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Occidental Petroleum, Silver Viper, Micron Technology – New and old favorites
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Siemens Energy shares - Sell? BASF and American Atomics in the AI energy boom!
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The situation is becoming critical everywhere! Are the next 300% gains already lurking at Antimony Resources, Rheinmetall, Hensoldt, or CSG?
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These stocks continue to rise: Almonty Industries, RENK, and Steyr Motors. Do not miss out!
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Siemens Energy, TKMS, and Almonty Industries! Profits surge, forecasts raised, target prices raised!
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The right stocks, the right timing: Silver Viper Minerals, Siemens, and Infineon – New all-time highs?
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Defense Stocks Consolidate: Sideways Phase or 100% Upside Potential? Rheinmetall, RENK, Hensoldt, Power Metallic, and CSG
Commented by Stefan Feulner on February 16th, 2026 | 07:15 CET
Occidental Petroleum, Silver Viper, Micron Technology – New and old favorites
Debt reduction, geopolitical tailwinds, and a technical breakout in the energy sector are meeting structural supply shortages in precious metals and AI-driven demand for memory chips. While oil and gas producers are benefiting from "energy dominance" and tight supply conditions, silver explorers with high-grade projects offer leverage to the next upswing in precious metals. At the same time, semiconductor stocks are igniting the next stage of the AI supercycle, driven by scarcity, rising prices, and exploding data center demand.
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Commented by Fabian Lorenz on February 16th, 2026 | 07:10 CET
Siemens Energy shares - Sell? BASF and American Atomics in the AI energy boom!
Will Siemens Energy shares soon reach EUR 200? Looking at the reaction of the stock market and analysts, there can be no doubt about it. The record-breaking figures published have further fueled the euphoria. The energy hunger from the AI boom is ringing the cash registers. American Atomics also wants to profit from this in the future. While gas-fired power plants currently seem to be the first choice for data center operators, the industry is betting on nuclear energy in the long term. American Atomics plans to mine and enrich uranium directly in the US. Incidentally, France is also heavily committed to nuclear power. One of the largest electricity consumers in Germany is BASF. The high energy prices in Germany are challenging the industrial giant, prompting it, among other things, to expand operations to India.
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Commented by André Will-Laudien on February 16th, 2026 | 07:05 CET
The situation is becoming critical everywhere! Are the next 300% gains already lurking at Antimony Resources, Rheinmetall, Hensoldt, or CSG?
Neglected for too long, but now investors should pay close attention to the critical metals sector. Time and again, new horror stories from Ukraine and the Gaza Strip have reinforced psychological pressure, highlighting that Central Europe, too, could face foreign policy risks. As a result, EU policymakers are continuing to ramp up their spending on defense technology. Until 2022, defense investment in Europe averaged just 1.2% of GDP. By 2024, this figure had already climbed to 1.8%, and for 2025 it is expected to exceed 2.5%. By 2030, research institutes expect it to reach a record high of up to 5%. In other words, 5% of total tax revenues, along with additional debt, would be allocated to acquiring military equipment. A few years ago, in times of peace, this would have been unthinkable. Unfortunately, wars and power-driven political agendas have long since captured the attention of market participants. Investors who fail to act in their portfolios now risk being left behind.
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Commented by Carsten Mainitz on February 16th, 2026 | 07:00 CET
These stocks continue to rise: Almonty Industries, RENK, and Steyr Motors. Do not miss out!
The pause near Almonty Industries' all-time high is likely to prove very short-lived. The arguments in favor of buying the stock are too strong. Several analysts have recently raised their price targets. As one of the world's largest producers of the critical raw material tungsten, the company has geopolitical weight, which is increasing in light of initiatives such as those by the US government to build up strategic reserves of rare earths and other critical raw materials. Several analysts have recently been promoting the two defense stocks RENK and Steyr Motors. Who has the edge?
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Commented by Fabian Lorenz on February 13th, 2026 | 07:15 CET
Siemens Energy, TKMS, and Almonty Industries! Profits surge, forecasts raised, target prices raised!
