Commented by Carsten Mainitz on June 12th, 2026 | 08:15 CEST

Pay Attention! Something Is Brewing Here: Is HPQ Silicon Undervalued? Are Infineon and Siemens Energy Overvalued?

• Hydrogen
• Batteries
• semiconductor
• Silicon
• Energy

The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers are driving a rapid increase in electricity demand. At the same time, demand is growing for the materials, components, and infrastructure required to enable this development in the first place. The Canadian technology and development company HPQ Silicon focuses on innovative processes for the production of silicon, silica, and battery materials. The company recently reported its first commercialization successes as well as several significant strategic and technological milestones.

Commented by Fabian Lorenz on June 12th, 2026 | 07:15 CEST

2G Energy Slides! Cameco CEO Bullish on Uranium! Profit from the AI Boom with American Atomics!

• nuclear
• Uranium
• AI
• Energy

Will we soon see a price rally in uranium? That is certainly what Cameco's President & COO expects. In an interview, he expressed extreme optimism about the uranium market and three-digit prices. While the spot market remains at around USD 87 per pound, long-term contracts are already being paid at USD 120. The key driver behind these price increases is growing concern over supply security. The structural supply deficit is precisely the reason for investing in uranium explorers. An interesting candidate is American Atomics. The company is pursuing a strategy of vertical integration in the uranium value chain in North America. Most recently, it reported significant progress on the Blue Streak project in the US state of Colorado. The booming AI industry cannot wait for new nuclear power plants. German company 2G Energy is also benefiting from this trend. However, the stock has declined in recent days. At the same time, analysts have significantly raised their price targets for the company.

Commented by Stefan Feulner on June 12th, 2026 | 07:10 CEST

BYD, Standard Uranium, FuelCell Energy: The Battle for Electricity Creates New Stock Market Stars

• Mining
• Uranium
• Energy
• renewableenergy
• Electromobility
• Fuelcells

Global electricity demand is rising rapidly. AI data centers, electric mobility, and the electrification of industry are driving investment in alternative energy to record levels. Several future-oriented industries are benefiting from this: hydrogen and fuel cell technologies could play a key role in energy supply, while the renaissance of nuclear energy is ushering in a new phase of growth for the uranium market. At the same time, the global electric vehicle boom is driving sustained high demand for innovative mobility solutions.

Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST

Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?

• decarbonization
• GreenSteel
• Hydrogen
• VTM
• Defense

Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?

Commented by Fabian Lorenz on June 12th, 2026 | 07:00 CEST

Defence Fiasco in Europe! Opportunity for Airbus, Hensoldt and MTU Aero Engines? Multi-Bagger Potential in Antimony Resources Shares!

• antimony
• Defense
• hightech
• CriticalMetals
• aerospace

Created and published on behalf of Antimony Resources Corp.

While the US, Russia, and China are ramping up their military capabilities and securing raw materials, Europe continues to lag behind. Most recently, Germany and France were unable to agree on the development of a joint sixth-generation fighter jet. The project ended up as one of Europe's biggest defence fiascos. Several German defence and technology conglomerates now want to develop their own concept. In addition to Airbus, the publicly traded companies Hensoldt and MTU are also involved. Will this bring new momentum to the defence sector? New momentum would also be welcome for the shares of Antimony Resources. Just a few months ago, the share was trading at around EUR 1. Currently, it stands at EUR 0.39. Yet the antimony explorer's latest drilling results are once again positive. Analysts continue to see significant multi-bagger potential.

Commented by Carsten Mainitz on June 12th, 2026 | 06:55 CEST

Do Market Leaders Still Outperform the Market? Is Zefiro Methane in the Fast Lane, While SAP and TeamViewer Continue to Stumble?

• methane
• OrphanWells
• Oil
• Software
• AI
• Technology

Stock market investors are betting on tomorrow's winners. But will today's market leaders remain among them? How are AI, digitalization, the energy transition, and geopolitical uncertainty changing the landscape? SAP is trying to leverage its strong position in enterprise software to position itself as an AI winner. However, the stock's performance reflects investors' skepticism. The market views TeamViewer even more critically and wonders whether the company can defend its top position against the industry's corporate giants. Zefiro Methane is a different story altogether. The Canadians impress with a strong position in a multi-billion-dollar market. Zefiro addresses one of the most pressing environmental issues of our time—reducing methane emissions from abandoned oil and gas wells. This business segment is not only socially relevant but also benefits from regulatory tailwinds and rising investments in climate protection. The significantly undervalued stock remains under the radar of investors.

