BROADCOM INC. DL-_001
Commented by Armin Schulz on February 20th, 2026 | 07:05 CET
Why Silver North Resources is benefiting from Xiaomi and Broadcom's hunger for silver
Megatrends are shaking up the economy. The AI boom is driving energy demand to dizzying heights. A single data center now consumes as much electricity as 100,000 households. At the same time, the old trading order is crumbling, and an inconspicuous metal is becoming a key strategic resource: silver. The sixth consecutive supply deficit is turning exploration projects into a question of power, because without silver, there would be no smartphones, no chips, and no energy transition. The value chain from Canadian explorer Silver North Resources to ecosystem builder Xiaomi to chip giant Broadcom shows how you can benefit from this situation.
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Commented by André Will-Laudien on December 22nd, 2025 | 07:15 CET
Mega rally in 2026 with artificial intelligence, chips, and storage solutions: Oracle, Graphano Energy, Broadcom, and Infineon
The year 2025 is drawing to an end. This year, the focus was clearly on the shares of AI providers in the areas of storage solutions, infrastructure, and databases. Investment banks see this sector as a potential driver of rising stock markets in 2026 as well. Will there be a correction in the first quarter? No one knows, because apart from the minor customs uncertainty in April 2025, there has been no serious decline in the international capital markets so far. This is surprising, because inflation remains high, interest rates are rising, and commodity prices are galloping away. These are all indications of higher input prices and falling margins. Which stocks are still making good money?
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Commented by André Will-Laudien on December 17th, 2025 | 07:25 CET
Can AI extend its marathon into 2026? Broadcom, Oracle, Aspermont, and Alibaba now in the portfolio?
Despite all the doom and gloom, the AI sector could once again perform strongly on the stock market in 2026, as the ongoing investment cycle in AI infrastructure is expected to lead to transformative monetization, according to Wedbush analysts. They anticipate high-tech stocks to gain a further 20%. Fidelity analysts calculate positive earnings growth in the IT sector of around 25%, supported by rising profitability driven by AI. Vanguard expects AI to offset negative shocks and drive US growth above widespread consensus forecasts with an 80% probability, thanks to enormous productivity gains. Only Barclays has recently expressed "bubble fears," deeming the hype overblown. How will it really play out? Here are a few indicators.
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Commented by Stefan Feulner on September 16th, 2025 | 07:25 CEST
Broadcom, NetraMark, Adobe – The AI wave continues to roll inexorably forward
Artificial intelligence is more than just hype; it is becoming the central driver of innovation in our time. Whether in industry, medicine, mobility, or finance, this technology is changing processes, increasing efficiency and creating new business models in almost all sectors. Companies that embrace AI early on secure clear competitive advantages. At the same time, a future market with enormous potential is opening up for investors. However, despite the rosy outlook, stock picking is also required here, as many companies are significantly overvalued.
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Commented by Stefan Feulner on September 10th, 2024 | 07:30 CEST
Broadcom, BlockchainK2, C3.ai - AI hype in full swing
The rise in the use of artificial intelligence continues unabated. Therefore, the current correction in AI-related stocks should be seen as a long-term entry opportunity. The fact that the US data specialist Palantir is the first player to make it into the elite S&P 500 shows just how important the super cycle, which is still at the beginning, already is. In addition, new companies are constantly entering the market, which could significantly increase their stock market value in the future with innovative technologies.
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