Silicon
Commented by André Will-Laudien on August 14th, 2026 | 08:20 CEST
Drones, Energy Crisis and NASDAQ! DroneShield, HPQ Silicon, Siemens Energy and Nordex in Focus
All quiet on the western front! Whether it is war, bankruptcies, or new tariffs, the party goes on! The drone sector, booming thanks to increased defence spending, stands in stark contrast to the simmering EU energy crisis, which continues to pose major challenges for Brussels. Counter-drone specialist DroneShield is experiencing a massive surge in demand and orders in the field of electronic warfare, yet its share price is falling significantly. Canadian company HPQ Silicon is also benefiting from the West's need to independently establish critical supply chains for high-purity silicon and innovative battery materials. Siemens Energy also sits at the epicentre of the infrastructure transition, with its historically full order books serving as an unshakable engine of growth amid the energy crunch. This sustained rebound is flanked by Hamburg-based wind power pioneer Nordex, which is reporting double-digit margin improvements. This compelling combination of high-tech defence, clean energy generation, and raw material sovereignty is attracting substantial capital directly into investors' coffers. We take a closer look at four future-oriented sector favourites.
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Commented by Fabian Lorenz on August 13th, 2026 | 07:55 CEST
Plug Power Shows Light and Shadow! Siemens Energy Back Above EUR 200? Drone Potential at HPQ Silicon!
The US is under increasing pressure when it comes to military drones. China and Iran are ruthlessly exposing the US's need to catch up. Washington is pushing to build its own supply chains. HPQ Silicon could benefit from this. Several potential customers in the drone and defence sectors are already testing the company's advanced battery technology. The stock hasn't yet drawn much attention. Siemens Energy is a long-term performer in the AI boom. The company once again delivered strong results last quarter. Analysts believe the stock could break through the EUR 200 mark. There are also positive signs in Plug Power's quarterly report. But the big question remains: how will liquidity be secured until the company turns a profit?
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Commented by Stefan Feulner on August 10th, 2026 | 07:10 CEST
Albemarle, HPQ Silicon, Fluence Energy: Battery Boom Poised for the Next Price Surge
The battery market is entering an exciting phase. While the lithium sector is making a surprisingly strong comeback after a long slump, new battery technologies are reaching key milestones on the path to commercialization. At the same time, it is becoming increasingly clear that even booming future markets are not immune to short-term setbacks. Amid record demand, billions in investments, and operational challenges, opportunities are now emerging that many investors may still be underestimating.
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Commented by Lars Winter on August 7th, 2026 | 09:40 CEST
Is HPQ Silicon on the Verge of a Breakthrough? Evonik and Rheinmetall Are Already Delivering: Three Exciting Stocks Under the Microscope
New batteries are expected to keep drones in the air longer, innovative production processes are set to revolutionize the specialty chemicals industry, and defence contracts worth billions are expected to fully utilize the industry's capacity. The companies HPQ Silicon, Evonik, and Rheinmetall are developing innovative technologies and high-tech products, targeting different segments of these growth markets. The opportunities for investors are significant, though the risks are distributed very unevenly. We take a closer look at this trio in our stock review.
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Commented by Nico Popp on August 5th, 2026 | 07:30 CEST
Battery Revolution: CATL Pulls Further Ahead, SGL Carbon Bows Out, and HPQ Silicon Targets Promising Niches
Faster and, above all, with greater range—whether in electric vehicles or smartphones: performance and endurance are key factors in winning over customers. But the race for the best specs is becoming increasingly fierce, and many details of battery technology play a crucial role. The potential of graphite as an anode material appears to have been exhausted; instead, silicon is gaining ground. We shed light on current trends in battery technology and introduce the companies involved.
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Commented by Carsten Mainitz on August 4th, 2026 | 08:45 CEST
At the Forefront of the Digital Revolution: Is the Next Big Leap Coming from HPQ Silicon, Intel, and JinkoSolar?
Several major technology trends of the coming decades, no matter how diverse, share a common denominator: silicon—a raw material, or, chemically speaking, a semiconductor—found in nearly all key technologies of modern society. Without silicon, there would be no high-performance computer chips, no smartphones, no solar modules, and no modern digital infrastructure. This is where HPQ Silicon comes in. The Canadian company is developing innovative methods for the production and processing of silicon-based materials to make industrial processes more efficient, cost-effective, and resource-efficient.
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Commented by Lars Winter on August 4th, 2026 | 07:40 CEST
Volatus Aerospace, Alzchem, and Siltronic: Potential Stock Doublers Fueled by the Drone Boom, Defence Demand, and a Chip Recovery
Three companies from three different industries, each driven by a powerful growth catalyst. Volatus Aerospace is targeting the rapidly expanding multi-billion-dollar drone market, Alzchem continues to impress with rising margins, and Siltronic appears poised for an operational recovery. We take a closer look at all three stocks, highlight where the greatest opportunities may lie, examine what analysts are recommending, and discuss which type of investor each company may be best suited for.
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Commented by Tarik Dede on July 31st, 2026 | 09:40 CEST
Three Stocks with Potential: SAP, HPQ Silicon, and ARM Holdings in the Spotlight
The markets are currently being thrown into turmoil. The hardest hit are, above all, those high-fliers that had recently benefited from the AI boom. Apparently, it was time for some investors to take some profits. The Federal Reserve has now added to the uncertainty. Although it left key interest rates unchanged, the statements by new Chairman Kevin Warsh were not well received by the markets at first. US bond yields rose significantly, making it more expensive to finance Washington's budget deficit. The market fears that the Fed's inaction could lead to significantly higher inflation. The fact that oil infrastructure is currently being destroyed on a large scale in the Middle East, as well as in Ukraine and Russia, can certainly be viewed as an additional negative factor. However, it is always worth keeping an eye on the big picture in the stock markets. The Nasdaq is now 11% below its high, but the S&P 500's gain for the calendar year remains a very solid +8.5%. Therefore, in such market phases, it is worth keeping an eye out for attractive stocks that have the potential for a rebound. That is why we are taking a look today at the stocks of SAP, HPQ Silicon, and ARM Holdings.
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Commented by Stefan Bode on July 30th, 2026 | 09:35 CEST
Sector Rotation from AI to Fallen Angels? HPQ Silicon, Mercedes-Benz and PayPal
While the technology and semiconductor sectors are largely driven by innovations in high-density energy storage and the expansion of AI infrastructure, valuation multiples have recently appeared to be vastly overinflated. Consequently, selling pressure has recently increased on Amazon, Nvidia, Tesla, and others, while profit-taking from those stocks is now flowing back into other sectors and "fallen angels." Today, we'll take a closer look at three of these fascinating companies—ranging from an international payment provider to a German automaker to an innovator in battery technology. Read more here.
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Commented by Fabian Lorenz on July 27th, 2026 | 07:20 CEST
Stocks to Buy Now? TeamViewer, Infineon and HPQ Silicon: AI, Semiconductors and Battery Technology in Focus
Has Infineon become a buying opportunity after it corrected over 20%? Analysts at mwb have at least withdrawn their Sell recommendation. They expect the German semiconductor company to deliver strong growth over the coming years, although they believe its valuation remains ambitious. HPQ Silicon currently appears more attractively valued. The Canadian technology company plans to begin commercializing various technologies this year, and recent news flow has been encouraging. A key question is whether it can achieve a breakthrough with its military-grade battery cell technology. As for TeamViewer, it remains to be seen whether the company will be among the winners or losers of the AI boom. Could a partnership with ServiceNow provide fresh momentum for the stock? The goal is not only to detect IT problems but also to increasingly resolve them automatically with the help of AI agents.
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