Manuel Walz

Welcome to Manuel Walz – Deep Dives into Semiconductors, AI Infrastructure, FinTech & GARP Investing

While everybody is chasing the hype, we dig deeper to find the untouched gems in AI Semi and FinTech for a well rounded GARP-Portfolio.

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Qualcomm (NASDAQ: QCOM): Better Together with Alphawave Semi in the Era of Optics 🤝

Jan 1 • Manuel Walz

NEXANS (EPA:NEX): The Electrification Pure Player at the Nexus of the Global Grid Supercycle

Dec 29, 2025 • Manuel Walz

Kokusai Electric (6525): The ALD-Batch Leader in the Angstrom Era

Jan 6 • Manuel Walz

Adyen N.V. Financial Risk Diagnostic & Materiality Assessment

Dec 28, 2025 • Manuel Walz

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