Space
Commented by André Will-Laudien on July 6th, 2026 | 07:35 CEST
Cloud AI Blockbuster: Whoever Has the Data Rules the World! 100% with SAP, ServiceNow, Aspermont, Deutsche Telekom and SpaceX
In, out, up, down! That is exactly what the current roller-coaster ride on the NASDAQ feels like. While in recent weeks it was the dream gains in chip stocks that drove investor excitement, this week German defense stocks sit atop the winners' list. The correction in the cloud providers is also slowly coming to an end, or at least SAP and ServiceNow are showing first signs of life at low levels. Deutsche Telekom has likewise been run over. Elon Musk plans to push into the telco world with his SpaceX Starlink division. That is providing industry with worry lines and weighing on the titans of mobile communications. And then there is Australia's Aspermont, an AI-driven data marketer and investor-services provider from the commodities sector. Completely transformed from a traditional publishing house into an aggressively growing partner to the mining industry. It is worth taking a closer look.
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Commented by Matthias Schomber on July 3rd, 2026 | 08:35 CEST
Deutsche Telekom Faces Pressure from SpaceX and Starlink; BMW Grapples with China; Almonty Industries Shines with Tungsten!
Kyiv is under heavy attack. As Ukraine faces one of the most intense waves of Russian strikes since the war began and German policymakers race to push through economic reforms, financial markets remain on edge. Yet investors focusing only on the current "problem children" of the DAX, Deutsche Telekom and BMW, could be overlooking what may prove to be one of the summer's standout opportunities. Almonty Industries is hitting key milestones exactly when the world needs them most. We explain why Almonty's momentum is sending a bullish signal despite the uncertain geopolitical backdrop—and how investors may be able to capitalize on the current market environment.
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Commented by André Will-Laudien on June 29th, 2026 | 07:10 CEST
Gold, Defense, Aerospace: Sector Rotation in Full Swing – SpaceX, OHB, Desert Gold, Rheinmetall, and TKMS
Stock markets remain surprisingly resilient as the end of June approaches, but the glossy surface is starting to fade in certain segments. The bull market in aerospace is losing steam, and in the defense sector, after many months of gains, profit-taking is now becoming noticeable. As a result, valuations are gradually re-aligning with fundamentals. For rational investors, market hype is difficult to reconcile with, but one thing remains clear: stocks that become excessively overvalued tend to correct sharply when expectations are pushed to extreme levels without sufficient justification. Just as with Elon Musk's inflated initial valuation, the exit bell has likely rung quite loudly for Rheinmetall as well. In the fall, analysts had been outbidding each other with price targets around EUR 2,200; now they are painfully backtracking. Price declines of 20% in just a few trading hours for the defence sector star, and a 30% drop from its peak for SpaceX. But there are other hot candidates worth a closer look. OHB is drawing attention following a significant capital increase, while TKMS has secured a major naval contract. These developments are actively reshaping market dynamics—we break down what it means in detail.
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Commented by Fabian Lorenz on June 29th, 2026 | 06:50 CEST
OHB Caught in the SpaceX Trap! Buy Rheinmetall Now? Almonty Shares Added to the Russell Index Today - Tungsten Outperforms Gold!
Rheinmetall has had a disastrous week. The stock of Germany's largest defense contractor has lost more than 20% over the past five trading days. Is this a buying opportunity? What do analysts say? OHB's stock plummeted by over 30% last week. The German aerospace company shocked shareholders with a major capital increase and the partial exit of a major shareholder. Furthermore, the space hype surrounding the SpaceX IPO appears to be over. Still, the stock is up over 100% so far in 2026. Almonty shares have posted similarly strong gains in 2026. The price of this tungsten high-flyer also consolidated last week. However, the price of tungsten remains at an all-time high. More and more media outlets are reporting on shortages of this critical raw material—even in China. Almonty should continue to benefit from this trend. Incidentally, as of today, the stock is part of the Russell 1000 and 3000 indices.
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Commented by André Will-Laudien on June 18th, 2026 | 08:05 CEST
AI and Semiconductors Soaring with SpaceX! AMD, Broadcom, Microsoft, and Aspermont in the Spotlight
With SpaceX's IPO, one thing is clear: the tech rally continues! This brings the favourites of recent weeks back into the spotlight: chip and AI stocks. Leading the way in the return rankings are semiconductor giants AMD and Broadcom. After repeatedly testing the USD 550 mark, AMD recently suffered significant daily losses. Broadcom also set its sights on USD 500 but fell short just before reaching it. We are also keeping an eye on Aspermont. There was an interesting pullback here, and now institutional investors can finally step in. Things certainly remain exciting, as SpaceX had already gained for four consecutive days before correcting for the first time yesterday. Its initial market capitalization of USD 1.8 trillion was heavily criticized, but now Elon Musk's latest venture is valued at USD 2.8 trillion and has caught up to Microsoft quite quickly. We are diving even deeper!
