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André Will-Laudien

  • Energy
  • Ressources
  • Technology

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 August 20th, 2026 | 07:15 CEST

From AI Data to Autonomous Launch Vehicles! SpaceX, Deutsche Telekom, Aspermont and Vodafone on the Rise

  • bigdata
  • Digitization
  • SaaS
  • Space
  • Telecommunications

The convergence of artificial intelligence and massive data streams is rapidly revolutionizing global infrastructure, from the Earth's surface to orbit. At the forefront of this technological evolution is the space company SpaceX, which, with its "Direct to Cell" service through its telco division Starlink, is redefining global connectivity by linking ordinary smartphones directly to satellite networks. A crucial cog in the global mobile communications backbone in space is Deutsche Telekom, which bridges the gap between terrestrial networks and space through AI-powered network infrastructures and strong partnerships. The British telecommunications giant Vodafone is also demonstrating how it maximizes the efficiency of global data connections by intelligently analyzing massive amounts of data using big data analytics. The commodities-focused B2B platform Aspermont is also benefiting from this digital disruption in the network sector, operating at the intersection of mining and artificial intelligence. The media company monetizes its decades-old data sets in the mining and energy sectors through customized solutions. For investors, this represents a highly lucrative and innovative investment opportunity.

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Commented by André Will-Laudien on August 19th, 2026 | 09:00 CEST

Energy and Computing Power - Four Hot Stocks to Watch: Nel ASA, Nordex, NU E Power and JinkoSolar

  • Electrification
  • AI
  • Energy
  • datacentres
  • computing
  • renewableenergy

Created and Published on Behalf of NU E Power

Tomorrow's smart energy grid is rapidly emerging as the ultimate megatrend for forward-thinking investors. When artificial intelligence and gigantic data centers collide with an electrified industry, global electricity demand literally explodes, bringing outdated infrastructure to its knees. Whoever pulls the strings here, whether through the multi-billion-dollar expansion of state-of-the-art distribution grids or as a global systems integrator ensuring maximum grid stability, is sitting on a veritable gold mine. This digital electricity revolution is accompanied by an unbroken boom in highly efficient solar capacity as well as groundbreaking, software-controlled next-generation hydrogen technologies. For the capital market, this creates a high-calibre ecosystem that covers the entire value chain, from smart generation to distribution accurate to the millisecond. Our analysis separates the wheat from the chaff and lays bare which technological approaches could dominate the playing field in the future and where the incalculable risks may lurk.

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Commented by André Will-Laudien on August 19th, 2026 | 07:15 CEST

Excitement is Building: SpaceX, Volatus, Airbus and DroneShield are supplying NATO and seeing their profits soar

  • Drones
  • Defense
  • hightech
  • aerospace
  • geopolitics

As of July 31, 2026, the Bundeswehr will grow to approximately 186,700 service members. This means that, as of mid-year, the number of military personnel will fall within the target range for 2026 growth—between 186,000 and 190,000 "troops". At the same time, this marks a new high in approximately 13 years. Furthermore, the transatlantic military alliance is responding to the changed geopolitical security situation by making historic investments in defense and rapidly advancing the modernization of its armed forces. At the heart of this strategic realignment is a profound technological transformation that merges traditional defense equipment with state-of-the-art aerospace technology. In addition to SpaceX, Airbus and DroneShield, the Canadian technology company Volatus Aerospace is also experiencing rapidly rising demand for its sophisticated drone systems for tactical reconnaissance along external borders. The synergy between agile tech pioneers and established defense giants is creating a highly efficient ecosystem for defending the Western Hemisphere. For investors, this booming sector offers a rare combination of defensive stability and exponential growth potential. We take a closer look.

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Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST

Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon

  • royalties
  • dividends
  • Energy
  • renewableenergy
  • AI
  • Electrification

The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.

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Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST

New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode

  • PGMs
  • Copper
  • Space
  • aerospace
  • hightech
  • CriticalMetals

The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!

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Commented by André Will-Laudien on August 14th, 2026 | 08:20 CEST

Drones, Energy Crisis and NASDAQ! DroneShield, HPQ Silicon, Siemens Energy and Nordex in Focus

  • Silicon
  • Batteries
  • Drones
  • Hydrogen
  • Defense
  • geopolitics
  • cleantech
  • decarbonization

All quiet on the western front! Whether it is war, bankruptcies, or new tariffs, the party goes on! The drone sector, booming thanks to increased defence spending, stands in stark contrast to the simmering EU energy crisis, which continues to pose major challenges for Brussels. Counter-drone specialist DroneShield is experiencing a massive surge in demand and orders in the field of electronic warfare, yet its share price is falling significantly. Canadian company HPQ Silicon is also benefiting from the West's need to independently establish critical supply chains for high-purity silicon and innovative battery materials. Siemens Energy also sits at the epicentre of the infrastructure transition, with its historically full order books serving as an unshakable engine of growth amid the energy crunch. This sustained rebound is flanked by Hamburg-based wind power pioneer Nordex, which is reporting double-digit margin improvements. This compelling combination of high-tech defence, clean energy generation, and raw material sovereignty is attracting substantial capital directly into investors' coffers. We take a closer look at four future-oriented sector favourites.

