Stock analyses

Here I break individual companies down into building blocks you can follow. You see how they make money, what drives their business, where the risks are and which questions matter before a decision. These pages are analyses, not a ranking and not a buy recommendation.

• Alphabet (Google) What lies behind Alphabet stock: the advertising business with Google and YouTube, cloud growth, the difference between GOOGL and GOOG, the role of AI and the status of the antitrust cases. Clearly explained, with no buy recommendation.
• Amazon Amazon stock put into clear context: AWS as the profit engine, the AI strategy with Trainium and Anthropic, plus capital spending, competition and regulation as risks. No buy recommendation.
• ASML What is behind ASML stock: the monopoly in EUV lithography, the customers TSMC, Samsung and Intel, current figures, the service business and the key risks. Explained soberly and backed by sources.
• Broadcom How Broadcom makes money with custom AI chips, networking technology and its software division built around VMware, how the dividend is growing and where the biggest risks lie. Explained soberly, without investment advice.
• Meta Platforms How Meta makes money with advertising on Facebook, Instagram and WhatsApp, what lies behind its AI billions and which risks shape Meta stock. Explained soberly, with no recommendation.
• Microsoft Microsoft earns billions with cloud, software and AI. This analysis shows you the three segments, the figures from the 2026 financial year, the OpenAI partnership, the dividend and the biggest risks. No investment recommendation.
• Nvidia What is behind Nvidia stock: the business with AI chips for data centers, the role of CUDA, current figures and the key risks, from export controls to customer concentration. Explained in plain words, without a buy recommendation.
• Palantir What lies behind Palantir stock: the business with Gotham, Foundry and AIP, the growth surge driven by AI demand and what the very high valuation means. Clearly explained, with no buy recommendation.
• Samsung Samsung stock explained in plain words: how the group is structured, why its profit comes from the memory business, how the HBM catch-up is going and what investors in Germany should know about buying and withholding tax. No buy recommendation.
• SK Hynix What is behind SK Hynix stock: the business with HBM, DRAM and NAND, the link to AI data centers and the key risks. Explained in plain words, without a buy recommendation.
• TSMC TSMC stock explained in plain words: how the foundry model works, how far 2-nanometer production has come and what Nvidia and Apple as major customers mean. Plus the key risks, from Taiwan to capital needs, without investment advice.

Taxes on stock gains depend on where you live. For German residents I explain the rules in the capital gains tax calculator (in German).