Trading Room Notes
STMicro: Unbridled upward momentum despite stock doubling. Jefferies sees additional 25% potential for the portfolio value. Three reasons!
We bought STMicro shares on April 1, 2026, for the Traderfox model portfolio. At current prices, we are...
Dycom Expands Backlog by 46.5%. Fiber Demand and AI Data Centers Drive Enormous Demand!
Dycom delivers across the board. In the first quarter of 2027, contract revenues jumped 56.1% to $1.965...
Schaeffler Aims to Create a European Space Infrastructure Together with Spire Global!
Automotive supplier Schaeffler is expanding its presence in future-oriented sectors. Having already set...
MTU Perfectly Bounces off the Support Line – a Technical Trend Reversal is Underway. A 30% Price Potential is Available!
New opportunities arise with stocks of companies from sectors that benefit from declining oil and gas...
2G Energy: The First Major Data Center Contract in the Triple-Digit MW Range is Here. More Orders are in the Pipeline!
Time and again, we have reported for months about the great opportunities in decentralized power generation...
Modine Manufacturing: Hyperscaler Customer with a Cooling Order Worth Over $4 Billion - the Stock is Looking at a new 52-Week High!
On May 26, 2026, after market close, Modine Manufacturing will report on the past quarter. The reported...
Jabil: The CEO Does not Consider a 7% Margin to be the Limit. Winner of the Largest Infrastructure Expansion in History - Book Gain of 145%!
The positioning at Jabil is proving to be very successful. We have been involved for over a year now...
Momentum and AI Beneficiaries are the Current Magic Formula in the Stock Market. 2G Energy and Jenoptik Generate new Long Signals!
Currently, the following constellation is observable in the stock market from a trading perspective....
ASML, ARM Holdings and Nextpower are winning stocks derived from NVIDIA‘s statement regarding the AI era!
"I’ve increased my Oracle position. An OpenAI IPO would wipe away the funding concerns for the $300...
ARM Holdings: The CPU Shortage is Intensifying Due to Agentic AI. A New Chart Breakout is on the Horizon!
At a recent conference, Intel CEO Lip-Bu Tan shared insights from conversations with customers. Instead...
Siltronic: Two demand drivers will initiate a new growth cycle starting in 2027. New swing trading long signal!
AI infrastructure stocks are leading the market on Wednesday, May 20, 2026. With Siltronic , a wafer...
OHB is on the rise – key statements from the Capital Markets Day. New joint venture with Helsing for space reconnaissance!
The story about OHB (i) has been intensively followed and reported in the Traderfox "Trading Room" over...
US Software Sector Starts Price Recovery at the Beginning of the Week. How Can Investors Participate in Germany? Three Promising Stocks!
Was this the starting signal for recovery in the software sector? On Monday, stocks like HubSpot, Servicenow,...
ams-OSRAM: the new Photonics Favorite Breaks to 52-Week Highs. Here's why!
The semiconductor company ams-OSRAM (i) is making a bold move on the financial front. As announced on...
ARM Holdings: Bernstein Highlights the CPU Story with a Target Market of $137 Billion. New $300 Price Target!
Bernstein has initiated coverage of ARM Holdings with an "Outperform" rating. The target price is set...
Top-3 Small-Cap Stocks in Germany Transitioning from AI Loser to AI Winner!
IONOS, Scout24, and GFT Technologies are transforming from perceived AI losers to platforms that monetize...
Amazon: The Scenario for a Rally to $400 is Intact. Launch of Ultra-Fast Deliveries Within 30 Minutes in Additional US Cities!
Amazon (i) is in our US model portfolio and is a top pick from our perspective for playing AI and Physical...
OHB is Advancing European Sovereignty with the VORTEX-S Spacecraft. Chart Breakout
The investment trend "Space" is among the favorites, as demonstrated by the stocks of Rocket Lab, Planet...
IONOS is not an AI Loser. These are my six Highlights from the Figures!
With its Q1 figures, Ionos (i) has demonstrated why it belongs to the winners of AI and that the disruption...
ams-Osram: Two Fresh Catalysts for the new Photonics Favorite in AI Data Centers!
ams-Osram (i) is the new photonics favorite on the stock market, having entered the rapidly growing...
Our Intel Position is up +480%: New Report on Chip Deal with Apple and SK Hynix Showing Interest in the EMIB Technology!
The years-long efforts of Intel (i) to regain its technological relevance against Asian competitors...
Novo Nordisk: Wegovy Pill Reaches 2 Million Prescriptions while Competitor Eli Lilly Records a Tepid Start with Foundayo!
The stock of Novo Nordisk is gaining momentum again after a two-day bullish consolidation. At the same...
Qualcomm: Cyclical Low in Smartphone Demand and CPU Fantasy Propel Stock Higher. Model Portfolio Paper Gain of 38%!
With Qualcomm, we had to endure a longer dry spell in the US model portfolio. For several months, the...