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Commented by Stefan Feulner on March 19th, 2024 | 07:15 CET

Nvidia, Manuka Resources, Aurora Cannabis - All the rage

  • Mining
  • Vanadium
  • Gold
  • AI
  • chips
  • Cannabis

The stock markets continue to boom. The DAX was able to climb above the psychologically important 18,000-point mark, at least in the short term, while other asset classes, such as gold and Bitcoin, also reached new highs. By contrast, different sectors, such as hydrogen and cannabis, have continued to plummet in recent weeks. The latter, in particular, has received an upward boost from the US government's statements, which could herald a trend reversal.

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Commented by André Will-Laudien on March 12th, 2024 | 07:15 CET

Profit-taking in Defense and AI - What else is going on? Rheinmetall, Almonty Industries, Renk and Hensoldt

  • Mining
  • RareEarths
  • Tungsten
  • AI
  • armaments
  • Defense

Armaments stocks have been on the sunny side in the current year, 2024. Investors in this segment clearly outperformed the DAX 40 index. Due to the geopolitical situation and a redefined EU security policy, investors have rediscovered the sector. NATO member states are being called upon by the US to strictly adhere to or further increase their percentage of gross domestic product invested in defense. Donald Trump, who may return, wants to deny renegade allies the backing of the US in an emergency. Although nobody believes in this scenario, the announcement has had the effect that orders for new armaments technology have reached a new all-time high. Which shares are still in focus?

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Commented by André Will-Laudien on March 11th, 2024 | 07:00 CET

Bitcoin USD 70,000 - High-tech and artificial intelligence - a perennial favorite! Nvidia, Defense Metals, AMD and Super Micro Computer

  • Mining
  • RareEarths
  • hightech
  • AI
  • crypto

It happened over the weekend: USD 70,000 - and no end in sight for Bitcoin? A never-ending rally seems to be taking its course after the cryptocurrency turned upwards at USD 25,000 last September. Will the upswing continue unabated? Due to the upcoming halving in April, this could continue for a few more weeks, with the crypto following growing daily. Suppliers in the high-tech sector are riding the same wave: fast computers, graphics cards, big data and artificial intelligence. Almost infinite growth is expected behind these megatrends. However, valuations are already very advanced. Where are the opportunities for newcomers now?

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Commented by Juliane Zielonka on March 7th, 2024 | 06:30 CET

Sustainable investments in focus: Occidental Petroleum, Carbon Done Right, Plug Power - Which stock offers the greatest advantage for a net zero economy?

  • Sustainability
  • Technology
  • AI
  • Oil
  • greenhydrogen

True sustainability is a delicate balancing act for investors seeking high returns. Companies worldwide still need fossil fuels to keep their businesses running and growing. The US oil and gas producer Occidental Petroleum is no exception. The Company, in which Warren Buffett also invests, is doing a lot to reduce its carbon footprint. On the other hand, Carbon Done Right is sustainable through and through. Its business model involves the reforestation and greening of forests and rainforests to trade real CO2 certificates for companies such as Amazon and Microsoft. Thanks to innovative AI, Carbon Done Right is finally bringing the desired transparency to the carbon market by monitoring tree growth via satellite. Meanwhile, Plug Power relies on in-house hardware and expects a restructuring of tech companies to favour its CO2-friendly solutions. Who truly has the edge when it comes to sustainable measures and returns?

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Commented by Stefan Feulner on March 4th, 2024 | 07:30 CET

C3.ai, Altech Advanced Materials, BYD - Ready for the rebound

  • Technology
  • AI
  • Electromobility
  • Batteries

The major stock market barometers, the DAX and Dow Jones, continue to surge and rush to new highs almost daily. Currently, one of the hottest sectors is the semiconductor industry, which is reporting record figures due to the emergence of artificial intelligence. In contrast, another future topic, electromobility, is currently in correction mode. Market leaders such as Tesla and BYD have seen their stock market value fall dramatically. Currently, it appears that these stocks have found a bottom from which the next upward movement could begin.