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Commented by André Will-Laudien on August 14th, 2026 | 07:20 CEST

This Is the Turnaround—Is Software the New Gold? SAP, ServiceNow, Lahontan Gold and Oracle in the Spotlight

  • Mining
  • Gold
  • Silver
  • Commodities
  • Nevada
  • Software
  • AI

And the rally still has room to run. The global stock market is quietly and discreetly undergoing one of the most fundamental turnarounds in recent economic history. After months during which established software stocks were literally punished by fears of disruption and macroeconomic headwinds, the sector discount has suddenly begun to disappear. Investors are moving beyond the mere experimentation phase with artificial intelligence and are now demanding rock-solid, scalable profitability from companies. This monumental sector rotation is channeling massive capital away from overheated hardware stocks and directly back into the coffers of leading software companies. SAP, ServiceNow, and Oracle, which had been down 30 to 50% since the start of the year, are now back on investors' buy lists. And for those also keeping an eye on precious metals, the trail leads to Nevada. This is where the promising explorer and developer Lahontan Gold comes into play, providing a solid anchor of intrinsic value with its high-grade drill results at the Santa Fe project. A closer look could be worthwhile.

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Commented by André Will-Laudien on August 13th, 2026 | 08:05 CEST

AI and Software in a Super Cycle: SAP, Oracle, Strategic Resources and ServiceNow Are in the Spotlight

  • VTM
  • ironore
  • AI
  • Software
  • CriticalMetals

Another new DAX 40 high—thanks to heavyweight SAP! Thanks to artificial intelligence, the global software sector is currently transforming into an absolute growth rocket. A recent study by market research firm IDC backs up the hype: global AI spending is already set to explode to around USD 940 billion in 2026. This monumental wave is pouring massive amounts of capital directly into the coffers of the most innovative tech giants. Walldorf's pride and joy, SAP, is using AI to transform sluggish ERP systems into hyper-smart, self-thinking control centers. Meanwhile, rival Oracle is rapidly expanding its cloud capabilities to handle the gigantic volumes of data generated by modern language models. ServiceNow, the workflow king, is demonstrating how to elegantly eliminate repetitive office work through automation. Management recently underscored this success with a substantial increase in AI revenue targets for 2026. Right at the epicentre of this, Strategic Resources is securing the necessary attention for a crucial upstream stage: critical metals. Investors should take a closer look at what really matters now! We offer a few pointers.

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Commented by André Will-Laudien on August 12th, 2026 | 13:15 CEST

AI Fuels Another 100% Rally: Microsoft, Broadcom, Miivo AI, and SoftBank in Focus

  • AI
  • Digitization
  • Technology
  • SaaS
  • rally

Created and Published on Behalf of Miivo AI Inc.

Global enthusiasm for artificial intelligence is driving technology stock markets to new all-time highs. A recent survey by the industry association Bitkom impressively confirms this trend. Already, 41% of small and medium-sized businesses (SMB) are actively using AI in their business processes. This benefits heavyweights such as Microsoft and Broadcom, which provide the necessary cloud and chip infrastructure for the global market. At the same time, the SoftBank Group is strategically investing billions in visionary technology projects to participate in the next wave of scaling. However, a key driver of growth lies outside the large corporations, in the previously underserved SMB sector. Here, the innovative newcomer Miivo AI is filling a critical market gap by helping small and medium-sized businesses achieve full operational transparency through autonomous AI CFO solutions—without the need for extensive onboarding efforts. Since, according to the study, around 80% of companies still find it difficult to quantify the exact economic benefits of their IT investments, automated optimization tools like those from Miivo unlock enormous efficiency potential. Investors should fine-tune their valuation models.

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Commented by André Will-Laudien on August 12th, 2026 | 08:05 CEST

Heat, Drought, and Water Shortages: A Sector-Wide Buy Signal for Environmental Specialists Bayer, MustGrow, Kraft Heinz and Unilever

  • biologicals
  • agritech
  • Sustainability
  • ESG
  • mustard
  • plantbased

Created and Published on Behalf of MustGrow Biologics Corp.

The devastating combination of persistent drought, acute water shortages, and extreme heat is creating unprecedented challenges for the global economy and food supply. As climate-related risks intensify, ESG considerations are moving into sharper focus than ever before. Amid this crisis, a potential technical and fundamental buy signal is emerging across sectors for companies capable of delivering innovative environmental solutions. Agricultural and chemical companies such as Bayer are developing advanced seed technologies designed to make crops more resilient during periods of extreme drought. At the same time, the AgriTech company MustGrow is gaining importance as its biological fertilizer and crop protection solutions are designed to protect soil health and improve water efficiency in agriculture, among other things. Food giants such as Unilever and Kraft Heinz are also responding proactively by strictly optimizing their entire supply chains to minimize water consumption and resource intensity. Investors are increasingly recognizing that sustainable business practices in modern times are no longer merely an image factor, but rather a catalyst for future returns.

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