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 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!
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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!
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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.
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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.
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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.
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Commented by André Will-Laudien on June 16th, 2026 | 07:55 CEST
ESG Meets ERP: Here Are the Top Candidates! SAP, Oracle, ServiceNow, and RE Royalties
What at first glance appears to be two completely different worlds actually follows the same logic: scalable platform models that generate predictable, recurring cash flows. While SAP, Oracle, and ServiceNow dominate the digital infrastructure of global companies, RE Royalties is building an intelligent financial infrastructure for the expansion of renewable energy. At their core, all four players are focused on standardization, data sovereignty, and the ability to monetize complex processes efficiently. ERP systems enable transparent control and facilitate reporting—exactly the factors that also determine capital costs and growth in the ESG financing market. RE Royalties skillfully applies this principle to real assets by bundling long-term royalty streams from renewable projects and making them marketable. This creates a hybrid model combining infrastructure investment with software-like predictability—a rather rare profile in the ESG segment. For investors, this opens up an exciting world at the intersection of digitalization and decarbonization. Following the extensive correction, the stocks in our peer group embody triple-digit potential; the revaluation rally has already begun.
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Commented by André Will-Laudien on June 16th, 2026 | 07:25 CEST
USA–Iran: The Strait of Hormuz is Opening Up! A Sector Buy Signal for Bayer, MustGrow, BASF and K+S!
Created and published on behalf of MustGrow Biologics Corp.
Some things are ultimately not surprising. The "agreement" between the USA–Israel and Iran resembles shadow boxing. One step forward, one step back—that is how the movements at the trading desk appear. The stock markets are reacting accordingly. At the start of the week, optimism about a near-term end to the hostilities is once again dominating. Oil prices are correcting most sharply, down nearly 5%, with Brent now quoted at only USD 82.50 per barrel. This is a positive signal for chemical- and transport-oriented industries in the food sector, with BASF and Bayer showing corresponding strength. Large volumes of goods must be transported globally, and shipping routes carry significant operational importance. As part of efforts to ensure long-term food security, more and more ideas are emerging that could mitigate the international energy crisis. MustGrow focuses on natural ingredients rather than chemicals, while K+S represents a typical example of the "old economy" in this sector. For investors, multiple opportunities for returns are available!
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Commented by André Will-Laudien on June 15th, 2026 | 07:20 CEST
The Countdown to Mars is on: SpaceX, OHB, Rheinmetall, and Kobo Resources are Taking Off
Long-awaited, and now it has finally happened! We are talking about the IPO of the century from Elon Musk's empire: SpaceX. With a market capitalization of USD 2.2 trillion, the stock has joined the illustrious "MAG7" club after its first day of trading—it is now, so to speak, the "MAG8". Of the 22,000 employees, one in four has become a millionaire. There are 20 new billionaires from the founder's inner circle; even the operator of the SpaceX Campus Café is now worth USD 5 million. Elon has become the new messiah of the dollar, and the markets follow him with reverence. This once again highlights the fascination of "stocks" for the average person: anyone can obviously make it; you just have to be in the right place at the right time. Whether SpaceX's high valuation will still hold true in a few weeks now depends on the ETFs. They account for 30% of US stock market trading and will have to reflect the IPO valuation champion in their future weightings within the NASDAQ and Russell indices. Inclusion in the S&P is not expected until December. The catch: only 7% of the shares are freely tradable. What should investors pay attention to now?
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Commented by André Will-Laudien on June 11th, 2026 | 07:20 CEST
Gold, Silver, Defence, AI, or the Nasdaq? SpaceX Heads for the US Indices – Defying Weakness with Lahontan Gold
A remarkable phenomenon is currently unfolding in the markets: virtually everything is weakening. From gold to silver, from high-tech to low-tech, whether AI or hydrogen—every sector is undergoing a correction. So far, however, the pullback remains modest when measured against the extraordinary gains achieved over the past 14 months following the tariff-driven sell-off triggered by Donald Trump. During that period, the Nasdaq effectively doubled. Traders know that a volatile interim low will now be reached, particularly over the summer, before the markets look forward to 2027 with renewed hope. This period needs to be bridged, and there may also be a need for hedging. Historically, gold has served this role well, often gaining value when other asset classes came under pressure. Yet gold itself has been one of the best-performing asset classes over the past two years, leading to some profit-taking here as well. Whether the S&P 500 can absorb additional heavyweights such as SpaceX, OpenAI, and Databricks following its historic rally remains to be seen. A fast-track inclusion of SpaceX into the S&P indices was reportedly rejected by S&P Dow Jones, while NASDAQ, Russell, and MSCI are set to list it within a few trading days. This should be exciting! Where are the tangible opportunities for investors?
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Commented by André Will-Laudien on June 10th, 2026 | 07:20 CEST
The SpaceX Frenzy and the Urge to Travel! Caution on Lufthansa, TUI, Zefiro Methane, Shell, and BP
The SpaceX frenzy continues. With an anticipated initial valuation approaching USD 2 trillion, Elon Musk is launching what could become the largest IPO since Saudi Aramco's debut in 2019. Back then, the Saudi oil giant raised nearly USD 30 billion. Musk is now targeting an astonishing USD 75 billion. At the proposed valuation, his 42% stake would make him the world's first trillionaire. The moment of truth will come in the next few days. As the FIFA World Cup kicks off, investors may briefly have to take their eyes off the pitch to avoid missing the first trading quotes. Whether Elon Musk can successfully bring SpaceX—with crown jewels such as Starlink, xAI, and its space operations—to the NASDAQ remains to be seen. One thing is certain: volatility is already elevated, and markets are highly nervous ahead of the listing. But SpaceX is not the only story in town. Following initial signs of de-escalation in the Gulf, investors are once again turning their attention to oil stocks, while travel and tourism shares are also moving back into focus. These are interesting times for flexible investors.
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