hightech
Commented by André Will-Laudien on January 22nd, 2026 | 07:10 CET
NATO under pressure – Is silver the new gold? Dream returns with Silver North, fresh momentum for Rheinmetall and TKMS
Geopolitical upheavals are exposing deep rifts of trust between the superpowers. The US approach toward Greenland is reminiscent of long-outdated colonial practices and has alienated the political actors involved. As a result of this blunt conduct on the international stage, trust in political institutions is eroding, and long-standing alliance structures are beginning to fall apart. The wobbling of the transatlantic alliance, NATO, marks a new level of tension and escalation. What this means for the capital markets in the short term remains unclear. However, what is already evident is the almost daily appreciation of gold and silver, along with another surge in valuations of defense stocks. A scenario of rising interest rates is also looming on the horizon. None of this is good news, and investors would be well advised to examine their portfolio structures for weaknesses. Here are a few ideas.
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Commented by Armin Schulz on January 22nd, 2026 | 07:05 CET
The winners of deglobalization: Why Almonty Industries, Rheinmetall, and the RENK Group are now in the spotlight
Geopolitical conflicts and trade tariffs are bringing the era of globalized supply chains to an end. Instead of pure efficiency, strategic resilience now counts. In this upheaval, three fundamentally different companies are defining the pillars of future value creation. A producer of critical raw materials, a defense giant, and a specialist in drive technology. Their common ground is the response to fragmented markets and the pursuit of technological sovereignty. It is worth following the path of Almonty Industries, Rheinmetall, and the RENK Group.
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Commented by Nico Popp on January 22nd, 2026 | 06:55 CET
AI and the uranium comeback: How American Atomics is becoming the winner of the energy transition and what that has to do with Meta Platforms and Infineon
The era of artificial intelligence (AI) is not only an era of enormous productivity gains, but above all an era of infrastructure and gigantic energy consumption. While the last decade was dominated by software, the future will be all about hardware. Generative AI and the path toward artificial general intelligence (AGI) are transforming data from an intangible asset into a massive consumer of power. Analysts at Goldman Sachs estimate that investments by major US tech companies in energy infrastructure could reach the astronomical sum of over USD 500 billion by 2027. This new reality is forcing a two-pronged energy strategy: on the one hand, the massive expansion of storage and efficiency technologies, and on the other, the inevitable return to the only CO2-free energy source that reliably provides base load – nuclear power. We explain what tech titan Meta Platforms and chip manufacturer Infineon have to do with this development and why American Atomics is considered a highly speculative but strategically brilliant bet on the uranium comeback.
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Commented by André Will-Laudien on January 21st, 2026 | 08:30 CET
E-subsidy 2.0 and now the boom! Taking off with BYD, NEO Battery Materials, and VW
Now it is official! The German federal government is relaunching its e-subsidy program. Low- and middle-income earners can apply for environmental incentives of up to EUR 6,000 for the purchase of an electric or hybrid vehicle. Annual household income must not exceed EUR 80,000 for households without children, and EUR 90,000 for those with children. Fully electric vehicles will receive a base subsidy of EUR 3,000. What initially sounds like positive news was met with little enthusiasm on the stock market. On the contrary, automotive stocks ended up with a 2 to 3% correction. The reason: the math is a zero-sum game. The German automotive market continues to be dominated by combustion engine technology. Those who take advantage of the EV incentive are simply subsidizing their switch to electric mobility, while at the same time, a new combustion-engine purchase disappears from sales pipelines. Worse still, German manufacturers still do not appear to be competitive with Chinese suppliers. Ultimately, this suggests that foreign suppliers could win the race. Investors should therefore take a close look at where the real private-sector leverage may lie.
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Commented by Carsten Mainitz on January 20th, 2026 | 07:25 CET
Never change a winning team! This triumphant trio belongs in every portfolio: Almonty Industries, TKMS, and Rheinmetall
In the current year, the old favorites remain the new favorites: defense and commodities. Geopolitical tensions and rising defense budgets, as well as demand for critical commodities, are shaping the big picture. Reflecting these conditions, defense stocks and shares in raw materials producers should continue to rise. Almonty Industries stands out in particular. Rising tungsten prices provide significant leverage for Almonty Industries, currently the largest tungsten producer outside China. When will the next price surge come?
