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Commented by Carsten Mainitz on December 30th, 2025 | 07:20 CET
Electricity as a bottleneck for AI? Different energy sources, different approaches: American Atomics, Nordex, Siemens Energy – Who is ahead?
The electricity demand of rapidly growing AI data centers is enormous. The uninterrupted availability of energy, including infrastructure and pricing structures, is a decisive guideline for the future. Green energy from solar and wind is often presented in public debate as the means of choice, but it comes with significant drawbacks. Last year, the US corporate giant Microsoft demonstrated that radically different approaches are possible. To satisfy the power hunger of its AI data centers, Microsoft signed a 20-year contract with a domestic energy provider for the supply of nuclear power. This deal sent a remarkable signal and is emblematic of a new trend: nuclear energy. American Atomics, a newcomer to the stock market, stands out as an exciting investment in this area.
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Commented by Armin Schulz on December 30th, 2025 | 07:15 CET
Geopolitical flashpoint: Why Rio Tinto, Globex Mining, and BHP stand to benefit from trade wars
The global race for critical resources has entered an explosive phase. Driven by decarbonization and technological progress, structural shortages prevail. But now geopolitical power struggles are further heating up the situation: protectionist trade barriers and strategic control over supply chains are artificially reducing supply and catapulting the importance of independent producers into new spheres. In this environment, the strategies of commodity giants and emerging players are coming into sharp focus. Against this backdrop, it is worth taking a closer look at the positioning of Rio Tinto, Globex Mining, and BHP.
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Commented by Fabian Lorenz on December 30th, 2025 | 07:10 CET
Gold gem, AI fantasy, and pharmaceutical giant! Which stock will take off in 2026? TeamViewer, Novo Nordisk, Laurion Mineral Exploration
The gold rally is simply unstoppable. But the big producers such as Barrick Mining and Newmont have already run their course. However, there are always undiscovered gold gems to be found. LAURION Mineral Exploration is one of them. The management team made a convincing case at an investor conference, and the stock is unlikely to remain so cheap for long. Novo Nordisk staged a small year-end rally. Nevertheless, the slide in the share price during the current year has been painful. Can the stock pick up speed again in 2026? TeamViewer is one of the disappointments of 2025 in Germany. Will AI fantasy bring the German software company's stock back into an upward trend?
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Commented by Armin Schulz on December 30th, 2025 | 07:05 CET
Short squeeze alert in the silver market: First Majestic Silver, Silver Viper, and Pan American Silver in focus
Silver is experiencing an unprecedented rally. Driven by structural market shortages and massive industrial demand, the old price limits seem obsolete. This is especially true given the threat of a short squeeze, as some banks have built up short positions. But where does the sustainable potential lie? This development puts three players in particular in the spotlight: established producer First Majestic Silver, promising explorer Silver Viper, and industrial giant Pan American Silver.
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Commented by Fabian Lorenz on December 30th, 2025 | 07:00 CET
HYDROGEN STOCK with 10x POTENTIAL! Nel ASA, thyssenkrupp, and dynaCERT are starting the new year in different ways
Hydrogen stocks have had a challenging year. However, analysts see the potential for 10x growth in the new year, specifically, for the cleantech company dynaCERT. Operational tailwinds are coming from market entry in Mexico and sales successes in Europe. Successes in Asia are expected to follow in 2026. The decisive factor for 2026 will be whether dynaCERT makes progress in terms of order volume, capacity utilization, and recurring revenues. With its retrofit solution, dynaCERT is setting itself apart from large plant manufacturers such as thyssenkrupp nucera and Nel ASA. Analysts praise the former for its efficient structures and full coffers. The other is aggressive despite its share price being at an all-time low.
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Commented by Armin Schulz on December 29th, 2025 | 07:45 CET
Reap exponential profits from the AI electricity boom with Siemens Energy, American Atomics, and Cameco
Global electricity demand is skyrocketing. Driven by AI and electromobility, a new era of energy consumption is dawning. Data centers and charging parks are suddenly transforming utilities into growth stocks. Looking at broader energy indices, it is clear that they have performed well despite weak gas and oil prices. A look at Siemens Energy, American Atomics, and Cameco reveals three companies that aim to translate this enormous demand into profitable growth.
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Commented by Fabian Lorenz on December 29th, 2025 | 07:40 CET
Alternative to DroneShield and Standard Lithium! NEO Battery Materials set to take off in 2026! Drones, robotics, and more in one stock
Drones, robotics, and electromobility are megatrends. Billions of dollars in capital are flowing into these industries. As a result, DroneShield and Standard Lithium were among the high flyers of the year. However, after share price gains of 330% and 170% respectively, they are anything but cheap. NEO Battery Materials has what it takes to become a price rocket in 2026. The Canadian company has developed more cost-effective, silicon-reinforced batteries that offer higher storage capacity and faster charging. Very importantly, commercialization is set to begin in 2026 at a factory in South Korea. Orders are already in place, and shortly before Christmas, NEO Battery became part of South Korea's defense industry ecosystem.
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Commented by Carsten Mainitz on December 29th, 2025 | 07:35 CET
Rally in sight – Zinc is the secret beneficiary of the steel boom and electric vehicles! Recognize the potential in Pasinex Resources, BYD, and Salzgitter!
The year 2025 was marked by sharply rising prices for raw materials. These included precious metals, especially silver, critical raw materials, but also industrial metals such as copper. The bottom line is that this year's rally passed zinc by. Starting at high prices in January, the price of the volatile industrial metal fell by around 10% over the course of the year. Zinc is used in a wide range of industrial and technological applications: as corrosion protection for steel, in alloys, and as electrode material for certain types of batteries. As the long-term growth drivers remain intact, investing in zinc offers good opportunities. Companies such as Pasinex Resources, which have high-grade deposits and can therefore achieve well above-average margins, are to be favored.
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Commented by Armin Schulz on December 29th, 2025 | 07:30 CET
TUI pays dividends again, RE Royalties offers over 10% dividend, Allianz ensures stability – A strong income portfolio
In turbulent markets, savvy investors seek robust income streams that can withstand various economic cycles. The solution lies in a three-pronged approach that intelligently combines cyclical recovery, structural future growth, and defensive stability. This principle can be implemented in concrete terms with three complementary positions: TUI's tourism cash flow, the regenerative royalties of RE Royalties, and Allianz's reliable capital returns.
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Commented by Carsten Mainitz on December 29th, 2025 | 07:25 CET
The hunger for AI, chips, and batteries continues unabated! Who will benefit most in 2026: Graphano Energy, Infineon, or Aixtron?
Artificial intelligence was a major driver of the stock markets this year. The boom in data centers fueled demand for chips and energy. The topic of electromobility also gained momentum. Batteries, storage technologies, and the materials and raw materials required for them also attracted investor interest. Read on to find out which of these megatrends will continue to drive prices in the coming year and how investors can position themselves correctly with Graphano Energy, Infineon, and Aixtron.
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