Close menu




Armin Schulz

 

Armin Schulz

  • IT
  • Trading
  • Technology

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

After graduating, he worked as an IT consultant for a listed company before becoming self-employed, during which time he worked for various DAX-listed companies and a large Swiss insurance company, among others.
Since 2009, he has been exclusively involved in the capital markets, where he was able to gain experience as a day and swing trader, in investor relations and at board level. He was able to live out his passion for numbers in the controlling department of a securities trading house.

For him, fundamental analysis paired with the correct reading of the price action of a market provides the basis for successful trading.


Commented by Armin Schulz

Commented by Armin Schulz on October 27th, 2026 | 05:21 CET

Pharma Stocks with a Future: Bayer, BioNxt Solutions and Novo Nordisk Expand Their Pipelines

  • Bayer
  • BioNxt Solutions
  • Novo Nordisk
  • Investments
  • Active ingredients
  • Dosage forms
  • Thin film
  • Orally disintegrating film
  • Cladribine
  • Diabetes
  • Obesity
  • Weight-loss pill

No pharmaceutical company can rely on its bestsellers forever. Eventually, patent protection expires, generic manufacturers enter the market, and margins come under pressure. Companies that fail to replenish their product pipelines risk being left behind. That is why substantial sums are currently flowing into new active ingredients, manufacturing facilities and innovative drug delivery methods. Bayer plans to invest USD 2.2 billion in a pharmaceutical plant in Ohio. Smaller developers such as BioNxt Solutions are exploring new formulations and delivery methods for established active ingredients. At the end of September, Novo Nordisk agreed to license an oral drug candidate, including an upfront payment of USD 300 million. We take a closer look at Bayer, BioNxt Solutions and Novo Nordisk.

Read

Commented by Armin Schulz on October 26th, 2026 | 05:27 CET

Shell, Zefiro Methane and BP: Oil Stocks Ahead of Earnings, Legacy Wells Create Opportunities for Specialists

  • Shell
  • Zefiro Methane
  • BP
  • Oil
  • Gas
  • Methane
  • Methane measurements
  • Wells
  • Carbon Credits
  • Emissions

Created and published on behalf of Zefiro Methane Corp.

Shell and BP are due to report their third-quarter results next week, with Shell scheduled for October 29 and BP for the following day. Both groups have already briefed investors on the quarter. But production and refining margins are only half the story. The oil industry also leaves behind legacy liabilities, from methane leaks to orphaned wells. Policymakers are paying closer attention, although on October 22 the European Parliament postponed methane reporting requirements for importers of oil, gas and coal until the end of May 2031. This creates work for specialists tasked with addressing the problem. We take a closer look at Shell, Zefiro Methane and BP.

Read

Commented by Armin Schulz on October 23rd, 2026 | 05:39 CEST

The Data Centre Supply Chain: Micron, NU E Power and Super Micro Computer Cover Three Links in the Value Chain

  • Micron Technology
  • NU E Power
  • Super Micro Computer
  • Memory
  • Artificial intelligence
  • Data centres
  • Grid connection
  • Land development
  • Servers
  • Racks
  • Liquid cooling

Created and Published on Behalf of NU E Power Corp.
Money in the data centre boom flows along the supply chain. At the OCP Global Summit in San José in mid-October, the focus was on racks, cooling and power supply for artificial intelligence facilities. Behind this lies a simple equation that applies to projects of all sizes. Without memory chips, no accelerator runs; without power, no facility runs; and without finished systems, both remain unused. Companies that securely occupy one of these links have the edge. Today we take a closer look at Micron Technology, NU E Power and Super Micro Computer.

Read

Commented by Armin Schulz on October 23rd, 2026 | 05:25 CEST

Vonovia, Desert Gold and Deutsche Telekom: A Closer Look at Stocks with Scarce Assets and Key Catalysts

  • Vonovia
  • Desert Gold
  • Deutsche Telekom
  • Property
  • Assets
  • Expropriation
  • Gold
  • Gold price
  • Gold production
  • Telecommunications
  • Satellites
  • Artificial Intelligence

Created and published on behalf of Desert Gold Ventures Inc.

Scarce assets attract interest. In Berlin, an exploratory agreement between the SPD, Greens and Left Party proposes transferring residential property portfolios comprising 10,000 or more units into public ownership, with compensation capped at EUR 16 billion. In the gold sector, the key question is when deposits in the ground will translate into actual bullion production. Meanwhile, on October 19, it emerged that Deutsche Telekom, Orange, Telefónica and Vodafone were considering a joint bid for satellite frequencies. Scarcity can work in asset owners' favour, but investors should always assess their investment decisions carefully. Today we take a closer look at Vonovia, Desert Gold and Deutsche Telekom.

Read

Commented by Armin Schulz on October 21st, 2026 | 05:44 CEST

Nordex, RE Royalties, NextEra Energy – US Electricity Consumption Rises 4% YoY, Boosting Demand for Wind Turbines, Financing and Utilities

  • Nordex
  • RE Royalties
  • NextEra Energy
  • Wind power
  • Renewable energy
  • Forecast upgrade
  • Financing
  • Electricity storage
  • Solar installations
  • Utilities

Demand for electricity is growing. The US Energy Information Administration (EIA) estimates that US electricity consumption was 4% higher in the third quarter of 2026 than in the same quarter a year earlier. The share of electricity generated from wind power is expected to rise from 11% this year to 12% in 2027. Meeting this demand requires wind turbines, financing for new projects and major utilities. These factors are driving expansion across the sector. We take a closer look at turbine manufacturer Nordex, renewable energy financier RE Royalties and utility NextEra Energy.

