VISTRA CORP. DL-_01
Commented by Stefan Feulner on November 11th, 2025 | 07:00 CET
Vistra, NetraMark, Snap – AI stocks with potential
The bull market of recent months has given way to disillusionment, as AI stocks were sold off last week despite strong quarterly results. Is hedge fund manager Michael Burry, famous from "The Big Short," right again? According to the latest 13F filing from Scion Asset Management, Burry holds put options on Nvidia and Palantir with a total value of around USD 1.1 billion and is betting on sharply falling prices. He points to the exceptionally high valuations of these companies as the reason for his pessimism. However, not all stocks in the field of artificial intelligence are overpriced. Some promising names with significant upside potential can still be found among the second-tier players.
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Commented by Fabian Lorenz on January 27th, 2025 | 07:00 CET
Better than Nvidia! Vistra, Siemens Energy, Nordex, XXIX Metal
With a gain of 264%, Vistra Energy outshone Nvidia in 2024. Who would have thought that a "boring" stock could increase tenfold in less than four years. But the stock is benefiting massively from the AI hype. The same goes for the German company Siemens Energy. Both are still unstoppable in the new year. At the beginning of the energy value chain, commodity stocks have catch-up potential. One promising stock is XXIX Metal. The Company focuses on copper in Canada and has takeover potential. The stock has also been listed in Frankfurt since this month and recently published positive results. Nordex could become a Trump loser. US business accounts for a noticeable share of the bulging order book. What happens next?
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