HighTech
Commented by André Will-Laudien on November 13th, 2026 | 05:28 CET
Gold and chip correction, Nvidia in purgatory! Micron Technology, Infineon and DRC Gold in focus
Jensen Huang resigns! An unprecedented leadership scandal at AI pioneer Nvidia is keeping international financial markets on tenterhooks and triggering a massive chain reaction. After CEO Jensen Huang admitted to an extramarital affair with a Chinese executive who, according to US intelligence agencies, allegedly worked as a spy for Beijing, a second alleged relationship with a vice-president of the company has now come to light. While the FBI investigates and Nvidia's board of directors considers removing its long-serving visionary, he is taking the consequences himself. The chip giant is losing USD 1 trillion in market value in just 20 trading days. Yet this deep crisis of confidence in the industry leader does not spell the end of the AI boom; instead, it shifts the balance across the entire semiconductor market. Competitors in the chip sector now sense their big chance to wrest valuable market share and data centre orders from the beleaguered market leader. At the same time, the espionage allegations surrounding highly sensitive US processors highlight just how fiercely the technological power struggle between Washington and Beijing is being fought. Even gold, the perennial winner, is stumbling, falling below a key technical level at USD 3,880. Which stocks should investors be watching now?
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Commented by André Will-Laudien on November 12th, 2026 | 05:20 CET
Expropriation, gold and interest rates – Vonovia laughs, Desert Gold benefits, SAP and Oracle in the AI check
Created and Published on Behalf of Desert Gold Ventures Inc.
A lot is happening in the capital markets. AI crash, high volatility in high-tech stocks and new highs for the DAX. It is no wonder that Germany's benchmark index is cheering, as the all-important prices for fossil fuels are heading south. This eases the pressure on German industrial production. At the same time, market participants in Europe expect a gradual rapprochement between Ukraine and Russia. This brings billions in investment in new infrastructure for the much-criticised country into focus. Euphoria is correspondingly high among industrial stocks such as Siemens, Heidelberger Materials and Hochtief, driving the index. In the tech sector, SAP and Infineon are rising sharply; finally, the brakes in the AI sector have been removed. Things can now continue, as Europe stands on very solid ground, in contrast to sky-high valuations across the Atlantic. Institutional investors are slowly recognising this too. Against a backdrop of rising interest rates, we look at housing construction, Berlin's feverish fantasies and gold as a resurgent guarantor of value in uncertain times. Agile investors should check their portfolios for weather resistance as quickly as possible!
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Commented by André Will-Laudien on November 5th, 2026 | 05:28 CET
AI rally starts to sputter! Dramatic catch-up rally at SAP and Aspermont, but ServiceNow and Oracle in free fall
The AI hype of recent months is slowing as expected and is noticeably throwing the entire software industry off course! After a seemingly unstoppable ascent, disillusionment is spreading on Wall Street, as the tech giants' extremely high valuations are becoming increasingly difficult to justify through actual revenue surges. This sudden scepticism about growth is dragging heavyweights such as ServiceNow and Oracle deep into the red, as investors take profits and confidence in near-term AI monetisation fades. Yet while the US pioneers are in free fall, a highly exciting catch-up race is unfolding elsewhere. European software giant SAP shines as a rock in the surf in this turbulent environment, as its cloud solutions, deeply integrated into everyday business operations, reliably generate record revenues. At the same time, small-cap specialist Aspermont is delivering a genuine surprise and attracting new investor interest with a rapid operational transformation. This market split clearly shows that investors must distinguish between vague promises and profitable substance. The software sector is undergoing a complete realignment; we sharpen our pencils and check the numbers.
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Commented by André Will-Laudien on October 30th, 2026 | 05:39 CET
AI, robotics and e-mobility - bring on the year-end rally! Alphabet, Stellantis, First Hydrogen and Ubtech Robotics in focus
Despite the megatrends of artificial intelligence, robotics and e-mobility, the Q3 reporting season is delivering major surprises on both the positive and negative sides. For investors, high-tech trends are rapidly merging into a technological super-wave that shows no mercy on reporting days either. Alphabet loses 13% in 24 hours, while ServiceNow loses as much as 26% - good charts quickly look bad again. But healthy consolidation phases in autumn are never in short supply; in recent years, the only question has been: When to jump back in? According to current analyst statements, the massive earnings upgrades will continue into 2027 and beyond. Highly automated companies are already reporting significant margin increases, underpinning strong structural growth. Observers therefore welcome the temporary deflation, as these are usually buying levels for good stocks. Institutional investors are already using current valuations to selectively add highly scalable technology stocks to their portfolios. Those who analyse carefully will discover the right medium-term entry points even amid high volatility.
