semiconductor
Commented by André Will-Laudien on March 20th, 2026 | 08:05 CET
Silver Corrects to USD 65 – Speculators Are Worried, Industry Is Celebrating! Silver North, Infineon, and Micron Technologies in Focus
Incredible! Yesterday, silver fell back to USD 65 after hitting a record high of USD 122 in January. The metal had also hovered around this level in December, before the major futures market coverage frenzy swept through the capital markets. A huge stroke of luck for producers, as margins had improved by USD 70 per ounce within six weeks - a boon also for explorers like Silver North, who were able to assign entirely different values to their resources. A curse, however, for industry, which relies heavily on critical metals and now has almost no capacity left to acquire on open markets. It is conceivable that some industrial sectors will report serious shortages in the coming months. We take a closer look at the silver market and its key players.
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Commented by Nico Popp on March 17th, 2026 | 08:00 CET
AI and Nuclear Power: Solid Returns with Meta and Intel – High-Flying Opportunity: Standard Uranium
Future economic growth will depend heavily on the availability of reliable, low-carbon baseload power. The high energy demands of technology companies driven by AI innovations are contributing to a renewed interest in nuclear power. The reasons go far beyond previous environmental visions. As studies by McKinsey and PwC show, the AI industry is growing by 15 to 20% annually through 2030. To avoid falling behind, companies like Meta and Intel are investing billions in a completely new AI infrastructure. Through partnerships with players like Oklo and TerraPower, Meta is driving the development of a 6.6 GW nuclear campus to operate its AI superclusters in a climate-neutral manner. Intel is focusing on optimizing energy efficiency directly at the chip level, as the power consumption of modern racks has risen to up to 120 kW. To satisfy the hunger for nuclear fuel, Standard Uranium is driving the search for tomorrow's safe deposits forward with its ambitious winter drilling program. For investors, the current trend offers opportunities - we show where the greatest leverage lies.
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Commented by André Will-Laudien on March 9th, 2026 | 07:25 CET
Iran war and skyrocketing oil prices! Are there any winners at all? Infineon, First Hydrogen, and Aixtron in focus
Tensions in Iran have escalated rapidly, with military actions unfolding over a seven-day period. For the international community and struggling economies, a sustained 20% increase in oil prices means a sharp decline in economic growth and a huge surge in inflation on store shelves due to downstream inflationary effects. Consumers will not fall into a new buying frenzy in times of war, but will keep their wallets closed. Stock market traders need to think beyond short-term reactions. The real opportunities may now lie in companies that have struggled in recent days or emerging stocks with strong long-term prospects. Which names are positioned to recover fastest once the crisis stabilizes?
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Commented by Armin Schulz on February 26th, 2026 | 07:25 CET
From software to energy to chips: Why SAP, Standard Uranium, and AMD are essential additions to any AI portfolio
The economic landscape is currently undergoing one of its most profound metamorphoses: by 2026, artificial intelligence has gone from being a hype topic to a tough competitive factor. As the initial hype fades, a massive investment cycle is emerging that is reshaping entire industries. From the realignment of global enterprise software to energy supply and semiconductor manufacturing, the foundations of a new economic order are currently being laid. Those who recognize the strategic positioning early on can participate in this historic shift. Three companies exemplify different facets of this transformation: SAP, Standard Uranium, and AMD.
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Commented by Armin Schulz on February 24th, 2026 | 07:25 CET
AI: a billion-dollar opportunity! Secure your share of the pie now with Intel, American Atomics, and Super Micro Computer.
In 2026, artificial intelligence will have an unprecedented impact on the stock markets. What began as a purely technological phenomenon is transforming into a cross-sector megatrend fueled by record investments of over USD 450 billion. No longer just chip developers, but also suppliers of specific infrastructure and energy providers are becoming the secret winners of this expansion. This fundamental change is creating opportunities far beyond the usual suspects and leads us directly to three interesting companies: semiconductor veteran Intel, energy company American Atomics, and server specialist Super Micro Computer.
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Commented by Nico Popp on February 3rd, 2026 | 07:00 CET
Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices
Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.
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Commented by Armin Schulz on January 9th, 2026 | 07:05 CET
Winners and losers in the silver shock: A look at the current situations of BYD, Silver North Resources, and Intel
A new battle over a familiar commodity is shaping the future of major global megatrends. Silver, critical for green energy, electromobility, and the electronics and semiconductor industries, is at the center of an explosive supply gap. The recent surge in silver prices is putting pressure on corporate margins, and like any crisis, it is creating both winners and losers. We therefore take a closer look at the current situation of BYD, Silver North Resources, and Intel.
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Commented by Carsten Mainitz on November 20th, 2025 | 07:20 CET
Pure excitement! Take advantage of the current correction with UMT United Mobility Technology, Aixtron, and AMD!
Tech stocks are currently correcting. However, artificial intelligence (AI) is undeniably an unbroken trend. AMD CEO Lisa Su expects the AI market to be worth USD 1 trillion by 2030. It is absolutely healthy to let some of the air out of the sometimes ambitious valuations. Apart from the well-known names, there are many mid-caps, small-caps, and micro-caps whose potential is only slowly being recognized. We take a look across the industry.
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Commented by André Will-Laudien on November 7th, 2025 | 07:50 CET
Fact check: After the correction comes the next rally! Ups and downs for Almonty, Aixtron, and Deutsche Pfandbriefbank
Zigzag! Buy, sell, buy again! What wild volatility we are seeing on the trading board! Palantir delivers dream numbers, exceeding analysts' estimates by 10%, only to drop 20% after a brief rally. Traders have a saying for this: "Buy the rumor, sell the fact." Indeed, this kind of market behavior is often seen around earnings releases. In the case of Almonty, the stock surged an explosive 700% in just eight months, only to lose 40% in the subsequent correction. For flexible investors, it is worth taking a closer look and not losing sight of the fundamentals. Here are a few ideas for rocking the boat or tucking stocks away à la Kostolany!
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Commented by Armin Schulz on October 17th, 2025 | 07:05 CEST
Three stocks, one trend: Jump on the momentum bandwagon with Almonty Industries, AMD, and ASML
The stock market often rewards those who recognize a trend before it becomes mainstream. This is not about short-term speculation, but about identifying companies with strong fundamental tailwinds that can drive prices higher over the long term. This momentum is fueled by structural factors: global technology shifts, geopolitical realignments, and the reorganization of critical supply chains. There is a reason why the saying goes: Go with the flow! Almonty Industries, AMD, and ASML each embody these powerful forces and currently have strong momentum on their side. Let's take a closer look.
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