Technology
Commented by Nico Popp on August 18th, 2021 | 10:47 CEST
JinkoSolar, Meta Materials, Deutsche Telekom: This technology revolutionizes (almost) everything
You do not have to be a visionary to predict that the world will spin even faster in the next ten years than it has in the past ten. What that means is clear: The changes will be huge. Above all, the major trends of climate protection and digitization will continue to change the world. Companies that are engaged in and around these trends offer great opportunities. We present three stocks.
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Commented by Stefan Feulner on December 23rd, 2020 | 09:15 CET
Alibaba, Upco International, Palantir - the next boom!
Topics such as data mining, artificial intelligence or blockchain technology, not only as the technical basis for cryptocurrencies such as Bitcoin or Etherum, are on everyone's lips and will continue to accompany us in everyday life as well as on the stock exchange in the coming years. The potential for these novel technologies is enormous. More and more young companies with innovative business models are entering the capital market. However, the digital transformation is also an opportunity for established companies to reposition themselves, thereby achieving a significantly higher valuation in the future.
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Commented by André Will-Laudien on August 27th, 2020 | 09:00 CEST
AI Infrastructure and Batteries in Focus – Who Has the Edge? BASF, Heidelberger Druck, HPQ Silicon and VW in the Spotlight
After nearly three years in use, it has become impossible to imagine life without it: artificial intelligence. The unstoppable rise of this new knowledge-based world is not only revolutionizing the software industry but is also fueling an unprecedented boom in stationary energy storage and advanced battery systems behind the scenes. Gigantic AI data centers consume enormous amounts of energy and are driving up demand for high-performance network infrastructure and crisis-proof storage technologies. At the end of this rapid race, it will become clear that future technological leadership is inextricably linked to a seamless supply chain in the hardware sector. Only those who master the symbiosis of efficient raw material design, local production, and intelligent grid integration will lead this transformative supercycle. Investors should therefore focus on the players pulling the strings at this critical intersection of energy and digital infrastructure. We are here to help.
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Commented by Juliane Zielonka on
Altech Advanced Materials, Volkswagen, FREYR Battery - Investment opportunity in the future energy storage market
The booming energy storage market will bring investments of USD 620 billion over the next 22 years, according to BloombergNEF. In this context, the focus shifts to Heidelberg-based Altech Advanced Materials AG, which specializes in emission-free energy storage solutions. Their innovative approach to generating energy from an abundant raw material in Europe - salt - is worth highlighting. Volkswagen is also striving for seamless supply in the electrification market and is re-sorting its semiconductor supply chains with the help of German taxpayer money. At Norway's FREYR Battery, quarterly results are in, surprising analysts.
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