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Table of contents
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Table of contents

0:00
Intro (+ KI)
2:55
Alphabet / Alibaba
5:00
Intel / Nvidia / Supermicro
7:37
Palantir
11:24
Mattel
14:32
Verbio
18:14
Plug Power / Nel
20:30
Enphase Energy / SMA Solar
23:01
Nio / Xpeng
26:00
Ehang
27:30
Tesla / BMW
31:33
Hochtief / Vista Outdoor
33:44
Aixtron
Video tags
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Video tags

ATV
Aktie
Aktionär TV
Aktionärs TV
Börse
Börseneinsteiger
Börsenwissen
Day
Dow Jones
Geld
Geldanlage
Gewinn
Investieren
Krypto
Leitindex
Wall Street
einfach Börse
Tech-Branche
Technologie
Florian Söllner
Fintech
Mobile
Robotik
Künstliche Intelligenz
Internet der Dinge
Auto 2.0
Hot Stock Report
Alphabet
Alibaba
Nvidia
Intel
Palantir
Mattel
Verbio
Plug Power
NIO
Enphase Energy
SMA Solar
Xpeng
EHang
Tesla
Hochtief
Aixtron
Subtitles
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Subtitles

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  • ruRussian
Download
00:00:22
[Music]
00:00:30
Welcome to the hot Stock
00:00:32
Report dear viewers of course at
00:00:33
my side Florian Söllner nice that
00:00:35
you are here loud we are still here live
00:00:37
and in color no AI no avatar has
00:00:40
replaced us so far but
00:00:41
we will start with the topic of AI right away on the
00:00:43
show you brought us a video
00:00:44
of a friend on Tiktok when
00:00:47
he's obviously talking about the city council or
00:00:49
something and making
00:00:51
demands. I'll say it's
00:00:54
starting Marco, we can stop
00:00:56
working soon, so it turns out he's talking about it,
00:00:58
we can Take a quick
00:01:00
listen because of yes the quay
00:01:02
now take away as shops and we had
00:01:04
often talked about the next 10 15 years
00:01:06
in some industries up to 50%
00:01:09
productivity advantage that then two the
00:01:12
products for all of us
00:01:14
will be built in the same way and much more but we have to
00:01:16
no longer participate as much as a person.
00:01:17
The question is what are you doing there and
00:01:20
you have a nice suggestion
00:01:48
so that people can continue to party, that
00:01:51
means being able to look because
00:01:53
it says
00:01:55
everything when you are, yes, in a
00:01:58
certain way you are a joker, but in
00:02:01
fact you are from a real US starter
00:02:03
has occurred and is already a good
00:02:05
point because even if it is a
00:02:07
real core serious core that the
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question is what will we do in the future when
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we have more time and
00:02:14
could tell him there is already
00:02:17
some in Germany when it arrives
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Citizens' money is very similar
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in that you already have such a small
00:02:22
basic supply but it now affects
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a core and it's actually like this
00:02:27
AI is making progress I what do you want to do
00:02:30
with 10,000 dollars a month would you
00:02:32
still work here or want to You
00:02:33
at home then I think I would
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n't just sit down at home and
00:02:36
do nothing anymore, as if it would be a bit
00:02:37
boring, but you could cut back,
00:02:39
but that's another
00:02:40
week compared to the show,
00:02:43
more time for games, so there's more in
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particular The people on earth who are then
00:02:49
sitting at home will not only be partying,
00:02:50
playing a lot more, so gaming
00:02:52
remains important, but
00:02:55
top trends continue and what is
00:02:57
my favorite trend is the AI, which it
00:02:59
is, by the way, which will also make
00:03:01
programming possible by 90 percent
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lower because you can program a lot
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and there is not only chat gbt
00:03:09
which, by the way, another
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story is becoming less intelligent because
00:03:14
people intervene too much,
00:03:15
a mathematician and AI
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mathematician is now telling me because people are
00:03:19
making more and more specifications, what can the AI ​​say, for
00:03:21
example you can't talk about bombs
00:03:24
then your careers no
00:03:26
longer know what the best way is and digging tunnels
00:03:27
then he says the best way is
00:03:30
with a shovel where he doesn't
00:03:31
have explosions than actually but of course
00:03:35
basically things are moving forward that wo
00:03:37
n't stop let and Alphabets
00:03:39
are now two Depot 200 very happy
00:03:42
now jump on fresh jump up
00:03:45
make new buy signals if you do
00:03:47
n't have a KI share yet and say it does
00:03:50
n't have to be a purebred hotstock can
00:03:53
be all the time we have two giants here
00:03:55
from America to that children he can
00:03:57
still access here Alphabet P/E 19
00:04:01
for next year Alibaba from 12 and the
00:04:05
Alphabet says
00:04:07
the breakthrough is there now has 80
00:04:09
different AI models that are offered
00:04:12
via the cloud and from all these
00:04:13
startups that are emerging and unicorns
00:04:15
you can have all unicorns billion
00:04:18
companies 70% use the cloud ki-card
00:04:22
from Alphabet, which,
00:04:25
among other things, uses Nvidia and in this respect
00:04:30
it remains worth buying and the Alibaba boss
00:04:33
also said again that there is a
00:04:34
big
00:04:36
split in the IPO of the cloud
00:04:38
subsidiary and he says that is the opportunity
00:04:41
of our generation historical
00:04:43
opportunity what used to be the Internet
00:04:46
later maybe my cloud is now
00:04:47
the AI ​​and then a lot of new
00:04:50
products will be created and
00:04:52
Intel is clearly one of them, we
00:04:54
had seen it very evangelically that is
00:04:56
a top manager from Intel who was just
00:04:59
briefly shown in the picture
00:05:00
You definitely talked about the topic and it was
00:05:02
also very positive.
