Close menu

June 6th, 2023 | 07:00 CEST

AI hype - Keep a cool head now: NVIDIA, AMD, Altech Advanced Materials

  • Technology
  • Software
  • AI
  • Batteries
Photo credits:

Chip stocks are all the rage on the market! The triumph of artificial intelligence (AI) has fuelled their demand. The idea is that the more AI we use worldwide and in everyday life, the more computing power is needed. But is it even worth getting in now? And are the obvious investments always the best? We highlight three of the most exciting AI stocks and take a look at a revolution that only insiders have been celebrating so far.

time to read: 3 minutes | Author: Nico Popp
ISIN: NVIDIA CORP. DL-_001 | US67066G1040 , ADVANCED MIC.DEV. DL-_01 | US0079031078 , ALTECH ADV.MAT. NA O.N. | DE000A31C3Y4

Table of contents:

    NVIDIA: Can 49 analysts be wrong?

    If almost 50 analysts agree, there must be something to it. Many investors are currently thinking like this and are betting on NVIDIA shares. The chip manufacturer, which has so far scored points primarily with its fast graphics cards and has made gamers' hearts beat faster, also wants to take a big slice of the AI cake. The chances of this are good: computing power is computing power. NVIDIA already profited during the crypto hype as mining hardware and will now profit again. The Company has raised its outlook and is very optimistic about the future. Contradiction on the part of analysts was largely absent. As Handelsblatt writes, 49 analysts are currently convinced by the share. But what is the short-term outlook for NVIDIA?

    After the strong rise after Whitsun, the stock took a short breather. In European trading, it is important to keep an eye on the high of EUR 371. Currently, there are signs of a minor correction. But as is the case with hype topics, this could only be short-lived. The high number of skeptics and pessimists suggests that only a few investors have actively followed the price rally of the past weeks and are therefore standing on the sidelines. No matter how rapid the price trend has been, the hype can continue. Barclays analyst Blayne Curtis believes that prices of USD 500 are possible this year.

    AMD: The second tier is also expensive...

    The AMD share has already corrected somewhat more strongly. However, the chip manufacturer should also benefit significantly from the AI trend. Based on earnings expectations for 2023, the share is already very expensive, with a P/E ratio of 179. Although profits could be higher, this does not make the stock a bargain by any means. However, since AMD is well positioned in the area of chips for data centres, which are essential for AI applications, and had a good growth forecast in this area even before the hype, the share is interesting. While NVIDIA and AMD are big names, Taiwan's TSMC should also benefit. The world's largest contract manufacturer of chips is technically up to date and also produces for NVIDIA and Intel. Above all, the share is comparatively cheap.

    Altech Advanced Materials: Future Made in Germany

    Just as TSMC is a hidden champion in the chip industry, Altech Advanced Materials is an insider tip for modern power storage and batteries. The Company from Heidelberg specializes in the coating of graphite anodes and thus manages to convince in terms of capacities, durability and safety. The Company is currently working on a pilot plant in Schwarze Pumpe in Saxony and wants to convince customers with the products manufactured there. In addition to technology for batteries for electric cars, Altech is also active in the field of large-scale storage with its CERENERGY technology. The principle can be broken down to the slogan "common salt instead of lithium" and is thus very promising, especially in times of scarce raw materials and the growing importance of a green footprint of all processed raw materials.

    Altech Advanced Materials is already closely networked with industry and cooperates, for example, with SGL Carbon and the silicon specialist Ferroglobe. A feasibility study for battery material coating is currently in the final phase and the first factory buildings in Schwarze Pumpe have been rented. There is a purchase option for an adjacent plot of land in order to be able to ramp up production if required. By 2024, the European battery industry aims to achieve a production capacity of 500 GWh and thus become less dependent on Asia. This will require around 500,000t of anode material, which Altech plans to produce. The first test material is to be delivered to potential customers this year. The share is a success story on both a six-month and one-year horizon. Recently, the value corrected somewhat, which is not surprising given the rapid rise. Investors should keep the Company in mind. The stock could also show promise again soon.

    In a market phase where many investors consider investing in chip stocks, it makes sense not to lose sight of other future trends. The independence of German industry from Asia is one of the most urgent tasks of the coming years, just like the energy transition. Altech Advanced Materials scores with promising technology and existing contacts to large industrial companies. The current consolidation phase can be a great opportunity for all investors who first analyze calmly and only then invest.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.

    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author

    Related comments:

    Commented by Juliane Zielonka on February 29th, 2024 | 08:15 CET

    Defense Metals, Coinbase, Volkswagen: Critical metals for pioneering technologies

    • Mining
    • RareEarths
    • crypto
    • AI
    • Electromobility

    The demand for critical metals is increasing rapidly worldwide. From growing digitalization to the increased use of cryptocurrencies and AI, from advances in medical technology to electromobility and defense technology - all these areas rely on these critical raw materials. Defense Metals Corporation is an experienced explorer in British Columbia whose Wicheeda project is designed to provide these critical metals. Forward-thinking companies like the crypto exchange Coinbase serve many users who use rare earth metals to power their hard drives for crypto mining. Volkswagen also requires this raw material because car consumers in China have very different needs when it comes to vehicle software than those in the European market. A new CEO for the subsidiary and software company CARIAD knows exactly what needs to be done...


    Commented by Fabian Lorenz on February 28th, 2024 | 07:45 CET

    Strong price targets! Super Micro Computer, Bayer, Almonty Industries

    • Mining
    • Tungsten
    • chemicals
    • AI

    Is it time to invest in Super Micro now? Yes, say several experts. Despite the massive price rally, the AI share offers further potential. There are good reasons for this, and the target price is USD 1,300. There are also good reasons for the Almonty Industries share to perform well in 2024 and beyond. The Company focuses on tungsten, a scarce and coveted resource in Europe and North America. Sales and profits are expected to rise sharply, leading to a revaluation of the share. Analysts also see significant potential for Bayer shares. The spin-off of over-the-counter medications, including Aspirin, is expected to drive the share. However, there are some question marks.


    Commented by Armin Schulz on February 28th, 2024 | 07:15 CET

    Varta Thriller! Altech Advanced Materials, BYD work on the electrification of the future

    • Technology
    • Innovations
    • renewableenergies

    While production at Varta is at a standstill following a cyber attack, the wave of electrification is rolling inexorably through our society, changing how we generate, store and utilize energy. Innovations are needed here, especially in energy storage from renewable sources and the further development of batteries for use in electric vehicles. Advances in electric vehicles and the increasing use of electrical energy are paving the way towards the future. Intensive research is currently being carried out on technologies that will increase both the effectiveness and capacity of battery systems. Altech Advanced Materials and BYD stand out here.