ADVANCED MIC.DEV. DL-_01
Commented by André Will-Laudien on August 28th, 2026 | 11:00 CEST
Mega-Chips Without Power? AI Comes to a Standstill Without AMD, Nvidia, Infineon and NU E Power
Created and Published on Behalf of NU E Power
What if the screen stays black after you switch it on? No joke—because the insatiable power appetite of artificial intelligence is driving demand for electricity and cloud capacity to astronomical levels. But Bloomberg is now sounding the alarm: at the current pace of data-center expansion, a major reality check could be looming, potentially putting the ambitious AI dreams of Silicon Valley's giants under serious pressure. A study by BloombergNEF reinforces this concern, predicting that by 2035, data centers could consume up to 20% of total US electricity demand. The most critical bottleneck is the extreme shortage of electricity, as aging power grids and the sluggish expansion of renewable energy simply cannot keep pace with rapid growth. At the same time, the rollout of new megaprojects is increasingly slowing down. Lengthy permitting procedures, strained supply chains for specialized transformers, and an acute shortage of skilled workers are significantly extending construction timelines. How can investors capitalize on this power-supply bottleneck?
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Commented by André Will-Laudien on August 6th, 2026 | 07:40 CEST
AI Infrastructure as a Megatrend: The Trillion-Dollar Race Involving Palantir, Micron, American Atomics, and AMD Continues
The global rise of artificial intelligence (AI) can no longer be reduced to just the software level; rather, it is evolving into a battle for physical computing power and stable energy grids. Within this fundamental ecosystem, Palantir orchestrates the massive data streams from government and commercial institutions and uses software to ensure that the physical IT infrastructure can be utilized efficiently in the first place. To provide the necessary processing power, semiconductor giant AMD is supplying the highly sought-after next-generation AI accelerator chips in an effort to gradually chip away at market leader Nvidia's market share. However, each of these high-performance computing operations requires immense amounts of ultra-fast storage, giving storage specialist Micron, as an indispensable supplier of the hardware backbone, significant pricing power. Because this enormous expansion of cloud platforms is simultaneously driving global electricity consumption to unprecedented heights, nuclear energy is coming into focus as a means of ensuring emission-free baseload power. This is where the Canadian company American Atomics comes in to play at this bottleneck in the AI value chain. By strategically building a vertically integrated North American nuclear fuel supply chain, it is securing the energy supply for future hyperscale data centers. Investors should maintain a well-diversified portfolio!
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Commented by André Will-Laudien on July 30th, 2026 | 10:10 CEST
A Chip Crash Was Inevitable, a Gold Revival Is on the Horizon! AMD, Infineon, and SanDisk Are in a Sell-Off; Lahontan Gold Is on the Rise
What a bombshell in the tech sector! The abrupt plunge in semiconductor stocks has unexpectedly shaken up the industry and forced the NASDAQ into a correction. After a rally lasting several months, valuations were starting to look ambitious, while signs of an economic slowdown were emerging. A reassessment of fundamentals appears to be underway, as in an environment of persistent inflation and high volatility, investors' desire for stability and preservation of value is once again coming to the forefront. Gold has historically served this role many times as a classic "safe haven", safeguarding real purchasing power through crises. The tactical strategy is to realize some or all of the gains from overheated, cyclical technology and semiconductor stocks and reallocate them to precious metals and related instruments. While chip and memory stocks react strongly to market sentiment, an exposure to the gold sector provides a stable anchor with long-term opportunities. Now is a good time to act!
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Commented by André Will-Laudien on July 13th, 2026 | 07:35 CEST
Nuclear Energy 3.0: Computing Power for AI and the Cloud – Standard Uranium, AMD, Broadcom, and SpaceX Can Deliver
According to McKinsey's forecasts, massive data center capacity will be needed to fully support global AI growth through 2030. In total, the high-tech industry will need to invest approximately USD 5.2 billion in AI infrastructure alone. At the same time, the International Energy Agency (IEA) forecasts that global electricity demand for the required computing power will more than double to 945 terawatt-hours. In this highly capital-intensive environment, AMD and Broadcom are positioning themselves as challengers in the chip market, while SpaceX is attracting visionary attention with its connectivity services and space-based energy concepts. Slightly upstream, but serving as an important bridge, is the uranium industry—a raw material that is in high demand for the construction of the next generation of power plants. Who is best positioned in this market?
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Commented by André Will-Laudien on July 7th, 2026 | 07:20 CEST
Over 200% Chip Rally Over? Are Takeovers Coming Now? AMD, Power Metallic, Infineon and Aixtron in Focus
Over the past two years, the Philadelphia Semiconductor Index (SOX) has staged a historic rally, gaining around 125% on balance. Driven by the massive boom in artificial intelligence, the index reached an all-time high of over 14,600 points in June 2026 before entering a sharper consolidation. This past week, the closely watched index left volatile trading at 12,626, with a hefty daily loss of 5.4%. Reports of looming overcapacity in AI data centers are putting pressure on the recently exploded share prices of industry heavyweights such as Micron, AMD and Applied Materials. The two German chip hopefuls Infineon and Aixtron were also hit hard. With the NISK project, Power Metallic Mines holds a promising polymetallic property in Québec focused on copper, nickel and platinum group metals. The correction in this stock is already complete, and for the past few days it has been climbing steeply again. A closer look is worthwhile!