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Commented by André Will-Laudien on March 4th, 2024 | 07:00 CET

1200% with artificial intelligence, 100% with Bitcoin, and now comes Gold! Barrick, Desert Gold, Aixtron and Super Micro

  • Mining
  • Gold
  • AI
  • Bitcoin

The stock market keeps rising - this is indicated by the ever-new highs of prominent indices such as the NASDAQ 100 or the DAX 40 index. However, a closer look reveals some inconsistencies. For example, only 7% of all traded stocks are currently reaching new highs, while over 60% of all listed stocks are falling. In short, global liquidity is aggregated in just a few blockbuster stocks worldwide, while the rest are being left behind. Such bubbles occurred in 1999, 2007, and 2015, followed by a 25% to 50% correction. No one knows when it will happen again, but the party will likely last a little longer. Gold and Silver have been trending sideways at a high level for the past 3 years, but the yellow metal showed the first signs of life last week. What should investors look out for now?

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Commented by Juliane Zielonka on February 29th, 2024 | 08:15 CET

Defense Metals, Coinbase, Volkswagen: Critical metals for pioneering technologies

  • Mining
  • RareEarths
  • crypto
  • AI
  • Electromobility

The demand for critical metals is increasing rapidly worldwide. From growing digitalization to the increased use of cryptocurrencies and AI, from advances in medical technology to electromobility and defense technology - all these areas rely on these critical raw materials. Defense Metals Corporation is an experienced explorer in British Columbia whose Wicheeda project is designed to provide these critical metals. Forward-thinking companies like the crypto exchange Coinbase serve many users who use rare earth metals to power their hard drives for crypto mining. Volkswagen also requires this raw material because car consumers in China have very different needs when it comes to vehicle software than those in the European market. A new CEO for the subsidiary and software company CARIAD knows exactly what needs to be done...

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Commented by Fabian Lorenz on February 28th, 2024 | 07:45 CET

Strong price targets! Super Micro Computer, Bayer, Almonty Industries

  • Mining
  • Tungsten
  • chemicals
  • AI

Is it time to invest in Super Micro now? Yes, say several experts. Despite the massive price rally, the AI share offers further potential. There are good reasons for this, and the target price is USD 1,300. There are also good reasons for the Almonty Industries share to perform well in 2024 and beyond. The Company focuses on tungsten, a scarce and coveted resource in Europe and North America. Sales and profits are expected to rise sharply, leading to a revaluation of the share. Analysts also see significant potential for Bayer shares. The spin-off of over-the-counter medications, including Aspirin, is expected to drive the share. However, there are some question marks.

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Commented by André Will-Laudien on February 13th, 2024 | 07:00 CET

Bear market in Hydrogen versus Bull market in Artificial Intelligence - Nel ASA, First Hydrogen, Nvidia and ARM Holdings

  • Hydrogen
  • AI
  • renewableenergies

The stock market is relentless at the moment. While Nvidia has gained almost 50% in just 5 weeks, the stock market darlings Nel ASA and Plug Power continue to lose value. Small recovery attempts have been consistently sold off recently. No stone is being left unturned in this segment, and investors are eagerly awaiting the upcoming 2023 annual figures. Is there hope, or should we continue to write off hydrogen? On the other hand, some companies are making significant progress with a different business model, setting new records. So what to do? A brief update for active investors.

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Commented by Armin Schulz on February 5th, 2024 | 07:15 CET

Nvidia, Saturn Oil + Gas, PayPal - Money printing machines for the portfolio

  • Mining
  • Oil
  • chips
  • AI
  • Digitization

In an economic landscape that is becoming increasingly volatile and unpredictable, the movement of interest rates plays a crucial role for companies and investors alike. In particular, the recent phenomenon of rising interest rates has drastically changed the rules of the game for those seeking capital. The incentive to invest capital in companies without a proven business model or secure cash flows is decreasing noticeably. Instead, companies that generate solid profits are increasingly becoming the focus of investors. Investors are now looking more at profitability than possible future prospects. We have picked out three companies that are making money and are expected to continue to do so in the future.

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