SUPER MICRO COMPUT.DL-_01
Commented by Stefan Feulner on February 24th, 2025 | 07:15 CET
Alibaba, NetraMark, Super Micro Computer – Second AI wave is underway
With the launch of the chatbot ChatGPT by OpenAI in November 2022, generative AI reached the mainstream and quickly took the stock market by storm worldwide. Companies like Nvidia, Palantir, and Super Micro Computer saw their values multiply. After a brief consolidation, new, innovative AI-related business models are currently coming to the fore. Particularly in the pharmaceutical sector, there are promising companies with the potential for exorbitant growth.
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Commented by Armin Schulz on February 17th, 2025 | 07:30 CET
TUI stock weak after numbers – Nova Pacific Metals and Super Micro Computer fare much better
The latest quarterly figures from TUI disappointed investors. Despite optimistic booking forecasts, the share price corrected by up to 17% within two days after the expected revenue targets were missed. This raises questions about the sustainability of the travel Company's comeback, which most recently wanted to appeal to new customer groups with low-cost offers. Nova Pacific Metals and Super Micro Computer present a very different picture. Nova Pacific's share price rose by over 80% within three days. Super Micro is raising hopes of a turnaround despite delisting risks due to a new auditor and attractive AI prospects – supported by a low P/E ratio of 10. We take a closer look at the three companies.
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Commented by André Will-Laudien on February 13th, 2025 | 07:05 CET
DAX 22,000 – New highs for Oklo, Nova Pacific Metals, D-Wave, and SMCI under the microscope!
After a rapid upward movement, the DAX 40 index has reached the magical 22,100-point mark after just 6 weeks of trading. This means that the index has already gained more than 10% since the beginning of the year. Investments in the high-tech and defense sectors continue to drive this. Investors are following the trends that started in 2024. However, this is bringing critical metals to the fore because they are currently subject to sanctions by China under Donald Trump's tariff plans. We are therefore focusing our analysis on companies that are particularly noteworthy under the current circumstances. It is not always a good time to buy, but as the saying goes, you will never go broke taking profits.
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Commented by André Will-Laudien on January 28th, 2025 | 07:20 CET
DeepSeek hits right in the eye! Selective correction on the way! Watch out for Nel, Siemens Energy, First Hydrogen, and SMCI
The Chinese language model DeepSeek is stirring up the AI market. The entire tech sector is reacting nervously and showing significant price losses. Artificial intelligence (AI) is proving indispensable in many areas. Large language models like ChatGPT are already helping to solve complex tasks, and their further development promises enormous advances for the economy and society. The new Chinese language model is seen as a serious challenge to US dominance in AI and threatens the dominance of the hyped US companies. The AI assistant introduced on January 10th recently overtook rival ChatGPT as the top-rated free software application in Apple's App Store in the US. A shot across the bow for Nvidia and associated companies. Some green energy stocks are also coming into focus. Is it time to jump on board now?
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Commented by Armin Schulz on January 14th, 2025 | 08:05 CET
Plug Power, F3 Uranium, Super Micro Computer – The energy crisis intensifies
In Germany, the energy crisis is coming to a head. Due to the "dark doldrums" that occur more frequently during the winter months, electricity costs have exploded during these periods. Germany's European neighbours are already complaining because their electricity prices are also rising due to the high German electricity imports. Without gas imports from Russia, Germany previously had a base load power capacity supported by its remaining nuclear power plants. However, this is now only achievable through fossil fuels, resulting in a poor environmental record. While other countries are expanding nuclear power and fighting over uranium to satisfy their hunger for energy, Germany is going it alone. Perhaps the turning point will come with the next federal election in February.
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Commented by Armin Schulz on December 23rd, 2024 | 08:15 CET
Nel ASA, dynaCERT, Super Micro Computer – Portfolio realignment: What should be in the portfolio?
At the end of the year, many investors critically review their portfolios in order to align them with the challenges and opportunities of the year ahead. This phase, often referred to as "window dressing" or year-end rally, offers investors the opportunity to review their investment strategies, take profits, offset losses in a targeted manner or tactically reweight positions. At the same time, the new year represents a fresh start, with a renewed focus on future developments, macroeconomic trends and long-term goals. We take a look at three interesting stocks and analyse the opportunities for the coming year.
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Commented by Juliane Zielonka on December 20th, 2024 | 07:40 CET
Future technologies: How Rheinmetall, Power Nickel and Super Micro are shaping the digital revolution
Digitization is spreading rapidly across all areas of the economy – from the military to the energy transition and artificial intelligence. Rheinmetall has received a major order from the government to digitally upgrade the Bundeswehr, with EUR 2 billion allocated for this project. Junior explorers such as the Canadian company Power Nickel, which is planning the first carbon-neutral nickel mine in North America, will also benefit from this. Nickel is an essential component of electronic components and storage media. In the booming AI sector, the Company Super Micro Computer is well-positioned and plans to expand its production in Malaysia despite the threat of a Nasdaq delisting. We provide the details.
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Commented by Armin Schulz on December 18th, 2024 | 07:15 CET
RWE, F3 Uranium, Super Micro Computer – Profiting from the world's growing hunger for energy
Global energy demand is skyrocketing, fuelled by technological progress and the enormous appetite for electricity for electric vehicles and AI-powered data centres, whose consumption could more than double by 2028. At the same time, the energy transition faces unresolved challenges: Weather-dependent wind and solar energy supply electricity in an unreliable manner, bureaucratic hurdles slow down the expansion, and without sufficient storage, alternatives for the base load are lacking. Given these developments, nuclear power is increasingly seen as the only reliable option for both satisfying the growing hunger for energy and ensuring a stable and climate-friendly energy supply in the long term.
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Commented by André Will-Laudien on December 17th, 2024 | 07:45 CET
Vote of confidence: What is the future of high-tech and crypto? SMCI, Myriad Uranium, MicroStrategy and Palantir in focus
Yesterday, Chancellor Scholz asked the Bundestag for a confidence vote. There were 394 no votes for a continuation of the federal government, thus paving the way for elections in February 2025. How will energy policy, in particular, change? CDU rival Merz wants to tackle the issue by including all available sources. Does that mean a return to nuclear energy? The situation in Germany is dramatic. After the shutdown of seven large power plants in 2024, a new term is making the rounds: 'dark doldrums'. The term describes periods when there is hardly any wind, and the sun does not provide any energy either. The remaining fossil fuel power plants are running at full capacity, fuelled by coal, oil and gas. Internationally, nuclear power has long been recognised as a central energy source, even under the 'NetZero' framework, and the development of new technologies is advancing. What should investors pay particular attention to now?
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Commented by Armin Schulz on December 11th, 2024 | 07:30 CET
Super Micro Computer, Power Nickel, Renk – Cash in on megatrends
Global megatrends such as artificial intelligence, raw materials for green technologies, and defense technologies are fundamentally changing markets and societies – and offering enormous opportunities for investors. Companies that address these trends early on can grow disproportionately in the long term and generate significant returns for their shareholders. These technologies are not only shaping the future but also driving the performance of tomorrow's stock market stars. We look at three companies that are benefiting from these megatrends.
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