Trading Room Notes
How Bilfinger Could Benefit from the Made for Germany Initiative!
Bilfinger (WKN 590900), which is at a 52-week high, is positioning itself for a breakout. On July 30,...
ON Semi: Collaborates With NVIDIA - Efficiency Boost for AI Data Centers!
ON Semi (ON) specializes in intelligent power and sensor technologies used in the high-growth automotive...
2G Energy Reaches a new all-Time High - Decentralized Power Plants for the Energy Transition and AI Boom!
At 2G Energy (i) (WKN A0HL8N), we needed a bit of patience in our model portfolio, but that's not unusual...
These Three US Companies are Beneficiaries of the EU/USA Tariff Deal!
Over the weekend, the EU-USA tariff deal was finalized. There will be a 15% base tariff, which will also...
Charles Schwab: Record Figures and $20 Billion Buyback Program Drive Stock to a new 52-Week High!
Charles Schwab (SCHW) is one of the most significant financial service providers in the USA. The company...
Steyr Motors: The Defense Beneficiary is Planning to Multiply Revenue to €140 Million by 2027. New €20 Million Order!
On the stock market, defense stocks are booming. Steyr Motors (i) (WKN A40TC4), which was restructured...
Breakout Alert: 2G Energy Increases Order Intake by 29% in Q2. A Major Breakthrough!
Good news came today from our TraderFox model portfolio stock 2G Energy (i) (WKN A0HL8N). In the second...
Deutsche Bank With Highest Earnings Since 2007!
Deutsche Bank (WKN 514000) delivered impressively strong figures on July 24, 2025. Beforehand, there...
Value Stock KSB with a P/E Ratio of 10 Aims for the 52W High. With These Products, it Addresses the Megatrends of Hydrogen, AI Data Centers, and Nuclear Power Plants!
On Wednesday, July 23, 2025, capital is rotating into cyclicals. Japan and the USA have reached a trade...
MBB: The 2025 Forecast Will be Reached at the Upper end! Significant Valuation Discount to Intrinsic Value!
Friedrich Vorwerk raised the outlook for 2025, which is significantly above the previous guidance. Since...
Northrop Grumman: The Defense Giant Delivers in the Second Quarter Amidst Rising Defense Spending and Raises its Forecast!
Northrop Grumman (NOC) is one of the world's leading manufacturers of defense, aerospace, and space...
US Power Grid Under Strain Due to AI - 2G Energy Could Benefit with Its CHP Plants!
At 2G Energy (i) (WKN A0HL8N), an exciting story is developing in the USA, where they are well-prepared...
Steico: Beginning Growth Trend? Building Permits Increase and Timber Construction Gains Market Share - Majority Shareholder Increases to 61.1%!
Steico (i) (WKN A0LR93) is known as a manufacturer of wood fiber insulation materials, blown-in insulation,...
Dell: Enterprise AI Could Lead to EPS Doubling by 2030. P/E Ratio of Only 7!
Dell (DELL) was involved in the past when xAI had new supercomputers installed. Together with Super...
Netflix Aims to Generate AI Content While Meta Strives for Super-Intelligence. We Benefit From These Four Stocks!
This week saw two significant developments. Meta aims to achieve super-intelligence and is not only poaching...
Three Hot Stocks to Play the Rally in Drone Stocks!
The Ukraine war has changed the battlefield of the future. Drones have gained significant importance...
Sarepta Therapeutics (SRPT) in Transition: Reevaluation After Restructuring and Elevidys Update?
Sarepta Therapeutics (SRPT) is a leading biotechnology company in the field of rare genetic diseases....
Toast: Breakout Candidate! Deutsche Bank Expects Rising Margins - Opportunities Through Internationalization and Targeting Retail!
The suffering of Toast shareholders could now come to an end, as a breakout at $45 and a push towards...
Hochtief is Poised for a Trend Continuation. New Massive Data Centers in the USA are Likely to Mean Large Orders for the U.S. Subsidiary Turner!
Hochtief (WKN 607000) is making a strong impression among the stocks at a 52-week high. In Germany, the...
Breakout Alert for Karman: This Company is Involved in Over 100 Drone, Missile, and Aerospace Programs - new all-Time High!
In the US model portfolio, we are focusing on the newcomer Karman (KRMN) from the investment trend "Space...
Zeal Network: A top Breakout Candidate With new Growth Opportunities From the Dream House Lottery and Online Games!
Zeal Network (i) (ZEAL24) is currently the hottest breakout candidate in the German stock market! With...
Jabil: A Little-Known Beneficiary of the Transition to Superintelligence!
The topic in the AI investment trend is the latest statements made by Mark Zuckerberg, which he published...
AMD Partner Meta Invests Hundreds of Billions of Dollars in Data Centers and is Already Using the MI300X and 325!
Meta will significantly accelerate its efforts in the race against OpenAI, xAI, and in the realm of superintelligence....