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Commented by Armin Schulz on July 3rd, 2026 | 08:40 CEST
A Multi-Billion AI Infrastructure Boom: Secure a Decisive Edge Now with Standard Uranium, AMD, and Super Micro Computer
The AI revolution is shifting its focus. While public debate continues to revolve around algorithms and cloud platforms, the true center of power has long since shifted to the depths of physical infrastructure. After all, without sufficient energy, high-performance chips, and scalable server architectures, even the best AI code remains ineffective. The exploding power demand of modern data centers is turning uranium into a strategic resource, while semiconductor supply chains groan under immense demand, and system integration is becoming the new supreme discipline. Whoever controls these three pillars of the digital future holds the key to the industry's next phase of growth. We take a closer look at one candidate from each sector: Standard Uranium, AMD, and Super Micro Computer.
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Commented by André Will-Laudien on June 24th, 2026 | 08:45 CEST
AI and Chip Sell-Off! Watch Out for SMCI, AMD, and Infineon; First Hydrogen in the Innovation Race
The stock market is currently showing no mercy. After months of gains in AI, high-tech, and chip stocks, the market has now shifted into profit-taking mode—and, at times, even sell-off mode. What analysts have been predicting for quite some time is increasingly coming to pass. The global stock market rally, driven by the NASDAQ, is taking its toll. While the long-term earnings outlook may be solid, short-term price surges of up to 2,000% in just 12 months no longer indicate a healthy market trend. So, while it comes as no surprise, it may be unwelcome for many market participants: a sharper downward move—one that, however, also brings new opportunities in its wake. We examine the fundamental framework of the key players and highlight alternatives for getting off to an innovative start today. The stock market keeps turning—just a little slower at times!
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Commented by André Will-Laudien on June 18th, 2026 | 08:05 CEST
AI and Semiconductors Soaring with SpaceX! AMD, Broadcom, Microsoft, and Aspermont in the Spotlight
With SpaceX's IPO, one thing is clear: the tech rally continues! This brings the favourites of recent weeks back into the spotlight: chip and AI stocks. Leading the way in the return rankings are semiconductor giants AMD and Broadcom. After repeatedly testing the USD 550 mark, AMD recently suffered significant daily losses. Broadcom also set its sights on USD 500 but fell short just before reaching it. We are also keeping an eye on Aspermont. There was an interesting pullback here, and now institutional investors can finally step in. Things certainly remain exciting, as SpaceX had already gained for four consecutive days before correcting for the first time yesterday. Its initial market capitalization of USD 1.8 trillion was heavily criticized, but now Elon Musk's latest venture is valued at USD 2.8 trillion and has caught up to Microsoft quite quickly. We are diving even deeper!
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Commented by André Will-Laudien on June 17th, 2026 | 06:45 CEST
The 500% Chip Rally and Takeovers: AMD, Infineon, A.H.T. Syngas, and Aixtron in the Spotlight
Global demand for computing power is growing rapidly, driven primarily by increasingly sophisticated applications in the field of artificial intelligence (AI). According to current forecasts by Gartner, the power required by data centers is expected to grow from 104 GW to 132 GW and even rise to around 290 GW by the end of the decade. As a result, energy supply is increasingly becoming a strategic factor, as electricity availability is increasingly limiting the expansion of new AI capacities. The major hyperscalers, in particular, are driving much of this growth and often rely on their own energy sources, such as gas turbines, rather than relying solely on public power grids. At the same time, a new, tech-driven investment cycle is emerging, as AI data centers require not only electricity but also cooling and energy-efficient hardware. The sector has been jolted awake, and prices have been rising for months. For investors, high share prices reflect tomorrow's challenges, so the momentum is likely to continue unabated. Here are a few ideas.
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Commented by Armin Schulz on June 11th, 2026 | 07:35 CEST
AMD, American Atomics & Super Micro Computer: How to Capitalize on the Multi-Billion-Dollar AI Infrastructure Trend
Artificial intelligence requires chips and electricity. Data centers already consume as much energy as all of Japan, and demand is surging. According to the International Energy Agency (IEA), global electricity consumption by these centers could rise to over 945 terawatt-hours in 2026. The problem is that renewable energy sources do not provide a constant base load. The solution is nuclear power. Tech giants like Google have long been relying on old nuclear reactors and mini-reactors. For investors, this creates a multi-billion-dollar infrastructure supercycle. Three companies are addressing it from different angles: AMD with high-performance AI accelerators, American Atomics with the critical uranium supply chain, and Super Micro Computer with highly efficient, liquid-cooled server technology.
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