FORTUM OYJ EO 3_40
Commented by Stefan Feulner on September 14th, 2026 | 08:15 CEST
Fortum, RE Royalties, SolarEdge: Hidden Gems in the Supercycle
AI is set to put the power supply to the test in the coming years. New data centres require enormous amounts of energy, while grids and generation capacity are reaching their limits in many places. Tech companies are already responding, securing power supplies for decades and investing in nuclear power, renewable energy, and storage. At the same time, energy must be distributed more and more efficiently within data centres. This is creating a new billion-dollar market across the entire power supply chain and could trigger a new supercycle.
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Commented by Stefan Bode on September 11th, 2026 | 08:35 CEST
At the Crossroads of AI, Commodities and Defence – Almonty Industries, Alphabet, Fortum OYJ and Rheinmetall
Amid the AI boom, commodity security, and defence pressures, new winners—but also new risks—are emerging on the stock market. Right now, it is becoming increasingly clear which business models will actually benefit from geopolitical tensions, investments worth billions, and structural shifts in demand. Investors seeking to understand the context behind the latest price movements will find in the following commentary three striking examples of just how closely politics, the capital markets, and operational developments are now intertwined.
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