INFINEON TECH.AG NA O.N.
Commented by André Will-Laudien on January 16th, 2026 | 08:15 CET
Up 700% and still going strong! Almonty, Deutz, and Infineon under the microscope
It goes without saying that stocks that are performing well do not necessarily have to stop. Often, new business models only become interesting over time, or companies change their focus to become attractive targets for investors again. Almonty Industries is considered a representative of critical metals. The stock has risen 700% in the past 12 months. However, so much has changed in the group that analysts now have to recalculate here as well. Drive specialist Deutz is consistently focusing on military applications, and Infineon is discovering its relevance in solving energy problems in large computing facilities and in e-mobility. New concepts, new valuations – the world keeps turning! Where should investors get in now?
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Commented by André Will-Laudien on January 8th, 2026 | 07:20 CET
ATTENTION - The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon
Shares related to artificial intelligence continue to be a major focus in the market, even though the initial euphoria has subsided somewhat recently. Critical voices are increasingly warning of setbacks or even a significant correction. Among these skeptics is the well-known investor Michael Burry, who is said to have bet on falling prices for Nvidia and other industry peers. At the same time, shares linked to critical metals and their industrial end users have once again moved into the spotlight since the turn of the year. This is because tech specialists and AI infrastructure providers are under pressure to meet extremely high requirements in terms of energy supply, computing capacity, speed, and reliability. As a result, further opportunities are emerging for selected stocks. We highlight a few of these potential plays.
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Commented by Carsten Mainitz on December 29th, 2025 | 07:25 CET
The hunger for AI, chips, and batteries continues unabated! Who will benefit most in 2026: Graphano Energy, Infineon, or Aixtron?
Artificial intelligence was a major driver of the stock markets this year. The boom in data centers fueled demand for chips and energy. The topic of electromobility also gained momentum. Batteries, storage technologies, and the materials and raw materials required for them also attracted investor interest. Read on to find out which of these megatrends will continue to drive prices in the coming year and how investors can position themselves correctly with Graphano Energy, Infineon, and Aixtron.
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Commented by André Will-Laudien on December 22nd, 2025 | 07:15 CET
Mega rally in 2026 with artificial intelligence, chips, and storage solutions: Oracle, Graphano Energy, Broadcom, and Infineon
The year 2025 is drawing to an end. This year, the focus was clearly on the shares of AI providers in the areas of storage solutions, infrastructure, and databases. Investment banks see this sector as a potential driver of rising stock markets in 2026 as well. Will there be a correction in the first quarter? No one knows, because apart from the minor customs uncertainty in April 2025, there has been no serious decline in the international capital markets so far. This is surprising, because inflation remains high, interest rates are rising, and commodity prices are galloping away. These are all indications of higher input prices and falling margins. Which stocks are still making good money?
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Commented by André Will-Laudien on December 18th, 2025 | 08:00 CET
Silver boom and critical metals on the rise! Keep a close eye on Rheinmetall, Infineon, Hensoldt, and Antimony Resources
International conflicts and competition for physical silver are leading to increasing uncertainty surrounding critical metals. Since the defense industry and the high-tech sector are particularly dependent on intact supply chains, increased volatility is also measurable in these sectors. For risk-conscious investors, the time has come to scan their portfolios for potential risks and, after one of the best upward cycles of the last 20 years, to close one or two doors. We can help with the analysis.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:10 CEST
Takeovers in the chip sector – Gold is unstoppable! Intel, AMD, Infineon, and Sranan Gold
The stock market is booming, and strategic partnerships are nothing unusual. Then last week came the bombshell: the world's largest chip designer, Nvidia, is investing billions in its rival Intel. The two semiconductor companies announced that Nvidia will acquire Intel shares worth USD 5 billion. They also plan to jointly develop chips for PCs and data centers in the field of artificial intelligence. That adds more fuel to the already overheated NASDAQ rally. A rate cut by the Fed on Wednesday also catapulted precious metals upwards. Gold touched the USD 3,700 mark, while silver broke through the next barrier at USD 43. The bull market continues, and as usual, it is high-tech stocks and gold stocks like Sranan Gold that are leading the way. Here is an important update.
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Commented by André Will-Laudien on April 14th, 2025 | 08:00 CEST
Growth despite tariffs: It is all about using artificial intelligence! Novo Nordisk, NetraMark Holdings, Infineon, and Intel
The tariff policy of the Trump administration is casting a long shadow over the global economy, with ifo Institute President Clemens Fuest warning it could even trigger a new global recession. Only a handful of companies can currently afford to relax - those that manufacture entirely within the US and serve mainly domestic markets. However, the economy is highly interconnected, the recently favored globalization has ensured that. The wheel is currently turning backwards, and "local sourcing" is the new buzzword. History has shown that protectionism rarely leads to positive outcomes. It is important for investors to look closely at which policymakers truly have an understanding of economic issues without ideological distortions. Identifying these trends can lead to discovering high-potential stocks. The search is not easy, but we are here to provide support wherever possible.
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Commented by Fabian Lorenz on April 11th, 2025 | 07:00 CEST
USE BUY-LEVEL PRICES! Deutz, Infineon, and Walmart partner, MiMedia: Analyst favorite, AI hidden gem, and profiteer!
MiMedia is likely to face a revaluation. The AI cloud player has held up surprisingly well during the recent sell-off, even completing a capital increase beforehand, and is now starting operations with the giant Walmart in Latin America. Revenues are expected to increase massively this year – will the stock follow suit? Deutz has also held up well in these turbulent times. Following the takeover in the electric sector, the Company confidently announced price increases despite the tariff chaos. In Germany, the engine manufacturer could benefit from the new federal government's plans. Infineon's stock has taken a beating. Will a takeover in the US turn things around? Analysts believe that the semiconductor group is one of the structural winners in Europe. Should you buy the stock?
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Commented by André Will-Laudien on November 27th, 2024 | 07:10 CET
Artificial intelligence and crypto with a 200% opportunity! SMCI, Power Nickel, Infineon and ARM Holdings on the buy list
The crypto and AI boom is now quite advanced. Yesterday, Bitcoin hit a wall at just under USD 100,000, and Nvidia was also unable to reach new highs despite good Q3 figures. This suggests that a technical consolidation is underway, which could extend well into early 2025. However, some stocks have already fallen more sharply and are reappearing on investors' buy lists. 2025, the first year of the re-elected Donald Trump's term in office, is likely to bring a great deal of unrest, as the US will have to reposition itself in international trade. Announcements of introducing punitive tariffs are currently dominating the news, which are largely counterproductive. We highlight the opportunities for risk-conscious investors.
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Commented by André Will-Laudien on August 19th, 2024 | 07:15 CEST
New Nasdaq bull market: Highs ahead for Rheinmetall, Almonty Industries, Super Micro Computer, and Infineon
The correction was over quickly! The Nasdaq 100 index has lost 3,000 points since the beginning of July. This meant a third of the annual performance was wiped out in the short term. However, the fantasy of imminent interest rate cuts by the Fed quickly put an end to the correction. The highly regarded technology index recovered more than half of its losses in just one week. Nvidia led the way, rebounding from USD 92 to USD 125. The half-year figures for Rheinmetall and Almonty will be available at the end of August. We take a closer look.
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