Hydrogen
Commented by Fabian Lorenz on November 11th, 2025 | 07:20 CET
D-Wave price target doubled! Is the US losing the AI race? Plug Power and First Hydrogen shares benefit!
Despite giants like Nvidia and OpenAI, is the US losing the race for the best artificial intelligence to China? Increasingly, experts are warning that this could be the case. The reason: the US could face an energy problem. Much less GW of capacity is being fed into the grid than in China. In the search for beneficiaries, Plug Power has recently been highlighted. The Company is now attractively valued again. In contrast, First Hydrogen appears to have catch-up potential and could even attract takeover interest. Beyond AI, quantum technology is electrifying the stock market. After D-Wave's stock recently underwent a sharp correction, analysts have now doubled the price target.
ReadCommented by Fabian Lorenz on November 5th, 2025 | 07:00 CET
WARNING: Palantir, here comes D-Wave! 150% upside potential for Power Metallic Mines! CRASH at Plug Power!
The stock market is currently no place for the faint-hearted, especially for shareholders of D-Wave and Plug Power. After sharp price explosions, both stocks have suffered significant corrections. But now, D-Wave is suddenly emerging as a competitor to Palantir in the US defense sector. Or how else should one interpret the latest news? Analysts see 150% upside potential for Power Metallic Mines. Ongoing tests are expected to highlight progress made at the world-class multi-metal project, which could push the price target even higher. Plug Power shares have recently lost almost 50% of their value, and the latest order alone may not be enough to trigger a full recovery.
ReadCommented by Armin Schulz on November 3rd, 2025 | 07:05 CET
The profit formula: How to profit from the hydrogen boom with Plug Power, dynaCERT, and Daimler Truck
The stage is set for the next century of investment. A technological triad of green hydrogen, intelligent emissions management, and electrified heavy-duty logistics is forming a megatrend. Political support and billions in subsidies are accelerating this transformation, creating an unprecedented growth environment. Investors who identify the right pioneers now stand to benefit from the fundamental repositioning of entire industries. Three companies exemplifying this opportunity are Plug Power, dynaCERT, and Daimler Truck.
ReadCommented by Armin Schulz on October 29th, 2025 | 07:00 CET
Plug Power, Pure Hydrogen, and Nel ASA: Where the greatest growth potential in the hydrogen market lies
The global hydrogen revolution is gaining momentum and offering investors unprecedented opportunities. Driven by technological breakthroughs, falling production costs, and massive political tailwinds, green hydrogen is set to become a game-changer for industry and energy supply. The growth forecasts are breathtaking and promise a fortune for the pioneers who can prevail in the long term. We therefore take a look at three companies today – Plug Power, Pure Hydrogen, and Nel ASA – and highlight their opportunities to benefit from this boom.
ReadCommented by Nico Popp on October 28th, 2025 | 07:20 CET
Turnaround thanks to port business? Siemens, dynaCERT, Konecranes
The entire industrial sector must transition toward sustainability - and that includes logistics. The shipping industry, in particular, is seeing growing momentum. Global shipping currently accounts for around 3% of total emissions – and, as the Reuters news agency reports with reference to the International Maritime Organization (IMO), this share could rise to 5-8% by 2050 if no countermeasures are taken. Reason enough to take action. We highlight the different strategies being implemented and explain how the up-and-coming company dynaCERT could gain market share in this area.
ReadCommented by Fabian Lorenz on October 24th, 2025 | 07:25 CEST
Yesterday +16%! D-Wave explodes again! Siemens Energy and First Hydrogen shares benefit from AI's energy hunger
What a bounce for D-Wave. After a sharp correction yesterday, the quantum stock rose 16%. Is the Trump administration getting involved in quantum companies? That is the rumor making the rounds. Meanwhile, the energy hunger of AI data centers is also keeping the stock market on tenterhooks. One beneficiary from Germany is Siemens Energy. The stock is running like clockwork. Small modular reactors (SMRs) are a huge topic in North America. The Canadian government is providing massive support to industry, which should benefit First Hydrogen. The Company plans to combine its hydrogen expertise with SMR technology. So - buy now?
ReadCommented by Fabian Lorenz on October 23rd, 2025 | 07:35 CEST
1,000% with Bloom Energy - Now Ballard Power or Pure Hydrogen? Or maybe Plug Power after all?
Bloom Energy is currently the star among fuel cell and hydrogen stocks. Shareholders have seen gains of over 1,000% within a year, driven by the surging energy demand from AI data centers in the US. Investors increasingly view hydrogen as one of the key beneficiaries of this trend. This is another reason – along with a short squeeze – for the price explosion of almost 500% at Plug Power. However, both companies are now very highly valued. Who could be next to be caught up in the energy hype? One candidate is Pure Hydrogen. The Company has already enjoyed success in the US with its solutions for commercial vehicles - so why not with generators for data centers as well? And what is pioneer Ballard Power doing? Its stock has tripled in just a few months. Could there be more upside ahead?
ReadCommented by Fabian Lorenz on October 22nd, 2025 | 07:15 CEST
HYDROGEN IS ALIVE! Bloom Energy, thyssenkrupp nucera, and dynaCERT! 1,000% not enough?
Plug Power has gained nearly 500% since May, proving that hydrogen is very much alive. The applications may be different from what was expected in the hype a few years ago - more specific and niche-focused. Investors are speculating that hydrogen will benefit from the energy boom driven by artificial intelligence. The same applies to Bloom Energy, whose stock has exploded by 1,000% over the past year. dynaCERT is active in an exciting niche, offering conversion kits for diesel engines ranging from trucks to container ships. Initial sales successes give hope for more. Will emission certificates follow? And what is Germany's hydrogen hope, thyssenkrupp nucera, doing? It remains in the shadow of TKMS. Still, one analyst sees upside potential of around 50%.
ReadCommented by André Will-Laudien on October 17th, 2025 | 07:10 CEST
E-mobility and hydrogen take off – BYD, Nio, Graphano Energy, and Plug Power in focus!
The German government is resolutely driving forward the transition to e-mobility by 2035 - a clear signal at a time when climate targets and energy dependence are the subject of intense debate. The market for electric vehicles is benefiting from innovations in battery technologies and a growing charging infrastructure. Advances in solid-state batteries, silicon anodes, and new cathode materials are significantly increasing range, performance, and safety. Faster charging times and longer service life are making the switch increasingly attractive for consumers. At the same time, recycling processes and the circular economy are gaining in importance to conserve resources and promote sustainability. With government support and growing competition, enormous opportunities are emerging for manufacturers and investors. But while electromobility is booming, hydrogen is also increasingly becoming the focus of the energy transition as a complementary technology. Investors are free to decide where to invest for the best returns.
ReadCommented by Nico Popp on October 15th, 2025 | 07:10 CEST
Hydrogen boom ahead: BMW, Toyota, Pure Hydrogen
Has the hydrogen hype cooled off? Not at all! Large companies are still investing heavily in this energy carrier. Industrial companies, such as those in the chemical sector, as well as automakers like BMW and Toyota, are all offering innovations related to hydrogen. But hydrogen is not just a topic for large corporations. Smaller mid-sized companies also need solutions for renewable energy for their factories or vehicle fleets. This is where the Australian company Pure Hydrogen comes into play – the hydrogen specialists' focus is on holistic solutions.
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