00:05:07
Reports, what is medium, can you
00:05:11
catch up on a video because Nvidia
00:05:13
is 1200 billion big? Intel is
00:05:16
comparatively small if you
00:05:18
imagine the big island with 150
00:05:19
billion but It was already out there at the time
00:05:21
that Duck was clearly
00:05:26
benefiting from the AI ​​trend,
00:05:28
30 of them had run away, super micro, by the way,
00:05:34
also very strong, even stronger in the last few
00:05:35
months, no, it was recommended
00:05:38
by us to let the P/E ratio of 23 profits run,
00:05:41
but I don't want to
00:05:44
buy in anymore and wait for a certain calming down here,
00:05:48
which you can't see now at
00:05:50
Duck 7%, which is
00:05:52
comparatively lower
00:05:56
P/E ratio next year 22 either, by the way,
00:05:58
at 40 and not too expensive because
00:06:00
emptying triples the profit and here
00:06:03
you can see what I also see at Duck
00:06:05
I found it exciting, that's why we're 30, we've
00:06:07
just bought it for a few weeks now,
00:06:10
this is now my list from spring, it's
00:06:12
one of the most unpopular
00:06:14
stock markets, nobody wanted them all, they've
00:06:17
written them off, supposedly a
00:06:19
gray mouse, but as I said, that's what
00:06:22
the interview also shows me.
00:06:24
On the one hand, it's not just GPUs needs
00:06:28
what I could generally think of, all
00:06:30
talk about GPUs from the video and co
00:06:32
then CPUs where he finally has a very strong
00:06:35
and finally does both, it's about
00:06:37
the
00:06:38
acceleration and chips for the
00:06:41
cheap games, fresh after
00:06:43
top numbers from the minus of the cap win
00:06:46
1.5 billion plus shot by Duck
00:06:48
surprisingly well, he also
00:06:51
said it again we are taking momentum in the
00:06:53
driving area also that I speculate
00:06:55
that you might build one for others
00:06:58
in the future, perhaps you can also
00:07:00
build your own and that is
00:07:04
a very big chance of the artificial
00:07:07
limit time and you can do that, it's
00:07:08
a topic for Intel and it's growing strongly,
00:07:10
we've already been told that yes, so
00:07:13
we still have a full
00:07:15
clock of AI trends, there's just a lot to
00:07:18
do and grow until we
00:07:21
can all do everything from them
00:07:23
Robots and there will be at least one and
00:07:26
then we can sit back, it will
00:07:27
go in the direction and of course
00:07:30
it makes sense to be invested in stocks
00:07:32
in the next 10 20 years, which
00:07:35
are also now a fan of AI and
00:07:38
the redbush is now an
00:07:40
ice cream He's now our new favorite,
00:07:46
he's basically the animals, why did he found it?
00:07:57
We already know that
00:08:00
America's CEO Cup has shown that interest
00:08:04
has multiplied and who has
00:08:06
n't confirmed it quite clearly? Löffler
00:08:07
confirmed it quite clearly in an interview with Report a
00:08:09
few weeks ago
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like an American, they are a bit
00:08:16
cautious but basically the trend
00:08:18
is a tact and now the
00:08:21
Tesla analyst who is now blindly
00:08:23
discovering things for himself here also rightly
00:08:24
says that it's already making fifty-
00:08:28
fifty here and
00:08:30
the platform is now rolling out for civilian customers too and that
00:08:33
can also be scaled as did you learn from
00:08:35
the conversations and we
00:08:37
hear
00:08:40
the Messi of the AI ​​and the golden goose
00:08:43
palentier show underestimated then let's
00:08:46
take
00:09:02
clean inversion
00:09:07
exactly
00:09:15
stocks that I have seen on the market that have been down for a long time are
00:09:18
already following them always the
00:09:21
watch list and then the
00:09:22
training came along and let the
00:09:25
profits run clearly has now
00:09:27
jumped to the top again if you ask me I
00:09:30
can already see the question you
00:09:32
probably have in the back of your mind should you
00:09:34
buy now it is a hot stock and I
00:09:36
would advise not that mega weights but
00:09:39
actually we now have a new one
00:09:40
more capsules yes we have a few
00:09:42
dangers 70 for next year
00:09:44
so it would be volatile like it would
00:09:46
deal with it can actually do another
00:09:49
trade here we do the percent 30
00:09:51
that we don't mega weights and
00:09:53
that's why can deal with volatility
00:09:55
and of course let the profits
00:09:58
run here too we can because you are talking about
00:09:59
it a Depot 2030 a
00:10:01
short excerpt or an insight into
00:10:03
this problem there is also
00:10:06
another new share that you
00:10:08
have just bought now or
00:10:10
or when did you include it exactly?
