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Commented by Mario Hose on March 19th, 2026 | 07:30 CET
Quantum Computers, AI Power, and the Gold Rush: A Closer Look at D-Wave, Super Micro, and Lahontan Gold
On one hand, we are chasing the tiniest particles of the quantum world and building massive data centers for artificial intelligence, which is fundamentally transforming our lives. On the other hand, in uncertain times, we are turning once again to humanity's oldest promise: the glittering gold deep within the earth. In this report, we take a close look at three companies, each of which is "on the move" in one of these fields and yet together can define a portfolio of the future. We accompany D-Wave Quantum as it attempts to push the boundaries of logic. We look over Super Micro Computer's shoulder as it builds the physical backbone of the AI revolution. And finally, we arrive at Lahontan Gold, where an impressive blend of fresh capital and state-of-the-art drilling technology is being used to "bring old gold treasures back to life." Read on, because this mix of high-tech and commodity power could be exactly what is missing from a promising portfolio.
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Commented by Armin Schulz on March 19th, 2026 | 07:25 CET
Why are Investors Overlooking Power Metallic Mines while Billionaires like Friedland, McEwen and Rinehart are Buying in?
16.55 meters at 10.08% copper, with 98.9% laboratory recovery. A shareholder roster that reads like a who's who of the global mining industry. By all accounts, a re-rating of Power Metallic should have occurred long ago. But it has not. The stock price is still languishing, while the company continues to deliver high-grade drill results in Québec. What explains this disconnect - and how much longer can it persist?
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Commented by Carsten Mainitz on March 18th, 2026 | 10:05 CET
Small-Cap Stocks Outperform Blue Chips by a Wide Margin – How A.H.T. Syngas Technology Is Outpacing Blue Chips Like BP and Siemens Energy
Security of supply and prices – these are more than just buzzwords. For the economy and consumers, geopolitical tensions, wars, and trade restrictions ultimately mean a new reality. Scarcity-driven prices are the driving force. This is particularly true right now for the commodities and energy sectors. Suppliers are on the winning side, while consumers face major challenges. BP is currently riding the wave of high oil and gas prices. Siemens Energy is benefiting from the massive power hunger of AI data centers. A.H.T. Syngas Technology has been overlooked by the market so far. The company is tapping into several growth trends at once. As a provider of syngas solutions, A.H.T. combines climate protection with energy security. Its shares have significantly outperformed the broader market and the sector this year. Analysts continue to attest to the shares' significant upside potential.
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Commented by Mario Hose on March 18th, 2026 | 10:00 CET
AI-Driven Power Demand: Strategies Across Gas, Wind, and Uranium with RWE, Nordex, and Standard Uranium
The global energy demand continues to rise and is expected to remain elevated in the coming years. Driven by the rapid rise of artificial intelligence and a steadily growing global population, investors are constantly searching for stable pillars of power generation. Whether it is massive investments in the US, German engineering expertise offshore, or the indispensable baseload provided by uranium, the market is in motion. In this article, we examine the current position of energy giant RWE, the impressive comeback of wind power specialist Nordex, and the recent, promising exploration successes of Standard Uranium. Energy is no longer something that simply comes from the socket - it is becoming a decisive factor for prosperity and returns.
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Commented by Nico Popp on March 18th, 2026 | 07:35 CET
Consolidation in the Gold Sector: Solid Returns with Newmont and Barrick – Top Opportunity Lahontan Gold
The gold market has entered a new phase in recent months. With gold prices stabilizing above the USD 5,000 per ounce mark and occasionally reaching peaks of up to USD 6,300, the environment for commodity investments has fundamentally changed. Top-tier jurisdictions have become an absolute necessity for investors and mining companies alike, especially given the current geopolitical landscape. Nevada, which has taken the top spot globally in the Fraser Institute's Investment Attractiveness Index, is considered the premier destination for investors. While Newmont and Barrick Mining dominate operational production by volume through their Nevada Gold Mines joint venture, Lahontan Gold is increasingly coming into focus amid a wave of consolidation. As established mining operators face declining ore grades, Lahontan offers an ideal combination of infrastructure maturity and exploration leverage with its Santa Fe project. A closer look at the business models shows how these companies are positioning themselves to benefit from the current market cycle.
