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PALANTIR TECHNOLOGIES INC

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Commented by Carsten Mainitz on January 14th, 2026 | 07:10 CET

With these data-driven and scalable business models, investors are on the winning side: Aspermont, Palantir, and SAP!

  • bigdata
  • bigtech
  • Software
  • Commodities
  • Technology
  • Digitization

Data is a fundamental part of the economy and our everyday lives. Companies that not only collect data but can also systematically refine, monetize, and scale it are creating business models with enormous leverage. Palantir transforms fragmented information into decision-relevant intelligence for corporations and governments. SAP's software maps corporate data in real time and makes it usable. The often overlooked specialist Aspermont transforms data in the commodities sector into high-margin digital subscription models. All three companies are united by a scalable platform mindset. Where are the biggest opportunities?

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Commented by Armin Schulz on January 6th, 2026 | 07:05 CET

Defense 2.0: Why Almonty Industries, DroneShield, and Palantir are the new strategic assets in the defense boom

  • Mining
  • Tungsten
  • Defense
  • Software
  • Drones
  • Investments

While attention is focused on large defense contractors, a less noticed but lucrative ecosystem is emerging in the shadow of the defense boom. The real winners in the new security landscape are often companies that provide the essential foundations, from critical raw materials for high technology to defense against ubiquitous drone threats to analysis of crucial data streams. These companies are structurally benefiting from billion-dollar budgets and redefining modern security architecture. Three specialized players illustrate this momentum: Almonty Industries, DroneShield, and Palantir.

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Commented by André Will-Laudien on December 29th, 2025 | 07:15 CET

Record year – Will 2026 be even better for BYD, Kobo Resources, Palantir, and DroneShield?

  • Mining
  • Gold
  • Silver
  • Commodities
  • Software
  • Drones
  • Defense
  • Electromobility

After an exceptionally strong 2025, investors are asking whether the rally can continue into 2026. Gold and silver reached new all-time highs at the turn of the year, and promising gold stocks such as Kobo Resources have gained more than 40% in recent weeks. Palantir Technologies, expensively valued but still widely recommended by analysts, has continued to reward shareholders. The V-shaped movement at DroneShield is also exciting, with its shares already doubling from their December sell-off lows. Meanwhile, BYD is entering a decisive phase as it accelerates its expansion strategy in Europe. What should investors focus on next?

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Commented by Nico Popp on December 18th, 2025 | 07:00 CET

Are Palantir and Meta facing an AI crash? Tailwind from billionaires for Power Metallic Mines

  • AI
  • Software
  • Technology
  • Mining
  • Nickel
  • PGEs
  • Commodities

Will the AI bubble burst, or not? NVIDIA's latest figures initially reassured investors last week, but ultimately prompted profit-taking. Palantir and Meta shares are also strongly driven by AI fantasies. At the same time, the costs of AI development and the associated infrastructure are exploding. Some observers already see the early signs of a bubble, as major tech companies continue pouring billions into next-generation AI solutions at a relentless pace. The key question is: How long can this continue? And is there perhaps a sector that could quietly benefit from this dynamic?

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Commented by Stefan Feulner on December 15th, 2025 | 07:20 CET

Canopy Growth, American Atomics, Palantir – Energy and cannabis with powerful potential

  • Mining
  • Uranium
  • Software
  • Cannabis
  • Energy

The end of the week spoiled a positive weekly performance for the stock markets due to disappointing figures from software group Oracle. High-flying AI stocks in particular took a significant hit, as Oracle's AI offerings fell short of analysts' forecasts. In contrast, cannabis stocks soared once again, driven by statements from US President Donald Trump.

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Commented by Armin Schulz on December 3rd, 2025 | 10:25 CET

The moat strategy promises success in your portfolio: An analysis of Palantir, RZOLV Technologies, and D-Wave Quantum

  • Technology
  • Sustainability
  • Mining
  • computing
  • Software

In today's stock market landscape, a sustainable competitive advantage determines exceptional returns. Real moats, whether through impenetrable software, new technologies, or revolutionary hardware, reliably shield sources of profit and regularly outperform the market. The search for such protective mechanisms leads to three pioneers who dominate their fields with technological supremacy: Palantir, RZOLV Technologies, and D-Wave Quantum.

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Commented by Armin Schulz on November 28th, 2025 | 07:15 CET

From data chaos to profit machine with AI: The blueprint from SAP, UMT United Mobility Technology, and Palantir

  • AI
  • Technology
  • Software

Artificial intelligence alone does not make for a successful economy of tomorrow. The real lever lies in seamlessly integrating the technology into existing processes and forging real competitive advantages from data. But that is precisely the crux of the matter. For many companies, this mammoth task is simply too big to tackle alone. They therefore urgently need external support, otherwise they will fall by the wayside. Accordingly, digital transformation using AI will remain a hot topic in the coming year. While many companies are still struggling with implementation, technology leaders such as SAP, UMT United Mobility Technology, and Palantir are already setting standards.

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Commented by André Will-Laudien on November 26th, 2025 | 07:30 CET

Prices down on Black Friday? SAP and Palantir consolidate, UMT with a strong concept, Deutsche Telekom still cheap!

  • Technology
  • Telecommunications
  • AI
  • Software

Nervousness is mounting - as seen in volatility indices, which have risen from 15 to just over 20. As is so often the case in the fall, uncertain forecasts for economic development are causing considerable fluctuations in the stock markets. This is because much remains unclear. Will Trump's tariffs have a positive effect on the US economy, or will courts roll everything back to its original state? How will the situation in Ukraine evolve? Will Germany manage the economic and societal turnaround? These are all reasons why it makes sense to start the new year with fewer stocks. Because, as always, January means back to square one – and a new game! We offer some tips for portfolio optimization.

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Commented by André Will-Laudien on November 13th, 2025 | 07:20 CET

Record stock market! And the momentum continues with Palantir, D-Wave, Gerresheimer, and NetraMark

  • Biotechnology
  • AI
  • computing
  • Software
  • manufacturing

Artificial intelligence (AI) is fundamentally changing drug development by analyzing vast amounts of data in record time and controlling clinical trials more precisely. Advanced systems identify promising drug candidates and predict therapeutic success with impressive accuracy. Companies such as NetraMark are already successfully using these technologies to accelerate development processes. At the same time, the well-known AI stars Palantir and D-Wave are driving the next wave of innovation as pacemakers in data analysis and quantum computing, recording extraordinary share price gains. The German Gerresheimer Group is also increasingly integrating AI-supported solutions into the manufacture of pharmaceutical packaging and medical technology. For investors, this represents a pool of opportunities, but the choice remains difficult!

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Commented by André Will-Laudien on November 11th, 2025 | 07:15 CET

Finding true value in the stock market! DroneShield, Palantir, and Globex Mining in Focus

  • Mining
  • Gold
  • Commodities
  • Defense
  • Drones
  • Software
  • Technology

Irrationality has become the new norm on the capital markets. While global economic growth has been stuttering for years, tech stocks on the NASDAQ are celebrating daily. Cautious voices are often ridiculed because, according to statistics, they are only proven right every 5 to 7 years. The penultimate sharp correction occurred 7 years ago in the fall of 2018, followed by two more, in 2020 and 2022, triggered by the pandemic and war. Since then, markets have been climbing almost relentlessly. The highly regarded DAX and NASDAQ indices have more than doubled since those corrections. Meanwhile, the Shiller P/E ratio has risen from 18 to 37 – incidentally, it peaked at 40 two weeks ago. Since then, volatility indicators have been reluctant to fall. The nervousness is palpable! We are using this most challenging of investment periods to reflect on what true value really means.

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