Technology
Commented by André Will-Laudien on November 11th, 2025 | 07:15 CET
Finding true value in the stock market! DroneShield, Palantir, and Globex Mining in Focus
Irrationality has become the new norm on the capital markets. While global economic growth has been stuttering for years, tech stocks on the NASDAQ are celebrating daily. Cautious voices are often ridiculed because, according to statistics, they are only proven right every 5 to 7 years. The penultimate sharp correction occurred 7 years ago in the fall of 2018, followed by two more, in 2020 and 2022, triggered by the pandemic and war. Since then, markets have been climbing almost relentlessly. The highly regarded DAX and NASDAQ indices have more than doubled since those corrections. Meanwhile, the Shiller P/E ratio has risen from 18 to 37 – incidentally, it peaked at 40 two weeks ago. Since then, volatility indicators have been reluctant to fall. The nervousness is palpable! We are using this most challenging of investment periods to reflect on what true value really means.
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Commented by Stefan Feulner on November 11th, 2025 | 07:00 CET
Vistra, NetraMark, Snap – AI stocks with potential
The bull market of recent months has given way to disillusionment, as AI stocks were sold off last week despite strong quarterly results. Is hedge fund manager Michael Burry, famous from "The Big Short," right again? According to the latest 13F filing from Scion Asset Management, Burry holds put options on Nvidia and Palantir with a total value of around USD 1.1 billion and is betting on sharply falling prices. He points to the exceptionally high valuations of these companies as the reason for his pessimism. However, not all stocks in the field of artificial intelligence are overpriced. Some promising names with significant upside potential can still be found among the second-tier players.
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Commented by Armin Schulz on November 10th, 2025 | 07:05 CET
Silver North Resources is benefiting from high silver prices and will be able to supply JinkoSolar and Xiaomi in the future
Demand for silver is driving prices to unprecedented heights. As an indispensable raw material for solar cells, electronics, and electromobility, a production deficit is now emerging that is bringing the precious metal increasingly into focus. For consumers, this could become a cost trap, while at the same time opening up a unique opportunity for investors. The real winners are clear: those companies that extract the coveted metal from the earth. This dynamic development brings together three players in a special constellation. The explorer Silver North Resources is a potential beneficiary, and the bulk buyers JinkoSolar and Xiaomi are drivers of demand.
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Commented by André Will-Laudien on November 7th, 2025 | 07:50 CET
Fact check: After the correction comes the next rally! Ups and downs for Almonty, Aixtron, and Deutsche Pfandbriefbank
Zigzag! Buy, sell, buy again! What wild volatility we are seeing on the trading board! Palantir delivers dream numbers, exceeding analysts' estimates by 10%, only to drop 20% after a brief rally. Traders have a saying for this: "Buy the rumor, sell the fact." Indeed, this kind of market behavior is often seen around earnings releases. In the case of Almonty, the stock surged an explosive 700% in just eight months, only to lose 40% in the subsequent correction. For flexible investors, it is worth taking a closer look and not losing sight of the fundamentals. Here are a few ideas for rocking the boat or tucking stocks away à la Kostolany!
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Commented by André Will-Laudien on November 5th, 2025 | 07:15 CET
Money or gold – Where can investors expect another 150% return? ESG-compliant with RE Royalties, Deutsche Bank, PayPal, or Fiserv?
Gold continues to fascinate as a scarce and value-preserving asset. However, its extraction often comes with significant environmental and social challenges, making the label "sustainable" difficult to apply. Money, on the other hand, especially in the form of cash or digital currency, is intangible and based on trust; in modern times, its sustainability is defined by its use in ESG-compliant investments. And these are diverse! With its "Green Deal," the EU is driving a comprehensive transformation and directing capital toward sustainable technologies and projects through support programs and ESG regulations. This is particularly relevant for institutional investors, who are increasingly required to consider climate risks and social responsibility. Much of this capital flows into green infrastructure and technological innovation. Private investors, meanwhile, have green investments on their radar, though the primary focus here remains on returns. Let's dive into the world of financiers.
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Commented by Carsten Mainitz on November 4th, 2025 | 07:20 CET
Insider knowledge drives share prices: What does Almonty CEO Lewis Black have planned next? Insider purchases at TKMS and Aixtron are causing a stir!
The recent summit meeting between the heads of state of the United States and China ended with a preliminary trade agreement that promises a period of relative stability over the next twelve months. However, the agreements appear to be more symbolic than substantial, with few concrete steps to ease the structural tensions in global trade. One thing is clear: the US and Europe are under pressure to act. Without a decisive strategy to expand alternative production sites and relocate strategic supply chains to Western regions, there is a threat of a geopolitical and economic meltdown in the long term.
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Commented by Armin Schulz on November 4th, 2025 | 07:05 CET
The three stocks for the AI revolution: How to profit with Alibaba, Aspermont, and Palantir
In an era where autonomous AI agents manage complex processes and data-driven decisions generate over 50% more growth, technological advancement determines market dominance. Even traditional industries such as mining are experiencing a revolution through real-time data. Investing in this future means backing the right pioneers. Three companies, Alibaba, Aspermont, and Palantir, exemplify how these megatrends can be capitalized on.
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Commented by Fabian Lorenz on October 30th, 2025 | 07:10 CET
Nvidia and Nokia fuel AI hype! 100% chance with TeamViewer, D-Wave Quantum, and Rio Tinto partner Aspermont
Nvidia's billion-dollar investment in Nokia is fueling the AI hype. Investors looking for undiscovered AI gems should take a look at Aspermont. The Company combines two booming industries: AI and raw materials. Rio Tinto, a global corporation, has already been won over. Will D-Wave Quantum convince the US government to get on board? This speculation drove the stock to a new all-time high, but a sharp correction followed. However, the rebound is underway. Investors in TeamViewer have been waiting in vain for a rebound after the crash. Insider purchases by the executive and supervisory boards have so far come to nothing. Meanwhile, analysts see 100% price potential. Buy now?
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Commented by André Will-Laudien on October 29th, 2025 | 07:45 CET
Caution! Moment of truth for TeamViewer, TKMS, thyssenkrupp, Beyond Meat, and Kobo Resources
The stock market has been very volatile in October. Many market participants had expected a "crash" after the initial downward swings. The definition of such an abrupt downward movement is a minimum decline of at least 25% within just a few trading days. This already happened back in April, when Donald Trump projected his feverish dreams of tariff policy onto the board. Little remains of these announcements, which is why stocks quickly rebounded. Yesterday, Tuesday, the NASDAQ 100 reached a new all-time high of over 26,000 points on massive trading volumes. Fund managers and desperate private investors are pushing more and more money into stocks that have long since ceased to be cheap. What to do now? Good advice remains hard to come by!
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Commented by Armin Schulz on October 29th, 2025 | 07:20 CET
Get in now: How DroneShield, NEO Battery Materials, and Hensoldt are benefiting from exploding defense budgets
The drone revolution is fundamentally changing warfare and driving defense spending to unprecedented heights. This technological turning point is opening up unique investment opportunities. Analysts are already talking about a supercycle in this area. Those who invest now in the key technologies of tomorrow can benefit from this structural megatrend. Three specialized companies that embody this opportunity are in the spotlight: DroneShield, NEO Battery Materials, and Hensoldt.
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