Carsten Mainitz

Commented by Carsten Mainitz on September 18th, 2026 | 09:35 CEST

New Chips, New Batteries, New Chances: HPQ Silicon Breakthrough? Micron Keeps Surging – Can Aixtron Catch Up?

• Silicon
• Batteries
• AI
• Technology

Nvidia, AMD and Broadcom are among the companies most closely associated with the AI boom. But the next major wave of growth could emerge among suppliers and technology partners. After all, the more AI applications find their way into data centres, the greater the demand for fast memory, efficient power electronics, and new materials. HPQ Silicon is focusing on silicon as a key material for the next generation of lithium-ion batteries and recently achieved an important milestone. Aixtron and Micron are riding the AI wave in different ways. Which horse should investors bet on?

Commented by Carsten Mainitz on September 18th, 2026 | 08:00 CEST

What If Diesel Stays Longer Than Expected? dynaCERT's Bridge Technology, Deutz and Renk in Focus

• Hydrogen
• cleantech
• Retrofitting
• Diesel

The stock market loves clear visions of the future: batteries instead of internal combustion engines, green hydrogen instead of fossil fuels, electric motors instead of diesel engines. Turning these visions into reality takes time and is more challenging than many assume. Investments, service life, cost-effectiveness, and infrastructure all add complexity to the decision-making process. This makes bridge technologies even more important, since millions of trucks and construction machines will not disappear overnight. This is where dynaCERT comes in. The Canadian company does not aim to replace diesel, but rather to make its operation more efficient. Its proprietary HydraGEN™ solution generates hydrogen and oxygen on demand and feeds the gases into the diesel engine's air intake system, reducing fuel consumption and emissions. How are the automotive and defence industries positioning themselves in light of these developments? What conclusions can investors draw regarding Deutz, Renk, and dynaCERT, and where do the best opportunities lie?

Commented by Carsten Mainitz on September 18th, 2026 | 07:45 CEST

AI Boom Meets Grid Bottleneck: NU E Power, Nordex and Super Micro in Focus

• Energy
• datacentres
• renewableenergy
• AI

Created and Published on Behalf of NU E Power Corp.

The International Energy Agency warns that global electricity consumption by data centres will rise to approximately 945 terawatt-hours by 2030, with insufficient grid capacity potentially holding back one in five projects. Reliable energy supply is therefore becoming a critical bottleneck. Anyone looking to drive the expansion of data centres must first secure the necessary power supply. This is precisely where Canadian company NU E Power comes in. As a project developer, the company aims to bring energy sites to market readiness and participate in the associated value creation. Wind power companies such as Nordex are adding further green power capacity, while data centre technology providers such as Super Micro are benefiting directly from rising AI demand. We take a closer look at how these three companies are positioned within the rapidly evolving energy and data-centre landscape.

Commented by Carsten Mainitz on September 15th, 2026 | 10:30 CEST

New Approaches to Fighting Cancer: Why Vidac Pharma, BioNTech and Evotec Deserve Attention

• Biotech
• Biotechnology
• Cancer
• Pharma

Cancer cells use sophisticated defence mechanisms to evade the immune system and reprogram their own metabolism. These mechanisms are now increasingly being targeted by biotech companies. BioNTech has more than EUR 16 billion in cash and is driving the next generation of immunotherapies. Evotec is scaling up drug development through strong alliances but has eroded investor confidence. This skepticism is weighing on its share price. Developments at Vidac Pharma are particularly exciting. The company focuses on the metabolic reprogramming of malignant cells. Results from a potentially groundbreaking Phase 2b trial are imminent. Which approach offers the greatest promise?

Commented by Carsten Mainitz on September 11th, 2026 | 08:25 CEST

Knowledge Becomes Currency! Opportunities for Aspermont, Palantir and Rio Tinto?

• Digitization
• bigdata
• commodities
• Software
• AI

Knowledge is power. And those who can sell it at scale can turn it into a lucrative business model. That is precisely what the long-established mining publisher Aspermont is pursuing. The Australian company is using artificial intelligence to transform its nearly 200 years of expertise in the global commodities industry into high-quality data products. The potential for scaling is enormous. Mining giant Rio Tinto is already on board as a client, which can be seen as a major vote of confidence. Palantir, in a different area, demonstrates just how strong demand for data-driven decision-making is becoming and how profitable scalable digital business models can be. What specific opportunities are available to investors?