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Commented by Fabian Lorenz on March 18th, 2026 | 07:30 CET
The Stock for the Drone Supercycle: Volatus Aerospace with Strong News Flow
Iranian drones continue to keep the Middle East, and thus the global economy, on edge. Neither cities like Dubai nor oil fields in Saudi Arabia nor airports like those in Qatar are safe, despite massive defense budgets. Unmanned aerial vehicles, which can be produced relatively cheaply and are difficult to counter, are becoming a central factor in modern conflicts. Billions must be invested worldwide. Volatus Aerospace has been active in this future market from the very beginning. The Canadian company has established a broad presence in the field of unmanned aerial systems, with solutions for both military and civilian applications. The company has impressed with a veritable barrage of news in recent weeks. The stock likely still has significant upside potential.
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Commented by Nico Popp on March 18th, 2026 | 07:25 CET
Focus on Copper and PGMs: A Solid Foundation with Ivanhoe and Sibanye – Analyst Favorite Power Metallic Mines
Decarbonization and AI-driven digital infrastructure are driving demand for platinum group metals (PGMs) and copper. Modern data centers use approximately 27 metric tons of copper per megawatt of installed capacity. According to S&P Global, a global supply shortfall of 10 million metric tons of copper is looming by 2040. In this environment, industry giants such as Ivanhoe Mines and Sibanye-Stillwater are benefiting from their massive production capacities and supplying the industry. For investors seeking exceptional returns, however, the Canadian explorer Power Metallic Mines is coming into focus. The company is exploring a polymetallic system in Québec that, according to a detailed analysis by GBC Research, is likely to undergo a significant revaluation. Using examples of major producers, we explain why Power Metallic is active in an attractive sector and what opportunities the stock offers.
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Commented by André Will-Laudien on March 18th, 2026 | 07:20 CET
200% Stock Surge: The Battle for Dominance in Critical Metals with Antimony Resources
It is remarkable how quickly critical metal shortages can translate into stock gains! Antimony Resources (ATMY | CA0369271014) stock soared from EUR 0.33 to EUR 1.00 within three months - a clean triple! The backdrop for this development likely lies in the multitude of geopolitical conflicts, as they require the use of extensive technology and military equipment. Here, the raw material antimony is at the top of procurement lists. In addition to all kinds of defense technology, the metal is also needed in data centers. Server racks contain kilograms of antimony-containing, flame-retardant cable sheathing. The solar industry also uses sodium antimonate, and complex specialty alloys benefit from the material properties of this flame-retardant element. What is next for Antimony Resources?
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Commented by Armin Schulz on March 18th, 2026 | 07:15 CET
Nel ASA, Pure One, and Daimler Truck – Your Ticket to Returns When Diesel Trucks Become Unaffordable
When geopolitical crises send oil prices soaring and Brussels simultaneously tightens CO2 regulations for trucks, the transportation industry comes under immense pressure. The combination of war-driven supply fears and strict EU climate rules suddenly propels alternative powertrains into the economic spotlight. While battery-powered trucks score points in distribution transport, fuel cells are experiencing a renaissance on long-haul routes. Amid this tension, three players positioned along the entire value chain are stepping into the spotlight: Norwegian electrolyser specialist Nel ASA, cleantech specialist Pure One, and commercial vehicle giant Daimler Truck.
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Commented by Fabian Lorenz on March 18th, 2026 | 07:10 CET
Gold at USD 10,000? Analysts See Over 500% Upside Potential for Desert Gold
Will we see the price of gold reaching USD 10,000 per ounce in a few years? After JPMorgan CEO Jamie Dimon caused a stir last year with such a forecast, other prominent experts are now following suit. Among others, Ed Yardeni, President of Yardeni Research, Peter Schiff, Chief Strategist at Euro Pacific Asset Management, and Jefferies strategist Chris Wood also believe five-figure prices for the precious metal are possible in the coming years. Gold thus continues to promise investors glittering returns. Desert Gold could become a top performer in your portfolio as early as this year. Analysts see over 500% upside potential.
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