computing
Commented by André Will-Laudien on June 5th, 2026 | 08:00 CEST
AI and Quantum Wonders Keep Happening: TeamViewer, SAP, and Aspermont Soaring, Palantir Sidelined
Quantum technology is considered one of the most significant waves of innovation of the 21st century and could completely turn entire industries upside down. At the same time, this same technological progress poses significant risks to digital security, as powerful quantum computers could one day overcome established encryption methods. Software and hardware companies are equally challenged. But while the tech titans from Silicon Valley are securing the physical and digital foundation of the AI economy, the valuation fantasies of individual high-flyers like Palantir are coming under increasing pressure from reality following a sharp correction. At least established software companies like SAP and TeamViewer are stabilizing in their new roles as AI integration and automation providers for businesses. Away from the mainstream, Aspermont is taking a radically different approach: there, data is not merely processed but transformed into an actual commodity within a raw materials-driven market environment. In the future, whoever controls access to relevant information will no longer decide merely on competitive advantages—but on market positions themselves.
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Commented by Stefan Feulner on June 2nd, 2026 | 06:25 CEST
Dell, Zefiro Methane, Snowflake: AI and Climate Action Drive Record-Breaking Markets
Artificial intelligence, climate protection, and digital infrastructure are among the strongest growth drivers of the coming years. While the global expansion of data centers is triggering billions in investments and causing demand for high-performance IT hardware and cloud platforms to skyrocket, a new environmental market is emerging in parallel, centred on reducing climate-damaging methane emissions. Government subsidy programs and stricter regulations are accelerating the retrofitting of old energy infrastructure. Those who position themselves early in these future markets could reap disproportionate benefits. The combination of the AI revolution, decarbonization, and growing data demand is opening up opportunities in industries poised for a long-term boom.
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Commented by Fabian Lorenz on May 25th, 2026 | 09:20 CEST
D-Wave Stock Explodes! When Will American Atomics Follow? Is Siemens Energy Headed Above EUR 200?
Things can move quickly sometimes. For a while, it seemed as though quantum-computing stocks were being overshadowed by the AI hype. Then, on Thursday, the breakout finally came. Shares of D-Wave, for example, skyrocketed by 36% within just two trading days, suggesting that the recent consolidation phase may now be over. An explosive upward trend appears long overdue in the uranium sector as well. Investments in new nuclear power plants are being made worldwide. The US Department of Energy, for instance, plans to increase domestic uranium production from currently around 2 million pounds annually to 20 million pounds by 2033. American Atomics could benefit significantly from this development. In a recent interview, the company's founder highlighted the opportunities emerging across the sector. The company also controls several promising projects within the US. The AI boom in the US is also driving Siemens Energy. Analysts have raised their price targets further and currently see no end to the ongoing boom.
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Commented by Matthias Schomber on May 25th, 2026 | 08:15 CEST
Oreshnik Shock - New Escalation Could Hit the Markets! There Could Be Winners Too: D-Wave Quantum, SAP, and Aspermont in Focus
The latest escalation in the war in Ukraine could cause turmoil on the stock markets. Following heavy Russian attacks on Kyiv and the deployment of the new, dangerous Oreschnik medium-range missile, fears of the conflict spreading are growing. German Chancellor Friedrich Merz spoke of a "reckless escalation," while neighbouring countries like Poland have already had to activate their air defences. This playing with fire could also leave its mark on the financial markets. As a result, investors may continue to—or increasingly—flee to safe havens such as gold or other assets. Commodity markets, in particular, tend to react extremely sensitively to new threats. In such uncertain times, investors seek business models that can grow regardless of crises. The sustained growth of the media company Aspermont in the commodities sector is therefore currently attracting just as much attention as the latest developments at tech giants D-Wave Quantum and SAP, which we examine in more detail for you in this article.
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Commented by Fabian Lorenz on May 21st, 2026 | 07:25 CEST
Is Rheinmetall Stock a Bull Trap? D-Wave Faces Challenges! Hidden Gem Strategic Resources!
Rheinmetall shares have gained nearly 10% over the past few days. After Rheinmetall shares have gained nearly double digits over the past few days. After the sharp correction, the key question now is whether this marks the beginning of a sustained comeback — or merely a classic bull trap. Analysts, however, continue to recommend buying the stock and see potential for a move back toward all-time highs. In contrast, Strategic Resources remains a genuine hidden gem. The company has only recently started trading in Germany, yet its investment case appears increasingly compelling. Strategic Resources has access to critical metals and aims to build an attractive value-added supply chain around them. D-Wave's business model is also undeniably exciting. However, even after this year's correction, the valuation remains ambitious. This became clear again in light of the quarterly figures. Price targets for the quantum high-flyer have been slashed.
