Profit from the cloud boom: How Deutsche Telekom, MiMedia Holdings, and Super Micro Computer can boost your portfolio!

Deutsche Telekom – A solid foundation with a clear digital focus

Despite saturated markets, Deutsche Telekom remains financially robust. After a record year in 2024 with revenue growth of 3.4% to EUR 115.8 billion and a 6.2% increase in operating profit, the Company continues to show momentum in 2025. The forecasts were recently raised. Adjusted EBITDA AL is expected to increase by 4.65%, with free cash flow reaching EUR 19.9 billion. Shareholders will benefit from rising dividends and a share buyback program worth EUR 2 billion.

In its digital business, Telekom is focusing on three cornerstones. The extended partnership with Google Cloud until 2030 is driving the migration of SAP systems and AI integration. At the heart of this is the "One Data Ecosystem," which breaks down data silos and addresses compliance requirements. At the same time, the in-house Open Telekom Cloud is positioning itself as a sovereign European alternative for regulated industries and has received multiple awards as a leading public cloud solution. Cloud, security, and AI services are generating increasing revenue potential, particularly in the B2B segment.

While the US business with T-Mobile continues to shine with customer growth, the German market requires a rethink. For the first time in years, the broadband customer base has shrunk here. Telekom intends to counter this with upselling through higher connection speeds and digital services such as MagentaTV. At the same time, investments in artificial intelligence (AI) and automation are driving efficiency, for example, in network optimization and customer service apps. The share price has not yet been able to reach its highs from early March and is trending sideways. One share currently costs EUR 32.13.

MiMedia Holdings – Cloud innovator with strong growth trajectory

MiMedia is revolutionizing the media cloud with a clever white-label concept. The platform is integrated directly into smartphones from manufacturers such as Coolpad and Orbic as an app, reaching millions of users without expensive advertising. In addition to secure media management, the app offers powerful editing and personalization features as well as innovative sharing options. This B2B2C model generates stable SaaS revenues through license fees, advertising, and subscriptions. With projected gross margins of 80–90%, the scalable business model offers attractive long-term return opportunities, while partners benefit from higher customer loyalty.

Key partnerships are driving expansion. Integration with Walmart Latin America's mobile brand "Bait" opens up 18 million users in Mexico and links MiMedia to Walmart's digital ecosystem. This gives the Company a rapidly growing partner. Globally, the recently closed Coolpad deal will see the app distributed to up to 5 million devices within two years. Chris Giordano, CEO of MiMedia, said: "We are excited to enter several different markets with a strong partner." The indirect cooperation with Caterpillar via Orbic opens up access to the growing market for rugged industrial devices. This could be an additional growth driver, as the market is expected to almost triple by 2033.

With contracts for over 35 million devices and user presence in 15 languages, scalability is proven. The combination of AI technology, brand partnerships, and growing demand for data protection positions MiMedia as a highly interesting cloud provider that is advancing into niche markets. The new CFO, James Allan, who took up his post at the beginning of May, strengthens the expertise for the upcoming growth agenda. Investors can benefit from the global cloud boom and will get a scalable model when further partnerships are announced. Given the good prospects, it is not surprising that the share price is trading at CAD 0.59, close to its all-time high of CAD 0.62.

Super Micro Computer – Cloud initiatives drive transformation

Supermicro is positioning itself as a key supplier for the cloud and AI infrastructure of the future. The Company is driving its cloud initiatives forward with customized solutions for hyperscalers and enterprises, including energy-efficient MicroCloud systems and advanced liquid cooling technologies. It recently launched over 30 systems for NVIDIA's Blackwell architecture on the European market. A new partnership with Ericsson aims to combine 5G connectivity with edge AI platforms to accelerate manufacturing, retail, and healthcare applications. These initiatives highlight the Company's holistic approach. From the data center to the network, Supermicro delivers scalable building block solutions.

Despite strategic decisions, the latest balance sheet shows weaknesses. In the third quarter of 2025, revenue fell 19% year-on-year to USD 4.6 billion, while the gross margin slipped to 9.6%. The main reasons are delayed purchasing decisions by customers who are waiting for the next generation of GPUs, as well as high write-downs on older inventory. Particularly painful was a USD 125 million impairment charge for obsolete Hopper GPUs that became obsolete due to the switch to Blackwell. In addition, sales are not yet running at full speed. With a capacity of 5,000 racks per month, only 4,000 units were sold. The annual forecast had to be lowered to USD 21.8–22.6 billion.

The structural growth drivers remain intact. Over 70% of revenue comes from the robust AI server business, supported by major orders such as the partnership with DataVolt. Global manufacturing capacity for liquid cooling systems is a competitive advantage, especially in Europe. Although shorter technology cycles and price wars with Dell and HPE are putting pressure on margins, the flexibility of the "building block" approach helps to respond quickly to customer requirements. Management is signaling a recovery for the current quarter with a revenue forecast of USD 5.6–6.4 billion. The road back to stable margins requires discipline in cost control and inventory management. The share price is currently USD 43.21.

Cloud infrastructure remains the indispensable driver of digital transformation. Those who are strategically positioned in this area will secure growth. As a European telecommunications provider with a strong financial base and partnerships such as Google Cloud, Deutsche Telekom is consolidating its leadership in sovereign digital ecosystems. MiMedia Holdings is a hidden champion revolutionizing media access for millions of people with its scalable white-label platform with up to 90% gross margin and mega partnerships such as Walmart. Super Micro Computer continues to defy current sales weaknesses as a key supplier of AI infrastructure, driven by innovations such as liquid cooling and the NVIDIA alliance.