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Commented by André Will-Laudien on May 13th, 2026 | 07:45 CEST

333% Gains: What Comes Next for AMD, LPKF Laser, and Group Eleven?

  • Mining
  • CriticalMetals
  • Silver
  • Copper
  • Technology
  • AI

Erratic movements – sky-high valuations! Right now, investors get the impression that AI and data centers are set to become the salvation of the global economy for the next 100 years. Of course, building AI infrastructure costs the tech giants enormous amounts of money. At the same time, the architects behind these systems are making a fortune. In principle, however, it is a cycle: what one company invests becomes another company's profit. Project this dynamic three years into the future, and nearly every major industry will have implemented its own generative AI systems. From entry-level employees to skilled workers and even at the executive level, there is now dramatic potential for cost savings, which in turn improves the bottom line. But at the end of the day, many people may lose their all-important jobs. The result is obvious: consumption is declining, and ultimately, growth is being replaced by contraction. Dynamic investors are riding the current rallies and then exiting at the right moment. What matters most is timing. Here are a few ideas.

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Commented by Fabian Lorenz on May 6th, 2026 | 07:05 CEST

180% in 4 weeks! Are AIXTRON and LPKF Laser too expensive? Is Aspermont stock too cheap?

  • bigdata
  • Digitization
  • semiconductor
  • smallcaps

With small-cap stocks, it sometimes takes a little longer for a stock's potential to be recognized. This appears to be the case with Aspermont, giving investors the opportunity to get in early. Analysts see nearly 200% upside potential, and the latest quarterly figures confirm that growth expectations for the coming years are realistic. LPKF Laser and AIXTRON are currently at the center of the hype. Their shares have risen by up to 180% in just 4 weeks. However, this means valuations are anything but low. A great deal of future growth is already priced in. Analysts are becoming more skeptical.

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Commented by André Will-Laudien on May 5th, 2026 | 07:45 CEST

Things are heating up in the Middle East! Antimony Resources, Rheinmetall, RENK, and LPKF Laser in high demand

  • Mining
  • antimony
  • CriticalMetals
  • Defense
  • hightech
  • semiconductor

Created and published on behalf of Antimony Resources Corp.

The escalating conflict in the Middle East is acting as a catalyst for the already fragile global supply chains and is abruptly pushing critical raw materials into the spotlight of the capital markets. The focus is less on the physical flow of metals through the Strait of Hormuz and more on its role as a bottleneck for approximately 20% of global oil trade, where disruptions immediately drive up energy prices and, consequently, the cost base of industrial production. Even moderate disruptions lead to rising freight rates, higher insurance premiums, and extended delivery times: a toxic mix for industries optimized for just-in-time production. Studies estimate that the risk of a sustained disruption could destabilize trade volumes of up to USD 1.2 trillion annually. In this complex situation, companies that address strategic bottlenecks or are part of the security-relevant value chain stand to benefit the most. Antimony Resources Corp. is emerging as a potential Western supplier of a critical metal, while Rheinmetall and RENK Group are benefiting from rising defence budgets. LPKF Laser & Electronics is addressing the chip market with new ideas. Investors should trust their instincts about what belongs in their portfolio right now.

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Commented by Fabian Lorenz on April 27th, 2026 | 08:15 CEST

Endless Rally Ahead? 150% Upside Potential? LPKF Laser, SÜSS MicroTec, Power Metallic Mines

  • Mining
  • PGMs
  • Copper
  • semiconductor
  • Technology

The semiconductor rally has also lifted German stocks. LPKF Laser surged nearly 40% over the past week, while SÜSS MicroTec has gained a solid 40% since the end of March. However, analysts are urging caution - could the rally be running out of steam? In contrast, Power Metallic Mines may still offer significant upside. Some analysts see 150% upside potential. The commodity stock could also benefit from the exploding semiconductor demand, as large quantities of copper have been discovered in Canada. After all, copper remains indispensable not only for semiconductors but for a wide range of industrial applications. This positioning also makes Power Metallic Mines a potential takeover candidate.

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Commented by André Will-Laudien on April 22nd, 2026 | 06:55 CEST

Focus on Critical Infrastructure: Power Metallic Mines Shines, Heidelberger Druck & LPKF Laser Ready to Take Off

  • Mining
  • PGMs
  • Copper
  • Nickel
  • PreciousMetals
  • Defense
  • Drones
  • semiconductor

The Strait of Hormuz is currently one of the most frequently cited geopolitical buzzwords in international media. At the same time, potential supply chain bottlenecks involving critical metals have been the subject of intense discussion for months. The valuation of high-tech and AI companies is largely based on the continuous expansion of computing capacities and the necessary electrical infrastructure. This transformation process requires enormous quantities of industrial metals and strategic raw materials. In the ongoing war scenario, however, everything is being put to the test! Against this backdrop, Power Metallic Mines is positioning itself with its NISK project in a market environment increasingly shaped by raw material security and supply chain stability. On the other hand, Heidelberger Druck and LPKF Laser are betting on an operational turnaround with different technological approaches. We analyze the relevant drivers, risks, and valuation prospects in detail.

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Commented by Stefan Feulner on September 21st, 2021 | 12:22 CEST

LPKF Laser, Almonty Industries, Wacker Chemie - Brilliant growth

  • Tungsten

During the last TV debate before the federal elections, the topic of climate protection was hotly debated. In her closing statement, the Green Party candidate said that "as Chancellor, she stands for real change, not doing things by halves when it comes to climate protection." Decarbonization must come about as quickly as possible. However, looking at the current stagnation in the expansion of the infrastructure for renewable energies on the one hand and the shortage of raw materials needed for this on the other, one should at least seriously question the ambitious goal.

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Commented by Stefan Feulner on June 17th, 2021 | 15:44 CEST

Deutsche Bank, Enapter, LPKF - Profit from the green future!

  • Hydrogen

Last year's boom topic, hydrogen, has suffered its first setbacks on the stock market. Industry leaders such as Nel ASA, Plug Power and Ballard corrected sharply in the first half of the stock market year. The valuations of the companies around the green future industry were too high. Nevertheless, it is becoming increasingly clear that decarbonization and the achievement of climate targets are not possible without green hydrogen. Politicians have recognized the signs and released more than EUR 8 billion in subsidies just last month. Take advantage of the second wave.

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Commented by Carsten Mainitz on June 15th, 2021 | 11:29 CEST

Aixtron, Aspermont, LPKF - Starting signal for further price gains

  • Investments

The general conditions on the capital markets remain positive in the short-term perspective. An excess of liquidity, government aid and support programs, and progress in combating the pandemic means that critical factors such as the massive rise in inflation are fading into the background. When things are going well, they go well. So why not bet on stocks in the uptrend that have recently delivered excellent news and with which investors can undoubtedly outperform the market? We present three promising stocks. Who is winning the race?

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