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Commented by Tarik Dede on May 26th, 2026 | 07:05 CEST
Space Hype, Raw Material Shortages, and the Chip Boom: A Look at OHB, Strategic Resources, and Infineon
On June 12, Elon Musk aims to make history. With SpaceX, the largest IPO of all time is imminent. Other space stocks are already benefiting from the hype surrounding the Falcon rockets and Dragon spacecraft from California. This is one reason why OHB is currently the top performer on the German stock market. War, expensive energy, and raw materials at the center of geopolitics make Strategic Resources an interesting play. The Canadians are on the verge of their next major step. And last but not least, it is worth taking a look at Infineon's stock. The German chip king has achieved something almost historic in recent weeks! And thanks to AI, operations are going brilliantly too!
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Commented by Stefan Feulner on May 26th, 2026 | 07:00 CEST
Strategy, Almonty Industries, Take-Two Interactive – Gaming, Bitcoin, and Commodities on the Verge of the Next Wave
Gaming, commodities, and cryptocurrencies are currently emerging as three of the most exciting growth sectors in the financial markets. While the gaming industry is heading toward its next billion-dollar blockbuster, geopolitical tensions and AI infrastructure are driving a boom in demand for strategic metals. At the same time, large-scale institutional purchases are massively exacerbating supply shortages in the crypto market. The combination of digital entertainment, commodity security, and the Bitcoin surge could open up extraordinary opportunities for investors in the coming years.
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Commented by Carsten Mainitz on May 26th, 2026 | 06:55 CEST
Completely Underrated: How Investors Can Benefit from the Megatrend of Autonomous Flight Systems with Volatus Aerospace
Unmanned Aerial Systems (UAS) have established themselves as a megatrend. Their importance and range of applications are steadily increasing. Already indispensable in the military, they are gradually transforming industries such as logistics, delivery services, agriculture, industrial inspection, and media. In particular, players like Volatus Aerospace are well-positioned. Their success formula consists of several elements: strong integration with NATO-related clients and an intelligent ecosystem with increasingly scalable business operations, which gives the stock a clear position as a market favourite.
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Commented by Nico Popp on May 26th, 2026 | 06:50 CEST
Meta and Cameco's Hunger for Uranium—Solutions from Sandstone: Why America's AI Infrastructure Also Depends on American Atomics
AI's energy appetite is enormous—and is reaching its limits in many areas. While the exponential increase in the computing power of AI models is pushing the capacity limits of power grids, the US Department of Energy forecasts that data centers could account for up to 12% of the total grid load in the US by 2030. Since volatile renewable energy sources cannot guarantee the baseload for gigawatt-class data centers, nuclear power is taking center stage. We examine how Meta and others view nuclear energy, the challenges hyperscalers must overcome, and why there are strong arguments for uranium from the US.
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Commented by Fabian Lorenz on May 25th, 2026 | 09:20 CEST
D-Wave Stock Explodes! When Will American Atomics Follow? Is Siemens Energy Headed Above EUR 200?
Things can move quickly sometimes. For a while, it seemed as though quantum-computing stocks were being overshadowed by the AI hype. Then, on Thursday, the breakout finally came. Shares of D-Wave, for example, skyrocketed by 36% within just two trading days, suggesting that the recent consolidation phase may now be over. An explosive upward trend appears long overdue in the uranium sector as well. Investments in new nuclear power plants are being made worldwide. The US Department of Energy, for instance, plans to increase domestic uranium production from currently around 2 million pounds annually to 20 million pounds by 2033. American Atomics could benefit significantly from this development. In a recent interview, the company's founder highlighted the opportunities emerging across the sector. The company also controls several promising projects within the US. The AI boom in the US is also driving Siemens Energy. Analysts have raised their price targets further and currently see no end to the ongoing boom.
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Commented by Stefan Feulner on May 25th, 2026 | 08:40 CEST
Generac, HPQ Silicon, Quanta Services – Power Grid Boom Fuels New Top Performers
The global AI and infrastructure boom is propelling several future-oriented industries into a new phase of growth. Billions are flowing into data centers, power grids, and emergency power supplies, while demand for more powerful battery systems for drones, autonomous systems, and industrial applications is exploding. At the same time, enormous opportunities are emerging in the expansion of critical energy infrastructure. High-performance batteries, modern energy technology, and specialized infrastructure service providers, in particular, could become the big winners of a megatrend that is only just beginning.
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Commented by Tarik Dede on May 25th, 2026 | 08:35 CEST
Gold: Are the doves of peace driving up the price? Agnico Eagle, Desert Gold, and B2Gold in the spotlight!
It appears that hostilities in the Gulf are indeed coming to an end. The US and Iran are reportedly negotiating a peace treaty, according to widespread US media reports. This could soon mark the end of a consolidation phase for the gold price. During the conflict, the price fluctuated within a wide range as concerns over rising interest rates weighed on it. Now, investors have the opportunity to enter the gold stock market at low levels. We are therefore taking a closer look at the shares of Agnico Eagle, Desert Gold, and B2Gold.
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Commented by Stefan Feulner on May 25th, 2026 | 08:30 CEST
Lahontan Gold – Gold Rally Puts This Explorer in a Strong Position
The gold price is consolidating following its historic rally, but an increasing number of experts see it as merely a breather before the next rise. Central banks worldwide are buying more gold than they have in years, geopolitical tensions are rising, and confidence in the US dollar is slowly eroding. Goldman Sachs believes a gold price of USD 5,400 per ounce is possible by the end of 2026. Developers like Lahontan Gold, which have significant exposure to rising precious metal prices, could benefit particularly from this. The company is working at full speed to revive its historic Santa Fe Mine in Nevada. It has recently made a series of operational advances that could create the potential for a significant revaluation.
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Commented by Nico Popp on May 25th, 2026 | 08:25 CEST
M&A Fever in West Africa: Dwindling Reserves Drive Perseus Mining and Barrick Mining – Kobo Resources Gains Momentum
Despite short-term corrections, the gold price remains elevated, leading to consolidation in the West African Gold Belt. Major mining companies are under pressure due to dwindling raw material reserves, rising operating costs, and political friction in traditional jurisdictions. The need to profitably utilize existing infrastructure, such as processing plants, and to extend the life of mines is forcing established players to make changes. In this phase, companies are increasingly seeking high-grade projects for acquisitions to secure their production and withstand growing pressure from well-capitalized Asian competitors.
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Commented by André Will-Laudien on May 25th, 2026 | 08:20 CEST
NATO Drones 3.0 – The US and Europe Go Full Throttle! Volatus Aerospace Takes the Driver's Seat
The ongoing geopolitical escalation continues to push the defence sector to its limits. The reason is clear: the global security architecture is changing at breakneck speed, as modern conflicts increasingly demonstrate the critical importance of autonomous systems. In the field of unmanned aerial systems, momentum has noticeably accelerated over recent months. Particularly significant is the US Department of Defence's recent invitation to the Phase II qualification round of the multi-billion-dollar "Drone Dominance Program," in which only selected vendors are permitted to compete under real-world operational conditions. The program is viewed within industry circles as a potential starting signal for the next major investment cycle in the Western drone and defence market. Volatus Aerospace is already attracting the attention of forward-looking investors. Should the company also successfully position itself in the US market, it could strategically move into an entirely new league. Further acquisitions are also a realistic possibility.
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