00:10:12
We have a new one here that has already been
00:10:14
launched about a week ago.
00:10:16
We have a fresh one in the current
00:10:18
issue that you can now download
00:10:24
you can buy it now or
00:10:26
you can still buy it now and
00:10:29
you can say very clearly again,
00:10:31
um, there were times when we
00:10:35
kept a little cash dry and said that it was a
00:10:38
game that stayed worldwide
00:10:40
or in Germany, we know negative
00:10:42
growth but there are these
00:10:44
opportunities especially in Asia in America and
00:10:46
in AI and I see outbreaks quite freshly,
00:10:49
example of the Barbara
00:10:51
example,
00:10:53
I think that's very good and it's a
00:10:55
great moment to
00:10:57
strike here from my point of view, that's why
00:11:00
we're just having it We've done a lot, we're
00:11:02
already at the forefront of a few titles, as
00:11:03
always an excerpt, the potent 30 is
00:11:05
bigger because we
00:11:07
have volatile values ​​here, of course they're
00:11:10
not in the plus according to some of them, but the AI ​​is, with
00:11:13
a few exceptions, everything
00:11:16
we play here is very positive at the moment
00:11:17
or time to always participate so
00:11:21
from one of a semi-topic AI to
00:11:23
another just topic currently
00:11:25
get the film beats various decades
00:11:29
the soundtrack etc everything goes through the
00:11:30
roof and of course Barbie comes from
00:11:32
Mattel that's someone bright Share the
00:11:34
numbers for the last quarter there were There's
00:11:36
no Barbie half-rim yet, just not like that,
00:11:38
but now they've already given an outlook
00:11:39
for the second half of the year and they're
00:11:41
counting on it and that's where
00:11:43
the sales figures are already showing,
00:11:44
not only as tickets are at
00:11:46
the box office but also the
00:11:47
Barbie doll, which is lying there again back
00:11:49
or will be continued so I think
00:11:51
that, um, you can
00:11:54
see that Barbie is a top brand,
00:11:57
a brand that will
00:11:59
live on for generations. We now have
00:12:00
this film that has already been
00:12:02
seen, yes and not yet, but it will be
00:12:05
seen if you ask around wants
00:12:07
to go in or is going in now and it is
00:12:09
very well received and we always have
00:12:10
a Google Trends graphic that shows the
00:12:14
search for Barbie dolls is exploding, yes
00:12:15
and we had the view in the
00:12:18
past there was a paper shop keeper, so
00:12:19
to speak, but now things are really going on here
00:12:23
Interest in the Barbie doll
00:12:26
is already five times as high as
00:12:27
usual and Google Trends there is exactly
00:12:30
one Barbie doll so Barbie doll is not
00:12:32
in the movie but according to the point
00:12:35
here it is indicated that
00:12:37
two ten questions can also be asked if he
00:12:38
listens to it So for me it's a very clear
00:12:40
opportunity, it's a big event for
00:12:43
Mattel and for the brand Barbie Hot
00:12:45
Wheels is also a brand, we
00:12:47
just had Martin
00:12:50
who also says,
00:12:54
for example, the brands are
00:12:55
already there, of course they're old
00:12:58
toys but we have them Now it's not
00:13:00
just cinema films that are one-off or where
00:13:02
the Mattel boss says yes, that will give us
00:13:05
longer wings, I think and
00:13:08
that says that individual products are already
00:13:09
sold out and we would now
00:13:11
enter into several such collaborations -
00:13:13
many people have noticed, and then
00:13:16
on the one hand we have these cinemas Rail but what
00:13:18
I must never forget, even if the
00:13:20
metaverse didn't come so quickly in the first step over meters
00:13:22
and Facebook, but
00:13:25
it's increasingly moving towards
00:13:27
the kids keeping themselves busy digitally and virtually
00:13:30
and even in these wide areas
00:13:33
I firmly believe that from the outside they're getting too old
00:13:35
Brands new, new, revitalized,
00:13:39
breathed into new life, remember, is the core
00:13:41
that always survives the future, I think so
00:13:44
talk to P/E 14 and look at
00:13:47
the outbreak. I think Mattel is
00:13:49
definitely worth buying now and I
00:13:52
associate the Barbie with the
00:13:54
ki hype because you have it a person was
00:13:56
basically sent by the AI ​​and as
00:13:58
you know it now generates the question of who
00:13:59
should do it? I took advantage of the golden moment
00:14:01
to finally bring a picture for
00:14:03
you.
