precisely where the opportunity lies.

Deutschland

Maybe you’re wondering what caused yesterday’s surge in many SaaS stocks? There was actually a clear trigger: reports of a possible acquisition of Workday by Silver Lake. Workday’s stock subsequently skyrocketed—and pulled the entire software sector along with it. For me, what’s more exciting than... Mehr anzeigen Übersetzen

Deutschland

HGI Earnings Radar #2: Four Stocks, Two Very Different AI Worlds

The second edition of my HGI Earnings Radar clearly shows why I’ve become cautious about the discussion of so-called “AI winners” and “AI losers.” Not too long ago, Airbnb $ABNB was considered a potential victim of ChatGPT and similar technologies. Now, however, the company is using AI itself with... Mehr anzeigen Übersetzen

Airbnb and Lyft Show Operational Strength - monday. com Tries to Find New Growth, and Regarding Upwork I Made a Tough Decision

Deutschland

HGI Earnings Radar #1: PayPal, People, Uber, HubSpot

Many followers have asked me to provide regular analyses of the quarterly reports for the stocks in my eToro portfolio. While I generally advocate not overemphasizing individual quarters and thinking long-term when investing, I can certainly understand this request. During earnings season, so many figures,... Mehr anzeigen Übersetzen

PayPal continues to generate billions, People remains absurdly cheap, Uber is betting on robotaxis, and HubSpot is causing unease with its aggressive AI push.

Deutschland

The Comeback of SaaS Stocks That Were Written Off

Many investors still believe AI will destroy enterprise software. I think the opposite may happen. The AI model layer is becoming more interchangeable. The real value may accrue in the “harness” layer: workflow context, permissions, data, routing, agents, governance, and execution. That is exactly where... Mehr anzeigen Übersetzen

From the SaaSpocalypse to SaaS 2.0: Why "Harnessing" Is More Than Just a New Buzzword

Monday.com is Cutting 20% of its Workforce: A Bold Move Towards AI or a Warning Sign?

Deutschland

3Mon.

monday's 20% workforce reduction surprised me. Only recently, the company was still hiring. Now, roughly one in five employees must leave. There is no reason to panic for $MNDY shareholders like myself - but management has a lot to explain when they report Q2 in a few weeks. My new article: hightechinvesting.substack.com/p/mondaycom-is-cutting-20-of-its-workforce?r=2t5wha Übersetzen

Keine Anlageberatung. Der Autor kann finanzielle Interessen an den genannten Instrumenten haben.

Despite 20% growth and strong cash flow, monday.com is cutting one in five jobs - how does that add up?