chips
Commented by Jens Castner on July 17th, 2026 | 07:20 CEST
Chips, Gold, and Dividends: ASML, Lahontan, and Allianz as a Safe Haven Amid Market Turmoil
There are times on the stock market when the hottest stock with the most spectacular story is not the best choice. When market uncertainty rises, investors are well advised to bet on stocks that remain unfazed by geopolitical news. At first glance, ASML, Lahontan Gold, and Allianz have nothing in common: a Dutch manufacturer of highly complex specialty machinery for the chip industry, a Canadian gold explorer, and a Munich-based insurance group. And yet, the three have something in common: they provide solid reasons why their share prices can remain largely immune to the general ups and downs of the markets—whether thanks to genuine underlying demand, robust operational progress, or shareholder-friendly dividend policies.
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Commented by André Will-Laudien on July 7th, 2026 | 07:20 CEST
Over 200% Chip Rally Over? Are Takeovers Coming Now? AMD, Power Metallic, Infineon and Aixtron in Focus
Over the past two years, the Philadelphia Semiconductor Index (SOX) has staged a historic rally, gaining around 125% on balance. Driven by the massive boom in artificial intelligence, the index reached an all-time high of over 14,600 points in June 2026 before entering a sharper consolidation. This past week, the closely watched index left volatile trading at 12,626, with a hefty daily loss of 5.4%. Reports of looming overcapacity in AI data centers are putting pressure on the recently exploded share prices of industry heavyweights such as Micron, AMD and Applied Materials. The two German chip hopefuls Infineon and Aixtron were also hit hard. With the NISK project, Power Metallic Mines holds a promising polymetallic property in Québec focused on copper, nickel and platinum group metals. The correction in this stock is already complete, and for the past few days it has been climbing steeply again. A closer look is worthwhile!
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Commented by André Will-Laudien on June 25th, 2026 | 07:50 CEST
175% with AI, High Tech, and Chips: Infineon, Aixtron, Broadcom, and Strategic Resources Under the Microscope!
A long uptrend and the first cracks in the technical picture - triple-digit returns were available on nearly every high-tech stock in recent months. Starting in March, the anticipated flood of orders for data centers and hyperscalers was compounded by the supply shortage debate sparked by the blockade of the Strait of Hormuz. What a breeding ground for both fear and greed! Ultimately, the optimists prevailed, catapulting well-known stocks from the semiconductor and AI sectors to new heights. But what now? Easing tensions in the Iran conflict and a plummeting oil price are taking the pressure off the pipeline, and already, the future scenarios are changing dramatically once again. With falling energy prices, production is becoming cheaper again, and supply prices are coming under pressure. It is precisely this complex situation that the capital markets must now digest. Doubts about the outlook will lead to profit-taking and falling prices, triggering follow-on selling. The correction is beginning to take hold, but at some point, it will also create attractive entry points. We take a closer look!
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Commented by André Will-Laudien on June 24th, 2026 | 08:45 CEST
AI and Chip Sell-Off! Watch Out for SMCI, AMD, and Infineon; First Hydrogen in the Innovation Race
The stock market is currently showing no mercy. After months of gains in AI, high-tech, and chip stocks, the market has now shifted into profit-taking mode—and, at times, even sell-off mode. What analysts have been predicting for quite some time is increasingly coming to pass. The global stock market rally, driven by the NASDAQ, is taking its toll. While the long-term earnings outlook may be solid, short-term price surges of up to 2,000% in just 12 months no longer indicate a healthy market trend. So, while it comes as no surprise, it may be unwelcome for many market participants: a sharper downward move—one that, however, also brings new opportunities in its wake. We examine the fundamental framework of the key players and highlight alternatives for getting off to an innovative start today. The stock market keeps turning—just a little slower at times!
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Commented by Jens Castner on June 19th, 2026 | 07:40 CEST
CHIPS, WAFERS, AND BATTERIES: TSMC DOMINATES, SILTRONIC STRUGGLES, HPQ SILICON GOES ON THE OFFENSIVE
The global technology industry is facing its greatest test yet. The battle for supremacy in microchips and battery materials has long since taken on a highly explosive geopolitical dimension. While nearly the entire tech sector is dependent on the Taiwanese giant TSMC, the operational hurdles faced by the German wafer specialist Siltronic reveal just how vulnerable Western supply chains really are. But away from the billion-dollar conglomerates, a new generation of challengers is quietly emerging. A prime example is the Canadian cleantech company HPQ Silicon, which is preparing to tackle dependence on Asian raw material monopolies at the root through disruptive plasma technologies.
