DER AKTIONÄR TV|18. Mai
Söllner: "My God!" 1.000er-Knaller von Nvidia für Bloom, SMA, Tesla; Bitcoin, Xiaomi, SpaceX, Intel
📈 Hotstock Report: AI, Watch Hype & Global Markets
In this episode of the Hotstock Report with Florian Söner, the focus is on Artificial Intelligence and its winners, but also on a surprising watch trend and geopolitical developments.
🤖 AI Boom: Anthropic and Nvidia Take Off
- Anthropic (Claude): The AI startup is growing rapidly — reportedly by a factor of 80! The CEO calls it a "rocket." Not yet publicly traded, but planned in the medium to long term. Partners include Amazon, Alphabet, and Nvidia.
- Nvidia): Demand for GPUs is "absolutely intact." Rental prices for GPUs are rising again. Positively, Trump met with China's president; some H200 chips can now be sold back to China.
- AI Investments: The AI market is booming. The USA (15 times more AI power than Germany) and China (25 times higher investments until 2030) are driving the sector.
⌚ Swatch Surprise: Hype for a Plastic Watch
- The Phenomenon: A seemingly limited collaboration (Swatch + AP) causes long lines in front of stores. The mechanical plastic watch sells for about €500, but the black market price quickly dropped.
- Swatch Strategy: No artificial scarcity. Analysts have raised profit estimates by up to 50%. This is a recurring impulse for the Swatch Group, which is struggling in a weaker market.
🤖 Humanoid Robots: Progress and Competition
- Tesla and Xiaomi: Tesla's humanoid robots are a major fantasy. Xiaomi is catching up — CEO Lei Jun is a Elon Musk fan. **THK) as a supplier for joints could benefit.
- Current: Robots sort packages (1900 vs. Human 2400). Figer AI (partner of BMW) is working on fluid movements. By 2027, humanoid robots could become mass-market.
🌍 Geopolitics: Easing Tensions Between US and China?
- Trump in China: Surprising visit, positive atmosphere. The Chinese app "Baidu" shows comments wanting cooperation. Decoupling is partially being rolled back.
- Intel benefits: If Taiwan falls into crisis, Intel becomes more important as a Western alternative.
⚡ Energy: AI Needs Electricity
- Energy Demand: Jensen (Nvidia) forecasts AI could increase electricity demand by 1000-fold. The energy agency also expects a tripling of energy demand for data centers by 2030.
- Winners: Bloom Energy (fuel cells) and Generac (emergency generators, now batteries) are in demand. Enphase and Solar Edge are recovering.
- Climate all-clear: The catastrophic scenario (RCP 8.5) is no longer the baseline. Reason: Coal consumption is stagnant, renewable energy is booming.
💡 Speculative Highs
- **Rocketlab: A play on the SpaceX IPO. High valuation, but fantasy remains.
- Depot 2030ger: Achieved 510% gain (including Nvidia and AAK, which missed the AI trend).
- **Cisco and Hochtief: Cisco is seen as defensive, Hochtief as a more aggressive beneficiary of data center construction for Alphabet.
- SMA Solar: Despite climate all-clear, solar energy remains cheap and important for AI.
📉 Warning: Inflation Remains an Issue
- Monetary Policy: Inflation cannot be solved by printing money. Prices for everyday goods have partly doubled (e.g., Starbucks coffee).
- Bitcoin: Suitable as an inflation hedge, but currently not in focus is currently on AI. A correction might be due.
- Risk: Europe is falling behind in the AI race (3 data centers rejected in Germany).
Bottom Line: The show highlights a rally in the AI sector, driven by concrete products (Anthropic) and geopolitical easing. Swatch shows how traditional companies can benefit from smart collaborations. Investors should keep their focus on the US and China while watching inflation closely.
