Digitization
Commented by Armin Schulz on May 21st, 2025 | 07:05 CEST
Disruptive thinking, maximum profit: Why Super Micro Computer, MiMedia Holdings, and Xiaomi will boom in 2025
2025 is the year of disruptive pioneers: While AI is not only optimizing processes but also radically transforming industries, companies are focusing on business models that break old rules. It is not adaptation that counts here, but destruction, of monopolized markets, outdated supply chains, and rigid customer expectations. Three players stand out: a server innovator revolutionizing data centers; a cloud pioneer redefining the user experience; and a tech giant linking consumer goods with AI ecosystems. Their strategies? Scalability, platform power, and cross-industry solutions. Super Micro Computer, MiMedia Holdings, and Xiaomi show that disruption not only creates value, but it also dictates the rules of the game.
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Commented by Stefan Feulner on May 19th, 2025 | 07:05 CEST
RENK, MiMedia Holdings, Coinbase – Explosive momentum
After the catastrophic crash in April caused by Trump's hammer blow, the markets are continuing their V-shaped recovery. Thanks to the first peace talks between Russia and Ukraine in Turkey and the possible easing of the trade dispute between the US and China, the German benchmark index DAX shot to a new all-time high. Technology and crypto stocks also benefited, contributing to a further improvement in the technical outlook.
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Commented by Armin Schulz on May 19th, 2025 | 07:00 CEST
Palantir, Credissential, D-Wave Quantum – How to harness the USD 1.4 trillion tsunami
The global tech landscape is on the verge of a historic transformation. An unprecedented capital influx of USD 1.4 trillion from the United Arab Emirates is flooding key industries of the future – AI, digital infrastructure, and quantum computing in the US. As nations battle for supremacy, hyperscale markets are emerging that are revolutionizing startups and corporations alike. Industries from energy to fintech are benefiting from unprecedented investments in computing power, digitalization, and data ecosystems. But who stands to gain? The answer lies in companies that strategically combine algorithms, security, digital business processes, and quantum leaps - and are rewriting the rules of value creation. Three names stand out: Palantir, Credissential, and D-Wave Quantum.
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Commented by Nico Popp on May 15th, 2025 | 07:05 CEST
Stable earnings – These cloud providers make portfolios robust: Apple, Spotify, MiMedia Holdings
Customers come and go. Restaurants have to win over their clientele anew each time. But it is different with digital subscriptions: we are willing to pay for our daily dose of music or our photo archive in the cloud. Even when prices rise, many customers are reluctant to switch to the competition. For companies like Apple, Spotify, and MiMedia Holdings, this creates the ideal conditions for stable earnings and future growth. We take a closer look at the three companies and explain how investors can seize opportunities.
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Commented by Fabian Lorenz on May 13th, 2025 | 07:15 CEST
Stocks are taking off! Nel, RENK, Walmart partner MiMedia! Is the tariff chaos coming to an end?
Will MiMedia's stock break through resistance and shoot to a new all-time high? The chances are good, as the cloud insider tip has navigated the tariff chaos of recent weeks surprisingly well. Now, the Company is set to scale up in Latin America with retail giant Walmart. With gross margins of 80% and above, the upside is substantial. Could new momentum come from the CEO soon? Things are already heating up at Renk - tomorrow's update will be crucial. Can the high-flyer's order backlog and outlook convince investors? Analysts remain cautious, and the potential downside for the stock should not be underestimated. And what is Nel doing? For shareholders, it is a rollercoaster once again. An order cancellation is followed by new hopes that the EU might completely cut off the Russian gas tap.
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Commented by Stefan Feulner on May 6th, 2025 | 07:00 CEST
Strategy, 123fahrschule, BASF – Massive increases
Amid high volatility, Germany's leading index, the DAX, regained the psychologically important 23,000-point mark after its setback in April. Investors are betting on an imminent resolution to US President Donald Trump's erratic tariff policies. Small caps also posted significant gains after the drastic losses in the previous month. Many companies remain undervalued, offering further upside potential.
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Commented by Armin Schulz on May 5th, 2025 | 07:15 CEST
How Palantir, MiMedia Holdings, and SAP are transforming the cloud into trillion-dollar markets
The cloud is the invisible titan of the digital economy. It drives innovation, breaks efficiency barriers, and is expected to generate over USD 800 billion in 2025 alone. But behind the scenes, tech pioneers are shaping the rules of this billion-dollar market. With AI-driven forecasts, disruptive data storage solutions, and cloud-based ecosystems, they are deciding who will dominate the era of hyperdigitalization. While companies are fiercely competing for agility and scale in the race for the cloud strategies of the future, three players are setting the standard with technologies that are changing not only markets but also mindsets. A look at Palantir, MiMedia Holdings, and SAP reveals what makes them different from the rest.
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Commented by Nico Popp on April 30th, 2025 | 07:00 CEST
The future of digital content: MiMedia, Dropbox, and Amazon in the race for data sovereignty
Cloud services are simple and incredibly useful. Whether it is photos from past vacations, data from a long-term project from 2020, or the baking recipe Grandma sent us years ago via WhatsApp - all this information is now just a few swipes away. However, the more personal data we store online, the greater the risk. More and more customers are focusing on security. We look at the business models of cloud service providers MiMedia, Dropbox, and Amazon.
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Commented by Nico Popp on April 29th, 2025 | 07:00 CEST
The future of mobility: From driver's licenses to platform economies – 123fahrschule, BYD, Uber
The vehicle is still sacred to many people – anyone who has seen how intensely family fathers with 40-hour workweeks care for their vehicles during Saturday car washes knows this. But mobility is also changing: today, we like to use bicycles or e-scooters for short distances. In many cities around the world, mobility providers such as Uber have also made taxi rides affordable. We shed light on the future of mobility and show what BYD, Uber, and the young German company 123fahrschule have to do with it.
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Commented by André Will-Laudien on April 25th, 2025 | 07:10 CEST
Crash or rebound? Tracking the data with Palantir, SAP, MiMedia, and Deutsche Telekom
Is the big correction already over? Given historically high liquidity, investors are wondering whether last week's slump marked the end of the road. Stocks such as Nvidia, Apple and SAP have now corrected more than 25% from their highs, something that has rarely been seen in the last 24 months. The NASDAQ is tentatively working its way back up, but the DAX 40 index is gaining momentum. It is now only 1,500 points away from its previous high of 23,476 points. A good strategy could, therefore, be to selectively re-enter the market. However, set clear loss limits for each investment. Here are a few promising suggestions.
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