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Commented by André Will-Laudien on June 17th, 2026 | 06:45 CEST
The 500% Chip Rally and Takeovers: AMD, Infineon, A.H.T. Syngas, and Aixtron in the Spotlight
Global demand for computing power is growing rapidly, driven primarily by increasingly sophisticated applications in the field of artificial intelligence (AI). According to current forecasts by Gartner, the power required by data centers is expected to grow from 104 GW to 132 GW and even rise to around 290 GW by the end of the decade. As a result, energy supply is increasingly becoming a strategic factor, as electricity availability is increasingly limiting the expansion of new AI capacities. The major hyperscalers, in particular, are driving much of this growth and often rely on their own energy sources, such as gas turbines, rather than relying solely on public power grids. At the same time, a new, tech-driven investment cycle is emerging, as AI data centers require not only electricity but also cooling and energy-efficient hardware. The sector has been jolted awake, and prices have been rising for months. For investors, high share prices reflect tomorrow's challenges, so the momentum is likely to continue unabated. Here are a few ideas.
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Commented by Armin Schulz on June 11th, 2026 | 07:35 CEST
AMD, American Atomics & Super Micro Computer: How to Capitalize on the Multi-Billion-Dollar AI Infrastructure Trend
Artificial intelligence requires chips and electricity. Data centers already consume as much energy as all of Japan, and demand is surging. According to the International Energy Agency (IEA), global electricity consumption by these centers could rise to over 945 terawatt-hours in 2026. The problem is that renewable energy sources do not provide a constant base load. The solution is nuclear power. Tech giants like Google have long been relying on old nuclear reactors and mini-reactors. For investors, this creates a multi-billion-dollar infrastructure supercycle. Three companies are addressing it from different angles: AMD with high-performance AI accelerators, American Atomics with the critical uranium supply chain, and Super Micro Computer with highly efficient, liquid-cooled server technology.
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Commented by André Will-Laudien on June 8th, 2026 | 07:10 CEST
7.5% NASDAQ Weekly Correction: Infineon, AMD, HPQ Silicon, and Siemens Energy in the Spotlight
After 14 months of the NASDAQ's steep rise of over 100%, investors celebrated the new era of AI data centers and the associated chip boom. Adding to the general euphoria was the closure of the Strait of Hormuz, which sent prices skyrocketing, particularly in the high-tech sector. As a result, CPU manufacturer AMD now expects to double its revenue by 2028, with EBIT projected to triple. Apparently, the bulls believe these new scarcity-driven prices will persist into the near future. However, since commodity and energy prices are currently trending downward, production costs are likely to fall again in the long run. This would make price competition more likely than a continuation of the unusual hype. Cautious investors are therefore hitting the brakes on well-performing stocks like Infineon, AMD, and Siemens Energy in favour of less highly valued sectors. Here are a few facts about the sector.
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Commented by André Will-Laudien on June 5th, 2026 | 09:45 CEST
300% Gain On The Horizon For High-Flyers: Marvell Technology, SpaceX, Super Micro Computer, and Antimony Resources
Created and published on behalf of Antimony Resources Corp.
For weeks now, the stock market carousel has been revolving around the same sector: technology! Boring? Not really, because in addition to the staggering gains in the market favourites, there are always interesting follow-on stocks and IPOs that investors should keep an eye on. In about 8 days, Elon Musk's SpaceX will go public. Then the "MAG7" label will likely no longer fit, because market experts expect valuations of around USD 2 trillion from day one. The next superlative would then be reached, making visionary and charismatic founder Musk the first trillionaire on this planet. Given the speed at which this is happening, some may feel dizzy. For those staying on board, it is time to buckle up, close your eyes, and go for it! Our selected stocks—Marvell, Super Micro Computer, and Antimony Resources—offer a healthy mix of growth and critical shortages—a solid selection for a hot summer.
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Commented by André Will-Laudien on June 1st, 2026 | 06:50 CEST
Chip Sector High-Flyers in the New Tech Gold Rush – Where to Invest Now? AMD, Infineon, SpaceX, or DRC Gold
The stock market takes no prisoners. Anyone currently invested in the semiconductor sector is on cloud nine and can hardly imagine the trend reversing. The Philadelphia Semiconductor Index (SOX) provides a useful benchmark for assessing the sector's momentum. Since the start of the year, it has risen from around 3,500 points to more than 12,800 points (+265%). This bears a strong resemblance to the gold price rally between 2023 and 2026, when the precious metal surged from USD 1,650 to USD 5,400 (+227%). As always, it is important to keep the broader backdrop in mind. At present, markets are pricing in supply shortages, but should the Iran conflict end, this assessment could quickly lose steam, and market excesses would then need to be corrected. Gold and silver may provide a good example. Following the irrational rally in the first quarter of 2026, both markets have entered a noticeable consolidation phase. Against this backdrop, it is worth taking a closer look at the underlying dynamics and investment opportunities.
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