Carsten Mainitz

Commented by Carsten Mainitz on September 30th, 2026 | 11:05 CEST

The Next Big Thing: Quantum Computing! New Opportunities in Aqarios Quantum Technologies, D-Wave and IonQ?

• Quantum
• computing
• data
• Technology

The stock market loves the prospect of the next technological leap. Is quantum computing next in line? Quantum computers use the principles of quantum physics to solve certain highly complex tasks more efficiently than classical computers. The technology could dramatically transform industrial processes in medicine, energy, materials research, logistics and cybersecurity. Recently, Aqarios Quantum Technologies became the first pure-play quantum computing company to make its debut on the German stock exchange. The Munich-based company develops software for complex planning tasks and combines classical computing methods with quantum algorithms. Its latest move into the IBM ecosystem is drawing attention. The company also collaborates with numerous German blue-chip firms. IonQ has raised its revenue forecast following an acquisition, while D-Wave is benefiting from US government support. Although their business models differ, they share the common goal of turning quantum research into a scalable business. Which company will perform best in the coming months?

Commented by Carsten Mainitz on September 25th, 2026 | 10:00 CEST

Get Set for the Next Gold Rally: DRC Gold, Barrick Mining and Newmont in Focus

• Gold
• Commodities
• Africa
• rally

Amid persistent inflation concerns and monetary policy turmoil, gold continues to serve as a safe haven and has hit an all-time high this year. Central banks are using weaker prices to make substantial purchases. With gold trading above USD 4,000 per ounce, producers such as Newmont and Barrick Mining are posting record profits. But exploration companies are also worth watching, as these second- and third-tier stocks could offer significant leverage on gold price movements during prolonged bull markets. DRC Gold fits into this category with an exciting gold project in the Democratic Republic of the Congo. Where are the biggest opportunities?

Commented by Carsten Mainitz on September 25th, 2026 | 09:45 CEST

Steel Industry in Transition! Strategic Resources, thyssenkrupp and Salzgitter Offer New Opportunities

• VTM
• ironore
• GreenSteel
• decarbonization

Less steel from China, new opportunities for the industry? According to Bloomberg, leading Chinese steelmakers recently called for tighter production restrictions and a reduction in inventory levels. If these calls lead to concrete action, price pressure on the global market could ease. Steel stocks such as thyssenkrupp and Salzgitter have already moved higher. At the same time, the shift to lower-emission steel production is changing the rules of the game and opening up opportunities across the entire value chain. Strategic Resources aims to supply high-quality iron ore pellets for modern steel mills and scale up to an industrial level. Meanwhile, project progress and financing are increasingly coming into focus. What is driving the stock prices?

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?