00:14:05
Sometimes the question is all too clear, you recognize
00:14:08
it a bit,
00:14:09
that's funny, that's Marco like you know,
00:14:13
yes,
00:14:25
you stayed tuned and brought something with you again. We
00:14:33
talked about various topics in the conversation.
00:14:37
We'll take another look at
00:14:38
the boss. Yes,
00:14:43
exactly.
00:14:45
You can't see the list of recommendations here,
00:14:47
but basically I've had a bit of a
00:14:49
rally here
00:14:51
Clearly three-digit in percent range
00:14:54
in plus has first recommendation
00:14:55
last from then on not around the
00:14:58
processes 30 but now we have
00:15:01
stabilization tendencies here
00:15:04
and is of course complex who is organic the
00:15:06
question is there was already this food
00:15:08
in the tank discussion where but he looks
00:15:11
or then mostly affects them and they
00:15:12
actually really and he
00:15:15
explained clearly again it's about
00:15:18
making bio-molecules, so to speak,
00:15:20
reinforced from residual resources, of course,
00:15:22
and not just for
00:15:25
fuel because of course you could
00:15:27
think of it actually coming
00:15:29
You still need fuel for everyone and
00:15:31
says no, we're not, it annoys
00:15:33
him as a biographer manufacturer to have to pay
00:15:36
because it's already going into
00:15:38
the chemical industry, so when he
00:15:41
said he should use his if they
00:15:42
have ski boots in the future about plastic
00:15:45
too Here there are corresponding
00:15:47
products about who is organic and that and the
00:15:51
exciting thing is yes and the feeling that
00:15:53
what is unsettling the investors is
00:15:56
Germany, you never know exactly where it is going
00:15:58
now with a mixing requirement
00:16:00
but what a gain is of
00:16:03
course the US expansion or
00:16:04
perhaps
00:16:07
there is a very good tailwind, as Mr.
00:16:10
Sauter explains in the interview, then let's listen in.
00:16:13
We are now in the
00:16:15
process of actually putting the plant into
00:16:17
operation, which is a revolution
00:16:20
for the US ethanol industry. We have been
00:16:23
the first ethanol plant for five and six years
00:16:25
in Iowa which
00:16:28
will go back into operation there but with the clear
00:16:29
focus on CO2 reduction we use
00:16:33
much much less energy 50% less
00:16:36
energy than our US competitors
00:16:38
and we also produce
00:16:43
more energy from the same because we don't produce feed but ethanol and biomethane
00:16:47
A lot of raw material that means
00:16:50
we have a much better
00:16:52
CO2 WLAN and we are paid for it via the area.
00:16:59
I was very happy to
00:17:01
talk to teams in the tender times and
00:17:03
you can see the commitment and the beer
00:17:06
has been doing this for 20 years now
00:17:08
He has changed again and again and
00:17:09
was flexible in adapting to the
00:17:12
difficult legal situation and he
00:17:15
recently had contact with
00:17:17
various politicians and was on a trip
00:17:18
to Brazil. It was his turn and
00:17:20
they also explained his point of view. He
00:17:22
told me that
00:17:23
next year we will be 21
00:17:28
Of course, you can read about it here in the report then the
00:17:30
interview is not a topic that
00:17:32
is relevant for the sector for others
00:17:34
more than for more organic
00:17:36
that about China and he says that is
00:17:40
obviously a fraud supposed
00:17:43
biofuel is delivered which
00:17:47
the companies then use to get tax advantages
00:17:49
or subsidies preserve what, from
00:17:52
his point of view, cannot be so
00:17:54
here the state is also asked to
00:17:57
put a stop to it so that it notices that it
00:17:59
is fair, so there are always topics,
00:18:01
chat is not lively, nice if you
00:18:04
go over it, we will stick with it
00:18:05
in the long term, we will
00:18:08
pursue the topic We'll continue to stay
00:18:11
on the topic for a bit,
00:18:12
at least with Mr. Sauter, he'll have his
00:18:14
say again in a moment, we'll look at
00:18:15
space Power and Neo, no, now
00:18:19
we're bringing the hydrogen industry on
00:18:20
board. That's what he said about it.
00:18:22
He commented on it because
00:18:24
basically Can he also deliver something to someone organic here in
00:18:27
the future when hydrogen
00:18:28
takes off?
