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Commented by Matthias Schomber on July 6th, 2026 | 07:00 CEST
Burry's Short Attack on Micron Technology, BioNTech's Radical Overhaul and Strategic Resources: a Still-Quiet Commodities Player!
While the AI boom continues to promise enormous profits, the first cracks are beginning to appear. High-profile investors are suddenly betting against some of Wall Street's former—and in some cases already fallen—favourites. Will Micron Technology stage a successful turnaround, or is a deeper correction still ahead? At the same time, Germany's biotech sector is undergoing a period of profound change. Cost-cutting programs worth billions of euros and sweeping strategic realignments are putting investors' conviction to the test. Away from the spotlight, a potentially transformative story is also unfolding in the commodities sector. Investors seeking early exposure to the long-term trend in industrial decarbonization may want to take a closer look at Strategic Resources. We examine three companies from three very different industries—each offering a distinct investment opportunity.
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Commented by Armin Schulz on July 4th, 2026 | 07:00 CEST
Fertilizer Crisis 2026: Why Bayer, MustGrow Biologics, and Yara International Belong on Investors' Watchlists
Created and published on behalf of MustGrow Biologics Corp.
The reopening of the Strait of Hormuz has come too late to prevent disruption. The weeks-long blockade has permanently destabilized the fragile fertilizer markets. During the crucial planting season, European agriculture is plagued by skyrocketing prices and empty warehouses. However, this shock is proving to be an enormous catalyst for a long-overdue change. As conventional chemical and fertilizer solutions face growing economic and regulatory challenges, biological alternatives are increasingly moving from the laboratory to commercial use. This turning point highlights three very different approaches within the global agricultural sector: the embattled industry heavyweight Bayer, the innovative agricultural biotech specialist MustGrow Biologics, and the fertilizer leader Yara International.
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Commented by André Will-Laudien on July 3rd, 2026 | 11:00 CEST
Rebound and Straight Back Up: Rheinmetall, Renk, Antimony Resources, TKMS, and Hensoldt
Created and published on behalf of Antimony Resources Corp.
The stock-market carousel keeps turning. While defense stocks were still on the hit list over the past 5 months, an impressive rebound is now underway. Rheinmetall experienced an outright sellout after a large frigate order was awarded to TKMS. Across the sector, the stocks had to absorb discounts of up to 50% after having risen to hype status in the years 2024 to 2025. Another stock caused a stir yesterday: Antimony Resources! After a 90-day consolidation of nearly 70%, new drill results came in. And lo and behold: not only does antimony lie dormant in the ground, but also plenty of gold. Good for anyone who bought in here over the past few weeks. All four stocks on our list still have some catch-up potential in the tank; we analyze why.
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Commented by Armin Schulz on July 3rd, 2026 | 08:40 CEST
A Multi-Billion AI Infrastructure Boom: Secure a Decisive Edge Now with Standard Uranium, AMD, and Super Micro Computer
The AI revolution is shifting its focus. While public debate continues to revolve around algorithms and cloud platforms, the true center of power has long since shifted to the depths of physical infrastructure. After all, without sufficient energy, high-performance chips, and scalable server architectures, even the best AI code remains ineffective. The exploding power demand of modern data centers is turning uranium into a strategic resource, while semiconductor supply chains groan under immense demand, and system integration is becoming the new supreme discipline. Whoever controls these three pillars of the digital future holds the key to the industry's next phase of growth. We take a closer look at one candidate from each sector: Standard Uranium, AMD, and Super Micro Computer.
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Commented by Matthias Schomber on July 3rd, 2026 | 08:35 CEST
Deutsche Telekom Faces Pressure from SpaceX and Starlink; BMW Grapples with China; Almonty Industries Shines with Tungsten!
Kyiv is under heavy attack. As Ukraine faces one of the most intense waves of Russian strikes since the war began and German policymakers race to push through economic reforms, financial markets remain on edge. Yet investors focusing only on the current "problem children" of the DAX, Deutsche Telekom and BMW, could be overlooking what may prove to be one of the summer's standout opportunities. Almonty Industries is hitting key milestones exactly when the world needs them most. We explain why Almonty's momentum is sending a bullish signal despite the uncertain geopolitical backdrop—and how investors may be able to capitalize on the current market environment.