Commented by Carsten Mainitz on September 11th, 2026 | 08:05 CEST

The Drone Threat Is Growing! Volatus Aerospace, Rheinmetall and Deutz in Focus

• Drones
• Defense
• hightech
• geopolitics

Geopolitical upheaval is reshaping the defence sector. What long seemed like a scene from a movie has long since become reality. Drones are increasingly being spotted over critical infrastructure, airports, and military facilities. This underscores the need for high-performance drone defence systems. Volatus Aerospace is one of the highly specialized defence tech companies offering a complete ecosystem in this key industry. The latest major contract from the Canadian government impressively underscores the business potential. At the same time, established industry giants like Rheinmetall are sitting on record-high order books, yet their share prices continue to correct. The crucial question is increasingly which sectors are driving growth and how margins are developing. Through a strategic acquisition, the long-established engine manufacturer Deutz is now also focusing on the defence sector. The stock market likes this. Which stock will take off next?

Commented by Carsten Mainitz on September 10th, 2026 | 08:20 CEST

From Nuggets to Networks: How Lahontan Gold, Siemens, and Allianz Are Redefining the Precious Metal's Value Chain

• Mining
• Gold
• Silver
• Commodities
• PreciousMetals

Gold remains in demand over the long term, but could face pressure from interest rates in the short term. Market participants are increasingly anticipating a US interest rate hike in September. While high energy prices are weighing on the market, geopolitical crises, a weak US dollar, spiraling government debt, and record-high central bank purchases are acting as strong counterbalances. Accordingly, analysts see significant upside potential for the precious metal through 2027. To maximize returns from the next medium-term upswing, investors should take a broader view of the "ecosystem". Lahontan Gold, in particular, stands out positively here. The Canadian company is consistently driving its transformation from an explorer to a gold producer in Nevada. This transformation phase for emerging commodity producers typically involves numerous milestones that drive higher corporate valuation. Siemens provides the automation and digitalization needed for efficient mining, thereby covering another angle. Allianz and its industry partners provide investors with strategic access to physical gold and mining stocks through asset management. Which stock will outperform gold?

Commented by Carsten Mainitz on September 10th, 2026 | 08:10 CEST

Korea, Supply Chains and Naval Power: How Almonty Industries Is Laying the Foundation for Defence Champions Renk and TKMS

• Tungsten
• Defense
• CriticalMetals
• maritime

Global value chains are being realigned. Fueled by ongoing geopolitical tensions, global supply chain restructuring and historic rearmament programs, the spotlight is shifting to companies that form the physical backbone of Western industry and defence. Investors looking to capitalize on tomorrow's trends can no longer ignore critical metals like tungsten and specialized defence companies. Almonty is positioning itself as a strategic tungsten supplier for Western industry and is helping to reduce dependence on China's dominant market position for this key metal. Analysts are bullish. Renk supplies indispensable key components for military vehicles through its specialized propulsion systems, while TKMS, with its submarines and naval vessels, stands for the security of sea lanes and maritime deterrence. Critical raw materials, military mobility, and modern fleets—where are the most attractive stock market opportunities?

Commented by Carsten Mainitz on September 9th, 2026 | 07:05 CEST

Hidden Opportunities? Why Zefiro Methane, Verbio and E.ON Could Be Worth a Closer Look Now

• methane
• OrphanWells
• Energy
• Sustainability
• chemicals

Created and Published on Behalf of Zefiro Methane Corp.

The energy transition is changing the way energy is generated, transported, and used. Policymakers and legislators are establishing frameworks to reduce greenhouse gas emissions. This is creating a structural megatrend – decarbonization – with far-reaching implications for markets and investments. In addition to CO₂, methane is increasingly coming into focus. Methane is released, among other things, during the extraction, processing, and transportation of natural gas and crude oil. When it escapes into the atmosphere through leaks, it is around 80 times more harmful than CO₂ over the medium term. Zefiro Methane is positioning itself at this critical juncture. As a market leader in many US states, the company is eliminating legacy pollution from the fossil fuel industry and is thus tapping into a market worth billions. Its order books are full, and analysts are bullish. Experts are equally positive on Verbio and E.ON. Which company will benefit most from the ongoing structural transformation?

Commented by Carsten Mainitz on August 28th, 2026 | 07:35 CEST

Explosive News: Power Metallic Mines Nears a Decisive Milestone — How Are BASF and BYD Performing?

• PGMs
• Copper
• Electromobility
• Electrification

AI and electrification require enormous amounts of copper. According to the International Energy Agency, a supply shortfall of approximately 6.6 million metric tons is projected by 2035. New mines and functioning recycling loops will therefore be equally indispensable. Power Metallic Mines could arrive at exactly the right time with its polymetallic Nisk project in Québec. The company's initial mineral resource estimate, expected soon, will reveal the deposit's industrial significance and whether the stock is poised for a revaluation. Chemicals giant BASF is strategically positioning itself in raw materials and recycling while gaining additional appeal through the planned spin-off of its agricultural business. BYD demonstrates just how rapidly international demand is growing, with Europe playing an increasingly important role. Who holds the best cards?