Correction and high volatility- Triple AAA is the order of the day: Amazon, Aspermont, and Alibaba keep their promises!

Amazon – No new highs despite good sales performance

Jeff Bezos cannot be satisfied at the moment. Despite new NASDAQ highs, Amazon shares are currently trading at USD 216, a good 13% below their peak of USD 242. Although the stock remains one of the "MAG7" heavyweights, it currently sits at the lower end of the pack. To stimulate demand, Amazon now holds several "sales events" each year to entice consumers back into spending mode. But the euro is no longer so loose, with high inflation, declining real wages, and exploding social costs weighing on private household budgets. The ongoing geopolitical conflicts are also leading to consumer reluctance, with so-called "fear saving" even circulating in Germany. A look at the LSEG platform reveals the opportunities for Amazon over the next 12 months. The average price target is estimated at USD 265 by over 70 analysts, a potential upside of nearly 20% from current levels. Still, it seems that 10% sales growth and 15% profit growth no longer lead to euphoric leaps today! Whether this represents a buying opportunity or not may ultimately be a philosophical question.

Aspermont Ltd. – Now it is time to scale up

Australian media specialist and XaaS provider Aspermont Ltd. is transferring its strength from the old economy to the online world. Formerly a traditional publishing house, today it is a data-driven tech company with global reach. What once began with specialist publications such as the Mining Journal is now a scalable digital business model that offers content, data, and analysis as a service. The focus is on the mining, energy, and agriculture industries, where Aspermont provides millions of professionals with information, events, and marketing solutions.

Thanks to its successful digital transformation, the Company has recorded continuously rising subscription revenues for over 33 quarters. The foundation is a unique database with over 8 million high-level industry contacts and historical information from over 200 years of trade publications. This archive has been completely digitized and serves as the basis for data-driven decision-making and analysis platforms. With the launch of Mining IQ in August 2025, Aspermont has reached its next milestone. The platform analyzes project pipelines, ESG performance, commodity risks, and investor sentiment based on the Company's in-house data treasure trove.

The first major customer is none other than mining giant Rio Tinto, which paid AUD 550,000 for six months of exclusive access, sending a strong signal about the market value of this solution. The goal is to establish Mining IQ as the central analysis tool for companies, investors, and financial service providers in the commodities sector. Recurring revenue from subscriptions and licensing, as well as large-scale events, is expected to account for the largest share of sales in the future. This presents an exciting opportunity for investors, as the current wave of appreciation in the commodities sector is bringing a lot of money into the coffers of potential customers. Given the increasing complexity of global commodity markets, Aspermont's data intelligence could become an indispensable tool for strategic decision-making in the future. With a market capitalization of EUR 10 million, the stock offers a lot of potential.

Alibaba – Worth much more than many think

Since its IPO on the NASDAQ, Alibaba has been viewed as a highly regarded technology company from China. Over the past three years, founder Jack Ma's relationship with Alibaba has changed fundamentally. After the conflict with Chinese authorities in 2020, he largely withdrew and finally relinquished control of Ant Group in 2023. At the same time, Alibaba initiated a comprehensive restructuring. The Company was divided into several independent divisions, such as cloud, e-commerce, and international platforms. This was in response to political pressure and in preparation for more flexible growth.

In 2024, China declared the multi-year regulatory phase over, which was a big relief. Then, in mid-2025, the stock turned around. While domestic online retail is struggling with competition and margin pressure, cloud businesses abroad are doing really well. International expansion (e.g. via AliExpress and Lazada) and investments in artificial intelligence are considered key growth drivers. From a low of just under EUR 80, the share price rose by over 100% to EUR 164. A minor consolidation is currently underway. Analysts are also positive again. On the LSEG platform, there are 38 out of 42 positive assessments. The average 12-month price target is expected to be USD 194, which is a good 13% above the current price.

The stock markets are currently experiencing a fair amount of volatility. However, market participants are repeatedly succeeding in generating new incentives to buy, which is leading to strong price gains in many sectors. Aspermont should now be able to benefit from the commodity euphoria. Tech stocks that have performed well, such as Amazon and Alibaba, are no longer rising euphorically but offer a good risk/reward ratio in the medium term.