hightech
Commented by André Will-Laudien on July 9th, 2024 | 07:25 CEST
NASDAQ Super Boom! 100% returns still lurk with Alibaba, VCI Global, and Super Micro Computer; Amazon founder sells
Experts expect the use of artificial intelligence (AI) to lead to double-digit productivity gains in digitally configurable processes over the next few years. Not since the introduction of industrial robots have there been such leaps. The major Internet companies have long since prepared themselves for these developments. High computing power, automated sales processes, and a pool of trillions of user data points play into the multinationals' hands. They achieve billion-dollar profits with their networks almost effortlessly. Consumers are served exactly what interests them most and, above all, what they consume regularly. However, not all high-tech shares have been able to take off so far. What should investors pay attention to now?
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Commented by André Will-Laudien on July 8th, 2024 | 06:45 CEST
Growth of 100% possible with stocks like Alibaba, Verve Group, Super Micro Computer, and GameStop
The NASDAQ is rushing from high to high. While it was primarily stocks with AI fantasy at the beginning of the year, there has even been a resurgence in e-mobility in recent weeks. Tesla reported surprisingly high deliveries in the second quarter, and Volkswagen bought into the startup Rivian to solve its software problems. This brings new fantasy for investors. However, with such advanced upward trends, it is important to find followers, meaning stocks that have not yet performed as well. We are therefore taking a closer look at some typical "growth stocks" as the revaluation overseas is likely not yet complete.
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Commented by André Will-Laudien on July 1st, 2024 | 07:00 CEST
Attention: Biotech stocks! Evotec, Bayer, and BioNTech in the emergency room, but Cardiol Therapeutics shows strength!
Anyone looking at the buying frenzy on the NASDAQ is overlooking the fact that the US has long been in the emergency room. With the candidates currently up for election, it is unlikely that the most pressing issues of the day will be dealt with. One has difficulty using the right words in front of the camera, while the other ignores facts and slips into his own world. This election could be disastrous for the world's largest economy, but the financial markets are currently uninterested. Investors should, therefore, continue to separate the wheat from the chaff and act prudently. After the big AI and high-tech wave, biotechs are expected to make a comeback, as US interest rates will drop closer to the election. We present a solid selection for risk-conscious investors.
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Commented by André Will-Laudien on June 27th, 2024 | 06:45 CEST
Hydrogen 3.0 - Is it turning now? Nel ASA, Cavendish, dynaCERT, SMA, and Plug Power in focus!
Summer slump? Not at all! Artificial intelligence, high-tech, and armaments remain in upward mode; even a sharp correction at Airbus is not shaking the markets. There are currently increasing rumours that China and Japan could have problems with their financial systems. In China it is the collapsing real estate market, in Japan it is trillions of YEN invested in foreign bond markets and refinanced with negative interest rates. However, the era of zero interest rates is over, and persistent inflation is not subsiding as expected. This pushes the risk parameters through the roof and requires banks to have higher capital backing. Exciting times! In the hydrogen sector, all eyes are on the newcomer Cavendish. Will this be a jolt for the struggling sector?
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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
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
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
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
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!
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
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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