00:18:30
He slowed me down a bit in my
00:18:34
euphoria and
00:18:35
pointed out again, which isn't really a
00:18:37
big surprise, that this is how
00:18:40
the transport sector takes hydrogen. It
00:18:42
remains really difficult, but there will be
00:18:44
niches
00:18:45
Says the visions are so beautiful
00:18:49
that you always hear, by the way, both
00:18:51
darlings here with bottoming tendencies,
00:18:55
we have now set very low
00:18:58
30 a small position, which
00:19:01
we are keeping small for now, but would
00:19:04
buy from new dynamicama, there is
00:19:06
a cheap or less
00:19:10
expensive valuation on the horizon It's foreseeable when
00:19:12
hydrogen takes off, but let's hear
00:19:14
what he says to Sauter from the
00:19:16
billion-dollar company. The
00:19:19
first industry as an energy industry, as he sees it,
00:19:22
in the steel industry,
00:19:26
hydrogen is not only
00:19:27
used as an energy source, but it is also used
00:19:29
to reduce the
00:19:33
oxygen in the iron oxide So it has
00:19:36
a real chemical function, that's
00:19:39
my other thing, like saying we
00:19:43
want to use it in traffic
00:19:45
or for heating, I mean, you understand,
00:19:48
then you can also start
00:19:54
pouring champagne into your oven, that will also make it strange
00:19:56
So if we always have to keep an eye on the costs somewhere in the whole
00:19:59
discussion,
00:20:03
of course it's not really clear
00:20:06
whether this is the big solution for all of us
00:20:10
or whether it's the energy transition for us,
00:20:11
so stick with it Watchlist but of
00:20:14
course you know mine Opinion KIS is currently
00:20:17
more important and clearer the trend and
00:20:20
gaming, for example, also in this respect we are
00:20:23
not observing massively yet, we are
00:20:27
now coming to the topic of solar energy,
00:20:30
we are comparing and eating a solar and
00:20:32
at enface last week there was a
00:20:34
surprisingly bad and one
00:20:37
bad reaction to the numbers or
00:20:38
on the sales forecast that
00:20:39
was reduced, I was already
00:20:42
bullish, yes, you know, he also
00:20:44
spoke to me in Germany as the head of the roof,
00:20:46
great company who, by the way, recently
00:20:50
showed both of them directly in the factory
00:20:52
what they do, similar to
00:20:55
Tesla and chip design in the values ​​but
00:20:57
Endress and we also
00:20:59
pointed out this problem in
00:21:01
America, which
00:21:03
is no
00:21:05
longer so attractive for Häusle Bauer to
00:21:09
install here due to government intervention, we no longer have them, we have
00:21:11
sold them and
00:21:14
instead we are holding on to SMA and are
00:21:16
told to release it up to 600 million in
00:21:18
sales otherwise thought over 700
00:21:20
springs, the share has
00:21:23
gone down again we now have a P/E ratio over
00:21:26
20 SMS even
00:21:28
just under 20 for next year 19 and
00:21:31
SMA are of course mainly represented in the
00:21:33
home market due to the ramp-up of
00:21:35
production and the factory and
00:21:38
Either said, okay, in a quarter
00:21:41
we shrank by 12% in the US market
00:21:44
but grew by 25% in the European market,
00:21:47
so Europe focus like
00:21:50
SMA is good, but SMA does
00:21:53
more large projects than small ones,
00:21:55
which is the catch with enfes
00:21:59
says okay, we are still
00:22:02
of course optimistic in the long term
00:22:03
but I would wait and see if there is
00:22:07
a bottoming out here, great technology but
00:22:10
if you see it in the numbers
00:22:11
right now there is a headwind then rather more
00:22:14
horrified and I think we mentioned it last
00:22:16
week or
00:22:17
two weeks ago You hear about Europe and
00:22:20
95% growth is good, but it was already
00:22:22
30 40% growth 50% growth we
00:22:25
keep hearing from the industry that the
00:22:28
big run is over, there is also
00:22:30
a certain uncertainty among our
00:22:32
customers about what will happen to electricity prices and
00:22:36
when If I have to replace a heat pump,
00:22:37
maybe I'll wait a bit
00:22:39
before I install it,
00:22:41
i.e. the positive thing is the
00:22:44
lack of skilled workers for installation, it's
00:22:46
getting better because there's not as much
00:22:47
demand anymore, so in the long term it's clear
00:22:50
to laser, we'll go in the short term, as I
00:22:54
said, we don't have a test in it
00:22:56
so truths we win firmly by part
00:22:59
we now start looking again
00:23:01
to China we now see Neo and
00:23:03
champagne VW entered last week
00:23:06
with 700 million euros so
00:23:11
definitely a surprising
00:23:13
move you have to say clearly
00:23:14
and both titles have
00:23:17
fallen down and then said hands
00:23:21
off and I'm still skeptical
00:23:24
you know the risk so we already have
00:23:25
high valuations, for example
00:23:28
a brand already has a cap in the double-digit
00:23:32
billion range so it's already heading
00:23:33
towards 70 billion well Tesla is
00:23:37
a different house number but i.e.
00:23:39
they are already valued at expensive prices if
00:23:41
all these big
00:23:42
ones are going to happen right now they are supposed to have a P/E ratio of 26 at 36,
00:23:46
well it's cheaper and
00:23:49
not free to show at least
00:23:50
you can win the profit so it's
00:23:52
purely a shadow there isn't a breakout with Neo.
