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Commented by Nico Popp on August 12th, 2025 | 07:05 CEST

Where big tech fails and new opportunities arise: Amazon, Apple, MiMedia

  • cloud
  • computing
  • Digitization
  • bigtech
  • Technology

The major tech players dream of the distant future and, in doing so, neglect their bread-and-butter business of serving everyday customers. One example is personal cloud storage and media management. According to market researchers at Thread Gold Consulting, 2.3 billion people are already using such services today. By 2031, the market is expected to grow by 24% annually, reaching USD 366 billion. Industry giants like Apple and Amazon offer cloud storage only within their own ecosystems. White label products? Not a chance! We explain the lucrative investment niche that is emerging in cloud services and how investors can benefit from it.

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Commented by Nico Popp on August 8th, 2025 | 07:05 CEST

Thinking locally opens up new possibilities: SAP, Meta Platforms, naoo

  • Digitization
  • Technology
  • Software
  • Networking

Digital communication is bringing the world closer together. Our friends may live all over the world, yet we can still share even the smallest moments with them. Being connected does not just help bridge long distances - it also brings people together in our immediate surroundings. Networks can foster friendships or spark new business opportunities locally as well. Using the business models of SAP, Meta, and naoo, we show how technology is changing things locally and making the world a better place.

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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

  • Digitization
  • Technology
  • Software
  • computing

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

  • Digitization
  • ecommerce
  • Retail
  • Technology

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?

  • Mining
  • Silver
  • Technology
  • Digitization
  • IT
  • computing

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

  • Digitization
  • Subscriptions
  • Streaming
  • cloud

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

  • computing
  • Digitization
  • Defense

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

  • AI
  • Digitization
  • IoT
  • Solar

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?

  • Digitization
  • cloud
  • Software
  • Biotechnology

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!

  • Technology
  • Bitcoin
  • Digitization

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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