Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets. In the historic dot.com year 2000, he trained as a CEFA analyst in Frankfurt and has since then accompanied over 20 IPOs in Germany.
Until 2018, he held various positions at banks as an asset manager, capital market and macro expert as well as fundamental equity analyst. He is passionate about the energy, commodity and technology markets as well as the tactical and strategic asset allocation of liquid investment products. As an expert speaker at investment committee meetings of funds as well as at customer events, he can still describe the course of the 1987 crash, one of the major buying opportunities of the last 33 years on the stock market.
Today, he knows that the profit in shares is not necessarily the result of buying cheaply, but above all of avoiding mistakes and recognizing in good time when markets are ready to let air out. After all, in addition to basic fundamental analysis, investing in stocks is above all a phenomenon of global liquidity and this must be monitored regularly.
Commented by André Will-Laudien
Commented by André Will-Laudien on June 26th, 2026 | 07:55 CEST
Battery Boom 3.0: The Future Is 100% Electric! VW, BYD, Stellantis, and HPQ Silicon at the Eye of the Storm
Things are a bit bumpy on the stock market right now. While the high-tech sector is now showing clear signs of slowing down, chip stocks—led by Micron and AMD—are really stepping on the gas again. At the heart of this are massive investments in data centers and new AI infrastructure. This is putting the spotlight on companies whose innovative ideas have the potential to disrupt an entire sector. One example is HPQ Silicon, which addresses several critical areas for future energy and industrial value creation. For VW, BYD, and Stellantis, too, the focus has long since shifted from mere market share to dominance in the global battery race. For the automotive industry, the challenges of the moment could not be greater. After all, they need reliable access to raw materials and strong end markets. Ultimately, however, success is determined by the often fickle consumer. Investors, too, have always been highly selective in their choices. We reveal a few criteria for separating the winners from the rest.
Read
Commented by André Will-Laudien on June 25th, 2026 | 07:50 CEST
175% with AI, High Tech, and Chips: Infineon, Aixtron, Broadcom, and Strategic Resources Under the Microscope!
A long uptrend and the first cracks in the technical picture - triple-digit returns were available on nearly every high-tech stock in recent months. Starting in March, the anticipated flood of orders for data centers and hyperscalers was compounded by the supply shortage debate sparked by the blockade of the Strait of Hormuz. What a breeding ground for both fear and greed! Ultimately, the optimists prevailed, catapulting well-known stocks from the semiconductor and AI sectors to new heights. But what now? Easing tensions in the Iran conflict and a plummeting oil price are taking the pressure off the pipeline, and already, the future scenarios are changing dramatically once again. With falling energy prices, production is becoming cheaper again, and supply prices are coming under pressure. It is precisely this complex situation that the capital markets must now digest. Doubts about the outlook will lead to profit-taking and falling prices, triggering follow-on selling. The correction is beginning to take hold, but at some point, it will also create attractive entry points. We take a closer look!
Read
Commented by André Will-Laudien on June 24th, 2026 | 08:45 CEST
AI and Chip Sell-Off! Watch Out for SMCI, AMD, and Infineon; First Hydrogen in the Innovation Race
The stock market is currently showing no mercy. After months of gains in AI, high-tech, and chip stocks, the market has now shifted into profit-taking mode—and, at times, even sell-off mode. What analysts have been predicting for quite some time is increasingly coming to pass. The global stock market rally, driven by the NASDAQ, is taking its toll. While the long-term earnings outlook may be solid, short-term price surges of up to 2,000% in just 12 months no longer indicate a healthy market trend. So, while it comes as no surprise, it may be unwelcome for many market participants: a sharper downward move—one that, however, also brings new opportunities in its wake. We examine the fundamental framework of the key players and highlight alternatives for getting off to an innovative start today. The stock market keeps turning—just a little slower at times!
