Download "Söllner: Extreme Situation - ich kaufe Solar. HotStock Tilray, Nvidia-Schreck und BYD für Mercedes?"
Please wait. We're preparing links for easy ad-free video watching and downloading.
Table of contents
Similar videos from our catalog
%3Aformat(webp)%2Fi.ytimg.com%252Fvi_webp%252F7fnw5wdUhu4%252Fmaxresdefault.webp&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi_webp%252FA9Q2d3E1LgA%252Fmaxresdefault.webp&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi%252F_vIQOuaFz4Y%252Fmaxresdefault.jpg&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi_webp%252FaJp_mVH1GZA%252Fmaxresdefault.webp&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi_webp%252FvHV3KUjVeBo%252Fmaxresdefault.webp&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi_webp%252FzIm-Kr7gKTM%252Fmaxresdefault.webp&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi%252FzZOu8HSLauU%252Fmaxresdefault.jpg&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi%252FKZ664yQ9tTQ%252Fmaxresdefault.jpg&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi_webp%252FOokKpxt6BFg%252Fmaxresdefault.webp&w=1139&q=75)
%3Aformat(webp)%2Fi.ytimg.com%252Fvi_webp%252F__c20emmE80%252Fmaxresdefault.webp&w=1139&q=75)
Video tags
Subtitles
Russian
00:00:01
[Music]00:00:08
welcome, nice that you're part00:00:09
of the hot Stock Report and of course00:00:12
at my side for this show Florian00:00:13
Seiler Marco hi back, yes, I'm00:00:16
back too and we're starting the show today00:00:18
with a bit of hip hop vibes from the 90s00:00:21
This now00:00:22
reminded me that we are watching a Mercedes00:00:24
video or excerpt from a tiktok00:00:27
where the Mercedes model is currently using00:00:29
bounce mode, which is already there and is00:00:31
briefly explained that this bounce mode is00:00:34
actually used for something other00:00:35
than or is intended for what Now it is00:00:39
actually used to00:00:40
free yourself from the sand, a very00:00:42
sensible and serious function from00:00:44
Mercedes but it is currently going a bit00:00:46
viral all over the world. You can00:00:48
play it in and that is exactly how it should00:00:50
actually be used and00:00:52
to free yourself from the sand.00:01:06
That shows clearly00:01:09
Mercedes is also worldwide, especially00:01:12
we'll come back to it later when it00:01:14
comes to combustion engines, they do00:01:16
n't go away overnight and00:01:17
Mercedes has its appeal and sells00:01:20
its cars at a high rate, and by the00:01:23
way, it also had an extremely high mesh00:01:24
recently, higher than almost everyone00:01:26
else Manufacturer00:01:29
KGV 5 is clearly also now a bit tired,00:01:34
actually a top doubles up here00:01:37
so it's a tough position from my00:01:39
point of view but it's doing comparatively00:01:41
well and we know it not only BMW is00:01:44
only a tenth as highly rated00:01:47
as Tesla but also Mercedes so00:01:50
will have its Go away and here you can see what00:01:52
it could look like, of course,00:01:54
not only combustion engines Mercedes is making progress here00:01:57
Goal a the study was00:02:00
shown last time two weeks ago there is00:02:03
fresh news that videodreams00:02:05
could perhaps supply the cells for this and this will00:02:08
come on the 26th 27th then the small00:02:11
G-Class you have just said where00:02:14
is that where is the small one it is00:02:16
actually smaller then electric00:02:18
of course fully electric Mercedes00:02:21
is careful with its brand and00:02:24
also with the design you have00:02:25
recognizable but of course it also goes00:02:26
electric in the direction of 50% Until the end00:02:29
of the decade will continue here too,00:02:30
it will be exciting to see how we continue00:02:34
to do, you just00:02:37
mentioned look at the chart,00:02:39
um, what is there at the moment, there is no00:02:41
estimate,00:02:42
comparatively little is happening recently, and in00:02:44
a certain way there is still happening00:02:47
This resistance is still above the signal00:02:49
line but here already yes you could00:02:51
say beaten you could say00:02:54
resting position from the next jump I'm00:02:56
a little more cautious My thesis00:02:59
is yes I can't00:03:01
look directly into China but the euphoria regarding00:03:04
the expansions in the west to00:03:05
Germany with screen dreams00:03:08
is a bit exaggerated for me,00:03:09
next move also tells me, for example, that he00:03:12
notices that they are close and, for example, the00:03:15
first eight months were landshutistik00:03:17
and00:03:18
2700 teams cars sold in Germany00:03:22
notice share 0.1%00:03:26
0.1%. I miscalculated the last time00:03:29
and sold the decimal place00:03:33
0.1% so even less than00:03:37
I thought, thanks for the tip, so I00:03:40
mean you can't do it like that00:03:42
and there's a new00:03:43
article today about billio dreams that says you can go to Germany00:03:46
-Boss or00:03:47
exchange So clearly there is a price war00:03:51
here too, there are a lot of offers, the goal00:03:53
is only starting now, which can00:03:55
give new impetus, we have to wait and see because it00:03:58
is comparatively expensive00:04:01
compared to all the other electric car00:04:03
models and also00:04:05
the blockbuster, I say Model 3 for00:04:08
