Söllner: Call des Jahres! Neue Nvidia?! Rheinmetall, Xiaomi raus, Bitcoin, Tonies, bessere IonQ

About this video

• Video Title: Söllner: Call des Jahres! Neue Nvidia?! Rheinmetall, Xiaomi, Bitcoin, Tonies, bessere IonQ
• Channel: DER AKTIONÄR TV
• Speakers: Florian Söllner
• Duration: 00:41:41

Overview

This video features Florian Söllner discussing various stocks and market trends, with a particular focus on technology, defense, and emerging sectors. He analyzes company performance, stock charts, and market sentiment, offering insights and investment recommendations, including a "call of the year" and comparisons between different investment strategies.

Key takeaways

• Tonies Box: The Tonies box is presented as a successful product, especially for children, with its durable design and potential for expansion into gaming and AI-driven content. The stock is performing well, and the company is seen as having positive momentum.
• TomTom: Despite previous delays in the robotaxi market, TomTom is seeing renewed interest due to its HD maps being crucial for advanced driver-assistance systems and its new driver assistance product for Black Friday. Operational improvements, including enhanced free cash flow, are noted.
• Xiaomi: While the company has strong fundamentals and successful products like electric cars and consumer electronics, its stock has shown weakness due to increased competition and a general market correction. The speaker has sold their position but keeps the company on their watchlist.
• Rheinmetall: The defense contractor has benefited from increased military spending, with significant growth expected through 2029. However, the speaker suggests focusing on indirect beneficiaries or companies with less hype, like steel companies Voestalpine and Salzgitter, which are also seeing growth from defense contracts and infrastructure projects.
• Nvidia: Nvidia remains a dominant player in AI and is performing exceptionally well, with strong revenue growth. However, the increasing competition from companies like AMD and Google's TPUs, along with the high valuation, warrants attention for potential future corrections.
• Alphabet (Google): Alphabet is highlighted as a strong AI player with improving stock performance, driven by its advancements in AI models and a strong market position.
• Intel: Intel is gaining traction due to potential significant orders from companies seeking to diversify supply chains away from Asia, coupled with US government support.
• SMA Solar, Samsung SDI, AT&S: These companies are mentioned as potential beneficiaries of the AI boom and investments in areas like battery technology and semiconductor manufacturing, particularly in regions like Hungary.
• IonQ: As a leader in quantum computing, IonQ shows significant long-term potential but is currently very expensive with a high price-to-earnings ratio. The speaker advises caution and suggests indirect investment through larger companies.
• Bitcoin: Bitcoin is currently in a correction phase, with momentum favoring gold and AI stocks. While the long-term concept of digital gold is acknowledged, the speaker advises against an "all-in" approach due to current market conditions and high volatility.
• Impinja: This Swiss construction company is seen as a potential beneficiary of infrastructure projects and the growing demand for data centers in Europe, with a strong pipeline of projects.