Digitization
Commented by Stefan Feulner on March 25th, 2025 | 07:20 CET
BYD, 123fahrschule, RWE – Pure growth
The Chinese market leader for electric vehicles has defied all odds in recent weeks, shooting to a new all-time high despite the trade war and punitive tariffs. Rising sales numbers and continued growth are expected for BYD in the future. Likewise, the disruptor of the German driving school industry, 123fahrschule, is fully focused on expansion. With the placement of a convertible bond and the expansion of the board of directors, the path forward is clearly structured.
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Commented by André Will-Laudien on March 21st, 2025 | 06:30 CET
250% Stock Rockets: Attention, it is taking off now with Nel ASA, naoo AG, Steyr, Mutares, and Hensoldt
The German economic stimulus package has been launched. The only thing missing is the approval of the Bundesrat, which is expected today. Public opinion is divided because the total of up to EUR 1 trillion in "special funds" is the largest debt incurred by the now 75-year-old federal government. The doubters see it as an enormous burden for future generations, while supporters emphasize that Germany has hardly invested in its future for many years and that the renewal backlog is now finally being addressed. This measure will increase the debt-to-GDP ratio by around 25%, while at the same time, the targeted measures in armaments, infrastructure, and climate protection will improve growth by around 0.2 to 0.3% annually with an increased state quota. The stock market celebrates, while the working population has to contribute around EUR 500 in interest annually as an additional tax burden. The election winners had promised significant tax relief. Where do the opportunities for investors lie?
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Commented by Armin Schulz on March 19th, 2025 | 07:00 CET
SAP, MiMedia, Alibaba – Why Cloud Services are the Gold mines of the Future
Microsoft once again set a milestone in the second quarter of 2025 with a turnover of USD 69.6 billion. Driven by cloud services, which increased by 21%, and artificial intelligence (AI), which grew by 175%, the tech giant exceeded analysts' expectations. Azure and cloud services alone grew by 31%, while the AI business generated USD 13 billion. But the race has only just begun: Microsoft plans to spend USD 80 billion on AI data centers, which is just a fraction of the global investments that are expected to catapult the cloud market to USD 2.4 trillion by 2030. Who is footing the bill for the hunger for AI? And who stands to benefit most? The answers lie in the cloud.
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Commented by Fabian Lorenz on March 18th, 2025 | 07:35 CET
D-Wave and naoo stocks escalate! Will the rally continue? HelloFresh after a price slide with a 100% chance?
100% in one week! D-Wave's stock made a spectacular comeback last week. Despite stagnating revenues and high losses, investors pushed the stock to its old record level of USD 10. Can the rally continue after such a strong outlook? naoo's stock has also rebounded. The newcomer to the German stock market combines the opportunities of social media and AI. The sell-off was likely exaggerated, and a takeover caused the price to jump. And what about HelloFresh? After a disappointing outlook, the stock fell sharply. Is a 100% price gain possible now?
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Commented by Stefan Feulner on March 17th, 2025 | 07:00 CET
Palantir, NetraMark, Alibaba – AI stocks set for an upward trend
For the first time in history, the German leading index, DAX, broke through the historic 23,000-point mark in the past trading week. There were also records to report for the precious metal gold, which jumped over the USD 3,000 per ounce mark. In comparison, US indices, like the Dow Jones or Nasdaq, are still in a correction cycle. However, signs of stabilization are emerging, particularly with the Nasdaq, which may present interesting entry opportunities after the massive losses in tech stocks.
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Commented by André Will-Laudien on March 13th, 2025 | 06:55 CET
NASDAQ crash, inflation, and price shocks – Gold protects! Golden Cariboo, TUI, Lufthansa, and Carnival
Just three weeks ago, euphoria reigned on the markets, with the DAX, NASDAQ and EURO STOXX reaching new heights – now the tech rally seems to be over for the time being. Germany has voted, and a grand coalition must now take charge of the current issues. However, the challenges remain formidable, and exploratory talks are proving correspondingly tricky. It remains to be seen whether a new government will be formed soon. Donald Trump is taking a unique path in the US and is alienating all former allies. He has boldly taken up the cause of resolving the Ukraine conflict – but so far nothing has happened! China is reporting a slump in exports, while in Europe, the debt ceiling is to be relaxed in order to overcome the tough transformation of the modern age. Infrastructure has been neglected for too long, digitization is in its infancy, and now there is a dramatic need for rearmament. This smells like more debt, higher prices, and further currency devaluation - a fertile ground for gold investments, as the precious metal recently reached a new high of USD 2,950 while everything else is falling. What happens next?
