ADVANCED MIC.DEV. DL-_01
Commented by Armin Schulz on February 26th, 2026 | 07:25 CET
From software to energy to chips: Why SAP, Standard Uranium, and AMD are essential additions to any AI portfolio
The economic landscape is currently undergoing one of its most profound metamorphoses: by 2026, artificial intelligence has gone from being a hype topic to a tough competitive factor. As the initial hype fades, a massive investment cycle is emerging that is reshaping entire industries. From the realignment of global enterprise software to energy supply and semiconductor manufacturing, the foundations of a new economic order are currently being laid. Those who recognize the strategic positioning early on can participate in this historic shift. Three companies exemplify different facets of this transformation: SAP, Standard Uranium, and AMD.
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Commented by Nico Popp on February 3rd, 2026 | 07:00 CET
Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices
Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.
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Commented by Nico Popp on January 9th, 2026 | 07:00 CET
Silver shock 2026: Why JinkoSolar and AMD are buying up the market, and Silver Viper Minerals is becoming a key strategic stock
It is January 2026, and global commodity markets are experiencing a tectonic shift that has surprised even seasoned market observers. Silver, long derided as gold's sedate little brother, has thrown off its historical shackles. After an unprecedented price explosion of 147% in 2025, the precious metal is now trading at over USD 74 per ounce. But unlike in previous cycles, this rise is not primarily driven by speculation, but is based on physical scarcity. Industry, led by solar giants and the AI hardware sector, is sucking the market dry. In an environment where companies such as JinkoSolar and AMD are fighting for every gram of conductive material, explorers such as Silver Viper Minerals are moving into the spotlight. They possess what the global economy is desperately seeking: new, high-grade deposits in secure jurisdictions.
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Commented by Carsten Mainitz on November 20th, 2025 | 07:20 CET
Pure excitement! Take advantage of the current correction with UMT United Mobility Technology, Aixtron, and AMD!
Tech stocks are currently correcting. However, artificial intelligence (AI) is undeniably an unbroken trend. AMD CEO Lisa Su expects the AI market to be worth USD 1 trillion by 2030. It is absolutely healthy to let some of the air out of the sometimes ambitious valuations. Apart from the well-known names, there are many mid-caps, small-caps, and micro-caps whose potential is only slowly being recognized. We take a look across the industry.
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Commented by Stefan Feulner on November 18th, 2025 | 07:15 CET
Tencent, UMT AG, and AMD make a strong statement
AI stocks are currently under pressure worldwide. Many high flyers of recent months, such as Palantir and Nvidia, are undergoing a noticeable correction. However, behind the short-term fluctuations, the structural upward trend remains unbroken. Investment in artificial intelligence continues to rise rapidly. In the long term, the technology is likely to be one of the biggest growth drivers of the coming decade, and so too will the companies that drive it forward.
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Commented by Armin Schulz on October 17th, 2025 | 07:05 CEST
Three stocks, one trend: Jump on the momentum bandwagon with Almonty Industries, AMD, and ASML
The stock market often rewards those who recognize a trend before it becomes mainstream. This is not about short-term speculation, but about identifying companies with strong fundamental tailwinds that can drive prices higher over the long term. This momentum is fueled by structural factors: global technology shifts, geopolitical realignments, and the reorganization of critical supply chains. There is a reason why the saying goes: Go with the flow! Almonty Industries, AMD, and ASML each embody these powerful forces and currently have strong momentum on their side. Let's take a closer look.
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Commented by André Will-Laudien on October 10th, 2025 | 07:10 CEST
The AI tech high-flyers! Up to 3,500% dream returns with D-Wave Quantum, Power Metallic, Nvidia and AMD
Hard to believe, but unfortunately true! Without a single setback, share prices in the AI, high-tech, and strategic metals sectors have been rising unabated for months now. This has led to dream returns, some of which are in the triple digits. The curtain call for this party seems a long way off, while underinvested investors are sitting on billions in idle cash. There is no conclusive advice for such a situation. Fundamental analysts have been sounding the alarm for months, noting that the well-known Shiller P/E ratio, at over 42, has long since broken through the band of irrational exaggeration. But who cares? Here is a selection of stocks that face daily demand, forcing constant appreciation. Of course, as with any party, it only ends when the last guest turns off the lights.
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Commented by Stefan Feulner on October 7th, 2025 | 07:35 CEST
AMD, NetraMark, Adobe – AI latecomers with significant catch-up potential
The market is currently hotly debating when the AI bubble will finally burst. Investors are becoming increasingly nervous, as the valuations of many companies, such as Palantir and Nvidia, are at levels seen just before the dot-com bubble in the early 2000s. However, not all companies related to artificial intelligence are overvalued. Especially in niche segments, there are still hidden gems to be found that have the potential to multiply in value.
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Commented by André Will-Laudien on October 7th, 2025 | 07:00 CEST
Total boom! Not 10% returns per year, but per day! The portfolio rockets: Almonty, Plug Power, Nel ASA and AMD
The financial markets are in a bullish mood. But not all stocks are performing like Almonty Industries, where the surge is driven purely by fundamental revaluation. After the gold rush in 2020/2021, hydrogen stocks underwent a prolonged 95% correction. For US industry leader Plug Power, this meant a sell-off from over USD 12 to a low of USD 0.75. In May, the correction came to an end, and the stock skyrocketed to over USD 4.75 yesterday – a fivefold increase in just four months. Nel ASA has followed a similar path, with a 15% turnaround from the bottom yesterday. These extreme movements are evidence of very high market liquidity. AMD surprised with a deal with OpenAI - fueling a 25% jump. The helium balloon keeps rising. Here is an overview of the action.
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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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