+19% in one day! SHORT SQUEEZE at D-Wave Quantum? What is going on with TeamViewer? STOCK MARKET NEWCOMER Finexity enters the billion-dollar market!

Finexity: Stock market newcomer with huge potential

Germany has seen far too few IPOs recently – but Finexity is breaking the trend. The Company has been listed on the Munich Stock Exchange since September 5. Even before attention grows through research coverage and Xetra listing, investors have the opportunity to get in early. The market potential of the tech company is enormous. Finexity combines an already profitable capital markets business with a scalable trading platform for digital assets. This offers investors – especially banks and asset managers – direct access to private market investments. At the heart of the model is tokenization, the digital representation of assets on the blockchain. This allows real estate, infrastructure projects, or luxury goods to be issued as tradable securities, offering greater transparency and lower costs. Investors thus benefit from an infrastructure that digitizes and simplifies access to high-yield asset classes. With over 250 listings and a growing base of more than 80,000 registered investors, the model has already proven itself in practice.

The target market has the potential to explode in the coming years: Experts estimate that the volume of tokenized assets will rise to just under USD 11 trillion by 2030 – representing an annual growth rate of over 60%. Finexity is thus positioning itself in a segment that opens up completely new investment opportunities. The platform aims to cover the entire value chain – from the primary market to secondary trading – and establish itself as the leading exchange for digital assets.

Finexity is aiming for annual revenue of over EUR 50 million in the medium term and wants to achieve EBITDA margins of 50% – figures that leave room for significant price speculation. Strategic acquisitions such as the integration of Effecta GmbH also significantly expand customer and revenue potential. With a founding and management team that is itself heavily invested with over 40% and subject to long-term lock-ups, the interests are clearly focused on sustainable growth. Finexity is well-positioned to become one of the major beneficiaries of the tokenization wave – a trend that could continue to drive interest in the stock.

Important date: On October 8, 2025, Finexity CEO Paul Huelsmann will present at the virtual 16th International Investment Forum (IIF). Private and institutional investors can register here to participate free of charge. Many exciting German and international small and mid-caps will be presenting.

TeamViewer: Buy the stock after a 30% drop?

What is going on with TeamViewer? Since early May, the German tech stock has plummeted by nearly 30%. It has repeatedly been rumored as a takeover candidate, for example, by Microsoft. There are several reasons for the crash. One is the first quarter figures. Although TeamViewer recorded revenue growth and solid EBITDA, there were weaker billings and negative currency effects. For investors, billings at SaaS companies are considered an early indicator of future revenue growth because they show how many new contracts and payment commitments have been secured. In addition, the exit of a major shareholder had a negative impact. Permira sold its remaining shares. This caused uncertainty among shareholders. Due to the steady sell-off, the stock is now also technically severely battered. At EUR 8.30, the share is trading at a yearly low and at its lowest level since 2022.

Are there reasons for a possible price recovery? Yes. For one thing, the operational performance is not as bad as the stock price suggests. TeamViewer is growing. And it is also making progress in terms of profitability. In addition, it is actively developing further. In December 2024, TeamViewer acquired 1E from Carlyle Europe Technology Partners for USD 720 million. This is a British software company that specializes in the Digital Employee Experience (DEX). It develops platforms and tools that IT departments can use to monitor, control, and improve the digital working environment of employees. The fundamentally stable development and positive future prospects could give rise to new takeover speculation.

D-Wave: Is this the short squeeze?

Are we witnessing a short squeeze at D-Wave? On Tuesday, we highlighted the potential for such a move The background to this is a high short position of just under 20% of the freely tradable share volume, which is a prerequisite for abrupt price jumps. This is exactly what happened on Wednesday. When the US stock markets opened, D-Wave shares shot up by 19%. At EUR 19.03, the quantum high-flyer marked a new all-time high. Over the past 12 months, the stock has gained more than 2,100%.

So far, little has been revealed about the reasons for the price jump. There was no company announcement. Although D-Wave manager Dr. Andrew King spoke about recent advances in annealing quantum computing at the Quantum World Congress, it is doubtful whether this was enough to cause such a jump in the share price. It is possible that short sellers were caught off guard and had to cover their positions, fueling the rally.

Finexity is positioning itself in a billion-dollar market that could fundamentally reshape the financial industry in the years ahead. With a scalable platform, strong strategic partners, and ambitious growth targets, the Company offers investors the opportunity to get in early with a potential market leader in digital assets. D-Wave remains the quantum favorite. If this is indeed a short squeeze, the price could rise significantly further. The ambitious billion-dollar valuation is currently irrelevant. TeamViewer, by contrast, currently appears to be priced in with a lot of negativity.