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Commented by Fabian Lorenz on July 20th, 2026 | 07:15 CEST
Bloodbath in Chip Stocks Triggered by Margin Calls? Infineon, Aixtron, LPKF Laser—Is Zefiro Methane Headed for a Golden Future?
Following the historic rally, semiconductor stocks have recently suffered a brutal sell-off. It was not just SK Hynix, Samsung, and SanDisk that came under heavy pressure. German chip-related companies such as Infineon, Aixtron, and LPKF Laser have also lost up to 50% of their value. The decline appears to have been amplified, at least in part, by margin calls in South Korea. What does this mean for going forward? Will the AI boom drive semiconductor stocks higher again? One lesser-known beneficiary of the construction of data centers and energy infrastructure is Zefiro Methane. The company specializes in the remediation of abandoned oil and gas wells, a multi-billion-dollar market in the US. Surging energy demand from the AI sector is creating additional demand for the company's services and could ultimately support higher profit margins. The new partnership with the Well Done Foundation could provide another catalyst, accelerating the company's growth trajectory.
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Commented by Armin Schulz on July 20th, 2026 | 07:10 CEST
Benefit from the scarcity of energy and raw materials through Occidental Petroleum, Globex Mining, and MP Materials
The days of speculating on commodity prices are over. Anyone betting on energy and metals today must understand the underlying power dynamics. Who is supplying, who is processing, and who still has access to the key production sites in an era of bloc formation and sanctions? Demand for strategic goods is skyrocketing, while investment in new mines and refineries has stagnated for years. This gap between political will and physical production limits opens up a new playing field for investors. Three completely different business models demonstrate how to capitalize on this trend: Occidental Petroleum, Globex Mining, and MP Materials.
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Commented by Stefan Feulner on July 20th, 2026 | 07:05 CEST
Cameco, American Atomics, and ElringKlinger Make a Splash
The next long-term investment trend is taking shape in the capital markets. While many investors focus on short-term price fluctuations, future markets worth billions are emerging in the background. The expansion of nuclear energy, the industrial use of hydrogen, and the development of independent raw material and supply chains are gaining momentum worldwide. At the same time, the transformation of the automotive industry is opening up new opportunities in the global auto parts business. Companies that benefit early on from these structural developments could be poised for a sustained revaluation.
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Commented by Fabian Lorenz on July 20th, 2026 | 07:00 CEST
Nel ASA Reports Dismal Results! ITM Power Enjoys a Cash Windfall! Is dynaCERT Poised for Multi-Bagger Returns?
When an established company posts a quarterly loss that exceeds its revenue, it is fair to describe the results as dismal. That is exactly what happened at Nel ASA. Against this backdrop, the slight decline in the share price can almost be viewed as positive. That said, not everything in the quarterly report was negative. Analysts view developments at dynaCERT positively. If the company succeeds in commercializing its fuel- and emissions-saving technology, the stock could deliver multi-bagger returns. Management currently sees particularly strong growth opportunities in Asia, where the company has already secured its first major orders. Meanwhile, ITM Power's shares have roughly halved in value in recent months. The market's enthusiasm surrounding the partnerships with Rheinmetall and Deutsche Bahn persisted for quite some time. At least the British company can now celebrate a significant cash windfall.
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Commented by Stefan Feulner on July 20th, 2026 | 06:55 CEST
GE Aerospace, Strategic Resources, Rheinmetall: Military Build-Up Fuels the Steel Boom
Military build-up drives demand for steel—and more than ever before. As defence spending rises, global demand is growing for high-strength specialty steels used in tanks, warships, military vehicles, aircraft, and modern weapons systems. At the same time, the industry is demanding steel produced in a climate-friendly manner and a secure supply of critical raw materials such as high-quality iron ore and vanadium. This dual boom in demand from the defence industry and decarbonization could open up exceptional growth opportunities for producers, suppliers, and technology providers in the coming years.