example, we're already on the topic00:04:09
when we talk about electric cars or00:04:12
the industry. We also have to00:04:13
talk about Tesla, what's the current state00:04:15
of things? I've only read that Ex00:04:17
doesn't have that much to do with Tesla now, but00:04:18
wet 90 % has then lost value00:04:21
since the Twitter ex took over, he's00:04:23
fighting precisely because he feels like he's been00:04:26
treated unfairly because there's a00:04:29
real initiative apparently to get00:04:32
advertising customers to stop00:04:35
booking and of course then it loses00:04:36
a lot of value but it's clear now not00:04:38
necessarily relevant for the Tesla share,00:04:41
which has actually recovered again,00:04:43
clearly from a one-year perspective you are00:04:46
still a bit behind in BMW and00:04:48
Co but have already recovered and00:04:52
are still caught up in the big00:04:54
story and the hope that you will full00:04:58
self-driving just solves00:05:01
my opinion is known great cars00:05:04
that are actually price performance really00:05:06
strong even if there is a lot of00:05:09
competition but actually for00:05:12
me that can't be00:05:14
a holiday bargain and we00:05:15
'll come up with it again because it's difficult00:05:17
as a stock are currently unpopular,00:05:19
I feel more and more comfortable to00:05:22
get involved, you know, very early on because00:05:24
I was also bullish for Tesla in 2011 but00:05:27
that got a bit too hot for me,00:05:28
the topic was so long ago,00:05:30
that's a really long time ago, we're looking at00:05:32
a different industry00:05:33
So hydrogen is00:05:37
now the topic, what is the current00:05:39
keyword bullish? I was also bullish00:05:42
for hydrogen a few years ago, but00:05:44
at some point it was clear here too, or here00:05:47
in particular it was clearer than with00:05:49
electric cars, that is overheated, that00:05:51
the hopes were and are too high, but it00:05:55
is not An annoying recommendation list00:05:58
from us00:06:00
is also not a clear purchase because we00:06:03
are actually in a downward trend. You00:06:04
know, when you are in a downward trend and are00:06:06
falling, I am not a fan at all of00:06:08
grabbing a knife, especially since the00:06:10
titles are still expensive. An app there00:06:12
still has a price-to-sales ratio out of00:06:14
10 I don't know, things are progressing so quickly00:06:16
but the boss is unsympathetic and I00:06:19
asked again and that's00:06:22
actually a little eye-catcher00:06:24
because the customer inquiries were written almost casually so00:06:29
sales are not yet up by 0.8 billion to 1.1 billion00:06:32
The increase has already been huge00:06:35
when you compare it to the 300 million mark,00:06:37
but I immediately00:06:38
asked the CEO Schmidt, yes, what does it00:06:41
mean to inquire when and how does it come? He00:06:43
has already said, of course, there are also00:06:45
inquiries that are in the vicinity00:06:46
for a long time and of course I have to come00:06:48
there at the moment today 2018 20 so00:06:53
you actually have to observe that individual reality will come into being00:06:58
he continues to believe in the citwheels00:07:01
mood hydrogen but admits and00:07:04
that the breakthrough is still a long time coming, there00:07:07
is00:07:10
still headwind, especially in the short term00:07:12
is not the case simply you see then in00:07:14
jest so00:07:15
observe yes in particular00:07:19
we observe but the small00:07:22
buy signals are missing so00:07:24
for me in particular00:07:27
don't invest too much in hydrogen00:07:31
we continue to compare two other values that in00:07:33
my opinion haven't even00:07:34
been mentioned here yet if I have it00:07:36
displaced00:07:37
iteres and recore systems it wouldn't be00:07:40
white or what do they do exactly why00:07:41
are they perhaps interesting exactly00:07:43
the cash register systems you've ever had00:07:44
remember the00:07:45
reporter on the street is with AI wait a00:07:49
minute Andi00:07:52
what's on vacation for too long00:07:55
interesting basically a startup also a00:07:58
correspondingly high rating through00:08:00
artificial vegan sensors on the00:08:02
street. You find patterns in the00:08:04
movement image and then, for example, you00:08:07
discover a hallway just because you00:08:08
look at this car driving. Strange00:08:10
times00:08:11
are a bit more relaxed, but there are00:08:14
also the sensors and00:08:16
the streets Observation for smart00:08:17
streets and00:08:22
already had a tfa signal here in January00:08:25
but that would be nice and upward for00:08:27
next year then the P/E ratio would have to be 12 to 1400:08:30
years. That would now be00:08:33
the safest of the alternatives, which00:08:35
would be more conservative00:08:39
Both are running the recommendations in the Hotdog00:08:42
Report to buy fresh. I would00:08:45
actually recommend ETS and00:08:48
Rica Systems. I hope that you do something similar00:08:51
to mine between the concerts00:08:52
and then maybe pick up the momentum in time for the00:08:55
next battle signal.00:08:57
We'll watch a00:08:59
video of it now It was already a topic, we'll00:09:01
also talk about Nvidia00:09:02
and Apple and so on. A few big00:09:04
tech companies on this video you can see00:09:06
