Trading Room Notes
Merz Shows Optimism for a Tariff Deal With the USA. Three Winners!
According to the news agency "dpa," Chancellor Friedrich Merz shows "cautious" optimism for a trade agreement...
BofA is Skeptical, the CEO is Optimistic: Super Micro Sees a Very, Very Large Growth Potential and is Planning to Expand in Europe!
At Super Micro (SMCI), following the successful placement of the convertible bond of over $2.3 billion,...
Is Germany About to Order 3,500 new Tanks? Renk Could be a top Winner!
This week, reports circulated that Germany is on the verge of deciding on a gigantic tank order. The...
Robinhood: According to CEO Vlad Tenev, Tokenization is the Greatest Innovation in Capital Markets in Decades. Private Companies Show Massive Interest!
The stock of Robinhood Markets (i) (HOOD) is currently the best performer in the US model portfolio....
Top Breakout Candidate Toast: This Company Reduces the Complexity of Restaurants and Only has a 13% Market Penetration!
Among the tech stocks at a 52-week high, Toast (TOST) could soon break out of consolidation, generating...
The German Government Wants to Significantly Accelerate Hydrogen Expansion. Three Winners From the German Stock Market!
In Germany, a hydrogen core network is to be established over more than 9,000 km to decarbonize, for...
Steico: Four Reasons why the Company is a top Beneficiary of Increased Housing Construction in the Coming Years!
Steico (i) (WKN A0LR93) is developing a significant strength in its stock price and could break through...
IONOS: New Capital Rotation in the web Host Before the Tariff Deadline on July 9?
IONOS (i) (WKN A3E00M) is among the strongest trending stocks on the German market with a TS value of...
Kion: After the pre-Call for Q2 Figures, There's a Wave of Price Target Increases. Management Signaled a Positive Order Intake!
Our plan in our model portfolio is to hold onto the Kion stock (WKN KGX888) despite the ongoing recovery...
Rheinmetall is the top Favorite of JPMorgan. Will the Trend Continue After a Price Target of €2,250 and a Large Ammunition Order?
If you want to invest in the defense sector, then Rheinmetall (WKN 703000) is a favorite, as the company...
Super Micro: The Market Share for Liquid-Cooled Data Centers Increases From 1% to 30%. AI Companies Like OpenAI are Hungry for Computing Power!
This week, it was announced that OpenAI will source an additional 4.5 GW of data center capacity from...
Melexis: Autonomous Driving and Humanoids are the key Markets that will Trigger a new Growth Phase With EPS Doubling by 2028!
The stock of Melexis (WKN 909765) was rated "Buy" by Jefferies analysts on July 3, 2025, with a price...
GFT: Capitalizing on Humanoid Robots With its AI and Data Expertise! Here's why I Find This Direction Excellent!
GFT (i) (WKN 580060) is known as an IT service provider for banks and insurance companies. However, under...
Why a big Picture Breakout Could be Ahead for Infineon!
The shares of Infineon (WKN 623100) have been moving sideways since June. The sentiment for chip stocks...
Rocket Lab: New Musk-Trump Dispute and Progress in the T2TL-Beta Program Make the Company More Important for Military Communication!
The dispute between Musk and Trump escalates again on the night of July 1, 2025. Trump threatens that...
Kontron Sells JUMPtec for €100 Million – a Great Deal. The 2025 EBITDA Forecast Raised by €50-70 Million!
TraderFox model portfolio stock Kontron (i) (WKN A0X9EJ) has been enjoyable for us in recent months,...
Oracle Starts Strong in the new Year and has Signed Major Cloud Deals - one Includes $30 Billion Starting in FY 2028. The Thirst for Computing Power is Enormous!
Oracle (ORCL) released a very bullish statement on June 30, 2025, highlighting the booming demand for...
GFT Positions Itself for the Humanoid Robot Era. Collaboration With NEURA Robotics on Software for Physical AI!
GFT (i) (WKN 580060) had hinted during the Q1 earnings report that it had received a larger order in...
Independence in Space: why Rocket Lab and Eutelsat are now top Favorites!
A major topic in the market is independence - from individual providers but also from other states. This...
Aixtron Experiences a Rocket Launch With +23%. Oddo BHF Spoke With Management and Confirms the GaN Story Starting in 2027!
Aixtron (WKN A0WMPJ) celebrates an excellent debut in the TraderFox model portfolio, as the stock has...
Indra Sistemas: Morgan Stanley Anticipates Annual EPS Growth of 13% by 2027 and Sees a Price Potential of 35%!
Indra Sistemas (WKN 873570) is one of the leading technology and defense companies in Europe from Spain....
Kratos: New Capital Pivotal Point Offers a Long Opportunity. The US Government is Planning to Allocate More Funds for Drone Purchases!
Kratos Defense (KTOS) specializes in unmanned systems, satellite communication, cybersecurity/cyber warfare,...
Verbio: Will There be a tax Relief for Biofuels in Agriculture? The Trending Stock is on the Rise!
As reported by dpa on June 26, 2025, Federal Minister of Agriculture Alois Rainer intends to incentivize...