Category: Portfolio Updates

Revolution Medicines
Company Update

Revolution Medicines Update: What does the chart say after the latest RASONQUE news?

Revolution Medicines with new RASONQUE data: Analysts remain positive, while the stock consolidates after the breakout.
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SpaceX
Company Update

SpaceX Update: Can the stock overcome the next resistance level?

SpaceX continues to gain momentum, as AI sentiment, positive analyst commentary, and Starship developments now encounter a key resistance zone.
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Palantir
Company Update

Palantir Update: What’s behind the volatility?

Following the strong August rally, Palantir is seeing pronounced price swings. Strong growth meets a high valuation and elevated market
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PayPal
Company Update

PayPal Update: Is the stock stabilizing after the sell-off?

PayPal is recovering after the sell-off. The chart, analyst consensus, and fundamental development show initial signs of stabilization.
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MUMAK SpotLight

MUMAK SpotLight of the week: Portfolio rotation strengthens technology weighting

More Intel and Micron, exit from Rheinmetall and TKMS: The UMBRELLA Strategy is clearly shifting its focus toward technology.
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MUMAK SpotLight

MUMAK SpotLight of the week: Intel becomes part of the UMBRELLA Strategy

Intel was newly added to the UMBRELLA Strategy, expanding the portfolio's semiconductor positioning. At the same time, Revolution Medicines, Bayer,
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MUMAK SpotLight

MUMAK SpotLight of the week: Revolution Medicines with FDA breakthrough. PayPal and Palantir in focus

Revolution Medicines reaches a decisive milestone with the FDA approval of Daraxonrasib. PayPal loses a key short-term price driver as
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MUMAK SpotLight

MUMAK SpotLight of the Week: Stop-loss signals reshape the UMBRELLA Strategy

UMBRELLA reacts to increased market volatility. Technical signals lead to adjustments and a stronger focus on risk management.
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MUMAK SpotLight

MUMAK SpotLight of the week: Eli Lilly and Palantir in focus

Eli Lilly strengthens its pipeline, Palantir remains volatile, and Johnson & Johnson gains momentum. The most important developments of the
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RED HOT CHILI™ MUMAK

RED HOT CHILI™ MUMAK of the Week: Intel – AI momentum is gaining momentum

Intel is the RED HOT CHILI MUMAK™ of the week: Renewed enthusiasm for AI infrastructure, improved sentiment in the semiconductor
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RED HOT CHILI™ MUMAK

RED HOT CHILI™ MUMAK of the Week: No Award This Week

The RED HOT CHILI™ MUMAK will not be awarded this week.
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RED HOT CHILI™ MUMAK

RED HOT CHILI™ MUMAK of the Week: Micron Technology – AI memory in focus

Micron Technology is benefiting from strong demand for AI memory. Fundamentals, the industry backdrop, and technicals are providing positive tailwinds.
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