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Commented by Carsten Mainitz on July 3rd, 2026 | 08:30 CEST
In the Fast Lane! Energy Infrastructure Is Gaining Momentum: Zefiro Methane, Siemens Energy, and E.ON Are Reaping the Benefits!
Is energy infrastructure the real winner of the energy transition? While Siemens Energy is driving electrification forward with state-of-the-art grid technology and E.ON is investing billions in the expansion and digitization of electricity distribution networks, Zefiro Methane, an infrastructure stock that has received little attention until now, is coming into focus. The Canadian company is tapping into a billion-dollar market centred on the decommissioning of abandoned oil and gas wells in the US, whose methane emissions cause significant environmental and climate impacts. Government incentive programs, a growing pipeline of projects, and strategic acquisitions are driving operational momentum. Recent news indicates that energy infrastructure could become the next growth driver for the stock, which analysts already consider undervalued.
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Commented by Tarik Dede on July 3rd, 2026 | 08:25 CEST
Lahontan Gold: Just Weeks Away from a New Resource Update
Gold appears to have found its footing. After Kevin Warsh, the new head of the Federal Reserve, signaled that he no longer sees inflationary pressure, the precious metal briefly pulled back near the USD 4,000 level before rebounding strongly. Evidently, the market may have been on the wrong side of the interest rate narrative. Earlier this week, two additional rate hikes were still being priced in for this year. For investors, the rebound in gold and the Fed's revised tone could herald the start of a new cycle. That is reason enough to take another look at attractive gold stocks. Lahontan Gold is one of those hidden gems that still trades at a low valuation but is already well into its de-risking process. The company plans to release a new resource estimate in the coming weeks. CEO Kimberly Ann has also reaffirmed the goal of moving into production as early as 2027.
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Commented by Nico Popp on July 3rd, 2026 | 08:20 CEST
Legacy Assets as a Competitive Advantage: New Paths for Barrick and Rio Tinto – North Arrow Minerals Unlocks a Desert Treasure
There is no innovation without change. Breaking new ground is becoming increasingly important. But in which direction should companies be heading? Geopolitical upheavals, the restructuring of global supply chains, and the AI revolution are colliding with long-standing challenges such as climate change. While industrial companies must invest billions to remain competitive, resource companies are often in a stronger position, as raw materials sit at the very beginning of almost every value chain. Today, we take a look at companies that are consciously breaking new ground and outline the opportunities this may present for investors.
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Commented by Carsten Mainitz on July 3rd, 2026 | 08:15 CEST
The Spark in the Portfolio: How Milestones Unlock the True Value of Desert Gold, Siemens, and Mutares!
The stock market trades on the future. Yet a stock's most rewarding phases often begin when future promises turn into tangible milestones. Whether it is the transition to gold production in West Africa, strategic carve-outs in industry, or successful turnarounds in the private equity sector, reaching a key milestone can mark the beginning of a fundamental re-rating. In particular, the transformation from gold explorer to producer—as Desert Gold Ventures is currently pursuing—has historically been associated with higher valuations. Project-specific risks decline significantly, while the prospect of future cash flows supports a fundamentally different valuation framework. The latest developments at all three companies are noteworthy—and well worth a closer look.
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Commented by Jens Castner on July 3rd, 2026 | 08:10 CEST
TURNAROUND AFTER YEARS OF STRUGGLE: SOFTBANK, STRATEGIC RESOURCES, AND AIXTRON UNDER THE MICROSCOPE
SoftBank has done it. After more than two decades in the shadow of its own dot-com excesses, the Japanese technology investor is once again the most valuable company on the Tokyo Stock Exchange. Meanwhile, German semiconductor equipment manufacturer Aixtron is once again approaching its record high from 2000. Both cases demonstrate that even stocks once considered massively overvalued can stage a remarkable comeback after years of underperformance—provided they are supported by a genuine structural growth trend. This is a pattern that could also play out for Strategic Resources. The key difference is that its share price has collapsed despite never having reached the kind of extreme valuations seen in the other two cases.
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