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Commented by Armin Schulz on August 20th, 2024 | 06:45 CEST

Super Micro Computer, VCI Global, Palantir - Hot trends: Artificial Intelligence and Big Data

  • AI
  • bigdata
  • Digitization
  • Software

Artificial intelligence (AI) and big data are key topics driving digital transformation. They offer companies the opportunity to analyze large amounts of data in real time, identify patterns, and make intelligent decisions. This leads to optimized business processes and personalized services that meet specific customer needs. In view of the constantly growing volumes of data and the need to use this information efficiently, the importance of AI and big data will continue to grow in the coming years. We look at three interesting candidates.

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Commented by André Will-Laudien on August 19th, 2024 | 07:15 CEST

New Nasdaq bull market: Highs ahead for Rheinmetall, Almonty Industries, Super Micro Computer, and Infineon

  • Mining
  • Tungsten
  • Defense
  • chips
  • AI
  • Software
  • hightech

The correction was over quickly! The Nasdaq 100 index has lost 3,000 points since the beginning of July. This meant a third of the annual performance was wiped out in the short term. However, the fantasy of imminent interest rate cuts by the Fed quickly put an end to the correction. The highly regarded technology index recovered more than half of its losses in just one week. Nvidia led the way, rebounding from USD 92 to USD 125. The half-year figures for Rheinmetall and Almonty will be available at the end of August. We take a closer look.

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Commented by Juliane Zielonka on August 16th, 2024 | 06:30 CEST

Bavarian Nordic, Saturn Oil + Gas, Palantir - Monkeypox vaccine, energy, and defense in focus

  • Mining
  • Oil
  • vaccine
  • Software
  • Energy
  • Defense

A new global virus threat is waiting in the wings. Bavarian Nordic, a German-Danish biotech company for vaccines, is moving into the spotlight given the WHO's renewed monkeypox warning. Ten million vaccine doses are to be delivered to Africa by 2025. In the energy sector, the latest quarterly results from Saturn Oil & Gas are attracting the attention of investors and analysts. The Canadian company recorded growth of a whopping 50%. Palantir Technologies announced a partnership with Microsoft to provide cloud, AI, and analytics solutions for the US defense and intelligence community. Today, we focus on three industries with growth opportunities.

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Commented by André Will-Laudien on August 7th, 2024 | 11:40 CEST

CRASH - AI and high-tech now on a silver platter! Amazon, LVMH, VCI Global, Cogia, A2Z Smart Technologies, and Super Micro Computer

  • AI
  • hightech
  • Software
  • chips

Finally, a clear correction, say some; oh my goodness, say those who bought in recent weeks. The historical pattern is repeating itself. Attractive splits in the high-tech, followed by a new all-time high, and then the crash. Nvidia and especially the so-called "Magnificent Seven" have already had a first-class run with 100% returns in 2024. Now, the question is: can this euphoria be repeated? What is crucial now are also the cash reserves of traders and how much valuable capital has actually been lost in the recent collapse. US investment banks have done a quick calculation: USD 2.5 trillion in market capitalization was wiped out in just 48 hours. But as we know, money does not just disappear - it ends up somewhere else! We select interesting shares that offer more excitement at a reduced level!

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Commented by Fabian Lorenz on July 31st, 2024 | 06:45 CEST

Nel, Bitcoin Group, VCI Global with Super Micro Computer: Shares on the verge of a mega rally?

  • Software
  • AI
  • chips
  • Bitcoin

The Nel share is driving not only investors to despair but also analysts. While some see 100% upside potential, others are advising investors to sell. And what is the Bitcoin Group doing? After tripling in value, the crypto exchange's share price has corrected significantly in recent weeks. Will the operating figures bring new momentum? VCI Global aims to benefit even more from the boom in artificial intelligence. To meet the demand for computing power, the Company, listed on the NASDAQ and in Frankfurt, plans to set up an AI data centre in Malaysia by mid-2025. Among its partners is the AI heavyweight Super Micro Computer, with chips likely to come from NVIDIA.