that there was a forum in Washington last week,00:09:08
an artificial00:09:10
intelligence forum, and there are00:09:12
guests there, for example, or here is the one palatasi00:09:15
also Max Zuckerberg Bill Gates exactly00:09:19
interesting to take a look at,00:09:21
for example at least the proximity of the00:09:24
people as they stand and here00:09:27
they are also very exciting and hacking face is00:09:30
not that well known so to speak in the startup00:09:32
in the AI community00:09:34
we will do that in a moment show a point00:09:36
clearly patented00:09:38
have already seen a closeness about which00:09:42
the founders Peter Thiel, for example,00:09:45
is there on the left, in00:09:47
this respect you can actually sometimes00:09:49
have to observe what00:09:52
is still possible here in cooperation00:09:53
basically00:09:55
briefly to hacking face you can see the00:09:58
logo now not right now but it's just so00:10:00
if you say okay here is hacking00:10:03
face nice logo yes exactly thank you00:10:11
also so models AI models if you say00:10:14
you want to have yours tested00:10:16
upload what you can00:10:19
have it calculated train you can00:10:21
exchange ideas you can also see already00:10:23
finished models, so if you say you do00:10:25
n't want to program yourself and do00:10:27
n't have that much idea about it, that's00:10:28
a good way to get started, but it's useful for00:10:31
big customers who Amazon and Co00:10:33
are growing strongly and are very fresh with00:10:37
a video now my cooperation00:10:38
that An AI cloud is again available00:10:41
for training, so you've00:10:43
built a video here,00:10:45
so it's an exciting, fast-growing00:10:48
tool and a community that is currently okay for several00:10:52
reasons,00:10:53
so it's an00:10:56
interesting company here if00:10:59
you're also among the CEO among the00:11:00
Big of the big employees and the00:11:03
proximity to a video you00:11:04
mentioned, we're looking at a video00:11:05
now in comparison with Apple,00:11:07
no, Nvidia can't do any00:11:09
harm at the moment, absolutely, we00:11:11
only had a little plan last week about how00:11:13
high you can go Startup00:11:15
investments that's just a video that00:11:17
has this proximity to startups and you can see00:11:19
Nvidia still in an upward trend,00:11:23
but you have to watch closely how00:11:25
the sector has gone. There are00:11:29
reports from TMC that are a bit contradictory at first glance, i.e.00:11:32
yours00:11:34
On the one hand, there are reports from00:11:36
Blumberg that they are having00:11:39
difficulty delivering the capacity00:11:41
because that means parts are missing,00:11:43
perhaps on a few, you can00:11:44
also deliver 80 percent of the required chips, GPUs,00:11:48
if these reports00:11:51
meet, but on the other hand, there are also00:11:52
states Article according to which TSMC in turn00:11:55
instructs its suppliers to stop delivering so much00:11:58
because some customers are not00:12:00
only repeat customers but some TOP00:12:02
customers apparently don't order so quickly anymore,00:12:04
so you have to watch00:12:05
whether things are a little hot, so definitely00:12:08
the stock has done well and We've00:12:10
been running hot,00:12:11
so we're actively buying in now, it's no longer00:12:14
necessary that you00:12:17
always keep the rest of your position. We've had00:12:19
trades since December, e.g. there were ten still00:12:22
three in the depot in 2030 and have00:12:27
taken profits again and again.00:12:28
Apple is at least brilliant when it comes to AI00:12:33
a little bit later00:12:34
of course not the sensation delivered00:12:37
chat English00:12:39
you can't see very clearly you00:12:42
know who knows the Apple Chat we've00:12:45
just started a bit00:12:46
already relatively expensive the big sensation00:12:50
I know the Apple is coming and not live00:12:54
but after reading it was a00:12:55
bit Yes, so the next big song is a long time coming.00:13:00
It hasn't made an impact for years. I would00:13:03
n't actively buy it at the moment. From00:13:04
my point of view, we'll switch to IBM straight away.00:13:07
You spoke to the vice president of00:13:09
at least the umbrella region00:13:11
in detail, what did he tell you?00:13:13
I like that very much IBM, everyone00:13:17
knows it has been around for over 10000:13:19
years and now has a team Scones yes00:13:23
interesting and friendly00:13:24
to read about of course in the shareholder as he00:13:27
on Friday and IBM for me is00:13:30
also a partner who is also involved00:13:32
and hacking face you have it again00:13:33
the topic00:13:35
is really very actively tried and you00:13:39
also have the cash flow to invest in AI00:13:41
and from my point of view00:13:42
clearly underestimated I can also00:13:45
talk to the former IBM00:13:48
Europe boss Hans Olaf Henkel who00:13:51
said he has his Stocks still, even00:13:52
though they have brought a lot of dividends over the last 20 years,00:13:55
but not00:13:57
the price rally, but maybe that will change so00:13:59
feel free to read what was said00:14:01
when Interview with the00:14:04
topic of AI and quantum computers,00:14:07
we are sticking with it and these00:14:10
are stocks you can you think that00:14:13
