Trading Room Notes
IONOS Aiming for Growth Acceleration, Positioning Itself as an AI Beneficiary. Value Valuation with a P/E Ratio of 12!
Those who believed that AI would disrupt and render the traditional hosting business worthless are today...
Exail: The Invisible Clearing Service in the Strait of Hormuz? How the Company Could Help with its Drones!
The US Navy has a deficit in mine-clearing capabilities and hardly any boats left in reserve, if media...
Jabil Cushions Market Weakness: Datacenter Business Exceeds Expectations and Ensures 23% Revenue Growth and a Forecast Increase.
NVIDIA CEO Jensen Huang reported this week at the GTC about the AI factories that will be emerging in...
KION: The logistics specialist reports full order books and significantly increases its profitability through a {[strict efficiency program]}. P/E ratio of 12 seems moderate
The chronic labor shortage combined with the unbroken demand for maximum delivery speed is leading more...
Heidelberg Materials: Strict Cost Management Drives Record Earnings. Margin Strength Despite Weak Volumes in Construction. Morgan Stanley with a Double Upgrade, UBS Sees Potential for up to €260
Heidelberg Materials AG is a rebound candidate after a decline of –35% in just two months. The global...
Amazon: NVIDIA CEO Huang Declares the Age of AI Inference. AWS Aims to Increase Revenue by 366% to $600 Billion by 2036!
As soon as the term capital expenditures (Capex) comes up, fingers twitch over the sell button. However,...
Schneider Electric: This Data Center Beneficiary is Likely to Soar Soon - NVIDIA's GTC Event Provides Exciting Insights!
When NVIDIA CEO Jensen Huang took the stage at GTC on Monday evening, he did not speak about trifles....
Nordex Remains in a Breakout Position due to High oil Prices!
Attacks on the Iraqi Majnoon oil field and a tanker near Fujairah are unsettling the markets on Tuesday....
Micron Builds a new Memory Factory and Provides the Fuel for AI Inference. A Fresh Chart Breakout Begins!
Micron means business. The completed acquisition of the P5 facility from Powerchip (PSMC) in Tongluo...
Leonardo: Trump's Threats and the Master Plan 2030 are new Catalysts!
Donald Trump is back in his element. Extortion as a diplomatic business model. His recent threats regarding...
Oil Price Explosion to $160? These 3 German Stocks are now the big Winners of the Crisis!
The Strait of Hormuz, the bottleneck of the global economy, is effectively blocked. As Brent crude oil...
Dell: New Long Signal from the Architect of Global AI Infrastructure with a P/E Ratio of 11!
In the US model portfolio, we have been positioned with Dell since the end of 2023. New long signals...
Leonardo: This is the Masterplan Until 2030, Which Will Send the Stock Soaring to its 52-Week High!
Leonardo is active in the fields of aerospace, defense, and security. The company is involved in prestigious...
AT&T's 250 Billion bet: How Dycom Becomes a Winner!
The US telecom giant AT&T has set the course for the next decade. With an announced investment of...
Intel: How the Company Becomes a Winner of the AI Inference Era Through Its CPUs!
Intel (i) is in our US model portfolio. The position is now trading with a book gain of more than 100%....
NVIDIA to Launch an AI Agent Platform with NemoClaw. Software Stocks Plummet. Three Beneficiaries!
After a phase of recovery, new pressure is mounting on software stocks. Titles like HubSpot, Asana, Atlassian,...
FACC: The Current Supplier with Drone Fantasy Aims for Significant Growth in 2026. New Chart Breakout?
Trump assumes that the Iran war will not last much longer. Oil prices should decrease as well. This would...
GFT: AI Fears Were Exaggerated. Utilizes Wynxx Platform for IT Modernization with Claude, Gemini & Co. - P/E Ratio Drops Below 10!
The recent results from GFT (i) dispelled the fears regarding AI. AI even helps to carry out larger modernization...
Leonardo: Trump Supports an Upcoming Defense Budget of $1.5 Trillion. This European Defense Company is a Beneficiary!
The Iran conflict continues and is causing capital to rotate into defense stocks, as they are considered...
Deutsche Lufthansa with a Strong Business Year with an Operating Earnings Increase of 20%. Iran/USA war Burdens the Stock in two Ways
The German Lufthansa is doubly burdened by the Iran/USA war: through rising oil/jet fuel prices and...
DHL Group: Margin Strength Overcomes Global Trade Conflicts. Analysts Turn Significantly More Positive.
The DHL Group is worth a look. The company acts as an indispensable infrastructure provider for global...
Intel: Billion-Dollar Contracts in Advanced Packaging. What's the Progress in 18A and 14A?
With over +100%, Intel (i) is a success story in the US model portfolio. We are betting that a new national...
AMD: The MI450 Series is a Game Changer - Major Beneficiary of the AI Agent Era. P/E Ratio Drops to 10!
With an aggressive roadmap and gigantic deals with Meta and OpenAI, AMD (i) positions itself as the centerpiece...