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Commented by André Will-Laudien on January 7th, 2026 | 08:00 CET
Stock market frenzy: Silver, high-tech, AI, or Bitcoin? 100% opportunities with Strategy, Finexity, Metaplanet, and TeamViewer
It is not exactly easy to keep a clear head as an investor at the moment. Political shortages of strategic metals, ever-new geopolitical flashpoints, and an enormous burden on Western households are weighing on the minds of stock investors. The fact that "long only" is becoming a profitable thesis in this environment is now a permanent novelty. Historically, after substantial upturns of more than 20%, there have always been periods of consolidation. However, these are no longer visible, and every day of waiting costs returns. Whether silver, copper, AI, or high-tech stocks, the hard-won fixed-income returns in the 2% range have already been wiped out since the beginning of the year. But there is one exception: if we consider the crypto market as an alternative to currencies and stocks, it has been on a noticeable hiatus since fall 2025. But in recent days, there has been a spring awakening here as well. We are looking for current opportunities!
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Commented by Fabian Lorenz on January 7th, 2026 | 07:35 CET
+23% price increase in just a few days! DroneShield, BioNTech, and WashTec shares!
DroneShield shares have already gained over 23% in the first few trading days of the year. The drone defense specialist is receiving a boost from two orders placed shortly before the turn of the year. Is it now heading towards an all-time high? WashTec shares are also performing strongly. While German stocks are weakening overall, WashTec shares are at their highest level in a long time, and analysts see further upside potential. BioNTech has important study data coming up in 2026. But first, the acquisition of CureVac will be completed. This marks the end of a stock market story that caused only brief euphoria.
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Commented by Armin Schulz on January 7th, 2026 | 07:30 CET
AI's energy hunger and decarbonization: How Siemens Energy, CHAR Technologies, and Plug Power are positioning themselves to profit
The global energy transition is caught in a paradoxical race: While electricity demand is exploding due to AI and electrification, decarbonization must succeed. This collision is creating a billion-dollar market for companies that solve fundamental bottlenecks, from grid stability to green industrial energy to the hydrogen economy. Three pioneers exemplify this systemic change. Their strategies could not be more different, as current developments at Siemens Energy, CHAR Technologies, and Plug Power show.
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Commented by Carsten Mainitz on January 7th, 2026 | 07:25 CET
Defense and commodity stocks remain top performers! These should not be missing from any portfolio: Almonty Industries, TKMS, and Salzgitter
Defense and commodity stocks continue to offer attractive investment opportunities. Geopolitical tensions, such as those currently in Venezuela, as well as the war between Russia and Ukraine, are providing companies in the defense industry with a sustained economic boom. Critical raw materials are also geopolitically significant. These resources, along with secure supply chains outside China, carry great weight for both companies and states. We explain why the companies listed above benefit from this overall constellation.
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Commented by André Will-Laudien on January 7th, 2026 | 07:20 CET
Experts predict a silver boom up to USD 250! Should Rheinmetall, Silver Viper, and Aixtron be in your portfolio now?
The rise in the price of silver by over 160% in just 12 months is already phenomenal. But the upward scenario now seems inevitable: reports of imbalances in the physical delivery of futures contracts by institutional investors are leading to renewed price increases at every settlement date. Since the precious metal generated a strong buy signal at around USD 38, the price has been trending upwards. In yesterday's trading, it even exceeded the USD 80 mark. Allegedly, more than 700 million ounces of silver will be missing for the March settlement, which corresponds to 90% of total annual production. In addition to the very interesting silver explorer Silver Viper, we are also looking at Rheinmetall and Aixtron, two high-tech consumers of this critical metal. If deliveries fail, production lines could be halted for some time! Here are a few insights.
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Commented by Fabian Lorenz on January 7th, 2026 | 07:15 CET
Nordex shares unstoppable! Sell Hensoldt? Gold gem Kobo Resources with takeover speculation!
Nordex shares continue their strong momentum in 2026, rising nearly 10% in just a few trading days. Investors are responding to the wind turbine manufacturer's strong year-end performance with heavy buying, prompting analysts to raise their price targets. In contrast, sentiment on Hensoldt is more cautious. Analysts recommend selling, citing a lack of fundamental support for the recent price gains and warning of rising competitive pressures. Meanwhile, gold has shrugged off recent selling pressure and is marching back toward USD 4,500. Gold explorer Kobo Resources stands to benefit from this trend. In a recent interview, the CEO expressed optimism and even mentioned the possibility of a takeover. The question for investors: Is now the right time to buy?
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Commented by Nico Popp on January 7th, 2026 | 07:10 CET
The clean solution to the dirty nickel problem: How Power Metallic Mines could save the supply chains of Mercedes-Benz and Volkswagen
The automotive industry faces a paradoxical situation in 2026. While sales figures for electric vehicles have stabilized and the technology is becoming increasingly mature, the threat now comes not from demand but from the supply side of the value chain. The supply of raw materials, especially the critical battery metal nickel, is coming under massive pressure due to geopolitical shifts and drastically tightened environmental regulations in Asia. German flagship companies Mercedes-Benz and Volkswagen, which have invested billions in their electrification strategies, are faced with the challenge of reconciling their ethical promises with the physical reality of the market. In this area of tension between regulatory constraints and industrial needs, Canadian explorer Power Metallic Mines is evolving from a raw materials explorer into a potential strategic enabler with its NISK project.
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Commented by Armin Schulz on January 7th, 2026 | 07:05 CET
Peace dividend: How Antimony Resources, the RENK Group, and Lockheed Martin are reaping the rewards of military buildup
The new era of security will be decided deep underground in mines. The indispensable raw material for modern defense systems is antimony, a metal that is threatening to disappear from the world market and whose price is rising sharply. This strategic shortage creates a historic opportunity to invest directly at the source. The greatest potential is offered by the exploration company Antimony Resources, whose success in turn drives key suppliers such as the RENK Group and system builders such as Lockheed Martin.
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Commented by Nico Popp on January 7th, 2026 | 07:00 CET
Trade war over batteries: China's export restrictions force the West to act – and position NEO Battery Materials as a potential game changer for AeroVironment and DroneShield
The geopolitical map of the technology sector is currently being redrawn. After China drastically tightened export controls in recent weeks on critical drone components and high-performance batteries, Western defense companies are increasingly facing supply chain risks. In this strategic environment, the Canadian company NEO Battery Materials is evolving from a pure technology developer into a strategically relevant industrial partner. With the recently announced market readiness of its silicon-based battery technology, NEO offers a non-Chinese alternative that could become highly attractive for drone manufacturers such as AeroVironment and counter-drone specialists like DroneShield, as they seek to reduce dependence on Asian supply chains and secure long-term production reliability.
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Commented by André Will-Laudien on January 6th, 2026 | 07:35 CET
Up and down: Doublers and halvers among themselves! BYD, VW, DroneShield, and Power Metallic
And once again, it is full steam ahead. While last year saw a sunny scenario in terms of returns for AI, defense, and silver stocks, these sectors are performing even better in the new year. Rumors of a physical silver shortage have now been confirmed by futures exchange warehouses. This could mean that the "one-way movement" in strategic metals will continue. Rumor has it that the shortages may even be spreading to a range of industrial metals. As the world's largest producer of these raw materials, China is tightening export controls and redirecting resources toward its domestic industry. Much of this is still unconfirmed, but the recent price explosion to over USD 12,000 for copper speaks volumes. Investors would be well advised to diversify their allocations to be ready for the most important developments!
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