I find exciting where not everyone00:14:15
is talking about it yet but perhaps still00:14:17
surprisingly technological strengths are00:14:20
making progress that you can00:14:22
take a closer look at and I have already00:14:24
done quite well,00:14:25
absolutely of course00:14:34
it was a good stable stock which is00:14:36
also worth something which stock can do it They00:14:37
claim to00:14:38
have reinvented themselves or their company again and again and that's00:14:41
exactly what happened in my opinion, which is exactly00:14:42
what people think is00:14:45
super micro, we had this little00:14:46
slump after the figures were presented before the00:14:48
beginning of August at some point we're00:14:50
here in the chat too, it still has it not00:14:52
really recovered since then, exactly the same Micro00:14:54
current recommendation in the shareholder user00:14:57
report and here too my opinion00:15:00
is that things have gotten hot,00:15:03
the00:15:04
price level is still fundamentally justifiable but of course we have now entered00:15:06
into the consultation here00:15:09
and there is a fresh turnaround00:15:11
here down can be a false positive00:15:13
but for me it is a stock that you00:15:16
should definitely watch and if you00:15:19
don't focus on it00:15:21
then of course you might00:15:23
buy it again. Currently it looks like there will be a00:15:25
further correction from China00:15:29
but of course that will00:15:30
still come out of the discussions even if it is00:15:33
In the short term, perhaps overheated, it is00:15:36
still so clear to me that the00:15:38
topic of AI can and will surprise very positively in the long term.00:15:43
IBM CEO,00:15:45
for example, recently said that00:15:48
50% of the tasks that are repeatable can be00:15:51
set by Kios in the future, i.e.00:15:54
during a bit of small factory00:15:56
automation00:15:58
so factory workers have been replaced by00:16:01
robots, it is already there in the00:16:02
factories,00:16:04
by the way, a maximum of one company has the00:16:08
raw material for robots, but that will00:16:09
come another time.00:16:11
Now is the time when office00:16:15
employees are automated and00:16:17
replaced, not all of these tasks are00:16:20
relative are easy to do00:16:24
and repeatable and it's00:16:27
still a gigantic market, of course00:16:29
we're leaving the league of00:16:31
US corporations, but it's no less00:16:32
exciting when we now00:16:34
look at the German Raw Materials AG, for example, and00:16:36
you also have something with the CEO even00:16:38
spoken directly, that's exactly what I say again and again00:16:40
and we have a00:16:42
nice new revival here because TFA Signal was00:16:45
in the TV depot two years ago and then00:16:48
we are also patient and have00:16:50
not taken all of them since keeping them00:16:55
and the surprising thing is that it has been00:16:57
rising very badly in the last few days.00:16:59
It is thought that the price of oil00:17:01
is rising, although in fact more and more00:17:04
electric cars are coming onto the market and yes,00:17:06
the question has probably been00:17:08
heard many times by the CEO but I00:17:10
asked her again, yes what It's clear now00:17:13
with the electric cars why oil is rising00:17:15
precisely because too little was invested00:17:18
because reserves are also falling in the USA,00:17:21
especially where the German00:17:22
raw material is active, but interestingly00:17:25
interesting what he says in his opinion is00:17:28
that you have a different perspective because we00:17:30
often over selektroaut talk about what is00:17:32
actually going to be big but there are00:17:34
other factors that have to drive demand for00:17:37
oil00:17:39
or keep it stable00:17:41
then let's just listen to00:17:43
your conversation with the CEO of00:17:46
German Raw Materials exactly00:17:48
so we believe that from the point of view of00:17:50
Five years and ten years and00:17:52
probably also on the face of00:17:54
20 years, oil demand will00:17:56
either continue to rise or at least remain at this00:17:58
fairly high level.00:17:59
It has to be said very clearly that what was00:18:00
said at the beginning is00:18:03
essentially a function of00:18:05
the world population In Western00:18:07
countries, many many barrels of oil are consumed every year00:18:10
and the seven billion00:18:14
people who do not have the privilege of living in00:18:16
very advanced and very00:18:18
wealthy Western countries00:18:19
consume a fraction of what is00:18:22
said with low prosperity to00:18:25
move to all of these countries is00:18:27
of course absolute Massive demand00:18:29
for oil and these are00:18:31
mostly countries that of course do not00:18:32
immediately have access to00:18:34
electromobility and other00:18:36
technologies that press the winning question of what00:18:38
they are. You have to say that we00:18:40
ourselves are dealing with the topic of00:18:42
electromobility and think it is very important00:18:43
very exciting, that will also00:18:44
play an incredibly large role and00:18:46
continue to increase, but at the00:18:48
same time you have to00:18:50
be realistic and say that the calculation will00:18:52
not displace the combustion engine in the next ten years00:18:53
and the00:18:54
