hightech
Commented by André Will-Laudien on August 12th, 2024 | 07:45 CEST
After the crash, buy defense, big data, and high-tech now! Rheinmetall, BYD, VW, Globex Mining, and Palantir in focus
The DAX had gained a good 13% by the summer, while the tech-heavy NASDAQ 100 index saw an even more significant increase of 24%. However, much of this progress has melted away in recent weeks. Due to ongoing geopolitical uncertainties, especially in the Middle East, the stock markets experienced a summer setback. This is not uncommon for this time of year. There are often index corrections, which then transition seamlessly into the year-end rally from late fall. The FED could be the driving force this year. Renowned investment banks expect the September meeting to mark the start of a longer cycle of interest rate cuts by a total of 5 measures. This would likely mark the starting signal for the next super bull markets. Before then, we will separate the wheat from the chaff to ensure your portfolio is correctly positioned.
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Commented by André Will-Laudien on August 7th, 2024 | 11:40 CEST
CRASH - AI and high-tech now on a silver platter! Amazon, LVMH, VCI Global, Cogia, A2Z Smart Technologies, and Super Micro Computer
Finally, a clear correction, say some; oh my goodness, say those who bought in recent weeks. The historical pattern is repeating itself. Attractive splits in the high-tech, followed by a new all-time high, and then the crash. Nvidia and especially the so-called "Magnificent Seven" have already had a first-class run with 100% returns in 2024. Now, the question is: can this euphoria be repeated? What is crucial now are also the cash reserves of traders and how much valuable capital has actually been lost in the recent collapse. US investment banks have done a quick calculation: USD 2.5 trillion in market capitalization was wiped out in just 48 hours. But as we know, money does not just disappear - it ends up somewhere else! We select interesting shares that offer more excitement at a reduced level!
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Commented by Fabian Lorenz on July 23rd, 2024 | 06:50 CEST
70% with Evotec shares? Caution with BASF? Almonty Industries tempts investors to get in!
Will BASF miss market expectations in the second half of the year? Analysts believe so. The chemical giant's revenues are already expected to fall in the second quarter. So, should one sell the shares now? The Evotec share was bought yesterday. Analysts believe that the profit warning from Sartorius should not be overestimated and see over 70% upside potential. However, patience is required. The Almonty Industries share also appears too favourable. The commissioning of a huge tungsten mine is imminent, and not only companies such as Taiwan Semiconductor and Rheinmetall need the critical metal for their high-tech products. So, when will the share break out?
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Commented by Juliane Zielonka on July 18th, 2024 | 07:00 CEST
BASF, VCI Global, Palantir - AI and digitalization as a market opportunity with high returns
Future industries such as robotics, AI, and digitalization are accelerating the growth of companies through the automation of production processes. This also increases the opportunity for high-growth stocks. BASF has been using computer-aided technology in its various business areas for over ten years. Starting with machine learning in the chemical industry, they are now supporting countless smallholders and farmers in the agricultural business with artificial intelligence. No less a partner than Google is involved in this partnership. Does this bold move offer the traditional company a chance of above-average growth? One candidate in the high-growth sector is the Southeast Asian company VCI Global. The experienced management has an impressive track record of successful IPOs and has established itself as an expert in guiding companies through public listings. The Company also invests in future markets through an investment arm. Its focus here: Robotics, blockchain, AI. Palantir, on the other hand, is known for its big data technology, which uses AI for government institutions. Recently, some analysts have expressed concerns about the Company's high valuation. However, in Europe, one authority continues to rely on the US company's data networking. Where do the best returns lie for investors?
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Commented by André Will-Laudien on July 17th, 2024 | 09:00 CEST
Elon Musk finances Donald Trump - Now a strategic move with Rheinmetall, Aixtron, Almonty Industries, and Varta
An assassination attempt with consequences. Tech billionaire Elon Musk has expressed his deepest solidarity with presidential candidate Trump following the assassination attempt. The Tesla CEO will henceforth financially support the Republican presidential candidate's campaign massively. Musk intends to provide around USD 45 million per month, as reported by the Wall Street Journal. The latest election polls now put the Republican clearly ahead of Biden. This could lead to a strongly US-oriented policy in the spirit of "America First". Above all, Trump aims to halt immigration, invest in the ailing infrastructure, massively arm the national security, and revitalize "Old America". Everything suggests that the blockbuster sectors of high-tech and armaments will continue thriving for now. The focus is clearly on strategic raw materials due to the efforts to reduce foreign dependencies. Where are the opportunities for shareholders?
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Commented by André Will-Laudien on July 16th, 2024 | 07:00 CEST
Trump shares: Airbus, Royal Helium, Hensoldt, and Rheinmetall appear systemically relevant, and Plug Power aims high!
The world seems to be coming apart at the seams! While the capital markets are skyrocketing, we find ourselves in the midst of several geopolitical conflicts and a brutalization of social conditions. In Saxony, poster-holders are being beaten up; in the US, presidential candidates are being shot at, and in Ukraine and the Middle East, there seems to be no end in sight to the warfare. No wonder the population's need for security is at an all-time high. This also drives up gold and Bitcoin, as political confidence is waning. Donald Trump may be a flamboyant and over-excited politician, but he is right when he says that the current situation is almost unbearable. He wants to invest a lot of money in security and get "his country" back on track. Strategically relevant shares remain in demand in this context. Here is a current selection!
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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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