Read
Commented by André Will-Laudien on June 24th, 2026 | 08:25 CEST
Defense and Critical Metals: New Investment Opportunities! Rheinmetall, Renk, Almonty Industries, and RTX in Focus
Supply Chain Problems! US President Donald Trump has summoned leading defense contractors to the White House because the US is concerned that its missile and ammunition stocks are too low following its involvement in the Iran War, according to the Wall Street Journal. The meeting will focus on how to quickly ramp up production to rapidly replace, above all, Patriot interceptor missiles, Tomahawk cruise missiles, and other critical munitions. Expected participants include Lockheed Martin, RTX, Boeing, L3Harris, Northrop Grumman, and Honeywell Aerospace, among others. The companies have agreed in principle to expand their capacities but are still waiting for the necessary funding and binding contracts. That is precisely where the problem lies at the moment: The US has a debt problem, and without budgetary funds or a congressional agreement on special appropriations, the planned contracts cannot be finalized legally. At the same time, Trump is urging the industry also to use spare capacity from other sectors—such as automakers—for weapons production. Defense seems to be overshadowing all other major issues in the US. The stock market clearly sees things differently! Where do the opportunities lie for investors?
Read
Commented by André Will-Laudien on June 23rd, 2026 | 11:00 CEST
Gigawatt Power for AI and Electric Mobility: BMW, BYD, Rock Tech Lithium and Volkswagen in Focus
Current energy market analyses project electricity demand of around 780 TWh for Germany in 2035, representing an increase of approximately 56% compared to 2022. The Fraunhofer Institute estimates electricity demand from electric mobility alone at approximately 260 TWh by 2035. As a rule of thumb: if more than 50% of an upscaled car fleet runs electrically, mobility alone will require roughly an additional 200 to 260 TWh of electricity per year by 2035 — equivalent to around one third of Germany's current total electricity consumption. By comparison, the AI boom represents a different but equally massive load: data centres consumed approximately 415 TWh worldwide in 2024, and according to the IEA, that figure could reach around 945 TWh by 2030. BMW, VW and BYD occupy different positions in the same value chain: they sell vehicles that will increasingly require not only batteries but also a significantly larger and more flexible electricity infrastructure. Lithium remains the key raw material, because every battery — whether LFP, NMC or solid-state — cannot do without the white metal. Accordingly, Europe will need up to 20 times as much lithium by 2035 as it does today, according to industry sources. Rock Tech Lithium intends to make its mark in Canada and Germany and become an important building block in the North Atlantic supply chain. We do the math!
Read
Commented by André Will-Laudien on June 22nd, 2026 | 07:30 CEST
Data Centers and the Uranium Shortage: The Solution Lies with Standard Uranium, SAP, ServiceNow, and Oracle
The past trading week was dominated by the SpaceX IPO. Elon Musk's masterpiece caused quite a stir after its market value soared from USD 1.8 to 2.7 trillion shortly after the initial listing. The first profit-taking did not occur until the end of the week, yet the stock is still trading 30% above its offering price. Analysts are puzzling over this debut, given the harsh criticism in the run-up to the IPO over its high pricing. A fourfold oversubscription ultimately silenced all critics, and now the real valuation process can begin. AI and software stocks remain perennial topics on the US growth exchange, NASDAQ. While semiconductor stocks are stringing one rally after another, software stocks are taking a beating almost daily. Doubts about their role in the next AI era persist among analysts, which is weighing on stock prices. Uranium stocks, however, have reason to celebrate, as they represent the raw material solution for the trillion-dollar investments in modern data centers. After all, the consensus—and Donald Trump—is that electricity will be supplied by nuclear power in the long run. We do the math!