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Commented by Juliane Zielonka on March 12th, 2025 | 06:55 CET
Eutelsat, MiMedia, Xiaomi – The infrastructure for the networking markets of the future, worth billions
Millions of people in emerging markets are gaining access to digital markets – a potential of great importance to investors. The French satellite communications company Eutelsat is realizing this with its satellites such as EUTELSAT KONNECT, which bring broadband internet to remote regions of Africa and the Middle East, opening up billion-dollar markets. Eutelsat is particularly active in Europe, Africa, the Middle East, and Asia. The software company MiMedia is profiting from this connectivity by providing its cloud platform on Android smartphones. The software is the small tile for your users' pictures on the smartphone, preinstalled upon activation. MiMedia achieves this implementation through partnerships such as with América Móvil, one of the largest telecommunications providers in LATAM. MiMedia, with roots in New York City, is already expanding in Africa, reaching millions of users. The Chinese tech company Xiaomi complements this with affordable hardware: With 43.1 million smartphones shipped in Q3 2024 and the new Xiaomi 15 series, it is tapping into global markets, seamlessly integrated into cloud and satellite networks. Together, they are creating an infrastructure that generates billions of dollars in revenue in high-growth regions.
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Commented by Juliane Zielonka on March 10th, 2025 | 08:15 CET
Alibaba, naoo, Amazon: Where innovation leads and profits rise
In early March 2025, Alibaba made a move with its AI model QwQ-32B, which is set to challenge DeepSeek. The stock immediately rose by 8.4%, and even institutional investors like Berkshire are getting involved. Markets are buzzing and are fueled by user interactions on social networks. A hidden gem in the USD 234 billion social media market is naoo AG. The Swiss company focuses on local networking and rewards users with an AI-based point system that they can use at local businesses. With 75,000 users and 6.5 million impressions, interactions are increasing rapidly. Amazon is focusing on real-time streaming of computer games in its AWS division. With GameLift Streams, they have been conquering the gaming market since March 2025, bringing games directly to billions of devices – a cost-efficient game changer for developers and investors.
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Commented by Armin Schulz on March 6th, 2025 | 07:10 CET
dynaCERT – In the fast lane with hydrogen technology and CO2 certificates
The world is at a critical crossroads in terms of decarbonization. Developed countries are increasingly relying on regulatory levers to force change. For example, from 2025, EU fleet operators will have to drastically reduce their CO₂ emissions per km, while in the US, stricter limits for heavy-duty commercial vehicles will apply from 2027. However, the road to compliance is rocky: half of European companies are not yet aware of the new reporting requirements, and over 20% of fleets lack emissions data altogether. As a result, the market for climate technology is booming. But what solutions can bridge the gap between regulatory pressure and operational implementation? The focus is on companies that build bridges between ambitious goals and practical applicability. In this context, it is worth taking a look at players like dynaCERT, whose technology comes into play precisely where politics, climate science, and operational reality collide.
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Commented by Armin Schulz on March 4th, 2025 | 07:10 CET
Deutsche Telekom, MiMedia, Xiaomi – On the trail of powerful growth drivers
Today, we are looking at three companies that have recently caused a stir. All of them are active in promising fields of technology, rely on intelligent expansion, and deliver impressive growth figures. Whether through smart product innovations, collaborations with industry giants, or global market strategies – they are united by the pursuit of efficiency and sustainable success. In this context, the Mobile World Congress 2025 in Barcelona is making headlines this month. New network standards, AI-supported services, and global partnerships illustrate the surge in innovation from which these three companies are also benefiting.
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