00:23:55
Traders can do that But
00:23:57
I would always stop there
00:23:59
because no one knows of the 10 20 startups
00:24:01
which two three will survive and
00:24:04
that's also the point why sharpanse is
00:24:06
going on here let's see each other on the
00:24:08
homepage great cars and so notices
00:24:10
observed as China say what's really
00:24:12
for Sharpen says that it can be
00:24:14
self-functioning and that
00:24:17
certain cities have already had approvals, so they've come
00:24:18
a long way when it comes to software
00:24:21
and now VW also wants to
00:24:25
develop a common platform and that's already
00:24:26
an exclamation mark. On the one hand, it's a
00:24:29
certain level of security if you reveal that you've
00:24:30
invested money and are bankrupt not
00:24:32
in the short term, even if the big prize
00:24:34
war is still there and what is
00:24:37
not in the announcement and what
00:24:41
is a bit not speculation on my part,
00:24:43
but the next generation of a passenger drone is already hanging on my title about a
00:24:45
daughter doing a job It
00:24:50
's already a long way and we
00:24:54
can scroll down and
00:24:55
let the drone fly for a moment, so it's
00:25:01
not mentioned, of course it's at
00:25:03
an early stage, but here too
00:25:06
they're obviously further along than VW and for
00:25:09
me that would also be an argument to say
00:25:11
As a big western
00:25:13
player, Audi already has
00:25:16
a project or is there to
00:25:17
start with Airbus 8 drones, but
00:25:19
shopping is already further and
00:25:21
perhaps that is also a reason to
00:25:23
say we don't want to miss out on this technology either
00:25:24
Therefore, it is
00:25:28
understandable somewhere that VW is doing something here
00:25:31
and that and that also indirectly shows to me
00:25:38
that China is technologically far ahead
00:25:40
and maybe and I also
00:25:43
heard rumors
00:25:44
years ago that
00:25:46
Western car managers were also
00:25:49
interested For these drones, there are
00:25:51
passenger drones that
00:25:54
are further in Asia than here, so
00:25:56
never say never and we have ten times
00:25:59
anyway, for example, we have a
00:26:00
brand or two billion, you have to
00:26:02
imagine and number speculation
00:26:04
Marco, what do you think if one now Let's
00:26:07
say Tesla
00:26:09
says okay, we'll buy and Tesla has a
00:26:13
mark of 800 billion 2 billion
00:26:15
is a piece of cake. Do you think Tesla
00:26:18
shares will rise again?
00:26:24
First of all, I
00:26:25
react positively, namely my
00:26:27
shoulders, I'm sure 40 billion plus
00:26:30
for two billion invested, so it's just
00:26:32
speculation, of course, how long is a
00:26:34
thoroughbred startup and hot stock,
00:26:36
which is why there is a corresponding recommendation
00:26:38
in the hot stock report. We
00:26:40
said again last Thursday, yes, it
00:26:42
remains interesting and we Then
00:26:44
you readers were lucky that it
00:26:47
rose another 15% without any
00:26:48
news. We are all waiting for the release to
00:26:50
come and of course there is always such
00:26:55
speculation that you can
00:26:57
also access these
00:26:58
Chinese titles in a similar way like with sharpen who
00:27:02
knows ice speculation but as
00:27:04
hotspark and a little later
00:27:06
I think it's interesting
00:27:08
actually still but clearly how
00:27:10
stones we rise you can see the share
00:27:12
you can correct 40% that's normal
00:27:14
but there have been and you're
00:27:17
not making any profits yet
00:27:18
You also have strong partners
00:27:20
in Asia and if you love gaming you
00:27:24
should continue to pursue the topic,
00:27:26
we will definitely do that or
00:27:28
you and we will keep you up to date and
00:27:30
also look at it now here
00:27:32
in comparison with BMW,
00:27:34
what do you perhaps know not but I
00:27:37
'm private myself the note again
00:27:40
BMW
00:27:43
continues to climb yes we don't have a
00:27:45
lane below ten
00:27:47
the chart is one day you can say it's
00:27:49
clear we have fundamental notice you
00:27:51
can see it in VW's chat a problem with
00:27:54
actually too many cars too many
00:27:56
Manufacturers and that also applies to Tesla a
00:27:59
little bit,
00:28:01
despite the beautiful ones like ours, you can always
00:28:03
actually see
00:28:04
the minuses here and others
00:28:06
are currently doing better,
00:28:09
the whole interesting survey from
00:28:12
Bloomberg on Tesla, a large survey
00:28:15
also among Tesla, exactly driving a car and
00:28:19
here, among other things, the question was how It's
00:28:22
a lot of fun to drive the Model 3.
