In a nutshell: Why I am increasing my positions in these stocks this month.
SoFi Technologies (SOFI $SOFI (-0,22 %) ) 🏦
Finally profitable! Despite strong quarterly figures, the share is still cheaply valued. A fintech giant in the making that is just getting started. The number of members has risen considerably. My forecast €45 in 1-2 years.
Novo Nordisk (NVO $NOVO B (+2,1 %) ) 💉
Still the market leader in weight loss drugs (GLP-1). Demand massively exceeds supply - a defensive growth guarantor with a huge pipeline. Bottom has been formed and the quarterly figures are bombastic.
My forecast € 180 in 3 years
Datadog (DDOG $DDOG (-2,56 %) ) 🐕
Nothing works in the cloud and AI world without monitoring. Datadog is the gold standard and is benefiting directly from the current AI infrastructure boom.
My forecast: we will soon see a new ATH (€200), after which anything is possible €300/400/500.
FlatexDegiro (FTK $FTK (+0,65 %) ) 📊
European market leader with impressive margins. The share is massively undervalued compared to its US competitors and delivers massive cash flow.
In addition, 50% of the population in America invest in shares, in Europe only 20%, so there is still a lot of potential in the long term. My forecast: €100 in 3 years.
