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ARM HOLDINGS PLC ADR

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Commented by André Will-Laudien on February 13th, 2024 | 07:00 CET

Bear market in Hydrogen versus Bull market in Artificial Intelligence - Nel ASA, First Hydrogen, Nvidia and ARM Holdings

  • Hydrogen
  • AI
  • renewableenergies

The stock market is relentless at the moment. While Nvidia has gained almost 50% in just 5 weeks, the stock market darlings Nel ASA and Plug Power continue to lose value. Small recovery attempts have been consistently sold off recently. No stone is being left unturned in this segment, and investors are eagerly awaiting the upcoming 2023 annual figures. Is there hope, or should we continue to write off hydrogen? On the other hand, some companies are making significant progress with a different business model, setting new records. So what to do? A brief update for active investors.

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Commented by André Will-Laudien on September 26th, 2023 | 07:45 CEST

Artificial Intelligence in Sellout! Nvidia, Defense Metals, ARM Holdings - Nothing works without rare earths!

  • Mining
  • RareEarths
  • AI
  • chips
  • Investments

After long bull market movements, the stock market usually tends to rotate sectors, or the market enters a general consolidation. In the former case, investors can profit by reallocating their assets while exploring new investment opportunities. In the latter case, all stocks come down, and the capital market generally suffers from a change in sentiment and corrects recently exaggerated valuations. In the case of the new megatrend of Artificial Intelligence (AI), the stock market seems to sense a great need for correction. As if by magic, the blockbuster stock Nvidia rose by 250% in just 9 months. However, it has already retraced nearly 20% from its peak. Where do the opportunities lie for investors?

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