Almonty shares remain high flyers. Even though the overall market is weakening, every dip is being used as an opportunity to buy Almonty shares. And for good reason. The price of tungsten is exploding, and analysts are only slowly taking this into account. Further price target increases are likely to follow. Siemens Energy's share price and target price are also rising. The German energy technology group is profiting handsomely from the AI boom. The current quarterly figures are convincing, but there is no room for error in the valuation. Recently listed TKMS has raised its forecast. However, investors are reacting cautiously. Analysts' opinions remain divided. Is there a margin problem looming?
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Commented by Carsten Mainitz on February 13th, 2026 | 07:10 CET
The right stocks, the right timing: Silver Viper Minerals, Siemens, and Infineon – New all-time highs?
Siemens is marching ahead. Business is booming, annual targets have been raised, and the stock is at an all-time high. Infineon is still a long way off the historic levels seen during the New Market era, but it is heading in the right direction. The high price of silver, structural supply deficits, and the growing importance of high-grade properties in established mining regions are bringing Silver Viper Minerals shares into the focus of investor interest – especially after the brief correction at a high level. The timing is right!
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Commented by André Will-Laudien on February 13th, 2026 | 07:05 CET
Defense Stocks Consolidate: Sideways Phase or 100% Upside Potential? Rheinmetall, RENK, Hensoldt, Power Metallic, and CSG
Investors would have hoped for a different outcome since October 2025. While commodity stocks climbed to historic highs, the market's former favorites in the defense sector saw their first significant wave of profit-taking. Rheinmetall fell from EUR 2,005 to EUR 1,450, Renk dropped from EUR 95 to below EUR 50, and Hensoldt declined from EUR 117 to EUR 65. Although these stocks later recovered some percentage points, new record highs have yet to materialize. The situation was quite different in the critical metals sector - the supply chain companies serving the defense sector. Since autumn, one thing has become increasingly clear: materials are running scarce. This is because the growth of the newly beloved defense industry requires huge quantities of metal. With high-tech components embedded in virtually all modern systems, copper in particular is in high demand, along with rare earths and tungsten. The recent explosion in copper prices to over USD 13,500 speaks volumes. Investors may want to consider reallocating their portfolios, as high metal prices are likely to lead to declining margins in the future, particularly in the defense sector. Here are a few ideas.
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Commented by Fabian Lorenz on February 13th, 2026 | 07:00 CET
DroneShield responds! Globex Mining steals the show from Barrick Mining and MP Materials!
DroneShield has finally responded. A new COO is expected to boost investor confidence and sales. Will that be enough? Globex Mining is currently being discovered by investors. The mining incubator enables risk-reduced investment in the field of resource exploration. In addition to numerous exciting gold projects, successes have also recently been reported in critical raw materials such as antimony and rare earths. The stock has started the new year strongly, outperforming companies like Barrick Mining and MP Materials. The latter stock is currently showing noticeable weakness, while Barrick was unable to trigger a rally with its actually strong figures for 2025. The next ace up its sleeve is an IPO. But its eternal rival, Newmont, is causing problems.
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Commented by Fabian Lorenz on February 12th, 2026 | 08:05 CET
Bloom Energy shows Plug Power how it is done! SMA Solar and RE Royalties shares STRONG!
A look at Bloom Energy makes it clear that something is seriously amiss at Plug Power. Both are fuel cell specialists, but one is profiting handsomely from the boom in AI data centers, while the other continues to face operational challenges. Looking at JinkoSolar and SMA Solar, there is also a clear winner. The German inverter manufacturer's stock has more than doubled. However, the stock appears to be slowly running out of steam, or will the latest news provide new momentum? While Bloom Energy's stock has already been identified as an AI winner, this could still be ahead for RE Royalties. Currently, the dividend gem is gaining momentum and remains very attractive.
