Hydrogen
Commented by Carsten Mainitz on February 20th, 2026 | 07:35 CET
Exciting developments at First Hydrogen, Plug Power, and thyssenkrupp nucera! What they mean for shareholders
Who can satisfy the enormous power demand of data centers and AI infrastructure? Microsoft and Meta have already demonstrated the possible direction forward: nuclear energy and so-called SMRs - small modular reactors. In the United States, there is no long-term alternative to nuclear power. On the other hand, hydrogen should not be underestimated. Plug Power and thyssenkrupp nucera are well-known industry representatives. First Hydrogen is pursuing exciting new approaches. The Canadians have the potential to shake up the industry. This could lead to a massive revaluation of the stock.
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Commented by Armin Schulz on February 18th, 2026 | 07:10 CET
Plug Power, Pure One, Daimler Truck: Your turbocharger for returns in the billion-dollar market of emission-free mobility
The global economy is at a historic turning point in 2026. The forced shift away from fossil fuels is catapulting green technologies into a new dimension. Driven by regulatory hammer blows from Brussels and exploding investments worth billions, the decarbonization of heavy-duty transport and the hype surrounding hydrogen are colliding to create a perfect storm for investors. While battery-electric trucks are already conquering short distances, a race between systems is emerging in long-distance transport, in which only the technology with the best infrastructure can win. The following article highlights how Plug Power, Pure One, and Daimler Truck are shaping this battle for supremacy.
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Commented by Fabian Lorenz on February 17th, 2026 | 07:05 CET
Things are set to take off in 2026! Steyr Motors, TeamViewer, and dynaCERT in focus!
TeamViewer is heading downward in 2026. The software company's shares are trading at an all-time low and are threatening to slip below the EUR 5 mark. So is now the time to get in? In contrast, dynaCERT shares could be on the verge of multiplying in value. However, that would require an operational breakthrough. According to the company's outlook for 2026, this scenario appears entirely possible, as is a revaluation. Steyr Motors shares underwent a revaluation last year. This needs to be underpinned by significantly higher revenue and profits in the current year. Analysts remain bullish on the defense stock.
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Commented by Fabian Lorenz on February 12th, 2026 | 08:05 CET
Bloom Energy shows Plug Power how it is done! SMA Solar and RE Royalties shares STRONG!
A look at Bloom Energy makes it clear that something is seriously amiss at Plug Power. Both are fuel cell specialists, but one is profiting handsomely from the boom in AI data centers, while the other continues to face operational challenges. Looking at JinkoSolar and SMA Solar, there is also a clear winner. The German inverter manufacturer's stock has more than doubled. However, the stock appears to be slowly running out of steam, or will the latest news provide new momentum? While Bloom Energy's stock has already been identified as an AI winner, this could still be ahead for RE Royalties. Currently, the dividend gem is gaining momentum and remains very attractive.
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Commented by Fabian Lorenz on February 6th, 2026 | 08:55 CET
Buy HYDROGEN STOCKS now?! Plug Power, thyssenkrupp nucera, and First Hydrogen in focus
Now, this would be a genuine sensation and could trigger a sharp revaluation of the stock. First Hydrogen is working on an alternative to uranium-based fuel salts, as part of its activities in small modular reactors (SMRs) and green hydrogen. thyssenkrupp nucera, on the other hand, is pursuing a more conservative strategy and focusing on green hydrogen produced from solar and wind energy. The company sees great potential in India and aims to tap into the market there. At Plug Power, attention is currently focused on the company's financial future. Shareholders must vote on a significant dilution measure. The former market darling is attempting to restore confidence and improve market sentiment.
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Commented by Armin Schulz on February 4th, 2026 | 07:25 CET
Hydrogen explosion: How to cash in on the coming boom with Plug Power, dynaCERT, and Linde!
The next phase of the energy transition is taking shape. Driven by billions in subsidies and a political consensus on clean energy, hydrogen is on the verge of a decisive breakthrough. Falling costs for green hydrogen are meeting exploding demand from industry and transportation, while new technologies are overcoming old infrastructure hurdles. In this historic upheaval, three concrete investment opportunities are emerging that play different but essential roles. We analyze the current situation of Plug Power, dynaCERT, and Linde.
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Commented by Carsten Mainitz on February 4th, 2026 | 07:20 CET
Profits with a plan: Spin-offs as return drivers – Now it is Pure One's turn, Infineon and TKMS have shown the way!
The market often undervalues complex companies. Spin-offs - the separation of a division, technology, or subsidiary from an existing company - are a proven way to make hidden value visible. Investors can benefit from this, often with clear advance notice. One of the most well-known spin-offs is PayPal. In 2015, eBay shareholders received 0.22 PayPal shares for each eBay share held. Today, PayPal is one of the world's largest payment service providers. The Australian company Pure One will soon be listing its highly sought-after gas activities on the stock exchange via an IPO. This is an opportunity investors should not miss.
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Commented by Fabian Lorenz on January 30th, 2026 | 09:00 CET
DroneShield disappoints! Plug Power fights for survival! American Atomics stock poised for an overdue rally?!
Tech analyst Pip Klöckner paints a clear picture for 2026: he expects NVIDIA CEO Jensen Huang to become the world's most influential energy lobbyist. Without additional, reliable energy, data centers cannot operate - and without data centers, no one will buy NVIDIA chips. Meta is already fully committed to nuclear energy, underlining how critical stable baseload power has become in the AI race. American Atomics stands to benefit from this development. After all, uranium is needed regardless of who builds the nuclear power plants or ultimately wins the AI arms race. Importantly, American Atomics is developing several promising projects directly in the United States. The AI-driven energy boom has also lifted hydrogen stocks in the past, including Plug Power, but the euphoria has faded, and the Copmany is now fighting for survival. And what about DroneShield? The drone defense specialist's shares have taken a sharp hit in recent days. Was the sell-off triggered by the latest quarterly figures, or is something else at play?
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Commented by André Will-Laudien on January 28th, 2026 | 07:00 CET
Stock markets under pressure! High momentum expected for Siemens Energy, Pure One Corp., and E.ON
After months of back and forth, there was a shift in investors' sector choices at the start of 2026. The popular tech stocks that were the top performers in 2025 have largely been sidelined, while the commodities, energy, and defense sectors are experiencing a significant rally. The World Economic Forum in Davos did not bring any major news for the economy. What is becoming clear is that the US is continuing on its harsh course, and the rest of the world must prepare for a scenario of ongoing shortages and fragile supply chains. There is also a noticeable return to fossil fuels, which are needed on a large scale, especially during long, cold winters when the sun and wind are not available. For individual companies, this is a license to print money. For investors, however, the choice remains agonizing.
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Commented by André Will-Laudien on January 27th, 2026 | 07:35 CET
Stress test: Nuclear power instead of hydrogen? Caution advised with Nel ASA, First Hydrogen, Oklo, and Plug Power
"Drill, baby, drill" – that is the loud cry coming from the White House. For the Trump administration, that means quick approvals and a capital-intensive push for fossil fuels. However, it currently seems unclear what will happen with alternative energies. Some of the funds from the Inflation Reduction Act (IRA) passed by the previous administration under Joe Biden have not been paid out, and hoped-for public contracts in line with the Paris Climate Agreement are now obsolete due to the absence of the US. However, the shift away from alternative energies has not been communicated very clearly. After all, there is a large following for ESG-compliant energy models, with nuclear energy in particular becoming socially acceptable again as a net-zero source. Where should investors prick up their ears?
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