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Commented by André Will-Laudien on July 22nd, 2024 | 07:00 CEST

Despite the super disaster with CrowdStrike, 100% returns are possible with TUI, Lufthansa, Prismo Metals and BayWa!

  • Mining
  • Commodities
  • PreciousMetals
  • IT
  • Software
  • Travel

The CrowdStrike outage shows us just how dependent the world has become on multinational corporations from America. Within hours, everything came to a standstill - nothing worked at airports, supermarkets, and banks, and some hospitals had to postpone operations. Does this make those responsible think about what urgently needs to be changed? In addition to a completely dependent situation in the IT sector, Europe, in particular, is in a pretty poor state regarding raw materials. Chancellor Scholz is looking for resources in Serbia, a country that would like to join the EU but is closer to the aggressor Vladimir Putin. Can Brussels overlook such facts and transfer billions more to Ukraine at the same time? Europe's needs are obviously manifold, and the most urgent need is likely to master the energy transition to prevent industry migration to more favourable jurisdictions. Investors are currently facing enormous challenges. We provide some ideas for a 100% portfolio.

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Commented by Stefan Feulner on July 22nd, 2024 | 06:45 CEST

Palantir, VCI Global, C3.ai - Beneficiaries of the megatrend

  • AI
  • Fintech
  • Software
  • Technology

The emergence of ChatGPT brought artificial intelligence into the mainstream. Since then, companies developing various AI services have been springing up like mushrooms. This trend will undoubtedly continue to gain momentum in the future, as various technologies are already too firmly anchored in the economy and society. Despite the current sideways movement on the stock markets, we should continue to keep an eye on the developments of listed players who are likely to benefit from this super cycle in the future.

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Commented by André Will-Laudien on July 9th, 2024 | 07:25 CEST

NASDAQ Super Boom! 100% returns still lurk with Alibaba, VCI Global, and Super Micro Computer; Amazon founder sells

  • hightech
  • AI
  • Software
  • computing
  • chips

Experts expect the use of artificial intelligence (AI) to lead to double-digit productivity gains in digitally configurable processes over the next few years. Not since the introduction of industrial robots have there been such leaps. The major Internet companies have long since prepared themselves for these developments. High computing power, automated sales processes, and a pool of trillions of user data points play into the multinationals' hands. They achieve billion-dollar profits with their networks almost effortlessly. Consumers are served exactly what interests them most and, above all, what they consume regularly. However, not all high-tech shares have been able to take off so far. What should investors pay attention to now?

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Commented by André Will-Laudien on July 8th, 2024 | 06:45 CEST

Growth of 100% possible with stocks like Alibaba, Verve Group, Super Micro Computer, and GameStop

  • Software
  • AI
  • hightech
  • Digitization

The NASDAQ is rushing from high to high. While it was primarily stocks with AI fantasy at the beginning of the year, there has even been a resurgence in e-mobility in recent weeks. Tesla reported surprisingly high deliveries in the second quarter, and Volkswagen bought into the startup Rivian to solve its software problems. This brings new fantasy for investors. However, with such advanced upward trends, it is important to find followers, meaning stocks that have not yet performed as well. We are therefore taking a closer look at some typical "growth stocks" as the revaluation overseas is likely not yet complete.

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Commented by Armin Schulz on July 4th, 2024 | 07:15 CEST

Super Micro Computer, Verve Group, Rheinmetall - Investing in market megatrends

  • Software
  • Technology
  • Defense
  • megatrend

The recent rise in equity markets has boosted several key sectors, with technological innovations and the defense industry taking center stage. Analysts continue to predict positive developments, driven by strong quarterly results and strategic expansions. Investors are showing growing confidence, which is reflected in rising share prices. These trends suggest that companies involved in these sectors could continue to gain momentum in the coming months, which promises to be an exciting time for market watchers and investors alike.

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