absolute number of burns on the00:18:56
road will probably at least be00:18:57
stagnating or perhaps increasing00:18:59
in the next five to ten00:19:00
years, I think that's just a00:19:01
reality if you have to face it00:19:04
and in addition, of course, a00:19:06
lot of the demand for oil and gas00:19:09
also takes place in completely different areas,00:19:10
so that's the topic Private00:19:12
car traffic accounts for perhaps 20 to 3000:19:15
percent, I think, out of the question,00:19:17
i.e. the demand in other sectors,00:19:20
which is already very, very high. It starts00:19:21
with agriculture, which I think accounts for00:19:23
five to seven percent of the demand It00:19:26
's still a00:19:27
very, very further trip, very interesting00:19:30
to know that, for example,00:19:32
if you take countries like South America,00:19:34
Germany's per capita oil00:19:38
is ten times as high, and00:19:41
he's right in that respect, if only some of00:19:43
the prosperity, so to speak, and00:19:45
others are not achieved They do00:19:47
n't necessarily have to buy a new combustion engine. They are00:19:49
still needed, of course,00:19:51
for chemicals, for smartphones, for00:19:55
plastic and so on.00:19:57
You already have a sharp value for it00:19:59
two or three weeks ago00:20:02
We also see the00:20:04
salt share in September, it is going up quite steeply,00:20:06
also an unpopular share, clearly00:20:09
uranium, but here is the breakout and we00:20:12
have just mentioned it accordingly00:20:13
in the shares recommended00:20:15
and it continues because the P/E ratio is clearly00:20:18
cheap around or below 10, the largest00:20:23
producer00:20:25
and of course climate protection, climate change remains00:20:28
an issue and, for example,00:20:31
France has prevailed across Europe to the extent00:20:33
that this is partly taken into account.00:20:35
Germany, which is different here, is00:20:39
switched off, so to speak. There is00:20:42
also a new graphic that is00:20:44
interesting somewhere, that we are00:20:46
buying a lot more electricity grid00:20:48
after that Shutdown also a lot of00:20:51
hydrogen but we still buy00:20:53
well over 20% nuclear power and00:20:57
the bottom line is, for example,00:20:58
picture today00:21:00
with source Angora, we00:21:03
now use 4% nuclear power before switching off, it00:21:07
was 2.5% so even we use00:21:11
more nuclear power even though we supposedly got00:21:13
out00:21:15
There are politicians in Sweden who, let's say, are00:21:17
planning to slow down ten new nuclear power plants and climate change00:21:21
and00:21:24
indirectly criticize Germany, i.e.00:21:25
worldwide it is an issue you can see it00:21:27
here in the chat and of course a topic that is00:21:30
surprising for many who think00:21:32
and hope to learn It's a00:21:35
race, you can do that right now,00:21:37
I've just00:21:39
ordered00:21:40
solar as well, which is00:21:43
also a nice promotion, so00:21:46
I love solar and wind also has its00:21:49
place, but at night we00:21:52
just need base load, for example, and there00:21:55
I actually00:21:59
prefer modern nuclear power to coal.00:22:02
You say you have now00:22:05
yes, we're looking at the solar industry00:22:07
now if you're currently active there and00:22:09
are thinking about adding something to it, you're00:22:11
actually also contouring in that sense00:22:13
because at the moment demand seems to be00:22:15
declining quite a bit00:22:18
Demand for stocks00:22:20
but for the product is clear00:22:25
and at the same time you have to praise the government for00:22:28
a fresh00:22:29
grant if you buy solar batteries00:22:33
in conjunction with an electric car00:22:34
so we can00:22:36
talk about what I might be00:22:37
planning in the next few weeks and, for example,00:22:42
solar bath00:22:44
Mr. Breuer tells me, yes, it's true, the demand00:22:47
has been quite surprising in the summer00:22:49
months, it's clearly declined, it's00:22:51
normalized in Germany00:22:54
and it's still under construction and00:22:58
that's why it's fresh from SMA00:23:01
Solar, so I think it's a remarkably00:23:03
good tweet, so to speak SMA first of all00:23:07
point out that yes, even if we are00:23:09
now maybe00:23:11
complaining a bit about the demand, basically00:23:13
more built up again in the first half of the year,00:23:15
so many installed in the whole of the year,00:23:18
so things are progressing well and thanks00:23:21
to the craftsmen, I also think it's very00:23:23
positive I think they are often00:23:25
underestimated, but you can now see00:23:27
the most important meaning, which I think is really00:23:28
good and is always a bit00:23:29
underestimated, that you do00:23:32
n't overwhelm them technically with too many driving pins00:23:33
and00:23:36
let them do their work. They are00:23:38
simply very important here Again,00:23:41
why did00:23:43
solar power jurub send out a call for help00:23:47
to the governments who00:23:51
say hey there are simply too many00:23:53
modules from China in the market and that00:23:55
is still a problem, i.e. there are00:23:57
too many modules here despite growth00:24:01
and you notice I've seen it on every solar panel00:24:03
that I wouldn't touch at the moment00:24:05
because it's not yet clear how00:24:07