Read

Commented by Armin Schulz on October 21st, 2026 | 05:25 CEST

Nel, dynaCERT, Daimler Truck – Hydrogen, Electricity and Diesel Aim to Reduce Emissions in Heavy-Duty Transport

  • Nel ASA
  • dynaCERT
  • Daimler Truck
  • Hydrogen
  • green hydrogen
  • Electrolysers
  • Diesel engines
  • HydraGEN
  • Fuel saving
  • Electric truck
  • Hydrogen truck
  • Retrofit solution
  • Decarbonisation

The decarbonisation of trucks is progressing at different speeds. Daimler Truck sold a total of 91,260 units in the 3rd quarter of 2026, of which only 1,207 were battery-electric. The transition is therefore progressing more slowly than sales are growing. Hydrogen propulsion first requires low-cost hydrogen production. Meanwhile, fleet operators are looking for ways to make existing diesel engines cleaner today to improve their carbon footprint. Ultimately, manufacturers must deliver vehicles that perform in everyday use. If all this can be brought together, it could give hydrogen a long-term boost. We therefore take a closer look at Nel, dynaCERT and Daimler Truck.

Read

Commented by Armin Schulz on October 20th, 2026 | 05:39 CEST

VW, Strategic Resources, Infineon: EVs, Raw Materials and Chips - Three perspectives on the Auto Industry's Transformation

  • Volkswagen
  • Strategic Resources
  • Infineon
  • Electromobility
  • Supply chain
  • Vanadium
  • Titanium
  • Iron pellets
  • green steel
  • Semiconductors
  • Chips

In September, more than one in three new cars registered in Germany was fully electric. According to the Federal Motor Transport Authority (KBA), battery-electric vehicles accounted for 34.5% of new registrations. Automakers must adapt their model line-ups in a short period of time, and this requires substantial investment. But the transformation extends beyond the factory gates. Building electric vehicles requires reliable sources of raw materials such as vanadium, used in high-strength steel (ideally produced using green methods) and in batteries. Power semiconductors are also essential, controlling and converting electrical power within vehicles. Companies capable of supplying these materials and components could benefit from this shift. We therefore take a closer look at Volkswagen, Strategic Resources and Infineon.

Read

Commented by Armin Schulz on October 19th, 2026 | 05:23 CEST

E.ON, Standard Uranium, Energy Fuels: Uranium Stocks Caught Between Rising Electricity Demand and Fuel Shortages

  • eon
  • energyfuels
  • uranium

The long-term uranium price stood at USD 96.50 per pound at the end of September, according to producer Cameco. Power plant operators secure their fuel supply years in advance, and that is precisely where the pressure comes from. Data centres are driving up electricity demand, distribution grids must deliver it to customers, and the fuel has to come from somewhere. New mines do not start producing overnight. Anyone who discovers deposits or extracts uranium from the ground today is playing right into the hands of energy suppliers. Today we take a closer look at E.ON with its distribution networks, Standard Uranium and Energy Fuels.

Read

Commented by Armin Schulz on October 16th, 2026 | 05:20 CEST

Power Metallic Mines, Siemens Energy and BYD: The Export Boom in Electric Vehicles Drives Demand for Copper and Electricity

  • Power Metallic Mines
  • Siemens Energy
  • BYD
  • Copper
  • PGE
  • Nickel
  • Gold
  • Silver
  • Electricity infrastructure
  • Gas turbines
  • Electromobility
  • Electric cars
  • Internationalisation

A single Chinese automaker sold 180,700 new energy vehicles overseas in September. That accounts for about 39% of its sales, more than double the figure from a year earlier. Behind this growth lies a substantial demand for raw materials, including copper and nickel for batteries and electric motors, as well as platinum-group metals for catalytic converters in hybrid vehicles. Electricity is also essential to charge all these vehicles. This illustrates what supply chains must look like to keep electric vehicles running. This plays right into the hands of raw material producers and electricity generators. Today, we take a closer look at Power Metallic Mines, Siemens Energy and BYD.

Read

Commented by Armin Schulz on October 15th, 2026 | 05:39 CEST

SAP, Aspermont, Palantir: AI Stocks Benefit as Data Is Turned into Products

  • SAP
  • Aspermont
  • Palantir
  • ERP
  • Artificial Intelligence
  • Data
  • Data Analysis
  • Commodities
  • Subscription
  • Big Data

Data are the raw material for artificial intelligence. On October 6, SAP announced plans to acquire Belgian specialist TechWolf, whose technology links tasks, skills and labour market signals. The deal is expected to close in the 4th quarter. Aspermont deals with raw materials in the literal sense, having evolved from a specialist mining publisher into a provider of data and analytics. Palantir integrates data sources into platforms that enable government agencies and businesses to make decisions and take action. Artificial intelligence is now giving the data business a fresh boost. We take a closer look at SAP, Aspermont and Palantir.

Read