00:28:24
You've probably already driven it. I
00:28:25
think I've never dropped the
00:28:37
brake myself and said no, it's no
00:28:40
fun, so everyone in it thinks
00:28:41
it's a really cool car and you know I
00:28:44
had already ordered as a question
00:28:58
Great car back in 2016, definitely yes, that's
00:29:00
not the point, it's rightly one of
00:29:03
the most successful cars and
00:29:05
electric cars also had the most successful
00:29:06
model why but now that's coming but there are
00:29:09
always different insights into
00:29:11
the opinion of
00:29:13
Tesla CEO mask where gigantic positive
00:29:17
and it's going down right now a lot of people are
00:29:20
saying and of course
00:29:22
I find it very exciting and I
00:29:24
like to quote and I'm
00:29:26
not one of them I'm not one of those people who
00:29:28
would say that I don't think you're
00:29:30
likeable anymore but it's clear that if you
00:29:32
position yourself it's always tough One
00:29:34
side also politically then you
00:29:36
always disappoint the other side and you can see that
00:29:39
now and that is also a point
00:29:41
why, in my opinion, Tesla
00:29:44
has to lower prices and you can
00:29:46
still see the lone markets
00:29:48
showing again and again and we had this decline in
00:29:50
operating profits
00:29:52
great car no question great company but
00:29:55
the question remains is Tesla worth ten times as
00:29:57
much as BMW who will be launching dozens of new
00:30:00
electric cars
00:30:01
25 in Hungary and by the way Hungary is
00:30:04
a standard that is good and cheaper
00:30:07
has tax distribution and
00:30:08
energy costs I have this card I think BMW
00:30:10
can offer something really competitive with the new class, for example,
00:30:14
even against Model 3 and that will also be
00:30:16
fun,
00:30:18
the exciting
00:30:20
opinion is known.
00:30:22
Various spectators will probably
00:30:24
contradict this opinion, but as soon as
00:30:26
you do it in a decent tone
00:30:28
you are allowed to do that everyone has different
00:30:30
arguments for or against exactly I
00:30:33
haven't even written to a reader yet
00:30:34
but by the way we're
00:30:35
mainly taking
00:30:38
a short summer break overnight, but
00:30:41
in the meantime I'm preparing a big
00:30:42
reader survey, especially I'm
00:30:44
also talking to seven Herzog Report
00:30:46
Subscribers um just via teams
00:30:50
to say what can you
00:30:51
do differently that can be done better quite
00:30:53
freshly a reader also said
00:30:55
I have a different opinion about the share
00:30:57
and you are making yourself unpopular then
00:30:59
I answered him too, yes It's
00:31:01
just like that when you come on vacation when
00:31:03
you recommended Bitcoin back when
00:31:04
everyone hated it
00:31:07
and so on, your video was
00:31:09
boring but 15 so that's
00:31:12
a bit my job to offend
00:31:14
often goes wrong but when things go right it's
00:31:21
always more convenient to say we look at what
00:31:24
analysts recommend, what is a
00:31:25
most popular one to recommend but I
00:31:27
believe that in my experience it is not
00:31:29
that one draws performance
00:31:32
as high as example low what many boring
00:31:34
shares there is probably someone who
00:31:36
turned up their eyes how do you say just
00:31:38
pulled their nose praised as a TFA
00:31:41
campaign TFA is also neutral,
00:31:43
that doesn't matter to me, it doesn't matter what's popular or
00:31:45
not, the chart says it's nice,
00:31:47
that's a TFA signal and that's it on
00:31:50
TV
00:31:53
and I asked around back then,
00:31:54
no color was cheap but the construction industry was
00:31:57
First impression but then it was already
00:31:59
clear from the orders for battery
00:32:02
tablets in the USA that here and I
00:32:05
was also exciting and that after
00:32:07
data center bar you benefit indirectly
00:32:10
if the whole world now
00:32:11
builds AI data centers high low parameisen
00:32:14
battery in Australia is the largest
00:32:15
ever in the region and as a police
00:32:18
brought 36% more incoming orders and
00:32:21
50% now shows the CEO of the new orders
00:32:24
are already coming in such
00:32:25
growth areas and high low if
00:32:27
you still have classic buildings then
00:32:29
very
00:32:30
energy efficient so somewhere on the separates
00:32:32
i.e. with kg 12 new signal is
00:32:35
always have it very early
00:32:37
and if you don't have it yet
00:32:40
you can still buy it and maybe we'll have it later
00:32:41
because it's very consistent until
00:32:44
the author
00:32:46
I would have wished that for various
00:32:48
reasons that we see the increase earlier
00:32:50
we correct it there is a
00:32:51
little but we are Friday 15 16
00:32:53
percent in plus because now that's what's happening
00:32:56
where you regulate it on TV, we
00:33:00
bought them later so that the numbers
00:33:02
are out, the goods aren't bombastic, we
00:33:03
also have a bit of uncertainty
00:33:05
because it's about selling helmets to
00:33:08
someone who sells grill
00:33:10