bad it is,00:24:08
so once asked, of course, report,00:24:12
yes, if we have problems in the module area, there00:24:15
can be problems in the00:24:17
maintenance area, so my impression00:24:19
is of course not that strong, no, so00:24:23
first of all Of course, the00:24:27
most recent one just last year pushed forward00:24:30
the doubling of capacity in00:24:32
Germany, where the environment was even better00:24:34
than it is now, you have to know, but00:24:38
we also00:24:40
sold a few, but we00:24:42
still have a remaining SMA position and I'm00:24:44
happy to buy it also suggestive again00:24:47
when things have calmed down00:24:49
at the moment more with the product00:24:53
and the share is also similar to AI,00:24:57
which is of course until 2030 it will remain very00:24:59
exciting not only SMS and then00:25:01
other value manufacturers such as are omitted and00:25:03
watch but I would also wait a00:25:06
bit tosee00:25:08
what exactly how Quickly now, exactly when the00:25:11
call for help is being heard, what kind of measures are being00:25:14
taken by politicians to perhaps help the industry00:25:18
a little00:25:19
further because00:25:20
what China is currently pushing in here is already massive,00:25:23
by the way, I wanted00:25:25
to add that. Now it's a conversation00:25:29
about Europe00:25:32
Maybe apply tariffs across Europe on00:25:35
biotreams in order to protect the German00:25:37
automotive industry. Something00:25:40
similar was00:25:43
tried a few years ago for the solar industry00:25:44
for the solar module construction00:25:47
world at the time and to artificially protect it00:25:50
and make solar more expensive, which00:25:52
was initially bad for the climate It did00:25:54
n't help either, so I'm not00:25:55
at all a fan of00:25:57
creating artificial barriers to change the00:26:00
free trading regime.00:26:02
It would be better to basically make the00:26:04
conditions here attractive,00:26:06
whether it's tax cuts, whether it's00:26:10
cheap electricity prices for production, whether it's00:26:11
less widespread, these are00:26:14
things that you can do You don't have to00:26:17
just do great short-term00:26:19
actions that don't bring anything, so that was00:26:22
being together, then we discussed a lot on00:26:24
the golf course at that point about00:26:27
how things could00:26:28
continue. Your opinion, yes, exactly gold,00:26:30
by the way, we also have a00:26:32
gold stock position in the process 30 because it's00:26:36
clear that it's stable, a small tip00:26:40
upwards because it's basically next to the00:26:43
Bitcoin, we also have a tick in the00:26:44
process 30 an insurance00:26:47
against the valid length of course there was00:26:49
now the interest rate increase in the key interest rate00:26:51
in Europe, which I00:26:54
honestly think is a good thing, so00:26:55
you'll be in the financial sector You don't hear that that often,00:26:57
which of course isn't so good for the stock. Let's00:26:58
see the graphic00:27:01
here. Interest rates have now been00:27:04
raised, which is a good thing, but the key interest rate00:27:07
is still below inflation00:27:08
for the next few years,00:27:10
at least this year for the year In the next few00:27:12
years there will be a new00:27:14
estimate, even the inflation estimate has been raised a bit,00:27:16
so we00:27:19
're not there yet and you know,00:27:21
you also know why the00:27:24
party was just too big, the money printing party and I00:27:27
think we'll have another one00:27:28
Graphic because Statista just shows00:27:31
the M2 money supply we have here in00:27:35
Germany in Europe which has more than00:27:38
tripled in the last 20 years, that00:27:41
is immense, it is huge and it is00:27:43
now stabilizing and is being00:27:45
reduced slightly but somewhere it is still there00:27:48
that is not the case a simple task to00:27:50
solve that we are articles from00:27:52
knowledge insiders where you just00:27:54
mentioned this party, it's basically that00:27:57
we behaved like a drunk00:27:59
sailor or00:28:01
actually that was that was again the00:28:04
simple solution to just00:28:06
pour money into all the crises which we had00:28:07
and JP Morgan said exactly00:28:10
that we donated like a drunken00:28:12
sailors and his opinion is that there is still00:28:17
something to come, it simply has to be00:28:19
slowed down and00:28:22
handled respectively, so some hope that00:28:25
we are already through with it00:28:26
I'm skeptical about the interest rate increases,00:28:30
it's being addressed better but00:28:32
not yet as sharply as it probably00:28:35
should be.00:28:37
Inflation remains an issue, so to00:28:39
hedge, there are actually00:28:42
other replacements that still make sense for me when it comes to00:28:44
mixing. I think we've00:28:46
still generated a picture of this drunken one00:28:47
again Of course, if so,00:28:51
you want to show us right away00:28:52
before we get there, that was a00:28:55
nice time Bitcoins that you00:28:56
fly here and the bull but let's see00:28:58
how big the tomcat gets,00:29:01
I think the modern version is like00:29:05
that before I was00:29:07
actually more afraid presented00:29:11
okay, that's exactly what happens now you have to deal with00:29:16
the consequences.00:29:18