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Commented by Stefan Feulner on January 20th, 2026 | 07:00 CET
Polymetallic treasure discovered – Power Metallic Mines with massive potential
Electrification, the energy transition, defense spending, and digitalization are structurally driving up demand for conductive and critical metals. At the same time, geopolitical tensions and fragile supply chains are intensifying competition for reliable sources of raw materials. North America is increasingly coming into focus as a secure counterweight. It is precisely in this environment that Power Metallic Mines is positioning itself, with one of the most promising polymetallic exploration projects on the continent.
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Commented by Armin Schulz on January 19th, 2026 | 07:00 CET
Winning the race for critical raw materials: Standard Lithium, Power Metallic Mines, and Lynas Rare Earths under scrutiny
The new front line of the global economy does not run through war zones, but through mines and refineries. The strategic battle for critical raw materials is in full swing, driven by geopolitical tensions and the relentless pace of the energy transition and new technologies. Dependence on a few sources for essential materials has proven to be a massive vulnerability, now forcing nations into an unprecedented race for secure supply chains. In this race for supply sovereignty and technological leadership, three specialists are coming into focus: Standard Lithium, Power Metallic Mines, and Lynas Rare Earths.
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Commented by André Will-Laudien on January 8th, 2026 | 07:20 CET
ATTENTION - The next 100% opportunity could be here: Almonty, RENK, TKMS, and Infineon
Shares related to artificial intelligence continue to be a major focus in the market, even though the initial euphoria has subsided somewhat recently. Critical voices are increasingly warning of setbacks or even a significant correction. Among these skeptics is the well-known investor Michael Burry, who is said to have bet on falling prices for Nvidia and other industry peers. At the same time, shares linked to critical metals and their industrial end users have once again moved into the spotlight since the turn of the year. This is because tech specialists and AI infrastructure providers are under pressure to meet extremely high requirements in terms of energy supply, computing capacity, speed, and reliability. As a result, further opportunities are emerging for selected stocks. We highlight a few of these potential plays.
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Commented by André Will-Laudien on January 7th, 2026 | 08:00 CET
Stock market frenzy: Silver, high-tech, AI, or Bitcoin? 100% opportunities with Strategy, Finexity, Metaplanet, and TeamViewer
It is not exactly easy to keep a clear head as an investor at the moment. Political shortages of strategic metals, ever-new geopolitical flashpoints, and an enormous burden on Western households are weighing on the minds of stock investors. The fact that "long only" is becoming a profitable thesis in this environment is now a permanent novelty. Historically, after substantial upturns of more than 20%, there have always been periods of consolidation. However, these are no longer visible, and every day of waiting costs returns. Whether silver, copper, AI, or high-tech stocks, the hard-won fixed-income returns in the 2% range have already been wiped out since the beginning of the year. But there is one exception: if we consider the crypto market as an alternative to currencies and stocks, it has been on a noticeable hiatus since fall 2025. But in recent days, there has been a spring awakening here as well. We are looking for current opportunities!
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Commented by André Will-Laudien on January 7th, 2026 | 07:20 CET
Experts predict a silver boom up to USD 250! Should Rheinmetall, Silver Viper, and Aixtron be in your portfolio now?
The rise in the price of silver by over 160% in just 12 months is already phenomenal. But the upward scenario now seems inevitable: reports of imbalances in the physical delivery of futures contracts by institutional investors are leading to renewed price increases at every settlement date. Since the precious metal generated a strong buy signal at around USD 38, the price has been trending upwards. In yesterday's trading, it even exceeded the USD 80 mark. Allegedly, more than 700 million ounces of silver will be missing for the March settlement, which corresponds to 90% of total annual production. In addition to the very interesting silver explorer Silver Viper, we are also looking at Rheinmetall and Aixtron, two high-tech consumers of this critical metal. If deliveries fail, production lines could be halted for some time! Here are a few insights.
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