Commented by Nico Popp on June 12th, 2026 | 06:50 CEST

Geostrategic Raw Materials Alliance: Export Controls Hit SpaceX and Rheinmetall – Wall Street Bets on Almonty

• Mining
• Tungsten
• Defense
• hightech
• geopolitics
• Space

Trade barriers, reduced mining quotas, and a US legal import ban on certain critical metals set to take effect in 2027—the West's traditional raw materials supply chains are under pressure. At the heart of the supply bottleneck is tungsten, which, due to its melting point of 3,422 °C, is irreplaceable for modern kinetic military applications and high-temperature-resistant alloys in the aerospace sector. Since alternative, non-Chinese production capacities have so far accounted for less than 10% of global production volume, Western technology companies face a very real supply crisis. Tungsten heavyweight Almonty Industries is stepping into this supply vacuum and, thanks to new production capacities, is emerging as a key player and de facto monopolist.

Commented by Tarik Dede on June 12th, 2026 | 06:50 CEST

High Energy Prices: How Samsung SDI, dynaCERT, and First Solar Stand to Benefit!

• Hydrogen
• cleantech
• Energy
• Solar
• GreenTech

On Wednesday, the US inflation figures for May were released. At 4.2%, the reading came in exactly in line with market expectations, and the individual sector data were also broadly consistent with forecasts. Nevertheless, this initially triggered a sell-off in the stock market. It appears that some investors have only now realized that the conflict in the Gulf has driven up energy prices and, consequently, the prices of many other goods and services. Given the renewed US escalation in the Middle East, oil, gas, kerosene, and fertilizer prices appear set to remain at elevated levels for an extended period. For companies whose products become more competitive as energy prices rise, however, these conditions are favourable. That is why we are taking a closer look at the shares of Samsung SDI, dynaCERT, and First Solar.

Commented by Matthias Schomber on June 12th, 2026 | 06:45 CEST

Nel ASA Buys Its Way Out, Vestas Wind Keeps Winning Orders, and RE Royalties Nears a Technical Breakout!

• royalties
• dividends
• renewableenergy
• GreenTech

The renewable energy market currently resembles a stormy ocean. Of course, this is partly due to global conflicts that are affecting oil prices. Since the closure of the Strait of Hormuz, oil prices have been on a rollercoaster ride. As a result, renewable energy has returned to the spotlight, and hydrogen stocks, for example, have experienced something of a second wind. However, while disappointment is once again setting in for some major players, activity continues to build beneath the surface among smaller companies. This mixed picture is reflected in the recent developments of the three stocks we are following. We take a look at a Danish wind turbine manufacturer that is practically being showered with new orders, yet continues to be punished by the stock market. We also examine a Norwegian hydrogen pioneer struggling with costly legacy issues and a shrinking project pipeline. Away from the headlines, a Canadian financier of green energy projects presents a particularly interesting case. Here, fundamental shifts and an intriguing chart setup suggest that a breakout could be imminent. Read on to find out what is currently driving these stocks and where investors may find performance opportunities for their portfolios.

Commented by Nico Popp on June 12th, 2026 | 06:40 CEST

Gold Sector in M&A Frenzy: Dwindling Reserves Drive B2Gold and Orezone – Hidden Gem: Desert Gold

• Mining
• Gold
• Commodities
• Investments
• Africa
• M&A

Dwindling mineral reserves in low-risk regions, stagnating discovery rates, and increasingly complex permitting processes—the situation in the gold mining sector is forcing leading producers to act. Since developing new large-scale greenfield projects is associated with sharply rising costs, industry giants are increasingly shifting their focus to acquiring projects already at an advanced stage. According to surveys by the industry portal MiningBeacon, the gold sector accounted for over 40% of the total mining transaction volume in the first five months of 2026 alone, amounting to deals worth USD 41 billion. West African shear trends and established mining regions are therefore becoming target areas for resource-hungry corporations that need to utilize their processing capacities to full capacity.

Commented by Armin Schulz on June 12th, 2026 | 06:40 CEST

The Biotech and Life Sciences Boom: Evotec, BioNxt Solutions, and Merck – Which Is Worth Investing In?