Conclusion00:29:19
some people think yes, if some sectors00:29:22
like AI are going very smoothly again,00:29:25
we're already somewhere along the way There00:29:33
are a few things here that are00:29:36
built up too strongly, sometimes00:29:38
a speculative bubble, not whoever is00:29:40
still flexible and00:29:42
cautious and always diversify and00:29:45
look closely. Is the industry currently on00:29:48
fire or not?00:29:54
We haven't even gotten through it yet, maybe there00:29:55
will be a third extra Enterprise00:29:57
and silotronics.00:30:00
I don't know how to manage the transition00:30:01
from the emphasis on the sailors here,00:30:03
no matter00:30:04
what you want my comparison to be00:30:11
no effects, everything will be00:30:13
fine, it has no long-term effects00:30:15
and the problems were already there over the00:30:17
covered ones, we agree in the area of00:30:19
security, it was just going through the00:30:21
Springer press, especially on00:30:24
Twitter, a lot of videos these days00:30:26
where there are eliminations in00:30:29
Germany that00:30:31
immigration is still not really00:30:33
regulated, so these are points00:30:36
why I believe that the00:30:39
issue of security remains important in the long term.00:30:41
sieotonics has now even00:30:43
faced headwinds when it comes to orders, which00:30:45
surprises me because we00:30:47
actually have such an imbalance that we are00:30:49
not investing as massively as we do You00:30:51
would think, but I think that has to00:30:54
come one day. By the way,00:30:55
armaments are also a thing of the past.00:30:58
Germany is still not spending00:31:00
two percent on armaments as00:31:02
promised or exactly as promised,00:31:05
even though they want to actively intervene in the war and00:31:08
want to protect and it's similar00:31:11
The area of security that actually00:31:13
not that much is being invested in00:31:15
police officers would certainly think00:31:17
so the bottom line is that I think sieotonics has00:31:20
now come back for00:31:21
next year P/E ratio towards 12 favorable00:31:23
for me00:31:25
anticyclically a purchase and action00:31:28
Enterprise anyway they are the percent00:31:30
30 not nice castinga made 3000:31:33
years of celebration made part 10 completely new00:31:36
which now shoots even further she gets it00:31:40
he shoots and the armpit has the big00:31:42
goal the dream that fewer people00:31:44
die from live firearms00:31:46
but are only used in combat00:31:49
for me both titles are worth believing then00:31:52
we have one The last title was00:31:54
included today for today or you till00:31:56
Ray there was a bit of00:31:58
fantasy again recently00:32:00
absolutely so Tiller is a gamble we00:32:03
are here in the hot stock00:32:06
after something solid came here with IBM there is00:32:09
another real gamble and00:32:11
clearly below There are no profits yet00:32:13
and you have already seen enormous prices go00:32:16
up quickly in the last few years and00:32:18
then down 80-90% again, so only those who00:32:20
can handle it should00:32:21
gamble here, but in fact for me it is00:32:30
recommended under increasing volumes and clear signs of life with material here that as a hot dog you00:32:36
can reduce your cash even if you use up your cash or are just starting the break00:32:39
and the easing00:32:42
in the USA is slowly but surely progressing,00:32:44
the classification and cannabis in a00:32:47
different category, the actual00:32:49
widespread release will probably00:32:51
take longer, but Things can00:32:54
happen quickly in Germany,00:32:55
there are corresponding signs, so for00:32:57
me it's still not chatting00:33:00
every day. Last but not least,00:33:03
the whole topic has already been mentioned00:33:05
twice here in this program.00:33:07
We see another video00:33:08
where, so to speak, yes is explained00:33:11
why that wasn't cool this year00:33:13
we are supposed to have a fairly unknown00:33:16
candidate again publicist who has now00:33:20
been asked yes what what can I00:33:22
do as a young person to00:33:24
be successful somewhere I will00:33:26
also give her the training the job means but00:33:28
for me it is the one to one on the00:33:32
stock market that I would give to anyone who00:33:35
says okay, I'm maybe 900 stock market00:33:36
how can I make a difference here00:33:39
and then we have what he says00:33:41
what he already has00:33:49
[music]00:34:10
a politician but he's a good one00:34:13
Advice that the bouncer I00:34:15
think that remains the greatest00:34:18
protection to secure or increase your assets00:34:20
in the highly00:34:22
volatile phases that we have and which will00:34:25
strike again accordingly.00:34:28
Video is over, we are through that, that's it,00:34:31
thanks for that today,00:34:33
we'll see next week We'd love to see you again and hopefully00:34:34
you'll be there until then00:34:38
[Music]Description:
