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Commented by André Will-Laudien on June 17th, 2024 | 06:45 CEST

Acute threat? Armaments and high-tech in the crosshairs: Aixtron, Almonty Industries, Rheinmetall and Hensoldt

  • Mining
  • Tungsten
  • hightech
  • Defense
  • armaments

The recent European elections have enabled the conservative camp to make significant gains. Undoubtedly, a whole bouquet of issues has led to the so-called "shift to the right". In times of war, however, the neutral observer may not be surprised that the self-proclaimed peace parties, represented by the colours red and green, have lost considerable ground. After all, the competence for peacemaking and security in Europe tends to be found in the conservative camp. The capital markets currently favour high-tech and armaments, orders are booming, and growth is assured for years to come. It is now crucial for stock market players to take a closer look at these sectors, as the high-yield performers of the first half of the year appear to be correcting more strongly. What will happen here in the medium term?

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Commented by André Will-Laudien on May 28th, 2024 | 07:00 CEST

The high-tech party à la Nvidia continues! Super Micro Computer, MGI, GameStop and Alphabet in focus

  • hightech
  • Media
  • Digitization
  • AI

Another new NASDAQ all-time high! Meanwhile, things did not look so good the day after the Nvidia figures. The market collapsed by 400 points in just 5 trading hours, but thanks to well-known protagonists, it recovered surprisingly quickly. High-tech investors are currently trading the big growth fantasy of "artificial intelligence" and are patiently waiting for an interest rate signal from the FED. Before then, there will likely be some relief from the ECB. This is because economic development in Europe is not progressing due to Germany's pronounced weakness as a business location. High inflation and the entrenched capital market interest rate are cited as obstacles. This is putting pressure on consumers' budgets. Despite all the prophecies of doom, some business models offer good growth even in challenging economic situations. We provide an insight.

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Commented by Armin Schulz on May 27th, 2024 | 07:15 CEST

Royal Helium, Rheinmetall, AMD - High-tech shares fly only with helium

  • Helium
  • Defense
  • hightech

On the stock market, certain sectors are in the spotlight when it comes to impressive growth rates and innovative technologies. One of these sectors is undoubtedly high-tech shares. Among the many components that are crucial to the success of these companies, there is one resource that is often overlooked but nevertheless central: helium. This inconspicuous noble gas plays an indispensable role in the manufacture and development of numerous high-tech products. From semiconductors and medical devices to defense technologies, helium enables precise and efficient processes that would otherwise be impossible. Without this valuable resource, many technological innovations would not be able to reach their full potential, and some stocks would falter.

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Commented by André Will-Laudien on May 22nd, 2024 | 07:15 CEST

The party is over - Sell defense stocks now! Rheinmetall, First Hydrogen, Renk and Hensoldt

  • Hydrogen
  • renewableenergies
  • Defense
  • hightech
  • armaments

While the DAX and NASDAQ are reaching new highs, sectors like armaments and high-tech are taking a break. After an extended rally, it is also good to see other stocks coming back into focus. A surprising rebound in Plug Power sent the bombed-out stock soaring by 80%, but unfortunately, 60% of this gain was quickly lost. Easy come, easy go! A significant sell-off occurred at Renk, raising the question of when Rheinmetall and Hensoldt might follow suit. We analyze the current trends in more detail.

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Commented by André Will-Laudien on April 30th, 2024 | 07:30 CEST

The 100% opportunity with Big Data and Artificial Intelligence: Nvidia, Softing, Microsoft and Super Micro Computer!

  • AI
  • bigdata
  • hightech
  • Technology

Big Data, Web 3.0, IOTA and Artificial Intelligence are terms of the modern age. When the internet and high-tech stocks saw the light of day on the stock exchange during the dot-com bubble at the end of the 1990s, there were hundreds of companies with an idea but only a few customers, rarely any turnover, and certainly no profit. Now, 25 years later, computing power has increased a hundredfold, and the possibilities seem endless. Data for industry is finally usable, and consumers' usage behavior shows where manufacturers need to focus their products. We are in the age of complete transparency about movements, purchasing behavior and opinions. Large Internet companies such as Microsoft, Google and Apple have trillions of pieces of data at their disposal and the fastest mainframe computers to analyze them accordingly. With the deployment of machine learning, artificial intelligence knows no bounds. The stock market thrives on these advancements, with high-tech and AI stocks continuing to promise significant potential. However, it is worth taking a look at undiscovered followers.