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Commented by André Will-Laudien on February 12th, 2026 | 08:00 CET
Critical raw materials are becoming scarce! Silver makes a new attempt to reach USD 100 - Silver North, Nordex, and Siemens Energy in focus
January brought the situation surrounding critical metals to a head. Copper, tungsten, and palladium reached new highs, and precious metals were also in high demand. Experts suspect significant distortions in derivatives, which led to astonishing increases in the value of silver and gold. Although silver is systematically classified as a precious metal, it has blossomed into a sought-after industrial metal over the past 10 years. Its extremely good electrical properties, thermal conductivity, and corrosion resistance make it irreplaceable in high-tech and defense applications. Silver has long been used in the field of alternative energies, with demand exceeding supply by a factor of 1.5. And then there are the speculators, who also want a piece of the pie. This means that all eyes are clearly focused on the sky. What portfolio changes make sense?
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Commented by Carsten Mainitz on February 12th, 2026 | 07:55 CET
Watch out! Gerresheimer slumps 30%, NEO Battery Materials as a game changer, Schott Pharma surprises positively
Many stories of success and failure are written on the stock market. NEO Battery Materials, the game changer in battery technology, is particularly exciting. The Canadian company offers manufacturers of drones, robots, and electric vehicles customizable high-performance batteries produced in the West. With its innovative approach, the company is setting new standards in terms of performance, charging speed, and price, thereby addressing a huge market that experts estimate will grow to around USD 30 billion by 2032. The examples of Gerresheimer and Schott Pharma show how differently companies in the same industry can develop: Schott exceeded market expectations in the first quarter, while Gerresheimer shocked the markets once again.
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Commented by Fabian Lorenz on February 12th, 2026 | 07:50 CET
Is the dispute between Barrick Mining and Newmont escalating? Gold gem DRC Gold finally gains momentum!
In recent weeks, the safe haven gold has not been for the faint-hearted. But after the correction, the price of the precious metal has worked its way back above the USD 5,000 mark surprisingly quickly. More than just a war of nerves appears to be unfolding between Barrick Mining and Newmont. Barrick plans to list its North American assets on the stock market. This does not sit well with industry leader Newmont. Could it even lead to a hostile takeover? DRC Gold is also fundamentally a takeover candidate. However, the company is currently focused on expanding its own activities. The stock has finally gained momentum, and many factors point to further upside potential for the gold explorer.
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Commented by Carsten Mainitz on February 11th, 2026 | 07:15 CET
Megatrend decarbonization: CHAR Technologies in the lead, BASF and Evonik stumbling?
Rising prices, security of supply, and ambitious climate targets are shaping the energy transition. Energy has become a strategic resource. CHAR Technologies converts biological waste into long-lasting carbon products such as biocarbon or biochar, which permanently bind carbon and remove it from the natural carbon cycle. The Canadian company is thus addressing several megatrends at once. Energy-intensive industries such as chemicals have recently been able to breathe a sigh of relief, as the EU appears to be planning to issue free emission allowances for longer than predicted. Nevertheless, the challenges remain considerable. Which companies will ultimately convince investors?
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Commented by Fabian Lorenz on February 11th, 2026 | 07:10 CET
"Unprecedented surge in electricity demand": Siemens Energy, Nordex, and hidden gem Stallion Uranium stand to benefit!
Uranium demand is expected to skyrocket in the coming years. A doubling would come as no surprise. At the same time, uranium is expected to come from Western regions, presenting both a challenge and an opportunity for the industry. Stallion Uranium is still a hidden gem, but this is likely to change soon. While new nuclear power plants are being planned and old ones restarted in the US, AI data centers are relying on gas-fired power plants. Siemens Energy is currently profiting handsomely from this trend. The company is set to release its quarterly figures today. It is already known that Siemens Energy plans to invest USD 1 billion in the US. Is there a threat of overcapacity? The Nordex share is losing some steam, partly due to cautious analyst commentary. At the same time, the company is starting the new year with a whole series of orders.
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Commented by Carsten Mainitz on February 11th, 2026 | 07:05 CET
Antimony Resources: This stock is impossible to ignore!
The strategic reserve of critical raw materials and rare earths announced by the United States underscores the profound transformation underway in the commodities sector. Geopolitics is becoming a decisive factor in the valuation of raw material assets. States and governments, as a new and, in the future, the most important investor group, are prepared to pay high and strategically motivated prices to secure supply. Antimony Resources is set to benefit massively from this development. The Canadian company owns the largest antimony deposit in North America. Antimony is indispensable, particularly in military and security-critical applications.
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