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Commented by André Will-Laudien on October 29th, 2026 | 05:26 CET
Audi Invests in the US – Avoiding 100% of Tariffs with VW, Mercedes, Power Metallic and Porsche AG
Created and published on behalf of Power Metallic Mines
US instead of Europe! Facing potential costs running into billions on vehicle exports, Volkswagen subsidiary Audi is now going on the offensive and announcing the construction of its own USD 4 billion SUV plant in the US state of Georgia. This is not an isolated case, as the global automotive industry is facing a fundamental crisis fuelled by collapsing sales in China, once its flagship market, and the US government's protectionist tariff policy under Donald Trump. This strategic investment, worth billions, not only secures substantial local tax breaks for the premium manufacturer but, above all, serves as a shield against Trump's import tariffs. The consequences for the entire sector are far-reaching, as pressure on European automakers to radically localise production is mounting. While competitors such as BMW and Mercedes have been manufacturing in the US for decades, Audi must now catch up at considerable financial expense. For the European home market, however, this shift in value creation is intensifying the debate over factory closures and job cuts. At the same time, weak sales in China, where German brands are increasingly losing out to local electric vehicle competitors, are forcing painful strategic changes. It is worth taking a closer look at the sector!
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Commented by André Will-Laudien on October 28th, 2026 | 05:24 CET
SpaceX takes off – 100% turnaround opportunity with Barrick Mining, B2Gold and Kobo Resources
Higher – Faster – Further! Unprecedented euphoria currently prevails on global equity markets, driving prices from one record high to the next. Buoyed by technological progress and unshakeable optimism, investors are boldly snapping up risky assets. However, this exuberant mood largely overlooks a fundamental macroeconomic challenge. Persistently high interest rates weigh on lending over the long term and send financing costs soaring. Higher interest rates also erode profit margins over the medium term, making the current market situation akin to dancing on a volcano. Amid this volatile mix, forward-looking investors are increasingly concerned about a sudden, sharp setback. To protect their portfolios from unpredictable market turbulence, strategic diversification matters more than ever. In this scenario, precious metals, especially gold, are once again coming into focus for asset managers as the ultimate, proven safe haven. There are suitable solutions for this investment idea too. Ultimately, the right mix will likely determine portfolio returns.
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Commented by André Will-Laudien on October 23rd, 2026 | 05:36 CEST
Markets in Crash Mode! Investors Turn to Cash Machines SpaceX and Almonty, While Steyr and CSG Also Deserve Attention
Times change quickly – especially on the stock market! Forget traditional safe havens such as gold or government bonds when global financial markets falter! Now is the moment for those who can harness and control the foundations of modern geopolitics. When capital flees the stock market, long-term investors look to cash machines whose business models rely on indispensable high-tech infrastructure or the necessities of national survival. At the forefront is SpaceX, which single-handedly dominates military communications in the Western hemisphere with its Starlink network. Back on Earth, Almonty Industries' South Korean Sangdong mine is producing its first tungsten in 33 years, in time for the Pentagon's firm deadline of January 1, 2027. Because the US military will no longer tolerate Chinese tungsten in its missiles and semiconductors from that date, Almonty will become a systemically important gatekeeper for an irreplaceable defence metal overnight. Investors looking to get in on small caps are watching the long-established Austrian company Steyr Motors and the Czech defence holding company CSG. All these stocks deliver tangible value and geopolitical security. For long-term investors, now is the time to buy!
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Commented by André Will-Laudien on October 15th, 2026 | 05:43 CEST
Disruption in Orbit! Elon Musk’s SpaceX Takes on Deutsche Telekom and Vodafone, While Desert Gold Holds a Strong Hand
Whether in Mali, Japan or Chile, Elon Musk is transforming global communications. Through his space company SpaceX and its Starlink satellite network, the tech billionaire is seeking to establish a leading position in global data transmission. This aggressive expansion in orbit is putting established industry giants such as Deutsche Telekom and Vodafone under increasing pressure. Traditional network operators face significant technological and financial challenges in providing seamless mobile coverage in remote parts of the world. This is where Musk’s satellite constellation comes in, extending internet and telephone connectivity from low Earth orbit. The ambitious goal is to provide high-speed data services to even the most isolated corners of the planet. For traditional mobile operators, satellite-based connectivity presents a new competitive challenge. A blessing for people and businesses in structurally weak regions, as they benefit enormously from this straightforward network infrastructure from space. Canadian mining company Desert Gold, which is advancing several gold projects in West Africa, operates in a region where reliable connectivity can be important for remote operations. A closer look at the company and the changing communications landscape is worthwhile.
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