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Commented by Armin Schulz on July 18th, 2026 | 07:25 CEST
How to Secure Your Hydrogen Advantage: Nel ASA, dynaCERT, and Plug Power Now in the Spotlight
The era of green hydrogen has finally left behind its much-criticized phase of announcements and exaggerations. Concrete investments worth billions in electrolyzers, pipelines, and storage facilities are propelling the sector into the real economy by 2026—and thus into the spotlight of investors who want to see more than just political declarations of intent. As production costs for green hydrogen improve and industrial demand surges, the spotlight is now on those companies that have mastered the technology behind this value chain. We are therefore taking a look today at the Norwegian electrolyzer specialist Nel ASA, the Canadian emissions reducer dynaCERT, and the US system integrator Plug Power.
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Commented by Stefan Feulner on July 17th, 2026 | 09:05 CEST
Siemens Energy, HPQ Silicon, BYD: A Clear Course Set
The race for the technologies of the future is rapidly gaining momentum. Artificial intelligence, electric mobility, energy storage, and the global expansion of power grids are triggering a wave of investments worth billions. At the same time, innovative battery materials, hydrogen solutions, and modern energy technology are becoming increasingly important. Companies that develop these key technologies or benefit from the rising demand could secure a strong market position early on and emerge as major winners of the global transformation in the long term.
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Commented by Fabian Lorenz on July 17th, 2026 | 09:00 CEST
The End of Siemens Energy? SMA Solar Looks Ahead with Confidence! American Atomics: A Stock for the Uranium Rally!
The stage appears to be set for another uranium rally. Prices are rising again, while experts expect a significant expansion of global nuclear power capacity—and, with it, growing uranium demand. Against this backdrop, American Atomics stands out as an attractive speculative addition to a diversified portfolio. Two exciting projects in the US are expected to generate news flow in the second half of the year and drive the stock higher. Until nuclear power plants can fully meet the soaring energy demands of artificial intelligence, data centers will rely heavily on gas-fired power generation. This is the foundation of Siemens Energy's success. Now, one of Germany's most impressive growth stories of recent years is set to continue under a new corporate name. Meanwhile, SMA Solar is staging a comeback. In a recent interview, the company's CEO explains how the solar company is positioned and looks confidently toward the future. Analysts see further upside potential.
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Commented by Nico Popp on July 17th, 2026 | 07:30 CEST
The End of the Auto Industry Looms: Will Mercedes-Benz & Co. Find a Way Out? BYD as a Role Model, Rock Tech Lithium as a Problem-Solver
The auto industry is in the midst of a deep crisis, as evidenced not only by the news from Volkswagen. The availability of battery raw materials has become a critical factor for automakers. According to a survey by industry experts at Benchmark Minerals, global demand for lithium-ion batteries rose by 29% in 2025 to a total of 1.59 terawatt-hours. While stationary battery storage was the fastest-growing segment, the electric vehicle sector remains the dominant driver of demand in terms of volume. This trend is intensifying global competition for critical raw materials. China is leading the way here. The country controls an estimated 85% of global battery production and processes around 70% of the world's lithium. This poses a risk for Western automakers. They need to develop their own solutions. We analyze the situation and explore a potential solution.
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Commented by Jens Castner on July 17th, 2026 | 07:20 CEST
Chips, Gold, and Dividends: ASML, Lahontan, and Allianz as a Safe Haven Amid Market Turmoil
There are times on the stock market when the hottest stock with the most spectacular story is not the best choice. When market uncertainty rises, investors are well advised to bet on stocks that remain unfazed by geopolitical news. At first glance, ASML, Lahontan Gold, and Allianz have nothing in common: a Dutch manufacturer of highly complex specialty machinery for the chip industry, a Canadian gold explorer, and a Munich-based insurance group. And yet, the three have something in common: they provide solid reasons why their share prices can remain largely immune to the general ups and downs of the markets—whether thanks to genuine underlying demand, robust operational progress, or shareholder-friendly dividend policies.
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