Technology
Commented by Nico Popp on November 24th, 2025 | 07:00 CET
AI as a growth driver? This small-cap has found its niche! UMT United Mobility Technology, Amazon, SAP
By now, even many of the skeptics are likely to be convinced: AI is a powerful tool that can significantly increase efficiency and productivity. The beauty of AI is that while traditional data processing works precisely, AI can also cope with less exact instructions. This feature ensures that AI agents are taking on more and more tasks that humans did just a few years ago – including "thinking" outside the box. Three examples from different sectors illustrate this development: UMT United Mobility Technology, a niche provider with ambitious plans; Amazon, the market leader and retail giant; and SAP, the specialist for enterprise software. We examine the business models, current figures, and developments from an investor's perspective.
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Commented by André Will-Laudien on November 21st, 2025 | 07:30 CET
Bitcoin crashes below USD 90,000, but the Nvidia party continues! Circle, RE Royalties, and Alibaba in focus
Bitcoin is currently showing its weakest side. The much-talked-about cryptocurrency plummeted from USD 112,000 to below USD 90,000 in just a few days. Bitcoin has been repeatedly referred to as a "gold substitute," and its followers even see it as an alternative currency to the inflated FIAT money system, which, in the opinion of the new generation of investors, cannot survive over time anyway. Indeed, the new debt figures for countries are sobering. Germany alone will inject over EUR 1 trillion in new loans into the EU system between 2025 and 2030. Following the end of the US shutdown, experts expect new QE programs, familiar from the last financial crisis starting in 2008, to be launched soon. The financial world is once again standing on shaky ground, making this a time of selection and focus for investors.
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Commented by Fabian Lorenz on November 21st, 2025 | 07:20 CET
DroneShield crashes! TeamViewer and UMT with AI fantasy!?
DroneShield shares are also currently under heavy pressure! The stock of the drone defense specialist is being dropped hard by the stock market. Is this justified, or is now the time to get in? After Nvidia's convincing figures, the AI rally continues. A German newcomer in this field is UMT United Mobility Technology. The Company is currently reinventing itself entirely and aims to save companies time and money with its "AI colleague." And what is TeamViewer doing? An AI agent is set to give the software stock new momentum. But analysts and investors are reacting cautiously.
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Commented by Nico Popp on November 21st, 2025 | 07:15 CET
Canada steps on the gas with battery metals: Graphano Energy, Nouveau Monde Graphite, Umicore
Canada is currently positioning itself as an important hub for critical raw materials in the age of e-mobility. At a meeting of G7 energy ministers two weeks ago, the country's energy minister, Jonathan Wilkinson, announced a CAD 6.4 billion program to accelerate projects to advance the development of domestic lithium, nickel, cobalt, graphite, and rare earth reserves. International corporations such as Rio Tinto and Umicore are already involved in Canada. Among other things, there is a particular focus on graphite. Partly due to Chinese dominance, BloombergNEF expects demand to quadruple by 2030 – so there is an urgent need to act. We show which companies could benefit.
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Commented by Nico Popp on November 21st, 2025 | 07:00 CET
Revolutionary technology could transform gold mining: RZOLV Technologies, Newmont, Ecolab
Do you know what makes gold mining so dirty? Cyanide! The chemical is still used in 90% of mining projects today. However, the highly toxic chemical is increasingly coming under scrutiny from environmental authorities and critical investors. Stricter regulations and local bans, such as those in Costa Rica, Argentina, and several EU countries, are delaying or halting projects altogether. At the same time, gold prices are reaching record highs, which also increases the financial scope for alternatives. Industry experts such as Duane Nelson, CEO of RZOLV Technologies, point out that around USD 2 billion is spent annually on cyanide in the gold sector. RZOLV aims to take advantage of this and has developed a clean alternative to replace cyanide. Gold miners who want to position themselves more cleanly are likely to be interested.
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Commented by Nico Popp on November 20th, 2025 | 07:30 CET
EU gets serious about hydrogen: Pure Hydrogen, NEL, Air Liquide
The European hydrogen transition could get a boost thanks to the EU's new Hydrogen Mechanism. This matchmaking portal aims to bring together suppliers and buyers of hydrogen in the EU, thereby making the market more transparent. The idea behind it is that if potential buyers are visible and purchase agreements for hydrogen are concluded, the market will get going. Until now, the hydrogen transition has struggled with a classic chicken-and-egg problem: without investment, there is no supply, and without supply, there is no demand. We examine what this new initiative could mean for companies and why smaller suppliers such as Pure Hydrogen could benefit in particular.
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Commented by Carsten Mainitz on November 20th, 2025 | 07:20 CET
Pure excitement! Take advantage of the current correction with UMT United Mobility Technology, Aixtron, and AMD!
Tech stocks are currently correcting. However, artificial intelligence (AI) is undeniably an unbroken trend. AMD CEO Lisa Su expects the AI market to be worth USD 1 trillion by 2030. It is absolutely healthy to let some of the air out of the sometimes ambitious valuations. Apart from the well-known names, there are many mid-caps, small-caps, and micro-caps whose potential is only slowly being recognized. We take a look across the industry.
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Commented by Nico Popp on November 20th, 2025 | 07:05 CET
Safe havens with dividends of almost 10%: RE Royalties, Enbridge, Realty Income
The euphoria surrounding artificial intelligence has driven tech stocks to dizzying heights—but not without increasing risk. Stefan Hoops, CEO of asset manager DWS, recently warned that the explosive rise in the price of many AI stocks is increasingly resembling a bubble and that there is "no playbook" for such a development. The situation is reminiscent of the dot-com bubble of the late 1990s, when private investors also drove valuations to extremes in the final phase of the rally. While Hoops and other market experts caution that tech stocks could face a painful correction, savvy investors have already begun looking for alternatives outside the AI hype. Dividend stocks with stable, inflation-resistant business models are coming back into focus – and the associated business models that secure robust returns regardless of short-term market developments.
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Commented by André Will-Laudien on November 19th, 2025 | 07:40 CET
Gold above USD 4,000, Bitcoin and NASDAQ reeling! Formation Metals on the rise, panic at Metaplanet and DroneShield
A few weeks ago, the US government declared a state of emergency over critical metals. This triggered a massive run on all stocks related to strategic metals such as rare earths, uranium, and lithium. The announcement also proved decisive for the gold and silver markets, which have been setting new all-time highs since October before recently entering a consolidation phase. At the start of the week, buying interest in gold and silver returned, while former tech high-flyers like Metaplanet and DroneShield suffered heavy losses. For investors, the current panic across parts of the tech sector could present an opportunity. Commodity markets have been dormant for years and are now being flooded with unprecedented amounts of capital. Where should investors position themselves now?
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Commented by Carsten Mainitz on November 19th, 2025 | 07:15 CET
Silver boom continues unabated – Take advantage of setbacks at Silver North Resources, First Majestic, and SMA!
In light of geopolitical tensions and real purchasing power losses, precious metal prices are on the rise – and there is no end in sight. While gold is traditionally considered a "safe haven," silver has even more advantages, as it is also in high demand from industry. Around 10 to 15% of global silver production is demanded by the solar industry each year. Silver is indispensable because it is the best electrical conductor, thus maximizing power yield. Therefore, there are significant interdependencies between solar module manufacturers, as consumers of silver, and suppliers such as silver producers.
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