AI
Commented by André Will-Laudien on April 9th, 2024 | 07:00 CEST
Big Tech in focus - get in or get out? 100% with Singulus, caution for Nvidia and Super Micro Computer!
The direction for the second quarter is still uncertain in the stock markets. Big Tech stocks have so far more than met investors' expectations, but they have not risen across the board for two weeks. This is also causing the NASDAQ 100 index to enter a consolidation phase, which delivered a significant downward swing just last Thursday. The global markets are still characterized by ample liquidity and the hope that the central banks will cut interest rates by the early summer. However, the upward movement has become very selective. Fueled by a flood of money for the "Magnificent Seven", other major markets, such as the Nikkei 225 and the DAX 40 index, also reached new highs. However, investors should now be on their guard, as a correction could be lurking after the upcoming dividend round in April. We delve a little deeper.
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Commented by André Will-Laudien on April 8th, 2024 | 07:00 CEST
Sell AI now and buy turnaround stocks: Nel ASA, Royal Helium, Linde and Plug Power
The stock market gives and takes away. When it comes to artificial intelligence and high-tech, investors have been able to make gains of up to 600% in recent months. Stocks such as Nvidia and Super Micro Computer are on the hit list of all fund managers worldwide. However, the first quarter is over, and there is no immediate reason to continue buying overpriced AI stocks. Last Thursday saw the first shot across the bow, with the NASDAQ 100 index plummeting by over 2% within three hours. Technically, the upward momentum is already waning, leading to increased profit-taking. If many investors do it simultaneously, it will result in a hefty correction. Do not wait too long; we present some interesting reallocation ideas.
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Commented by André Will-Laudien on April 5th, 2024 | 07:15 CEST
AI, Defense, and Hydrogen - The explosive mix: Super Micro Computer, First Hydrogen and Renk Group
After an extended rally on the NASDAQ, in the DAX-40 and most recently in the Nikkei 225, sector rotations are now setting in. The next few weeks will show whether the AI sector has already turned around. Only once in stock market history has there been a stronger first quarter for a particular sector. The hydrogen hype in the transition from 2020 to 2021 was when Plug Power saw its share price increase twentyfold. It is hard to believe what liquidity-spoiled stock markets can achieve. Now, however, investors should keep their eyes open, as the artificial intelligence and defense sectors are similarly overinvested, just as H2 stocks were a few years ago. The time for reallocation has likely come.
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Commented by Fabian Lorenz on April 4th, 2024 | 08:00 CEST
+100% and more with momentum stocks: AIXTRON, BASF, Exasol
Surprise! BASF shares have gained around 25% since mid-January. And the momentum could continue. Analysts see further upside potential. But there are also skeptical voices. In contrast, the Exasol share has only just taken off. The German AI hopeful has reported orders, the share has left the downward trend, and management is buying. Analysts believe the share could perform by more than 100%. At least it is certainly not expensive. Investors in AIXTRON are still waiting for the upward trend. Speculation has stalled the share price recovery for the time being. However, there are also optimistic voices from analysts.
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Commented by Armin Schulz on April 4th, 2024 | 06:30 CEST
BYD, Cardiol Therapeutics, Super Micro Computer - Stock market gains thanks to innovation and specialization
In the dynamic stock market environment, companies that invest in innovative technologies and specialization at an early stage stand out with above-average success. Amazon, once founded as a small online bookstore in a garage, is a shining example of this strategy. Through clever diversification and pioneering work in new technology fields, such as cloud computing with Amazon Web Services, Amazon has developed into one of the most valuable corporations. For investors, Amazon's rise underlines the golden opportunities: those with the foresight to invest in future-oriented companies can achieve above-average profits. We have selected three companies that aim to follow this path or have partially already done so.
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Commented by Fabian Lorenz on April 3rd, 2024 | 07:15 CEST
Renk, Super Micro Computer, Royal Helium: SHARES UNSTOPPABLE!
The Renk share is unstoppable. Yesterday, the shares of the defense technology company surged by 7% at its peak. The share is scratching at the EUR 40 mark and has thus more than doubled since the IPO in February of this year. While the share price is being driven by politics, analysts are beginning to lose interest. So, is it time to exit now? The defense industry needs helium just as much as medical technology and quantum computers. Royal Helium is one of the few listed companies in this sector. The Company is currently making the leap from explorer to producer, a move that should benefit the share. Helium is also needed to produce the AI semiconductors used by Super Micro Computer. Microsoft, OpenAI, and Amazon show that the hunger for AI data centers is far from satisfied. They plan to invest over USD 200 billion in new supercomputers.
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Commented by André Will-Laudien on April 2nd, 2024 | 06:55 CEST
AI shares in takeover frenzy, further gains of over 100% possible with Nvidia, Exasol, Palantir and Super Micro Computer
In the first quarter of 2024, the stock markets were at their friendliest, but the focus was almost exclusively on Bitcoin, Artificial Intelligence and high-tech. Meanwhile, the market leader in fast chips, Nvidia, has become the epicenter of future Big Data and AI applications. Productivity increases of over 20% per year are expected worldwide through the use of artificial intelligence in businesses, but commercial market penetration is still in its infancy. Therefore, it can be assumed that the rally will continue or even accelerate in the current environment. In addition to the well-known crowd-pullers, there are also latecomers with huge potential, including in Germany.
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Commented by Armin Schulz on March 25th, 2024 | 06:45 CET
Super Micro Computer is soaring; when will Saturn Oil + Gas and Bayer follow suit?
In the rapidly advancing world of technology, Artificial Intelligence (AI) is currently stealing the show, overshadowing traditional industries with its boom on the stock markets. The example of Super Micro Computer is a good illustration of this. While investors are focusing on promising AI pioneers, other sectors are struggling to keep pace with this fast-growing industry. Even companies that are earning good returns are currently struggling. In this article, we shed some light on Saturn Oil + Gas and Bayer to see whether the lid will eventually blow off.
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Commented by Stefan Feulner on March 20th, 2024 | 07:15 CET
Pure growth - Super Micro Computer, Royal Helium, Rheinmetall
After weeks of chasing records, equities, precious metals, and cryptocurrencies are taking a breather, at least in the short term, ahead of today's decision by the US Federal Reserve. The current key interest rate decision and, above all, the Fed's quarterly projections on economic development, interest rates, and inflation will likely continue to shape events afterwards. The pause will likely be short-lived if positive signals regarding earlier than planned interest rate cuts are announced.
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Commented by Stefan Feulner on March 19th, 2024 | 07:15 CET
Nvidia, Manuka Resources, Aurora Cannabis - All the rage
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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