Technology
Commented by Armin Schulz on November 19th, 2025 | 07:00 CET
The secret formula for stable returns: BASF, WashTec, and Volkswagen
In uncertain times, investors long for stability. Dividends not only generate returns but, above all, offer stability. The focus is shifting from speculative hype to companies with sustainable dividend policies. These quality characteristics can be found not only in large index heavyweights but also in specific niches. Three established names that should be examined more closely in this regard are BASF, WashTec, and Volkswagen.
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Commented by Nico Popp on November 19th, 2025 | 06:00 CET
New developments in drones – Is a growth spurt on the horizon? NEO Battery Materials, LG Chem, Albemarle
The war in Ukraine has triggered a boom in micro drones – and with it, a surge in demand for specialized battery technology. Ukrainian forces are increasingly relying on swarms of low-cost mini drones to counter larger unmanned combat aerial vehicles (UCAVs), such as Iranian Shahed drones. Several trends are emerging here for investors: demand for high-performance small drone batteries is soaring, while stable supply chains free of geopolitical risks are becoming more critical than ever. This is precisely where the up-and-coming company NEO Battery Materials comes into play.
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Commented by Stefan Feulner on November 18th, 2025 | 07:15 CET
Tencent, UMT AG, and AMD make a strong statement
AI stocks are currently under pressure worldwide. Many high flyers of recent months, such as Palantir and Nvidia, are undergoing a noticeable correction. However, behind the short-term fluctuations, the structural upward trend remains unbroken. Investment in artificial intelligence continues to rise rapidly. In the long term, the technology is likely to be one of the biggest growth drivers of the coming decade, and so too will the companies that drive it forward.
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Commented by Carsten Mainitz on November 18th, 2025 | 06:00 CET
Playing megatrends with the right stocks – NEO Battery Materials, XPeng, BYD
"The trend is your friend" – this is a well-known stock market adage that advises investors to take advantage of a stock's upward trend and let profits run. For investors, it is often worthwhile to focus on so-called megatrends - sectors expected to achieve dynamic growth over the coming years or decades, thanks to sustained high demand, for example, in terms of technology or socio-demographics. Artificial intelligence and robotics, as well as everything related to the defense industry, are currently very popular. Equally exciting are the areas of electromobility and battery technology. China dominates the market, and this strong position is unlikely to change in the foreseeable future. However, innovations from players outside China, such as those from NEO Battery Materials, are particularly exciting. The Canadian company is implementing innovative approaches and processes that could contribute to meaningful advancements in the global battery market.
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Commented by André Will-Laudien on November 17th, 2025 | 07:00 CET
100% even before Black Week! Artificial Intelligence is now live! Palantir delivers, UMT goes full throttle, TeamViewer and D-Wave crash!
What a daily rollercoaster ride! In the past two trading weeks, the NASDAQ dropped several percent on multiple days, followed by equally sharp recoveries. Some would call it directionless, while others see the increased volatility as a precursor to falling prices. Yet, far removed from price developments, operational AI models are performing at peak levels, enabling companies to make the next quantum leap in the administration, organization, and management of recurring activities. The stock market has quickly identified its favorite candidates and sent their prices soaring, but there are followers that are already well established in practice yet remain largely unnoticed. UMT United Mobility Technology is one such gem. We take a closer look.
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Commented by Armin Schulz on November 13th, 2025 | 07:10 CET
From black gold and precious metals to data gold: Why BP, Formation Metals, and Oracle are now indispensable
The hunt for the assets of the future has begun. While black gold is caught in a vortex of oversupply and geopolitical tensions, the precious metal gold is reaching unimaginable heights. But the real game-changer is an invisible resource that has become the new gold of the 21st century: data. This triad of volatility, stability, and disruption presents immense opportunities for investors. We take a closer look at BP, Formation Metals, and Oracle, one representative from each area.
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Commented by Armin Schulz on November 12th, 2025 | 07:00 CET
NEO Battery Materials: Making companies like Rheinmetall and Mercedes-Benz less dependent on China's battery market
The next wave of the industrial revolution is being driven by high-performance batteries. They are the lifeblood of booming sectors such as electromobility, autonomous drones, and AI-powered factories. Investors who back the companies developing and integrating these advanced energy storage systems are positioning themselves at the forefront of a megatrend worth billions. Battery innovator NEO Battery Materials is therefore increasingly coming into focus. Defense giant Rheinmetall is seeking improved batteries for its drones to enable longer flight times, while car manufacturer Mercedes-Benz is searching for next-generation battery technology that could finally help electric mobility achieve its definitive breakthrough.
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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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