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Commented by Fabian Lorenz on April 21st, 2026 | 07:05 CEST
Price Surge: What is Behind the Moves in D-Wave, Heidelberger, and Group Eleven?
These three stocks are currently causing a stir. Group Eleven Resources is a high-flyer in the commodities sector. The stock has surged by around 70% since the end of February. The company is currently developing a zinc, lead, and silver project in Europe. The latest update suggests the rally will continue. D-Wave has made a comeback with a price explosion of over 50%. After a price drop of around 70%, this was sorely needed. The momentum came from Nvidia, not the company itself. And what is happening at Heidelberger Druckmaschinen? After the euphoria over its entry into the drone business, a profit warning brought a dose of reality. The core business is weakening, but analysts see a buying opportunity.
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Commented by Fabian Lorenz on April 1st, 2026 | 07:05 CEST
Takeover Speculation, Buy Ratings, and 150% Upside? SAP, D-Wave, and Aspermont
Who are the AI winners and who are the losers? This question has been driving the stock market in recent months. Many investors have placed SAP in the losers' camp. As a result, the Walldorf-based company's stock has fallen sharply in recent months. However, analysts see SAP as well-positioned for the AI era. Could a takeover provide fresh momentum? One AI winner is Aspermont. The Australian company possesses a valuable data trove in the commodities sector, which it has digitized over recent years. The plan now is to monetize this data using AI. Analysts expect significantly rising revenues and, in particular, profits. The stock is said to have over 150% upside potential. Meanwhile, shares of D-Wave have more than halved in value this year. Is the quantum hype over?
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Commented by Mario Hose on March 19th, 2026 | 07:30 CET
Quantum Computers, AI Power, and the Gold Rush: A Closer Look at D-Wave, Super Micro, and Lahontan Gold
On one hand, we are chasing the tiniest particles of the quantum world and building massive data centers for artificial intelligence, which is fundamentally transforming our lives. On the other hand, in uncertain times, we are turning once again to humanity's oldest promise: the glittering gold deep within the earth. In this report, we take a close look at three companies, each of which is "on the move" in one of these fields and yet together can define a portfolio of the future. We accompany D-Wave Quantum as it attempts to push the boundaries of logic. We look over Super Micro Computer's shoulder as it builds the physical backbone of the AI revolution. And finally, we arrive at Lahontan Gold, where an impressive blend of fresh capital and state-of-the-art drilling technology is being used to "bring old gold treasures back to life." Read on, because this mix of high-tech and commodity power could be exactly what is missing from a promising portfolio.
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Commented by André Will-Laudien on March 13th, 2026 | 07:05 CET
The focus is now on critical infrastructure – Power Metallic Mines delivers dream results, SAP and Oracle test the rebound
Every day, a flood of news hits the capital markets. The focus is on international crises, which in turn have major implications for national economies. Areas with large fossil fuel reserves are coming to the fore, and for months now, scenarios of critical metal shortages have been discussed and reassessed accordingly. High-tech and AI stocks thrive on a steady influx of computing power and are dependent on the promised expansion of the electrical infrastructure. This requires a variety of raw materials from the metal sector. Power Metallic Mines has positioned itself perfectly in the current situation with its NISK project, while Oracle and SAP are driven by their cloud and data models, which are falling out of favor due to AI. It remains to be seen whether a revival in earnings can take place in line with analysts' estimates. It is not easy to convince people, so we are analyzing the accompanying circumstances.
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Commented by Fabian Lorenz on February 23rd, 2026 | 07:35 CET
IPO and takeover speculation at Steyr Motors, TeamViewer, and Pure One! Share price set to skyrocket?!
IPO and takeover speculation are important drivers of share prices. At Pure One, there is reason to believe that the share price will jump in the short term. Namely, the IPO of its subsidiary Eastern Gas. The gas exploration company has production rights in Australia, where there are currently problems with gas supply. It is therefore not surprising that the IPO is attracting a lot of interest. Pure One's core business is also interesting. TeamViewer was long considered an attractive takeover candidate. However, this topic has quietened down. Instead, the software company is now considered a big AI loser. Is this justified? Steyr Motors has undergone a spectacular revaluation in 2025. The stock market has high expectations for revenue and earnings growth. To meet these expectations, the supplier of special engines is laying a new foundation.
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