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Commented by André Will-Laudien on April 23rd, 2024 | 07:45 CEST

Attention: DAX dividends! Car stocks pay out: Mercedes-Benz, MS Industrie, VW and BMW

  • Technology
  • hightech
  • Automotive
  • Electromobility

The DAX 40 index has gone into reverse gear in recent weeks. In addition to the high-tech and artificial intelligence sectors, the multi-month bull market also included defense stocks in the interim phase. There is no real reason to celebrate among automotive stocks, as an expected decline in GDP also means reduced household budgets. This translates to fewer new vehicle sales, with many electric vehicles produced in bulk occupying important showroom space from dealers for months. The pain is increasing, and those looking to sell vehicles find themselves in ruinous discount battles with cheap Chinese imports. However, there appears to be a glimmer of hope on the horizon: interest rate cuts! They are expected in the second half of the year. We analyze the current situation.

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Commented by André Will-Laudien on April 2nd, 2024 | 06:55 CEST

AI shares in takeover frenzy, further gains of over 100% possible with Nvidia, Exasol, Palantir and Super Micro Computer

  • hightech
  • AI
  • chips
  • Software

In the first quarter of 2024, the stock markets were at their friendliest, but the focus was almost exclusively on Bitcoin, Artificial Intelligence and high-tech. Meanwhile, the market leader in fast chips, Nvidia, has become the epicenter of future Big Data and AI applications. Productivity increases of over 20% per year are expected worldwide through the use of artificial intelligence in businesses, but commercial market penetration is still in its infancy. Therefore, it can be assumed that the rally will continue or even accelerate in the current environment. In addition to the well-known crowd-pullers, there are also latecomers with huge potential, including in Germany.

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Commented by André Will-Laudien on March 27th, 2024 | 08:30 CET

Watch out: DAX record chase! Automotive stocks in the fast lane: Mercedes-Benz, Globex Mining, VW and Tesla

  • Mining
  • Commodities
  • hightech
  • Electromobility

The DAX 40 index is chasing from one high to the next, surpassing the 18,400 mark yesterday. In addition to artificial intelligence, it is primarily high-tech and defense stocks that are moving the market. The automotive stocks are still in the doldrums, as an expected decline in GDP also means smaller household budgets. Nothing is worse for the industry than the postponement of new car purchases until next year. The stockpiles are getting bigger, and dealers are plunging into desperate discount battles. However, the market is changing noticeably. Currently, there are clear buying candidates; we analyze the current situation.

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Commented by André Will-Laudien on March 26th, 2024 | 07:30 CET

The race begins! Beating DAX records with BYD, Altech Advanced Materials, Hensoldt and Rheinmetall

  • Technology
  • hightech
  • Electromobility
  • armaments

The DAX 40 index is setting new records almost daily, following the bullish lead from the US. Artificial intelligence (AI), armaments, crypto and high-tech are the top themes on the stock markets. Nobody wants to know anything more about hydrogen, and e-mobility has also seen better days. It can be profitable to examine the sought-after stocks with a fundamental magnifying glass. Often, hints about where the journey is heading can be found there. We focus on some of these stocks.

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Commented by Armin Schulz on March 19th, 2024 | 07:00 CET

Volkswagen, Defense Metals, BYD, Rheinmetall - China's weapon in the tech race

  • Mining
  • RareEarths
  • Electromobility
  • hightech

In the shadow of global power rivalries, rare earths play a crucial role, not only for the defense industry, but also for the booming electric vehicle market and the production of catalytic converters in the automotive industry. These metals are the invisible backbone powering high-tech devices and are of strategic importance for the global economy and security. China's dominance in extracting and processing such resources - as illustrated by Deng Xiaoping's statement: "The Middle East has oil. China has rare earths." - sheds light on potential geopolitical tensions and highlights the importance of supply chain diversification and resilience.

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