SPACE EXPLORATION TECHNOLOGIES CORP
Commented by Armin Schulz on September 7th, 2026 | 08:00 CEST
Siemens, First Hydrogen and SpaceX Aim to Profit from the USD 200 Billion Tech Supercycle Driven by AI, Robotics and Space
We are heading into a new economic era shaped by three interconnected megatrends: artificial intelligence, robotics and the exploration of space. While AI provides the cognitive framework, robotics translates this intelligence into physical actions, and space is emerging as the ultimate source of raw materials, energy and data bandwidth. Together, these technologies will not merely automate processes; they will shape the industries of tomorrow. Analysts estimate that investment in this AI-driven hardware offensive could reach up to USD 200 billion. As an investor, you cannot afford to miss this trend. We therefore take a closer look at the strategies of Siemens, First Hydrogen and SpaceX.
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Commented by Nico Popp on August 31st, 2026 | 06:50 CEST
Hunger for Critical Metals at SpaceX and Beyond: How Globex Mining Differs from Berkshire Hathaway
Rocket launches are simply fascinating: the brilliant light, tremendous thrust, and nervous anticipation during the countdown captivate us. Yet many future technologies would be unthinkable without raw materials and their smart processing. Tech giants have long been turning their attention to Earth's mineral resources and thinking ahead about supply security. We take a closer look at SpaceX and examine which resource companies are already securing the deposits of tomorrow. Three business models put to the test.
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Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST
AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining
Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!
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Commented by Nico Popp on August 24th, 2026 | 07:40 CEST
Robot Frenzy Surrounding Yushu Technology, SpaceX Rides the Starlink Wave, First Hydrogen Takes a Risk
When bold visions become reality, even the typically sober financial markets regularly go into a frenzy. The spectacular debut of Chinese robotics pioneer Yushu Technology on the Shanghai Stock Exchange has shown the market just how high a valuation premium forward-looking technology concepts can command. Whether it is bipedal machines, interplanetary spaceflight, or zero-emission freight transport: venture capitalists and individual investors reward companies that consciously blaze new trails. We introduce three such companies.
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Commented by André Will-Laudien on August 20th, 2026 | 07:15 CEST
From AI Data to Autonomous Launch Vehicles! SpaceX, Deutsche Telekom, Aspermont and Vodafone on the Rise
The convergence of artificial intelligence and massive data streams is rapidly revolutionizing global infrastructure, from the Earth's surface to orbit. At the forefront of this technological evolution is the space company SpaceX, which, with its "Direct to Cell" service through its telco division Starlink, is redefining global connectivity by linking ordinary smartphones directly to satellite networks. A crucial cog in the global mobile communications backbone in space is Deutsche Telekom, which bridges the gap between terrestrial networks and space through AI-powered network infrastructures and strong partnerships. The British telecommunications giant Vodafone is also demonstrating how it maximizes the efficiency of global data connections by intelligently analyzing massive amounts of data using big data analytics. The commodities-focused B2B platform Aspermont is also benefiting from this digital disruption in the network sector, operating at the intersection of mining and artificial intelligence. The media company monetizes its decades-old data sets in the mining and energy sectors through customized solutions. For investors, this represents a highly lucrative and innovative investment opportunity.
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Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
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Commented by Jens Castner on August 12th, 2026 | 07:30 CEST
Buckle Up for a Short Squeeze: Could Almonty and HelloFresh Follow SpaceX's Rocket Launch?
When short sellers are caught off guard, it can lead to veritable price explosions. Although no supernova was observed at the aerospace company SpaceX last week, it was definitely more than a gentle liftoff: the share price shot up by more than 15% following its quarterly results. Notably high short positions have also recently built up for the tungsten producer Almonty Industries and the meal-kit delivery service HelloFresh. With earnings reports just around the corner for both stocks, these numbers could become the catalyst for an even bigger move.
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Commented by André Will-Laudien on August 11th, 2026 | 07:50 CEST
AI Infrastructure Rally 3.0: Siemens Energy, A.H.T. Syngas, Nordex, and SpaceX in Focus
By 2035, Europe plans to fundamentally transform its electricity mix toward renewables to achieve near-complete climate neutrality and drastically reduce its dependence on fossil fuel imports. This ambitious project requires a perfectly coordinated interplay of massive large-scale infrastructure, smart grid technology, and decentralized energy solutions. Wind power pioneer Nordex SE is driving the rapid expansion of onshore capacity as the technological leader. Infrastructure giant Siemens Energy AG is an indispensable full-service provider, stabilizing fluctuating green power production with state-of-the-art transformers and grid connections and meeting the massive energy demands of AI data centers. To close the remaining gaps in weather-dependent generation, flexible, local backup is becoming increasingly important. Here, the specialist A.H.T. Syngas Technology fills the strategic gap for small and medium-sized enterprises by using compact gasification plants to convert industrial waste streams into clean synthesis gas and cost-effective green hydrogen right where it is generated. With this selection, investors can build a crisis-resistant, CO₂-free power grid of the future. If you are looking for an extra touch of speculative upside, there is always SpaceX—although investors should carefully consider which direction that particular bet is headed.
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Commented by André Will-Laudien on August 5th, 2026 | 09:05 CEST
Drone Economy 2.0: Wars, Fires, and Delivery! SpaceX, DroneShield, Volatus Aerospace, and Lufthansa in Focus
The next phase of growth in the skies is just taking off! The global drone economy is completely reshaping itself into a multi-billion-dollar megatrend and revolutionizing traditional industries through the convergence of AI, logistics, and defence. While the space company SpaceX, with its Starlink network, provides the indispensable, crisis-proof communications infrastructure for global drone operations, the defence specialist DroneShield is benefiting directly from the rapidly rising military demand for sophisticated counter-UAS systems against asymmetric threats. Canadian company Volatus Aerospace is also making a quantum leap from traditional small drones to highly profitable, government-funded aerial wildfire suppression in North America through a new strategic partnership for the autonomous heavy-lift large aircraft FlyOx 1. Then there were poor earnings figures from Lufthansa yesterday. Despite the negative headlines, compelling buying opportunities may be emerging for investors.
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Commented by Nico Popp on July 30th, 2026 | 09:30 CEST
SpaceX's Environmental Mess, Occidental Petroleum's Battle Against Windmills, and Zefiro Methane's Billion-Dollar Opportunity
When SpaceX's rockets soar toward orbit, the public gazes spellbound at the evening sky. The fact that rocket launches release enormous amounts of greenhouse gases is only noted critically in passing. Yet even SpaceX is doing everything it can to reduce its environmental footprint. There is still plenty of potential for savings right here on Earth. Plugging abandoned and orphaned wells from the oil and gas industry is one such opportunity. If these avoided emissions are systematically tracked and converted into carbon credits, this would build a bridge between the traditional oil and gas industry and the space sector. We shed light on this development and show where investors can look for opportunities.
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