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November 6th, 2025 | 07:05 CET

Totally underestimated! These are the secret winners of the AI and energy revolution: Power Metallic Mines, Aixtron, and Siemens Energy!

  • Mining
  • Nickel
  • Copper
  • PGEs
  • renewableenergies
  • AI
Photo credits: pixabay.com

Forget most of the hyped stocks in the AI and tech space. The most significant gains in the current tech and energy transition boom come - not from the diggers, but from the suppliers - just like during the Gold Rush in the 19th century. While billions are being poured into the hunt for digital gold (artificial intelligence) and green gold (renewable energy), the (emerging) raw material producers, specialized machinery manufacturers, and infrastructure providers are the ones benefiting most. We show you the overlooked profiteers of the boom!

time to read: 3 minutes | Author: Carsten Mainitz
ISIN: POWER METALLIC MINES INC. | CA73929R1055 , AIXTRON SE NA O.N. | DE000A0WMPJ6 , SIEMENS ENERGY AG NA O.N. | DE000ENER6Y0

Table of contents:


    Terry Lynch, CEO, Power Nickel
    "[...] The collaboration with CVMR offers two primary advantages for Power Nickel: We can cover a larger portion of the value chain in the future, and despite the extensive cooperation with all its positive outcomes, we have remained significantly independent. [...]" Terry Lynch, CEO, Power Nickel

    Full interview

     

    Power Metallic Mines – Strategically important mix of raw materials

    With the completion of the summer drilling program and concrete, promising targets for the fall and winter campaigns, the Company is preparing for its next growth phase. With its flagship NISK project in Quebec, Power Metallic Mines already owns one of the most promising polymetallic deposits in North America.

    The recently completed summer drilling in the Lion and Tiger zones confirmed the enormous potential of the polymetallic deposit. Some results showed high grades of over 16% copper equivalent, with strategic metals including copper, nickel, cobalt, palladium, platinum, gold, and silver. This rare and coveted mix makes the NISK project highly relevant for the energy and electromobility transition.

    CEO Terry Lynch spoke of "some amazing high-grade intersections." He continued: "We have expanded the known resource area and improved our understanding of the plunge of the Lion Zone. Our goal for this year's summer drilling was to expand the Lion Zone, which we have achieved, and additionally to discover the next Lion Zone."

    Targets for the upcoming drilling programs are now being derived from these results. Lynch also made it clear that the highest-priority areas have not yet been drilled. The reason is simple - the Company was in negotiations to acquire adjacent land packages and did not want to affect the prices. Now everything is finalized.

    Investors can look forward to the next drilling results. There will also be more news in the future about the extensive metallurgical tests currently underway. The goal is to determine the recovery rates of the most important metals. Previous drilling results indicate coarse-grained sulfide mineralization with chalcopyrite and cubanite, which is well suited for conventional flotation processes. This suggests excellent potential for high metallurgical yield – a key factor for the future economic viability of the deposit.

    At a share price of CAD 1.10, the Company currently has a market capitalization of CAD 255 million. However, analysts are considerably more optimistic about the stock over the next 12 months and have set an average price target of CAD 2.37 – implying an upside of 115%!

    (https://youtu.be/6e9tTAd9owc)

    Aixtron – Undiscovered AI beneficiary slowly waking up!

    This week, shares in Aixtron, a mechanical engineering company for the chip industry, were kissed awake. The shares are currently trading just below the EUR 17 mark. From a technical perspective, this area is exciting because it has not been explored in the last 12 months. Overcoming this hurdle opens up further price potential.

    In its latest quarterly results, the German company expressed cautious optimism about the coming year and a suspected revival in demand from the solar and LED industries. However, investors are increasingly recognizing Aixtron as a previously overlooked AI beneficiary and are praising the long-term potential of the massive expansion of AI data centers as a new, additional driver of demand. Barclays recently raised its price target to EUR 20, which could soon prove to be too low given the AI fantasy.

    Siemens Energy – "Top Pick" for the AI boom

    Siemens Energy shares recently reached an all-time high of around EUR 114 but have since pulled back slightly. This follows a price increase of approximately 180% in recent months.

    As one of the world's leading energy technology companies, Siemens Energy is well-positioned to benefit from the AI boom and the associated high energy demand of data centers. Analysts at US bank Morgan Stanley continue to rate Siemens Energy as a "Top Pick" and have raised their price target from EUR 112 to EUR 120.


    It is worth considering alternative investment options to benefit from the AI boom. In particular, the potential of Power Metallic Mines is underestimated. The Canadian company owns one of the most promising polymetallic deposits in North America, and analysts believe the stock could double in value over the coming months. At Aixtron, AI-related growth is gradually being priced in, suggesting the stock still has significant upside. Siemens Energy is a suitable way to play the trend with a blue-chip investment.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

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    Der Autor

    Carsten Mainitz

    The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

    About the author



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