SUESS MICROTEC SE NA O.N.
Commented by Fabian Lorenz on May 27th, 2026 | 08:15 CEST
AI Winners! Shares of SMA Solar and SUSS MicroTec Are Skyrocketing! RE Royalties Next?
The AI boom is currently driving the stock markets. As OpenAI and Anthropic prepare for their IPOs, semiconductor and energy stocks are skyrocketing. SMA Solar has recently been among the favourites in Germany. The company, known for its inverters, is increasingly positioning itself as a provider of battery storage solutions. The stock has doubled since early March. SUSS MicroTec's stock has surged by a robust 185% over the past six months. But now analysts are putting the brakes on the euphoria surrounding the semiconductor equipment manufacturer. Investors looking for the next rising star should take a closer look at RE Royalties. The renewable energy royalty company does most of its business in the US. The share seems almost ridiculously cheap and pays a 10% dividend.
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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
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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