Digitization
Commented by André Will-Laudien on July 29th, 2025 | 07:05 CEST
Trump tariffs settled? What are the triggers now? Palantir, naoo AG, TeamViewer, and D-Wave
With the US-EU agreement on tariffs, markets opened positively yesterday but quickly slipped into negative territory. The reason: the agreement is widely viewed as a "loss-making deal" for the EU. While tariffs of over 20% were averted, 15% still remain. In return, NATO must purchase substantial US military equipment, while US vehicle exports to the EU remain tariff-free. Donald Trump could not have negotiated better himself - a diplomatic failure for Brussels. The decision will have a significant impact on the EU's automotive sector, luxury and consumer goods industries, and technology sector. For example, European wine will cost US consumers about 30% more, factoring in currency losses, which is devastating for European winemakers. All in all, this deal is considered a major setback for free trade, with serious inflationary consequences and declining consumer demand. Investors should reposition themselves, as late summer looks stormy from this perspective alone.
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Commented by Armin Schulz on July 24th, 2025 | 07:05 CEST
Omnichannel Profits: How Alibaba's AI, naoo's communities, and PayPal's embedded finance are filling your coffers
The digital transformation is revolutionizing retail and marketing! E-commerce is breaking records, influencer campaigns are generating unprecedented reach, and innovative payment solutions are driving customer satisfaction to new heights. These three pillars are opening up global markets, increasing efficiency, and creating explosive growth opportunities. But the real gold lies in their intelligent integration. Those who seamlessly merge the online and offline worlds will dominate the market. This is precisely where pioneers Alibaba, naoo, and PayPal come in. Their strategies pave the way for profitable synergies.
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Commented by Armin Schulz on July 22nd, 2025 | 07:00 CEST
Xiaomi, Silver North Resources, Super Micro Computer: Who suffers and who benefits from the structural silver shortage?
Silver – the invisible engine of the tech revolution – is becoming a scarce commodity. Soaring prices reflect not only investor interest, but also a structural shortage. Demand from the solar industry, e-mobility, AI, electronics, and defense is depleting reserves, while production and recycling are lagging. The industry is currently fighting for every ounce. Forecasts see the silver price rising above USD 50 in the long term. But who is leveraging this trend, and where are the risks? Xiaomi depends on silver for its e-mobility and electronics divisions. Silver explorer Silver North Resources is actively developing silver deposits, and Super Micro Computer is driving consumption.
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Commented by Nico Popp on July 18th, 2025 | 07:05 CEST
Subscription-based stock gains: Netflix, Adobe, MiMedia Holdings
Subscriptions pay off – for providers! We have all forgotten to cancel a magazine or streaming service at some point. Many of us also treat ourselves to the luxury of having various subscriptions, even if they do not explicitly pay off. This behaviour generates revenue for providers. A study by Human Digital shows that companies with subscription models grow between five and eight times faster on average. We demonstrate how the major players in their industries are leveraging subscriptions to their advantage and identify which niche providers have the potential to succeed.
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Commented by Fabian Lorenz on July 15th, 2025 | 07:00 CEST
Attention! MULTIPLICATION potential! Hensoldt, D-Wave, and naoo shares with Buy recommendations
German defense stocks appear to have quickly ended their consolidation phase. Driven by Buy recommendations, they are marching back toward their all-time highs. Hensoldt is recommended by Deutsche Bank, among others. However, the Company could face significant challenges ahead! Meanwhile, there is a bombshell from naoo: for the first time, analysts have taken a closer look at the Swiss social media insider tip. Experts see strong growth in the coming years and believe a multiplication of the stock price is possible. D-Wave's share price has already multiplied. Nevertheless, analysts see further upside potential for the quantum high-flyer.
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Commented by Nico Popp on July 11th, 2025 | 07:00 CEST
Think locally, benefit globally: JinkoSolar, Kontron, naoo
It is old news that decentralized solutions are better - those who understand how village communities were largely self-sufficient and supported each other complementarily just a few decades ago know the blueprint for economic success. Decentralized solutions have long played a key role in energy supply. The boom in private solar installations shows that resourceful property owners have recognized the potential. But other industries also benefit when complementary elements are brought together.
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Commented by Fabian Lorenz on July 3rd, 2025 | 07:05 CEST
Plug Power +71%! CAUTION with Evotec! Buy Walmart partner MiMedia shares?
A 71% share price increase in one month. Is this the resurrection of Plug Power shares? The performance is certainly impressive: operational news, insider buying, and a short squeeze are creating a dynamic mix. However, the fundamental problems remain. Those looking for an exciting stock for the second half of the year should take a closer look at MiMedia. The report on the first six months of this cloud hidden gem is expected to be positive and could drive the stock to a new high after its sideways movement. And what is Evotec doing? After last week's positive news, hopes for an upward trend were high. However, analysts are warning of a possible profit warning at the biotech company.
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Commented by André Will-Laudien on July 2nd, 2025 | 07:25 CEST
1600% with Bitmine and Circle Internet – The next opportunities are lurking at Plug Power and naoo!
The stock market has surprises in store every day, with crypto- and AI-related business models currently causing a stir. Stocks such as Galaxy and Mara Holding are still among the harmless ones, with gains of 200 to 400%. Things really got going with Bitmine Immersion and Circle Internet. While Bitmine posted a 1,000% rally on Monday, Circle Internet took a whole month to increase its value sixfold. However, it is not necessarily the business model that determines whether stocks take off or not. Often, all it takes is a wave of discussion on the internet or social media channels and the wave breaks. Plug Power and naoo could be the next candidates for a rise. We analyze why.
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Commented by André Will-Laudien on June 23rd, 2025 | 07:05 CEST
High-tech boom 3.0! Is another 100% possible with Palantir, SAP, MiMedia, and TeamViewer?
Artificial intelligence and big data remain the big topics on the stock markets alongside defense. This is leading to daily gains for high-tech and defense stocks. Investors increasingly appear to view the capital markets as a one-way street, with valuations seemingly taking a back seat. Interestingly, Europe is ahead of the US. Since the tariff dip in April alone, the EURO STOXX 50 has gained around 20%. With Israel's attack on Iran, some uncertainty is now entering the market. However, many investors do not believe the big bull market will change. Only the Shiller P/E ratio for the S&P 500, at over 36, is a cause for caution, given that the long-term average is around 17. But does anyone care? The party is in full swing, and critics are not welcome. So, where do the opportunities lie in the weeks ahead?
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Commented by Fabian Lorenz on June 17th, 2025 | 07:30 CEST
BUY NOW!? Hensoldt, TUI, and Walmart partner MiMedia
Is the consolidation at Hensoldt already over? The sensor technology specialist's shares got off to a good start this week. The trade fair that began yesterday could provide momentum. Among other things, Hensoldt is showcasing radars used in Ukraine as part of the IRIS-T SLM air defense system. Analysts certainly see upside potential. MiMedia shares are also exciting. Chart-wise, the Walmart partner's stock appears to be on the verge of a breakout. The cloud insider tip's previously announced partnerships should start bearing fruit in the second half of the year. In contrast, TUI shares are currently facing some headwinds. The conflict in the Middle East is weighing on the aviation and tourism industry, and there is a dispute with Airbnb over overtourism.
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