Big Call Scan: Nasdaq, RWE, Mondelez, Amphenol

Classic shovel sellers like Amphenol (APH) are currently emerging more strongly as the real winners of the AI boom. The connectivity specialist is benefiting from the billion-dollar expansion of data and cloud center capacities with its well-developed portfolio of high-end connectors and cabling systems that ensure latency-free data transfer. One of the pleasant surprises of the ongoing quarterly report season is our model portfolio stock Mondelez (MDLZ) (I) . The chocolate and snack giant is managing to hold its ground successfully in the...