MICROSTRATEG.A NEW DL-001
Commented by Stefan Feulner on April 7th, 2025 | 07:20 CEST
Porr AG, Globex Mining, Strategy – Exaggerated panic
After the euphoria came the sobering reality. Following the stock market rally since November, sparked by the re-election of Donald Trump as the new US president, we are now witnessing a direct destruction of capital. Since the Republican's inauguration, the US market has officially lost USD 10 trillion. It remains to be seen to what extent the strategy of punitive tariffs, the opening of trade disputes, and the disruption of supply chains will continue to shake the markets. In particular, companies that serve markets outside the US and can produce their raw materials domestically are likely to benefit the most.
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Commented by Armin Schulz on March 20th, 2025 | 07:45 CET
Commerzbank, Desert Gold, Strategy – A EUR 900 billion debt avalanche – Which stock best protects against inflation?
Germany is at a crossroads: With a planned debt surge of EUR 900 billion for infrastructure and defense, inflation, rising interest rates, and a possible loss of the top credit rating are looming. In this uncertain environment, investors seek protection – but where are the opportunities? Commerzbank offers traditional banking with interest, while Desert Gold is profiting from the precious metals boom. And then there is Strategy (formerly MicroStrategy), which aims to protect investors' money from devaluation with Bitcoin as "digital gold" while also profiting from increases in the cryptocurrency price. Three companies, three strategies: Which protects the portfolio better from the debt avalanche, and which stock has potential? An analysis between security, precious metals, and crypto risk.
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Commented by Stefan Feulner on March 5th, 2025 | 08:00 CET
C3.ai, Credissential, Strategy – Strong momentum
Donald Trump has many plans and visions associated with his slogan "Make America Great Again". One of these is that the "capital for artificial intelligence and cryptocurrencies" should be located in the United States. With the Stargate Project, which has a volume of over USD 500 billion, a program for investing in AI has been approved. Over the weekend, the Republican followed up by introducing a strategic cryptocurrency reserve, which caused the introduced currency pairs to take off.
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Commented by Armin Schulz on February 10th, 2025 | 07:10 CET
Palantir, Desert Gold, MicroStrategy – Profits with data, gold, and Bitcoin
In times of looming trade war and high volatility, as recently triggered by DeepSeek, one should invest in booming business models. Otherwise, in these turbulent times, it is wise to move at least part of your portfolio into "safe havens." Traditionally, this has been gold, but for the younger generation, who are more willing to take risks, it is cryptocurrencies. To outperform the market in the long term requires patience and foresight. Today, we look at three companies in the fields of data processing, gold, and cryptocurrencies and examine where the risks and opportunities lie.
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Commented by Armin Schulz on February 7th, 2025 | 06:30 CET
Alibaba, Credissential, MicroStrategy – Innovative business models: where is the hidden potential?
This week, the latest announcement by the US Federal Reserve that key interest rates would remain unchanged for the time being only briefly provided some reassurance. Instead, concerns about the ongoing risk of stagflation and the disruptive power of artificial intelligence are dominating the debate. Three companies, seemingly separated by industries and national borders, have more in common than first glance suggests: they have all deeply embedded digitalization in their DNA and are pursuing growth strategies. Today, we look at which business models could face challenges due to US tariffs and which ones appear safe.
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Commented by André Will-Laudien on January 24th, 2025 | 06:50 CET
Artificial intelligence and crypto mania – the 500% duo! Bitcoin, MicroStrategy, Credissential, Palantir and D-Wave
Since the tech bubble of 2000, no other year of investment has seen such huge gains for just a few sectors as 2024. And it looks like 2025 will be no different! Bitcoin, high-tech, artificial intelligence and armaments were and are the blockbuster topics for making quick money. MicroStrategy, D-Wave, Palantir, and Nvidia are the current protagonists of this incredible spectacle. Now these stocks have priced in a golden future, in some cases with P/E ratios of over 100. What comes next? Even experts are at a loss - nobody expects a correction here as all the shorts of recent weeks have turned into painful experiences. The keywords are "momentum & liquidity" – is fundamental analysis useless?
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Commented by André Will-Laudien on January 21st, 2025 | 07:00 CET
The stock market boom continues – Power Nickel, BYD, Bitcoin, and MicroStrategy are soaring, and thyssenkrupp is turning a corner!
The stock market started the new year at full speed. Chart analysts see the DAX reaching 21,500 points as early as January! Yesterday, the stock markets in the US were closed for Martin Luther King Day, but Donald Trump was sworn in again as the 47th President. Storm clouds are currently a rarity, and corrections have been limited to just a few hours. Investors have to keep pace with this speed to achieve returns. Stagnation or even setbacks are seen only in Germany's GDP, which has declined for the second consecutive year. However, this is no obstacle for higher stock market valuations. Here is a selection of stocks that continue to cause a stir!
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Commented by André Will-Laudien on January 14th, 2025 | 08:00 CET
THE VOLATILITY TRAP: Sell-off in Bitcoin, gold on the rise! Desert Gold, MicroStrategy, Lufthansa, and Nel ASA
After a record year for equities in 2024, the new year is entering a challenging phase. Hopes of interest rate cuts look bleak, with inflation remaining too high. The mega rally in Bitcoin also needs to be deflated soon. This hits BTC collector MicroStrategy quite hard. Nel ASA, which had started the year on a hopeful note, now has to announce a production stoppage! Lufthansa, meanwhile, is working on acquiring the state-owned Italian airline ITA. Volatility is rising dangerously, signaling that a correction is due. These developments are positive for the safe haven of gold. The key now is consistent action!
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Commented by André Will-Laudien on January 7th, 2025 | 07:30 CET
Super Rally 2025: Artificial intelligence, crypto and the hunger for energy! TOP performance with MicroStrategy, XXIX Metal, BYD and Mercedes
The sudden cancellation of the government environmental bonus for e-vehicles at the end of 2023 has led to a significant drop in the number of electric vehicles being registered. However, interest in electric vehicles remains, albeit constrained, partly due to the high prices of many electric models. New government measures are expected to boost electric mobility again starting in 2025, with potential incentives of up to EUR 3,600 – though the implementation will likely only happen after the elections. What is being treated as an election promise for Germany has become the norm for the rest of the world. The increasing demand for energy driven by the electrification of various sectors, from high-tech and artificial intelligence to the crypto arena, which is even now being considered as a "reserve currency," highlights how quickly the world is changing in this disruptive environment. However, what all economic and political trends have in common is the need for access to strategic metals, especially copper! Where are the opportunities for investors?
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Commented by Stefan Feulner on January 7th, 2025 | 07:00 CET
MicroStrategy, Almonty Industries and XPeng make headlines
The markets continued to rise in the first trading week of the new year. The DAX has managed to climb past the 20,000-point mark. Bitcoin is also working on reclaiming the magical USD 100,000 mark. For some market experts, this is just the beginning of an unstoppable run for the world's largest cryptocurrency. Less covered in the media but significantly more critical is the Western world's focus on securing vital raw materials. One company is on the launchpad and could soar to new heights after production begins.
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