accessories sell and the number was
00:33:14
n't good but you can see it's getting
00:33:16
better and you know the car says
00:33:19
we're doing the spin-off, that's going
00:33:21
according to plan, they're already appointing new managers,
00:33:23
so it's going to happen that the
00:33:25
sports ammunition subsidiary will be spun off
00:33:27
and yes, there's a risk from 67 and then
00:33:31
it's just back into the topic for
00:33:32
people who don't
00:33:34
want to continue investing in weapons,
00:33:37
that's a great
00:33:39
great deal so for me it's a buy signal and of
00:33:42
course we'll let it run in the TFA depot
00:33:43
then we'll look at ex-boyfriend We
00:33:47
presented decent figures last week and the shares then
00:33:48
reacted accordingly, everything was going well at the moment,
00:33:51
so we've had this movement for a long time
00:33:53
now, they had it again
00:33:54
at least in the depot 20030,
00:33:57
we stuck with it, we also
00:33:59
bought them and are happy here, you know There
00:34:02
are always tricky times for
00:34:04
the big 30 but things are
00:34:06
really going well right now and these are the ones
00:34:07
here you can see it again, thank you, it's
00:34:10
not listed now is an excerpt
00:34:12
but of course there's extreme in it and
00:34:13
also because of this boom of 9
00:34:16
electric cars capit and I hear that
00:34:21
you also indirectly benefit from your
00:34:23
products in faster data through data centers,
00:34:27
more data, so also an
00:34:28
AI topic and what we see here and
00:34:31
what we have also saved a little bit from,
00:34:33
that the
00:34:36
licenses for exports are also moving forward, so
00:34:38
great numbers, P/E ratios are definitely manageable
00:34:41
25 from next year for a
00:34:43
high-tech company also worth
00:34:45
buying that you can see that and of
00:34:47
course we let the profits run.
00:34:49
You know we always sort out stocks
00:34:51
that don't run in a
00:34:53
certain phase where we
00:34:55
are patient and almost always let the profits
00:34:58
run at least the large part if
00:35:00
a video has more than doubled since December
00:35:03
take a little something
00:35:04
out of it, yes, but we always leave something
00:35:06
because it has to the bottom if someone
00:35:08
rises sharply if there is a strong trend, for
00:35:10
example AI
00:35:12
is a trend or energy efficiency
00:35:15
of axtonates that are trends that
00:35:19
continue anyway that was the last value
00:35:22
for today you have already said that briefly there
00:35:24
will be a little break you are
00:35:27
now on vacation well deserved
00:35:28
can yes we will take another look at this
00:35:30
tiktok video or this tiktok
00:35:31
it will be closed Have seen the beginning of who
00:35:33
wants to celebrate here who already looks good
00:35:36
know maybe I don't know where
00:35:38
is from where do you know this how did you
00:35:39
guess
00:35:42
who knows maybe in 2030 it will rain
00:35:44
money for everyone then I can
00:35:45
get in straight away exactly how can you
00:35:48
let's talk about it, there's
00:35:50
no show, but the report is available
00:35:52
again in the meantime and
00:35:54
updates. Of course, we'll stick with it
00:35:55
because it's fun, not just because
00:35:58
of that.
00:36:01
People, politicians also give us money
00:36:04
and that's what you'll bet on one day
00:36:07
and that bonfires the situation on the
00:36:11
beach beforehand would be gigantic, he said
00:36:14
it would be great and he said good then have
00:36:18
fun, thank you
00:36:22
until then, bye and
00:36:25
goodbye
00:36:27
[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: Alphabet, Alibaba, Nvidia, Intel, Palantir, Mattel, Verbio, Plug Power, NIO, Enphase Energy, SMA Solar, Xpeng, EHang, Tesla, Hochtief, Aixtron. 00:00 Intro (+ KI) 02:55 Alphabet / Alibaba 05:00 Intel / Nvidia / Supermicro 07:37 Palantir 11:24 Mattel 14:32 Verbio 18:14 Plug Power / Nel 20:30 Enphase Energy / SMA Solar 23:01 Nio / Xpeng 26:00 Ehang 27:30 Tesla / BMW 31:33 Hochtief / Vista Outdoor 33:44 Aixtron 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. 👉 Machen Sie mehr aus Ihrem Geld und werden Sie jetzt AKTIONÄR. Mit dem 4-Ausgaben-Abo zum Vorteilspreis von 19,90 Euro. Worauf warten Sie? https://www.boersenmedien.de/aktion/DA4DIGITAL-3360 Hier bekommen Sie den AKTIONÄR: https://www.boersenmedien.de/magazine/deraktionaer/einzelausgaben/1 ----- ►► Folgen Sie uns hier:◄◄ 🎭 Facebook: https://de-de.facebook.com/unsupportedbrowser 🐦 Twitter: https://twitter.com/aktionaer 📷 Instagram: https://www.facebook.com/unsupportedbrowser 🎬 TikTok: https://www.tiktok.com/@einfachboerse 🎬 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

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  • 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.

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  • 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.

mobile menu iconWhat's the price of all this stuff?mobile menu icon

  • 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.