The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
Before founding his own company, he held various positions as business editor, fund advisor, portfolio manager and finally as CEO of a listed investment company. He also held several positions on the supervisory board.
He is passionate about analyzing a wide variety of business models and investigating new trends, especially in the areas of e-commerce, fintech, blockchain or artificial intelligence.
Commented by Stefan Feulner
Commented by Stefan Feulner on September 14th, 2026 | 08:15 CEST
Fortum, RE Royalties, SolarEdge: Hidden Gems in the Supercycle
AI is set to put the power supply to the test in the coming years. New data centres require enormous amounts of energy, while grids and generation capacity are reaching their limits in many places. Tech companies are already responding, securing power supplies for decades and investing in nuclear power, renewable energy, and storage. At the same time, energy must be distributed more and more efficiently within data centres. This is creating a new billion-dollar market across the entire power supply chain and could trigger a new supercycle.
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Commented by Stefan Feulner on September 11th, 2026 | 08:30 CEST
GE Vernova, NU E Power, Sunrun – Power Shortage Is Turning into a Supercycle
Created and Published on Behalf of NU E Power Corp.
The global power market is coming under pressure. AI data centres, electrification, and industry are driving demand, while new power plants and transmission lines often take years to complete. Reuters is already referring to a potential "power price supercycle". This is creating a new billion-dollar market for investors. Demand is not limited to additional solar and wind farms; more powerful grids and energy storage systems are also needed to distribute existing electricity more intelligently.
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Commented by Stefan Feulner on September 11th, 2026 | 07:55 CEST
Ivanhoe Mines, Power Metallic Mines, Rio Tinto: Commodity Giants on the Offensive
Copper is more expensive than ever before. On the LME, the price temporarily climbed to over USD 14,600 per metric tonne. At the same time, demand is growing due to power grids, data centres, electric mobility, and defence spending, while new mines take years to reach production. The industry's response to the current situation is clear. Major mining companies are securing additional deposits, while exploration companies are seeking to define the mines of tomorrow through new resource discoveries.
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Commented by Stefan Feulner on September 8th, 2026 | 07:35 CEST
Volvo, dynaCERT, Caterpillar: Diesel Will Not Disappear Overnight
The commercial vehicle industry is facing a massive transformation. Battery, hydrogen and more efficient combustion technologies are competing for a market in which millions of heavy-duty machines are likely to continue running on diesel for many years to come. At the same time, pressure is mounting to reduce fuel consumption and emissions quickly. This transitional phase is opening up a market worth billions. While major manufacturers are investing billions in powertrains of the future, technologies that make existing fleets cleaner and more efficient could stand to benefit.
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Commented by Stefan Feulner on September 7th, 2026 | 08:15 CEST
Aya Gold & Silver, Lahontan Gold, Contango: Precious Metals Set For Further Gains
High gold and silver prices are reshaping the economics of the mining sector. Deposits that attracted little attention just a few years ago can suddenly become economically viable. At the same time, producers are taking advantage of the strong market environment to expand their resource base and advance new projects. Things become particularly interesting where exploration is uncovering additional ounces or where previously mined material can now be processed economically.
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Commented by Stefan Feulner on September 4th, 2026 | 07:30 CEST
Bloom Energy, A.H.T. Syngas, Veolia: Waste is Giving Rise to a Multi-Billion-Dollar Market
Waste and industrial residues are evolving from a cost factor into a valuable raw material. Rising energy prices, decarbonization and the enormous power demands of new data centres are driving up the economic value of technologies that convert previously unused materials into energy. At the same time, pressure is mounting on industry and local authorities not only to dispose of waste but also to recycle and repurpose it. This is giving rise to a multi-billion-dollar market at the intersection of the circular economy and energy supply.
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Commented by Stefan Feulner on September 4th, 2026 | 07:20 CEST
Cerebras, Volatus Aerospace, Standard Lithium: 3 Markets Poised for a Breakthrough
The next wave of investment is well underway. Billions are flowing into new AI data centres, Western nations are securing critical raw materials, and companies are increasingly automating tasks that previously had to be carried out by people, aeroplanes or helicopters. For investors, this creates opportunities that extend far beyond the well-known technology giants. Of particular interest are companies that provide the infrastructure for this development.
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Commented by Stefan Feulner on September 1st, 2026 | 07:30 CEST
Ballard Power, First Hydrogen, ElringKlinger: Is Hydrogen Poised for a Fresh Start?
After years of billion-dollar investments and grand promises, the hydrogen industry must finally deliver. What matters now is no longer new letters of intent, but applications that will work in everyday life and that can be scaled economically. Fuel cells are now making their way into heavy-duty transportation, providers are bundling technology and hydrogen supply, and new areas of application are emerging beyond traditional vehicles. For investors, this could mark the beginning of a new phase. It is no longer merely the vision that matters, but rather who is actually turning hydrogen into a business.
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Commented by Stefan Feulner on September 1st, 2026 | 06:55 CEST
AeroVironment, HPQ Silicon, BAE Systems: It Is All About the Battery
Drones are fundamentally changing modern warfare. What used to cost millions can now be reconnoitered or countered using comparatively inexpensive unmanned systems. Western nations are ramping up their procurement efforts accordingly. But as demand grows, so do the technical challenges. Range, payload, and endurance depend crucially on the power supply. More powerful batteries are thus becoming a key technology in the drone boom. Not only could the major defense contractors benefit from this, but also suppliers that have received little attention until now.
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Commented by Stefan Feulner on August 31st, 2026 | 07:30 CEST
GE Vernova, RE Royalties, Canadian Solar – Billions Are Flowing Into Energy Infrastructure
The energy transition is no longer primarily a technological challenge, but rather a financing and infrastructure challenge. Solar farms must be built, battery storage systems financed, and power grids upgraded to support an increasingly decentralized energy supply. The project pipelines of major developers alone demonstrate the scale to which investment needs have now grown. At the same time, new business models are emerging for companies that not only build facilities but also provide capital or profit from the long-term returns of the projects. This marks the beginning of a second phase of the energy transition for investors. The focus now is on turning this massive expansion into a profitable business.
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