AMD – Not Even Overvalued Based on the Latest Outlook
Many tech investors have likely been following Advanced Micro Devices’ (AMD) phenomenal rally and, in the best-case scenario, have also capitalized on it. This is because the company presented a visionary plan for the coming years in its latest outlook in January. Revenue is expected to rise from USD 34.6 billion in 2025 to a staggering USD 144 billion by 2029. That would be a fourfold increase in four years. Remarkable! The linchpin is the addressable market for server CPUs, which analysts say is growing rapidly. And AMD is reaping the full benefits. The backdrop is the AI boom: While many investors are focused solely on GPUs, AMD expects an explosive demand for high-performance CPUs driven by “Agentic AI,” inference, and data center orchestration. In Q1, the data center business already grew by a robust 57% to USD 5.8 billion, while total revenue rose by 38% to USD 10.25 billion. AMD expects server CPUs to grow by more than 70% in 2026.
At the same time, analysts’ earnings expectations are skyrocketing. According to consensus estimates, EPS is set to rise from USD 2.65 in 2025 to about USD 7.32 in 2026 and then to over USD 12.80 in 2027—an exceptionally dynamic jump in earnings for a chip specialist. Accordingly, numerous brokers have recently raised their price targets significantly: Evercore ISI sees prices reaching USD 579, D.A. Davidson is at USD 375, and even traditionally more cautious firms like RBC now recognize a sharp rise in AI revenue. The market no longer views AMD as a traditional CPU provider but increasingly sees it as the second global AI infrastructure champion behind NVIDIA. 43 out of 50 experts on the LSEG Refinitiv platform expect a consensus 12-month price target of USD 425. In recent days, however, the price has risen significantly, reaching USD 470. Exciting!
Group Eleven Resources – Europe’s Next Raw Materials Hotspot in Ireland
Another rocket stock makes its debut – Group Eleven Resources! Spurred by legislation such as the European Union’s “Critical Raw Materials Act” (CRMA) from 2024, high-quality properties are currently capturing the full attention of the investor community. Brussels is thus making a targeted effort to reduce the dangerous dependence on China for critical metals while simultaneously building its own supply chains for European industry. The CRMA defines concrete targets for the extraction, processing, and recycling of strategic raw materials within the EU for the first time, prioritizing metals such as copper, antimony, gallium, and germanium. Several of these critical elements—specifically copper and germanium—are increasingly being identified alongside the primary zinc, lead, and silver zones at Ballywire.
With its discovery at the PG West project in Ireland, Group Eleven is in the right place at the right time; it appears that a significant multi-metal system has been developed here. While the focus was originally on a premium zinc-lead-silver discovery, the latest drilling results provide increasingly clear indications of an underlying, high-grade copper-silver root system with additional antimony and germanium—metals strategically relevant to semiconductors, electrification, defence, and high-performance technologies. Particularly noteworthy is the new drill hole 25-3552-53, which returned 23.5 m at 12.3% Zinc and Lead, along with 46 g/t silver within a wider 57.3 m thick section of the mineralized structure. At the same time, deeper zones within the same hole confirmed high-grade copper-silver mineralization, yielding 3.5 m of 35 g/t silver and 1.28% copper, further strengthening the hypothesis of a structurally controlled Cu-Ag feeder system. The real bombshell, however, lies in the extension of the mineralized strike length from 2.6 to 3.2 km, while only one of four identified gravity anomalies has been systematically tested so far.
Financially, the company has recently significantly strengthened its position. Following fresh financing of CAD 12 million, the originally planned drilling program is being expanded from 20,000 to approximately 67,000-75,000 m. Four drill rigs are already operating in parallel at Ballywire, while the adjacent Stonepark project, with its own inferred zinc-lead resource, is being systematically advanced. The fact that industry giant Glencore operates in the immediate vicinity and holds a stake in the project increases the strategic importance of the entire district. The current market capitalization of CAD 300 million is therefore likely just the beginning of a new billion-dollar story!
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LPKF Laser – Why the Stock Market Is Celebrating a Spectacular Vision of the Future
Another example of exuberant euphoria! At LPKF Laser, two worlds are currently colliding head-on: a weak present versus massive future potential. Fundamentally, the company has actually provided little basis for a stock rally recently. In 2025, revenue fell by 6%, EBIT dropped to nearly zero at just EUR 0.8 million, and the bottom line showed a net loss of EUR 14.3 million. The first quarter of 2026 also seemed sobering at first glance. Revenue plummeted from EUR 25.3 million to EUR 17.1 million, while EBIT worsened again to EUR -6.9 million compared to the previous year’s figure of EUR -3.9 million.
However, the decisive factor behind the sudden jump in the share price was not the past, but the prospect of a potential technological breakthrough in the semiconductor sector. While revenue remained weak, order intake rose from EUR 20.5 million to EUR 24.1 million, bringing the book-to-bill ratio to a strong 1.4—a classic early indicator of a business recovery. This is precisely where the stock market comes in. Investors are speculating that the patented LIDE technology could become a key component for glass-based AI and high-performance chips in the future. As modern AI processors face increasingly severe thermal issues, glass is gaining significant importance as a substrate material because it better controls heat than traditional substrates. LPKF is no longer positioning itself merely as a machine manufacturer, but increasingly as a solution provider for high-precision glass technology for a booming sector.
The current momentum was further reinforced by a management insider purchase at EUR 5.95, which served as a catalyst for momentum traders and temporarily pushed the stock above EUR 28 within just a few weeks. As a result, the market is currently placing less emphasis on the weak operating business and instead focusing on the potential for major semiconductor orders and scaling effects to emerge from 2027 onward. A volatile but highly exciting setup!
The stock markets give and take. This has also been the case with chip stocks in recent weeks. However, the dramatic gains have been accompanied by increased profit-taking in recent days. This can amount to as much as 20% from the peak in a single day, as LPKF Laser painfully experienced yesterday. Of course, paying attention to cycles is also part of sound asset management. The tech sector is in urgent need of a fundamental correction, though resource stocks with promising projects are likely to continue riding out their supercycle for the time being.
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