Florian Söllner, leitender Redakteur bei DER AKTIONÄR, blickt jede Woche auf die spannendsten Entwicklungen im Tech-Sektor. Heute geht es um folgende Werte: Mercedes-Benz, BYD, Tesla, Enapter, Nel, Rekor Systems, Iteris, Nvidia, Apple, IBM, Super Micro, Deutsche Rohstoff AG, Kazatomprom, SMA Solar, JinkoSolar, Gold, Axon Enterprise, Ceotronics, Tilray. 00:00 Intro 00:15 Mercdes-Benz 02:36 BYD 04:12 Tesla 05:34 Enapter vs. Nel 07:33 Iteris vs. Rekor Systems 09:03 Hugging Face 11:03 Nvidia vs. Apple 13:06 IBM 14:44 Super Micro 16:33 Deutsche Rohstoff AG 19:57 Kazatomprom 22:04 SMA Solar vs. JinkoSolar 26:25 Gold 29:55 Axon Enterprise vs. Ceotronics 31:53 Tilray In seinem wöchentlichen Hot Stock Report setzt Florian Söllner antizyklisch auf Geheimtipps, über die an anderen Stellen noch gar nicht berichtet wird. Es handelt sich dabei um Titel, die von Megatrends wie Fintech, Mobile, Robotik, Künstliche Intelligenz, Internet der Dinge oder Auto 2.0 profitieren. Den Hot Stock Report finden Sie hier: https://www.boersenmedien.de/shop/hotstockreport.html Für Söllner zählt vor allem das persönliche Gespräch mit Vorständen, Großinvestoren und Experten zu seinen Stärken. Er informiert seine Leser detailliert und exklusiv über außergewöhnliche und zukunftsfähige Firmen und deren Aktien. Hinweis auf Interessenkonflikte gemäß §34b WpHG: Florian Söllner hält Positionen an Bitcoin, die von einer etwaigen aus der Publikation resultierenden Kursentwicklung profitieren. 👍 Mehr aktuelle Infos, Tipps und Analysen auf www.deraktionaer.de: https://www.deraktionaer.de/?btm_medium=social&btm_source=youtube&btm_campaign=DA-traffic&btm_content=DA 👍 AKTIONÄR 4-Ausgaben-Abo inkl. DER AKTIONÄR+ zum Vorteilspreis von 19,90 Euro. Nur für kurze Zeit: https://www.boersenmedien.de/aktion/DA4DIGITAL-3360 👍 Hier geht's zur aktuellen Ausgabe von DER AKTIONÄR: https://www.boersenmedien.de/magazine/deraktionaer/einzelausgaben/1 ----- ►► Folgen Sie uns hier:◄◄📈 LinkedIn: https://de.linkedin.com/showcase/deraktionaer 🎭 Facebook: https://de-de.facebook.com/unsupportedbrowser 🐦 Twitter: https://twitter.com/aktionaer 📷 Instagram: https://www.facebook.com/unsupportedbrowser 🎬 TikTok: https://www.tiktok.com/@deraktionaer Zufrieden? Bewerten Sie uns auf Google!https://search.google.com/local/writereview?placeid=ChIJZUFdSb-doUcRZnUXMr8YmN0&source=g.page.m.rc._&laa=merchant-web-dashboard-card
Preparing download options
* — If the video is playing in a new tab, go to it, then right-click on the video and select "Save video as..."
** — Link intended for online playback in specialized players
Questions about downloading video
How can I download "Söllner: Extreme Situation - ich kaufe Solar. HotStock Tilray, Nvidia-Schreck und BYD für Mercedes?" video?
http://unidownloader.com/ website is the best way to download a video or a separate audio track if you want to do without installing programs and extensions.
The UDL Helper extension is a convenient button that is seamlessly integrated into YouTube, Instagram and OK.ru sites for fast content download.
UDL Client program (for Windows) is the most powerful solution that supports more than 900 websites, social networks and video hosting sites, as well as any video quality that is available in the source.
UDL Lite is a really convenient way to access a website from your mobile device. With its help, you can easily download videos directly to your smartphone.
Which format of "Söllner: Extreme Situation - ich kaufe Solar. HotStock Tilray, Nvidia-Schreck und BYD für Mercedes?" video should I choose?
The best quality formats are FullHD (1080p), 2K (1440p), 4K (2160p) and 8K (4320p). The higher the resolution of your screen, the higher the video quality should be. However, there are other factors to consider: download speed, amount of free space, and device performance during playback.
Why does my computer freeze when loading a "Söllner: Extreme Situation - ich kaufe Solar. HotStock Tilray, Nvidia-Schreck und BYD für Mercedes?" video?
The browser/computer should not freeze completely! If this happens, please report it with a link to the video. Sometimes videos cannot be downloaded directly in a suitable format, so we have added the ability to convert the file to the desired format. In some cases, this process may actively use computer resources.
How can I download "Söllner: Extreme Situation - ich kaufe Solar. HotStock Tilray, Nvidia-Schreck und BYD für Mercedes?" video to my phone?
You can download a video to your smartphone using the website or the PWA application UDL Lite. It is also possible to send a download link via QR code using the UDL Helper extension.
How can I download an audio track (music) to MP3 "Söllner: Extreme Situation - ich kaufe Solar. HotStock Tilray, Nvidia-Schreck und BYD für Mercedes?"?
The most convenient way is to use the UDL Client program, which supports converting video to MP3 format. In some cases, MP3 can also be downloaded through the UDL Helper extension.
How can I save a frame from a video "Söllner: Extreme Situation - ich kaufe Solar. HotStock Tilray, Nvidia-Schreck und BYD für Mercedes?"?
This feature is available in the UDL Helper extension. Make sure that "Show the video snapshot button" is checked in the settings. A camera icon should appear in the lower right corner of the player to the left of the "Settings" icon. When you click on it, the current frame from the video will be saved to your computer in JPEG format.
What's the price of all this stuff?
It costs nothing. Our services are absolutely free for all users. There are no PRO subscriptions, no restrictions on the number or maximum length of downloaded videos.