Paul Klein

The Light That Makes AI Possible

Why the photonics supply chain is one of the most consequential bets in tech investing ? Every advanced chip begins as a beam of light. The precision of that light, how short its wavelength and how accurately it can be aimed, sets the ceiling on how fast, small, and efficient a processor can be. The handful of companies that control light sit at a chokepoint the entire AI buildout runs through.

24 June 2026 at 03:51 am AEST

OKTA, INC.: Hesitation should subside in favor of volatility

From a horizontal accumulation phase, the timing seems good to buy shares in Okta, Inc. and to get ahead of a break-out on the upside of the congestion area.

24 December 2025 at 08:59 pm AEDT

New Purchases in the Europe Portfolio

We are executing a new transaction in MarketScreener's Europe portfolio.

26 November 2025 at 03:33 am AEDT

New purchases in the US portfolio

We are making three new moves in MarketScreener's USA Investor portfolio.

04 October 2025 at 01:06 am AEST

SaaS software: a stockmarket correction disconnected from fundamentals?

SaaS stocks have fallen sharply recently, following OpenAI's announcements of new use cases for AI agents in front-office functions (lead conversion, customer support, document management). The market saw this as a competitive threat to traditional publishers, but this reaction appears exaggerated.

03 October 2025 at 07:43 pm AEST

CADENCE DESIGN SYSTEMS, INC.: Target reached

Current price levels represent good timing for the opening of new short positions with respect to shares in Cadence Design Systems, Inc.. The resistance zone around 371.03 USD could effectively set off a correction phase over the short term.

10 September 2025 at 11:35 pm AEST

MICRON TECHNOLOGY, INC.: There is still some upside potential

Micron Technology, Inc. shares show a positive technical situation which suggests a continuation of the upward dynamic over the medium term.

03 September 2025 at 05:34 pm AEST

SANOFI: The underlying trend remains to the downside

The pullback that could be observed for stocks in Sanofi for several weeks should continue over the coming trading sessions.

29 August 2025 at 04:37 pm AEST

EURONEXT N.V.: No turn-around in sight

The timing appears opportune to go long in shares of Euronext N.V. as we anticipate another pick-up in the underlying trend.

29 August 2025 at 04:35 pm AEST

BONESUPPORT HOLDING AB: The underlying trend is to the upside

The current trading zone is interesting to the point that investors should pay attention to the stock and anticipate a return of the underlying upward trend.

29 August 2025 at 04:34 pm AEST

BANCO SANTANDER, S.A.: Good timing to anticipate a continuation of the trend

The underlying tendency is to the upside for shares in Banco Santander, S.A. and the timing is opportune to get back into the stock. A comeback of the upward dynamic can be anticipated.

29 August 2025 at 04:33 pm AEST

ZSCALER, INC.: Good timing to anticipate the return of volatility

Zscaler, Inc. shares stand out with an interesting technical chart pattern displaying horizontal consolidation. One would assume that the current accumulation phase will cede eventually to an acceleration to the upside.

29 August 2025 at 01:10 am AEST

ELASTIC N.V.: A technical turn-around configuration

The technical chart pattern of Elastic N.V. stock suggests the beginning of a trend reversal over the medium term.

28 August 2025 at 10:23 pm AEST

DATADOG, INC.: Comeback of a rising trend?

The technical chart pattern of Datadog, Inc. shares shows signs of a reversal that argue in favor of a return to a positive outlook over the medium term.

28 August 2025 at 05:40 pm AEST

ASM INTERNATIONAL N.V.: Expect the comeback of a strong trend

From a horizontal accumulation phase, the timing seems good to buy shares in ASM International N.V. and to get ahead of a break-out on the upside of the congestion area.

28 August 2025 at 06:42 am AEST

OBJECTIVE CORPORATION LIMITED: Buying pressure

Objective Corporation Limited shares have recently experienced an upward movement with a return of higher volumes and volatility. This technical chart pattern suggests a continuation of the upward movement.

21 August 2025 at 05:47 pm AEST

THE TRADE DESK, INC.: A long term support level to be taken advantage of

The Trade Desk, Inc. shares are sitting close to an important technical support area around 46.24 USD based on weekly price data. Against this backdrop, investors can use this good timing for new long positions.

19 August 2025 at 01:18 am AEST

TRATON SE: Below the upper bound

Close to the upper bound of the consolidation zone, investors will need to be careful and anticipate selling pressure for stocks in Traton SE.

14 August 2025 at 12:35 am AEST

SANTANDER BANK POLSKA S.A.: A reversal of the trend is being expected

Shares in Santander Bank Polska S.A. reflect a technical chart that has deteriorated, suggesting that the beginning of a tendency reversal is near, which could lead to a somewhat longer downward-trading phase.

14 August 2025 at 12:34 am AEST

COVESTRO AG: Below a resistance on the weekly chart

Covestro AG shares are trading in close proximity to a major resistance zone estabished around 60.84 EUR on the weekly chart. The potential for additional upside seems limited, which suggests that short positions can be opened at this time.

14 August 2025 at 12:33 am AEST

KLÉPIERRE: The underlying trend is to the upside

Klépierre's shares display attractive technical aspects to anticipate a comeback of the underlying trend.

14 August 2025 at 12:27 am AEST