Digitization
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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Commented by Armin Schulz on March 3rd, 2025 | 07:10 CET
Super Micro Computer, naoo, Palantir – Competing for the Tech future with artificial intelligence
While tech giants like Alphabet and Microsoft are making headlines in January with investment announcements of over USD 300 billion in data centers, innovative companies are pushing their way into niche markets in the shadow of these corporations. Driven by artificial intelligence and disruptive business models, they reflect the ambivalence of today's tech markets, which are characterized by rapid growth but also extreme price fluctuations. Three companies stand out – Super Micro Computer is taking advantage of the hype surrounding AI servers, Naoo is revolutionizing social media through gamification and by linking with local retailers, and Palantir is dominating data-driven decision-making. What do they have in common? They have created a moat for themselves through innovation and could thus be the winners of the upcoming tech era.
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Commented by Armin Schulz on February 25th, 2025 | 07:30 CET
Renk in the defense boom - Power Metallic Mines and BYD are also high flyers and uniquely positioned
In a world rapidly moving towards decarbonization, companies that have long operated in the shadow of well-known tech giants are suddenly in the spotlight. The EU's agreement on the Critical Raw Materials Act last year highlights how vital access to key resources and innovative manufacturing solutions has become. The stocks of the three companies presented here have one thing in common: they have risen significantly in recent weeks. Renk through high-precision technology for the defense and automotive industries, Power Metallic Mines through essential metals, and BYD through disruptive mobility concepts.
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Commented by André Will-Laudien on February 17th, 2025 | 06:25 CET
Things are heating up with Alibaba and Credissential, while Palantir and SAP ride the AI boom
The stock market is picking up speed. In addition to the high-tech and AI fantasy, there are rumors of peace in Ukraine. European equities that are likely to play a role in any reconstruction are attracting a lot of attention. Cement maker Heidelberg Materials has been performing well for weeks, and Siemens is also gaining daily. Outside of geopolitical considerations, SAP remains the only German cloud of hope to be a long-running success. Is a correction possible here? It is difficult to imagine at the moment, so attention is turning to lagging stocks or stocks that have already fully exploited their momentum. For those paying close attention, divergences are visible!
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Commented by Stefan Feulner on February 3rd, 2025 | 07:10 CET
Alibaba, Credissential, ASML – Profiteers and losers of the AI quake
Last week, the new Chinese chatbot DeepSeek caused the stock markets, particularly semiconductor stocks, to falter. Chip giant Nvidia lost 17% of its market value in one day and almost USD 600 billion in market capitalization. Whether DeepSeek can truly follow in the footsteps of ChatGPT after the initial euphoria is questionable. However, new models are coming to market that could steal market share from the established players in the future.
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