bigtech
Commented by Carsten Mainitz on January 14th, 2026 | 07:10 CET
With these data-driven and scalable business models, investors are on the winning side: Aspermont, Palantir, and SAP!
Data is a fundamental part of the economy and our everyday lives. Companies that not only collect data but can also systematically refine, monetize, and scale it are creating business models with enormous leverage. Palantir transforms fragmented information into decision-relevant intelligence for corporations and governments. SAP's software maps corporate data in real time and makes it usable. The often overlooked specialist Aspermont transforms data in the commodities sector into high-margin digital subscription models. All three companies are united by a scalable platform mindset. Where are the biggest opportunities?
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Commented by Nico Popp on August 12th, 2025 | 07:05 CEST
Where big tech fails and new opportunities arise: Amazon, Apple, MiMedia
The major tech players dream of the distant future and, in doing so, neglect their bread-and-butter business of serving everyday customers. One example is personal cloud storage and media management. According to market researchers at Thread Gold Consulting, 2.3 billion people are already using such services today. By 2031, the market is expected to grow by 24% annually, reaching USD 366 billion. Industry giants like Apple and Amazon offer cloud storage only within their own ecosystems. White label products? Not a chance! We explain the lucrative investment niche that is emerging in cloud services and how investors can benefit from it.
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Commented by André Will-Laudien on April 9th, 2024 | 07:00 CEST
Big Tech in focus - get in or get out? 100% with Singulus, caution for Nvidia and Super Micro Computer!
The direction for the second quarter is still uncertain in the stock markets. Big Tech stocks have so far more than met investors' expectations, but they have not risen across the board for two weeks. This is also causing the NASDAQ 100 index to enter a consolidation phase, which delivered a significant downward swing just last Thursday. The global markets are still characterized by ample liquidity and the hope that the central banks will cut interest rates by the early summer. However, the upward movement has become very selective. Fueled by a flood of money for the "Magnificent Seven", other major markets, such as the Nikkei 225 and the DAX 40 index, also reached new highs. However, investors should now be on their guard, as a correction could be lurking after the upcoming dividend round in April. We delve a little deeper.
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Commented by Fabian Lorenz on April 12th, 2023 | 10:20 CEST
TeamViewer with 100% rally: Now bet on HelloFresh, Infineon and Aspermont?
The TeamViewer share has put on an impressive rally in the past six months. Since October, the stock has gained almost 100% and is trading at over EUR 15. From JP Morgan's point of view, this is too much. The analysts expect little growth momentum and recommend the share with "Underweight". The target price is EUR 12. In contrast, the shares of Infineon, HelloFresh and Aspermont are recommended as buys. HelloFresh and Aspermont, in particular, did not participate in the tech rally of the past months and have catch-up potential. Experts even see more than 100% price potential.
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Commented by Juliane Zielonka on January 3rd, 2023 | 08:38 CET
Desert Gold Ventures, Amazon, Volkswagen - Commodities in hot demand, while big tech and Automotive in a nosedive
The new stock market year is starting with a strong pole position for commodities and companies like Desert Gold Ventures, which is looking for gold in Mali. Mali is the third-largest gold-producing country in the world. Desert Gold Ventures' 'SMSZ Project' already surrounds 6 active gold mines, and drilling for 2023 is secured. Things remain shaky for big tech companies like Amazon and automotive like Volkswagen. Can the past Christmas sales bring Amazon's once largest pillar back into the black? Will the Wolfsburg-based company recapture its market power through restructuring in procurement?
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