Read
Commented by André Will-Laudien on June 18th, 2026 | 08:05 CEST
AI and Semiconductors Soaring with SpaceX! AMD, Broadcom, Microsoft, and Aspermont in the Spotlight
With SpaceX's IPO, one thing is clear: the tech rally continues! This brings the favourites of recent weeks back into the spotlight: chip and AI stocks. Leading the way in the return rankings are semiconductor giants AMD and Broadcom. After repeatedly testing the USD 550 mark, AMD recently suffered significant daily losses. Broadcom also set its sights on USD 500 but fell short just before reaching it. We are also keeping an eye on Aspermont. There was an interesting pullback here, and now institutional investors can finally step in. Things certainly remain exciting, as SpaceX had already gained for four consecutive days before correcting for the first time yesterday. Its initial market capitalization of USD 1.8 trillion was heavily criticized, but now Elon Musk's latest venture is valued at USD 2.8 trillion and has caught up to Microsoft quite quickly. We are diving even deeper!
Read
Commented by André Will-Laudien on June 18th, 2026 | 07:50 CEST
Gold and Critical Metals in Buy Mode: In the Fast Lane with Barrick, BYD, VW, and North Arrow Minerals!
When it comes to critical metals and gold, Africa is a sought-after continent among investors. West Africa, in particular, has developed into one of the world's most significant gold-producing regions over the past two decades, with Barrick Mining—through its mines in Mali—playing a key role in unlocking the region's enormous geological potential. Deposits such as Loulo-Gounkoto are now among the company's most productive gold mines and impressively demonstrate the value that can be created when promising greenstone belts are systematically explored and developed. Barrick's success story also illustrates that many of today's major gold discoveries are no longer being made in traditional mining regions, but rather in areas that have seen little exploration. This realization is bringing the South African country of Botswana into the spotlight of global metals strategists. The politically stable country not only possesses significant deposits of critical metals such as copper, nickel, and rare battery metals, but also harbours geological structures comparable to the productive gold belts of West Africa. Investors are taking notice.
Read
Commented by André Will-Laudien on June 17th, 2026 | 07:10 CEST
Innovative Nuclear Power Drives AI Computing! Oklo, NuScale, American Atomics, and Siemens Energy
And right back to square one! While capital markets were braced for a correction in early June, two major events completely shifted the landscape. First, Elon Musk successfully listed his flagship venture, SpaceX, on the stock market at a staggering USD 1.7 trillion valuation. Second, US President Donald Trump announced a breakthrough resolution to the Iran conflict. This created the ultimate breeding ground for market optimism: stocks, gold, and silver surged upward, while interest rates and oil prices plummeted. Lower inflation revives the possibility of interest rate cuts in an already bubble-like tech environment, drawing vivid comparisons to the dot-com era of 2000. Today, it is the soaring profits of semiconductor manufacturers that are driving the markets. Whether artificial intelligence (AI) will start turning a profit anytime soon is highly debatable. US investment bankers are anticipating a fee bonanza worth tens of billions of dollars from the next wave of trillion-dollar IPOs. The prerequisite: the party must continue. Anyone who does the math carefully will realize that, amid all the euphoria, cheap electricity has become the lifeblood of the tech industry. This is where nuclear energy is regaining its relevance. For investors, the key question is which stocks to include in their portfolios now.
Read
Commented by André Will-Laudien on June 17th, 2026 | 06:45 CEST
The 500% Chip Rally and Takeovers: AMD, Infineon, A.H.T. Syngas, and Aixtron in the Spotlight
Global demand for computing power is growing rapidly, driven primarily by increasingly sophisticated applications in the field of artificial intelligence (AI). According to current forecasts by Gartner, the power required by data centers is expected to grow from 104 GW to 132 GW and even rise to around 290 GW by the end of the decade. As a result, energy supply is increasingly becoming a strategic factor, as electricity availability is increasingly limiting the expansion of new AI capacities. The major hyperscalers, in particular, are driving much of this growth and often rely on their own energy sources, such as gas turbines, rather than relying solely on public power grids. At the same time, a new, tech-driven investment cycle is emerging, as AI data centers require not only electricity but also cooling and energy-efficient hardware. The sector has been jolted awake, and prices have been rising for months. For investors, high share prices reflect tomorrow's challenges, so the momentum is likely to continue unabated. Here are a few ideas.
Read