computing
Commented by Fabian Lorenz on January 12th, 2026 | 07:25 CET
Bombshell at D-Wave! Rheinmetall and Almonty Industries involved in future technologies, fusion energy, and laser technology!
There is a bombshell at D-Wave. The quantum specialist plans to expand its business model through an acquisition, investing USD 550 million in the process. Whether this will pay off is difficult to assess today. It is, however, easy to see that Almonty benefits from the high demand and tight supply of tungsten in the Western world. The stock was one of the high flyers in 2025 and still does not appear expensive. Another potential driver is emerging: tungsten plays a key role in advances in fusion energy. Rheinmetall is also working on future technologies. Germany's largest defense contractor aims to shoot down drones and other missiles with lasers in the future. Diversifying beyond tanks and other heavy equipment is both smart and important.
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Commented by Fabian Lorenz on January 8th, 2026 | 07:00 CET
Shares in rally mode: D-Wave and Power Metallic Mines! And what is Nel ASA doing?
At Power Metallic Mines, the knot has finally been broken. Since mid-December, the share price of this commodity gem has risen by around 50%. This is likely just the beginning, as there are good reasons for prices to continue rising, and analysts believe that a price gain of over 100% is still possible. D-Wave shares are also rallying. The quantum specialist recently announced a technological breakthrough. Further details are expected in the coming weeks. And what is Nel ASA doing? Shareholders are waiting for major orders from the problem child in the hydrogen sector. The industry is developing positively in Germany, for example. But Nel shares remain flat.
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Commented by André Will-Laudien on January 5th, 2026 | 07:00 CET
Turbo profits with the energy transition! Net zero or 100% with E.ON, Oklo, American Atomics, and D-Wave
To kick off the year, a look at EU energy policy reveals a clear shift: nuclear power is regaining strategic relevance. Governments across Europe are increasingly focusing on small modular reactors (SMRs). Countries including Poland, Romania, the Czech Republic, Sweden, Estonia, Finland, France, and Italy are currently planning or developing concrete SMR plans in order to better combine nationwide security of supply with overarching climate targets. New reactor concepts for electricity and heat generation are a major focus here. While the first plants are still in the planning stage, the initial rollout of SMRs in Europe is expected to take place primarily in the 2030s. Investors need to think ahead because nuclear energy is no longer a taboo subject but part of the strategic energy future. The US and China are likely to take a leading role in this, because their hunger for energy is huge! Where should investors put their money now?
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Commented by Fabian Lorenz on December 22nd, 2025 | 07:45 CET
Uranium, Quantum, or Hydrogen? Should you buy D-Wave, Plug Power, or American Atomics now?
Is the price of uranium about to jump above the USD 100 mark? Analysts believe this could happen as early as next year. After a mixed 2025, a significant upward trend is anticipated. In the US in particular, nuclear energy is increasingly seen as a key solution to the growing energy demand driven by the boom in data centers. One company set to benefit is American Atomics. In an interview, the head of this hidden gem describes the prospects. The hype surrounding Plug Power has faded again. Investors' hopes for a sustained upward trend have once again been dashed. Is an improvement on the horizon? And what are the prospects for high-flyer D-Wave Quantum? A recent study is giving the sector a boost.
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Commented by Fabian Lorenz on December 19th, 2025 | 06:55 CET
Puma takeover at EUR 27.50? D-Wave wants a share of the government's billion-euro pot! Analysts believe Power Metallic Mines shares could rise 200%!
Will Puma be acquired at a price of EUR 27.50 per share? DZ Bank believes this is possible. Analysts believe a Chinese corporation is a likely candidate. The sporting goods icon does not seem to be able to spark any price speculation on its own at the moment. In contrast, Power Metallic Mines has made impressive progress in the current year, taking the Company to a new level. The share price does not reflect this. Analysts see 200% upside potential. The D-Wave Quantum share price is currently taking a break. Possible government contracts could bring new excitement. To land these, the quantum specialist is setting up its own business unit.
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Commented by Fabian Lorenz on December 17th, 2025 | 07:20 CET
BUY RECOMMENDATIONS and INSIDER SALES: D-Wave, Siemens Energy, Graphano Energy
Insider alert at D-Wave Quantum. The CFO and directors have cashed in nicely, putting a temporary damper on the stock's rally. A new "Buy" recommendation has so far failed to give the stock any new momentum. Graphite is often overshadowed by lithium and other critical metals in the public perception. However, demand is expected to increase significantly in the coming years due to the growing market for batteries for electric vehicles and energy storage. Graphano Energy is benefiting from production in Canada, and investors can get in early. Those who got in early with Siemens Energy are enjoying a tenfold increase. And if analysts are to be believed, the rally is not over yet. According to them, the stock is still cheap.
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Commented by Nico Popp on December 16th, 2025 | 07:35 CET
AI and energy hunger: Why Microsoft, Cameco, and American Atomics are part of a megatrend
Artificial intelligence is not only changing the way we work, but also posing enormous challenges for the physical infrastructure of the global economy. Data centers for AI applications require round-the-clock power, a so-called base load that renewable energy such as solar and wind cannot consistently provide due to their volatility. And the response of the major tech companies to this problem - nuclear power! This is currently leading to a historic reassessment of the entire nuclear value chain. We present three companies positioned to benefit from this energy megatrend: Microsoft, Cameco, and American Atomics.
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Commented by Fabian Lorenz on December 10th, 2025 | 07:25 CET
Nordex strong! D-Wave with an important date! JPMorgan gives Finexity a tailwind!
Stock market newcomer Finexity is still struggling with its revolutionary business model. The Company operates a trading platform for tokenized assets. The fact that JPMorgan is now also entering the tokenization sector is a real bombshell. This should benefit the entire industry, including Finexity, especially since the Hamburg-based company is collaborating with a savings bank in a pilot project. This offers the opportunity to reach over 45 million potential customers. Nordex has won over customers in France and Belgium. The German company will supply them with wind turbines in 2026 and 2027. Can the stock break out? D-Wave has made substantial gains in recent days. An important event is coming up for the quantum pioneer in January.
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Commented by Armin Schulz on December 3rd, 2025 | 10:25 CET
The moat strategy promises success in your portfolio: An analysis of Palantir, RZOLV Technologies, and D-Wave Quantum
In today's stock market landscape, a sustainable competitive advantage determines exceptional returns. Real moats, whether through impenetrable software, new technologies, or revolutionary hardware, reliably shield sources of profit and regularly outperform the market. The search for such protective mechanisms leads to three pioneers who dominate their fields with technological supremacy: Palantir, RZOLV Technologies, and D-Wave Quantum.
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Commented by André Will-Laudien on December 2nd, 2025 | 07:05 CET
Selling pressure! Bitcoin slumps to USD 50,000? Caution with Strategy, Finexity, D-Wave, and Metaplanet!
Global financial systems are undergoing a period of rapid technological change. Time-critical calculations and enormous computing capacities are increasingly becoming the decisive factor in remaining competitive. When it comes to price discovery on electronic markets, technical connectivity and even the distance to the exchange's servers are now decisive factors in determining the best pricing on the markets. Algorithms can recognize when a large number of investors want to move in the same direction. State-of-the-art computer systems have long been executing trading decisions in fractions of a second, fundamentally changing the dynamics of the markets. At the same time, digital assets, blockchain architectures, and token-based platforms are creating a new ecosystem that is closely linked to these advances. However, an additional challenge is already looming: quantum computers. They pose the risk of making previously trustworthy networks vulnerable. How should investors position themselves?
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