• Biotechnology
• Biotech
• Pharma
• LifeSciences

The life sciences and pharmaceutical industry is undergoing a structural transformation. Value creation is no longer driven by individual blockbuster drugs, but rather by platform technologies, patent portfolios, and strategic deals. This new capital market logic rewards companies with protectable intellectual property and smart licensing agreements—not just pure pipeline developers. For private investors, this creates high-yield niches with reduced regulatory risks. The key question remains: who controls the levers in the innovation ecosystem? Those who recognize this structure early can benefit disproportionately. Today we focus on Evotec, BioNxt Solutions, and Merck.

Commented by Matthias Schomber on June 11th, 2026 | 08:00 CEST

Market Shock and Plunge for Ballard Power and ITM Power! Does HPQ Silicon Offer a Better Opportunity Following New Deals?

• Silicon
• Hydrogen
• Batteries
• Technology

Stocks in the technology sector—and particularly those in the hydrogen industry—are currently experiencing wild swings. Even when there is positive news or a successful annual shareholder meeting, massive profit-taking often sends prices plummeting afterward. Prominent examples of this are the current developments at industry giants ITM Power and Ballard Power. Both have recently suffered steep price losses following their strong rallies. But while these two stocks are currently "suffering" under selling pressure, an exciting technology stock is positioning itself in the second tier. HPQ Silicon is drawing attention with new partnerships in Asia and at European defence trade shows. From a technical chart perspective, it is currently well supported on the downside by a horizontal support zone. Could HPQ perhaps even outperform Ballard and ITM in the coming weeks? We take a close look at the opportunities and developments of these three companies.

Commented by Armin Schulz on June 11th, 2026 | 07:35 CEST

AMD, American Atomics & Super Micro Computer: How to Capitalize on the Multi-Billion-Dollar AI Infrastructure Trend

• Uranium
• nuclear
• AI
• Energy
• chips

Artificial intelligence requires chips and electricity. Data centers already consume as much energy as all of Japan, and demand is surging. According to the International Energy Agency (IEA), global electricity consumption by these centers could rise to over 945 terawatt-hours in 2026. The problem is that renewable energy sources do not provide a constant base load. The solution is nuclear power. Tech giants like Google have long been relying on old nuclear reactors and mini-reactors. For investors, this creates a multi-billion-dollar infrastructure supercycle. Three companies are addressing it from different angles: AMD with high-performance AI accelerators, American Atomics with the critical uranium supply chain, and Super Micro Computer with highly efficient, liquid-cooled server technology.

Commented by Nico Popp on June 11th, 2026 | 07:30 CEST

Autonomous Warfare: AeroVironment and Palantir Challenged – Analysts Give Volatus Aerospace the Thumbs-Up

• Drones
• Defense
• hightech
• aerospace
• Software
• AI

The war on the front lines in Ukraine has changed significantly. Large-scale coordinated drone swarms are becoming increasingly rare, as local jammers block bandwidth and slow down Starlink. The result: drones no longer function or make errors. Ukraine's defence strategy is thus forcing a shift from purely cloud-based systems to decentralized architectures with local computing power directly in the drone. Defence contractors and the military must implement these innovations quickly and remain agile. We explain which companies are perfectly positioned for this.

Commented by Fabian Lorenz on June 11th, 2026 | 07:25 CEST

Copper Super Cycle: Trouble for Nordex? Freeport-McMoRan, Glencore, and Power Metallic Mines benefit!

• PGMs
• Copper
• supercycle

Copper is typically considered a leading economic indicator. However, the supercycle is turning that rule on its head. While the global economy is faltering, experts predict copper prices will rise to USD 15,000. There are even warnings of a broader "super-squeeze" if the Strait of Hormuz remains closed. Freeport-McMoRan and Glencore are benefiting from the copper rally. Both of these core investments have already performed well. That makes it worth taking a look at the explorers. And within this group, Power Metallic Mines stands out positively. Analysts see nearly 200% upside potential. At a recent investor conference, management made a strong impression. The first resource estimate is set to be published as early as July. Additional catalysts include a PEA (Preliminary Economic Assessment) and a NASDAQ listing, which are already in the pipeline. Siemens, Siemens Energy, and Nordex are among the companies that could face medium-term challenges due to high copper prices in Germany. Nordex shares have fallen sharply recently, although a new order provided positive momentum yesterday.