Key investments – American Atomics, Siemens Energy, and Aixtron!

American Atomics – Small stock, huge potential

Energy is a key determinant of the competitiveness of economies and companies. Availability, price, and security of supply directly influence costs and thus the prices of products and services. Uranium is making a comeback as a reliable energy source. Geopolitical tensions and the geographical concentration of uranium production in Russia and Kazakhstan favor suppliers and supply chains in Western industrialized nations as the preferred alternative. American Atomics is benefiting from this situation.

According to experts, enormous demand for electricity and the achievement of CO2 targets will lead to a massive expansion of global nuclear capacity in the future. In the short term, the imbalance will be reflected in the price. Analysts at Bank of America forecast that the price of uranium will rise to as much as USD 135 per pound in the current year, which represents an increase of over 50% from the current price level.

American Atomics has a clear and ambitious vision: to map the entire fuel supply value chain in North America! To this end, the company is pursuing an integrated approach. "Ore to reactor" – this is how the company positions itself across all stages, from uranium exploration and extraction to refining and conversion to the production of special nuclear fuels. Of particular note is a key product required by modern nuclear reactors. This is high-assay low-enriched uranium (HALEU). American Atomics intends to produce this fuel in the future.

The geographical focus is on historically productive uranium basins such as the Lisbon Valley District in the US state of Utah. The flagship Big Indian project is located in Utah. The company recently carried out a small capital increase to further develop the project. What makes Big Indian extremely exciting is the eastern side of the valley, which has been little explored to date and, according to the company, has significant potential. American Atomics is also advancing the Nuvemco project in the US state of Colorado and the Kenora project in the Canadian province of Ontario.

To effectively capitalize on market opportunities, the company actively participates in cross-industry initiatives, consortia, and joint ventures aimed at establishing a robust North American nuclear fuel supply that is independent of foreign sources. Central to this is the collaboration with the US Department of Energy (DOE) and other companies in the Nuclear Fuel Cycle Consortium, an industry association initiated by the DOE under the Defense Production Act.

Equally important is the collaboration with metal processing expert CVMR. The partners have formed a joint venture to build the first modular and scalable uranium mill and processing unit in the US, which is set to raise the bar in environmentally friendly processing.

The partnerships and projects are groundbreaking. The market potential is enormous. This contrasts with a valuation of the micro cap of around CAD 12 million.

Note: The IIF virtual investor conference will take place in a few days (February 25, 2026). American Atomics founder Conor Lynch will be presenting live. Register here for free: https://ii-forum.com/

https://youtu.be/NZEQ7_2MUgA

Siemens Energy – Analysts are full of praise

The global expansion of data centers is leading to a massive increase in demand for electricity. This development is fueling demand for gas turbines, transformers, and grid technology. This means that Siemens Energy's key products for power supply and grid stabilization are in extremely high demand. The result: record orders, profit increases, and, last but not least, an all-time high share price.

Analysts remain enthusiastic and are raising their price targets. The US investment bank JPMorgan recently raised its target price to EUR 200. Demand trends are strong, and margins are better than expected. At the end of last year, the group had already raised its medium-term targets and launched a share buyback program. In 2025, Siemens Energy was one of the best stocks on the German stock market. The company is currently worth almost EUR 140 billion on the stock market. The trend is your friend.

Aixtron – AI beneficiary at second glance

From early 2024 to mid-2025, the German technology company's shares were in decline. Aixtron manufactures special machines for chip and semiconductor production. This makes the company an important supplier to the electronics and optoelectronics sectors. The business is known for strong cycles.

The stock has jumped in recent months. Various investors and analyst firms classify the shares as a neglected AI player. Jefferies recently raised its price target to EUR 27. The shares are currently trading at EUR 23, valuing the company at around EUR 2.6 billion. Experts expect rising investment by large AI companies in their cloud services and early investment by network companies to significantly boost Aixtron's optoelectronics business this year and next.

American Atomics has positioned itself perfectly for a strong growth trend: nuclear energy in the economically and geopolitically significant region of North America. The enormous potential is not reflected in the current valuation of CAD 12 million. Siemens Energy is a proven blue chip and, according to analysts, has further potential. Experts also rate Aixtron positively.