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Commented by Carsten Mainitz on June 17th, 2026 | 06:55 CEST
Space Exploration, Drones, and Critical Raw Materials: Positioned for Success with OHB, Rheinmetall, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
The prospect of an end to the conflict between the US and Iran has fueled investor optimism, yet many critical details remain unresolved. The formal "framework agreement" is scheduled to be signed in Geneva this Friday. However, looking back at the volatility of recent months, valid doubts remain as to whether this will mark a definitive breakthrough or if a significant gap will once again emerge between communicated "facts" and on-the-ground reality. Stocks in the defence and critical raw materials sectors retain a unique appeal for investors, especially given that valuations have recently experienced a notable pullback. The broader picture remains intact, and demand conditions are equally supportive. Through the three featured companies, investors can position themselves across distinct segments of this broader investment landscape. Antimony Resources is uniquely positioned to benefit from the surging strategic importance of the critical mineral antimony and a highly precarious supply deficit, which serves as a powerful long-term catalyst for shareholder returns.
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Commented by Jens Castner on June 17th, 2026 | 06:50 CEST
SPACEX SOARS, ALMONTY ADVANCES, PLS REWARDS PATIENCE: THREE LESSONS IN RATIONAL INVESTING
An IPO that is electrifying the world. A mining company the market is currently misjudging. And an Australian commodities giant that rewards patience with share price gains. At first glance, SpaceX, Almonty Industries, and PLS are three completely different stories—yet they follow the same ironclad stock market logic: those who chase the hype pay the price, while those who think countercyclically are rewarded. While Wall Street debates trillion-dollar valuations, the real opportunities lie further down the supply chain—with companies without which neither rockets nor batteries for electric mobility would be possible.
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Commented by André Will-Laudien on June 15th, 2026 | 07:20 CEST
The Countdown to Mars is on: SpaceX, OHB, Rheinmetall, and Kobo Resources are Taking Off
Long-awaited, and now it has finally happened! We are talking about the IPO of the century from Elon Musk's empire: SpaceX. With a market capitalization of USD 2.2 trillion, the stock has joined the illustrious "MAG7" club after its first day of trading—it is now, so to speak, the "MAG8". Of the 22,000 employees, one in four has become a millionaire. There are 20 new billionaires from the founder's inner circle; even the operator of the SpaceX Campus Café is now worth USD 5 million. Elon has become the new messiah of the dollar, and the markets follow him with reverence. This once again highlights the fascination of "stocks" for the average person: anyone can obviously make it; you just have to be in the right place at the right time. Whether SpaceX's high valuation will still hold true in a few weeks now depends on the ETFs. They account for 30% of US stock market trading and will have to reflect the IPO valuation champion in their future weightings within the NASDAQ and Russell indices. Inclusion in the S&P is not expected until December. The catch: only 7% of the shares are freely tradable. What should investors pay attention to now?
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Commented by Nico Popp on June 12th, 2026 | 06:50 CEST
Geostrategic Raw Materials Alliance: Export Controls Hit SpaceX and Rheinmetall – Wall Street Bets on Almonty
Trade barriers, reduced mining quotas, and a US legal import ban on certain critical metals set to take effect in 2027—the West's traditional raw materials supply chains are under pressure. At the heart of the supply bottleneck is tungsten, which, due to its melting point of 3,422 °C, is irreplaceable for modern kinetic military applications and high-temperature-resistant alloys in the aerospace sector. Since alternative, non-Chinese production capacities have so far accounted for less than 10% of global production volume, Western technology companies face a very real supply crisis. Tungsten heavyweight Almonty Industries is stepping into this supply vacuum and, thanks to new production capacities, is emerging as a key player and de facto monopolist.
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Commented by André Will-Laudien on June 10th, 2026 | 07:20 CEST
The SpaceX Frenzy and the Urge to Travel! Caution on Lufthansa, TUI, Zefiro Methane, Shell, and BP
The SpaceX frenzy continues. With an anticipated initial valuation approaching USD 2 trillion, Elon Musk is launching what could become the largest IPO since Saudi Aramco's debut in 2019. Back then, the Saudi oil giant raised nearly USD 30 billion. Musk is now targeting an astonishing USD 75 billion. At the proposed valuation, his 42% stake would make him the world's first trillionaire. The moment of truth will come in the next few days. As the FIFA World Cup kicks off, investors may briefly have to take their eyes off the pitch to avoid missing the first trading quotes. Whether Elon Musk can successfully bring SpaceX—with crown jewels such as Starlink, xAI, and its space operations—to the NASDAQ remains to be seen. One thing is certain: volatility is already elevated, and markets are highly nervous ahead of the listing. But SpaceX is not the only story in town. Following initial signs of de-escalation in the Gulf, investors are once again turning their attention to oil stocks, while travel and tourism shares are also moving back into focus. These are interesting times for flexible investors.
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