NORDEX SE O.N.
Commented by Fabian Lorenz on February 11th, 2026 | 07:10 CET
"Unprecedented surge in electricity demand": Siemens Energy, Nordex, and hidden gem Stallion Uranium stand to benefit!
Uranium demand is expected to skyrocket in the coming years. A doubling would come as no surprise. At the same time, uranium is expected to come from Western regions, presenting both a challenge and an opportunity for the industry. Stallion Uranium is still a hidden gem, but this is likely to change soon. While new nuclear power plants are being planned and old ones restarted in the US, AI data centers are relying on gas-fired power plants. Siemens Energy is currently profiting handsomely from this trend. The company is set to release its quarterly figures today. It is already known that Siemens Energy plans to invest USD 1 billion in the US. Is there a threat of overcapacity? The Nordex share is losing some steam, partly due to cautious analyst commentary. At the same time, the company is starting the new year with a whole series of orders.
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Commented by Armin Schulz on February 6th, 2026 | 08:00 CET
Exploding electricity demand! Siemens Energy, American Atomics, and Nordex stand to benefit
The current energy crisis reveals a paradoxical picture. Despite record growth in renewables, power consumption and emissions continue to rise. Blackouts and surging electricity prices are increasingly undermining the competitiveness of entire industries. The solution lies not in a single technology, but in an intelligent, reliable energy mix. For investors, this structural transformation is creating historic opportunities. This report examines how Siemens Energy, American Atomics, and Nordex are strategically positioned to benefit from this profitable future market.
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Commented by Carsten Mainitz on February 2nd, 2026 | 07:20 CET
Energy: The bottleneck of the markets – how investors can benefit from American Atomics, Nordex, and Siemens Energy!
Energy is a key determinant of the competitiveness of economies and companies. Availability, price, and security of supply directly influence costs and, in turn, the prices of products and services. Renewable energy is important, but fluctuating power generation, the risk of dark doldrums, and the currently limited storage capacity pose significant challenges. Against this backdrop, uranium is experiencing a comeback as a reliable energy source. Many tech giants such as Alphabet, Microsoft, Amazon, and Meta are already relying on nuclear power to meet the enormous energy demands of their data centers and AI infrastructures in a reliable and low-carbon way. American Atomics is considered a beneficiary of this trend. The company is pursuing the goal of establishing a fully integrated North American value chain, leveraging favorable political and structural tailwinds.
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Commented by Armin Schulz on January 21st, 2026 | 09:35 CET
The winners of the Energy Transition 2.0: How Nordex, RE Royalties, and E.ON are now generating returns
The next stage of the energy transition is dawning. Success will no longer be determined by subsidies, but by economic pragmatism. While the government is artificially suppressing electricity prices with record billions, the systemic question is becoming more acute. The new focus is on cost efficiency and security of supply. But financing is also raising questions following the rise in interest rates. In this period of upheaval, three players are showing how decarbonization can succeed even without permanent subsidies: wind power pioneer Nordex, financing expert RE Royalties, and infrastructure giant E.ON.
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Commented by André Will-Laudien on January 20th, 2026 | 07:35 CET
Will new Trump tariffs slow down the stock market boom? Keep an eye on Plug Power, dynaCERT, and Nordex
The stock market currently has to cope with all kinds of weather conditions. First, there is a very dry and cold winter, which is causing problems for Ukraine in particular due to the war. To make matters worse, the energetic US President Donald Trump is suddenly laying claim to Greenland. Most likely, he is only interested in securing the entire NATO, hence the pressure over the new tariffs. The EU will also have to make a huge security contribution for Greenland. It feels as if the war machine is running at 300% capacity. How the states intend to finance all this is more than questionable, because taxes will no longer cover the costs if they do not want to stifle their economies. In this environment, capital market interest rates should actually be skyrocketing, but Trump is vehemently demanding interest rate cuts. We are looking for attractive opportunities in a challenging environment.
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Commented by Fabian Lorenz on January 7th, 2026 | 07:15 CET
Nordex shares unstoppable! Sell Hensoldt? Gold gem Kobo Resources with takeover speculation!
Nordex shares continue their strong momentum in 2026, rising nearly 10% in just a few trading days. Investors are responding to the wind turbine manufacturer's strong year-end performance with heavy buying, prompting analysts to raise their price targets. In contrast, sentiment on Hensoldt is more cautious. Analysts recommend selling, citing a lack of fundamental support for the recent price gains and warning of rising competitive pressures. Meanwhile, gold has shrugged off recent selling pressure and is marching back toward USD 4,500. Gold explorer Kobo Resources stands to benefit from this trend. In a recent interview, the CEO expressed optimism and even mentioned the possibility of a takeover. The question for investors: Is now the right time to buy?
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Commented by Fabian Lorenz on January 5th, 2026 | 07:10 CET
Solar, wind & co. with a breakthrough in 2025: Is now the time to buy Nordex, JinkoSolar, or RE Royalties stock?
The science magazine "Science" has declared the global boom in renewable energy the "Breakthrough of the Year 2025." The industry is booming. But shares in the sector are struggling. One share that clearly has catch-up potential is RE Royalties. The financing company has a convincing, diversified business model, and its dividend yield currently stands at a sensational 16%. The stock should really be moving higher. 2025 was very volatile for JinkoSolar. A halving of the share price was followed by a doubling. What do analysts say? One of the clear high flyers of the sector in 2025 was Nordex. Will the rally continue?
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Commented by Carsten Mainitz on December 30th, 2025 | 07:20 CET
Electricity as a bottleneck for AI? Different energy sources, different approaches: American Atomics, Nordex, Siemens Energy – Who is ahead?
The electricity demand of rapidly growing AI data centers is enormous. The uninterrupted availability of energy, including infrastructure and pricing structures, is a decisive guideline for the future. Green energy from solar and wind is often presented in public debate as the means of choice, but it comes with significant drawbacks. Last year, the US corporate giant Microsoft demonstrated that radically different approaches are possible. To satisfy the power hunger of its AI data centers, Microsoft signed a 20-year contract with a domestic energy provider for the supply of nuclear power. This deal sent a remarkable signal and is emblematic of a new trend: nuclear energy. American Atomics, a newcomer to the stock market, stands out as an exciting investment in this area.
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Commented by Fabian Lorenz on December 23rd, 2025 | 07:35 CET
Big news at the turn of the year! Nordex, Novo Nordisk, AJN Resources!
Is now the time for gold explorers? The price of gold remains firmly above USD 4,300 per ounce, and shares of gold producers are performing well, perhaps even a little too well. Investors looking to continue participating in the gold bull market may therefore turn their attention to exploration companies. One such candidate is AJN Resources. The stock has already moved higher, yet still offers upside potential, supported by takeover speculation. Novo Nordisk has submitted an application for US approval following convincing Phase 3 results, a step that would be strategically significant for the Company. Meanwhile, Nordex remains one of the positive surprises of 2025, having reported another major order. The key question now is how far can the rally go?
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Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET
Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar
The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.
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