AI
Commented by Armin Schulz on April 14th, 2026 | 07:40 CEST
100% Gain Potential? SAP CEO Issues Warning! Aspermont, with Its Moat & Reset, and Snowflake Could Offer Significant Upside
Data is the oil of the 21st century, but not every data-driven business model delivers reliable returns. While tech giants groan under margin pressure and disappointing forecasts, a quiet shift is taking place. Investors are discovering specialized providers with recurring revenues and defensive niches. The trick lies in identifying those companies that turn raw data into predictable cash flows—without hype, but with substance. Those setting the course for tomorrow today are looking at three very different companies: SAP, Aspermont, and Snowflake. All seem to have what it takes to double in value.
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Commented by Stefan Feulner on April 13th, 2026 | 07:20 CEST
ITM Power, Lahontan Gold, DroneShield – Uncertainties Present Buying Opportunities
As expected, the peace talks between the US and Iran in Islamabad over the weekend have failed for now. As a result, global stock markets are likely to remain under pressure at the start of the week. Many stocks face the risk of massive corrections and oversold conditions, which could be exploited as buying opportunities in the long term. In addition to the gold sector, interesting opportunities are also emerging in the hydrogen and drone technology sectors.
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Commented by Mario Hose on April 2nd, 2026 | 07:20 CEST
Defense Sector Insider Picks: BYD, DroneShield, NEO Battery
The tech world is undergoing a rapid transformation, driven in part by AI and global conflicts, that goes far beyond simple software solutions. It is about physical power, energy, and the defense of assets in an unstable geopolitical landscape. While BYD is conquering the roads with electric mobility, DroneShield is securing airspace against threats. In the shadow of these industry giants, a development is emerging that could transform the very heart of both worlds. We are talking about a new battery technology being developed in South Korea. NEO Battery Materials is poised to push the boundaries of what is possible. In this report, we examine how these three players will shape the energy and security market in 2026, and why one of them, in particular, is attracting the military's attention right now.
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Commented by Stefan Feulner on March 30th, 2026 | 07:55 CEST
Power Metallic Mines – A New Commodities Giant in the Making
Global commodities markets are on the verge of a profound transformation. Copper, in particular, is emerging as a key strategic metal for the new industrial era. The massive expansion of power grids, electric mobility, and AI data centers is driving a significant increase in demand, while supply is only slowly keeping pace. Forecasts suggest that a structural deficit could develop by 2040, as new mines often take decades to reach production. This creates significant valuation potential for exploration companies advancing high-quality discoveries, as the market is increasingly willing to price in future supply gaps early on.
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Commented by Nico Popp on March 23rd, 2026 | 07:35 CET
Silver Shortage Drives the Market: Why Silver Viper Is Significantly More Dynamic Than Fresnillo and Pan American Silver
The silver market is currently reaching its capacity limits. A supply deficit that has persisted for six years, totaling 820 million ounces by the start of this year, is being met with record demand. Key drivers include photovoltaics, electric mobility, and the rapid expansion of data infrastructure. Solar energy alone consumed around 448 million ounces in the first half of 2025, as new cell types require more silver. This drove the price above USD 100 per troy ounce. Against this backdrop, market leaders such as Fresnillo and Pan American Silver must replace their dwindling reserves in established mining regions like Mexico with high-quality resources. This hunger for resources directly impacts companies at the beginning of the value chain. Agile explorers controlling projects in close proximity to existing infrastructure are coming into focus. One such example is Silver Viper Minerals, which is strategically positioned within the Mexican silver sector through its acquisition of the Coneto project and the involvement of Fresnillo as a key shareholder. We highlight the opportunities for investors.
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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 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 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 Nico Popp on March 17th, 2026 | 08:00 CET
AI and Nuclear Power: Solid Returns with Meta and Intel – High-Flying Opportunity: Standard Uranium
Future economic growth will depend heavily on the availability of reliable, low-carbon baseload power. The high energy demands of technology companies driven by AI innovations are contributing to a renewed interest in nuclear power. The reasons go far beyond previous environmental visions. As studies by McKinsey and PwC show, the AI industry is growing by 15 to 20% annually through 2030. To avoid falling behind, companies like Meta and Intel are investing billions in a completely new AI infrastructure. Through partnerships with players like Oklo and TerraPower, Meta is driving the development of a 6.6 GW nuclear campus to operate its AI superclusters in a climate-neutral manner. Intel is focusing on optimizing energy efficiency directly at the chip level, as the power consumption of modern racks has risen to up to 120 kW. To satisfy the hunger for nuclear fuel, Standard Uranium is driving the search for tomorrow's safe deposits forward with its ambitious winter drilling program. For investors, the current trend offers opportunities - we show where the greatest leverage lies.
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