Trading Room Notes
Palo Alto: How Autonomous AI Attacks Are Expanding the Security Giant's Moat
Airbus: This is the new forecast until 2029 and 5 billion euros will flow back to shareholders!
In the Traderfox model portfolio, we are focusing on Airbus and MTU in the aviation sector. We purchased...
Jabil and Micron - Here's What Needs to be Considered Now for AI Infrastructure Stocks!
The AI infrastructure stocks have taken a pause. Now a new upswing seems to be starting as efficient...
AI Infrastructure Stocks on the Rise. Here's why the Substrate Story of the Trendy AT&S is Back in Focus!
The hunger for computing power reaches a new level. With the introduction of the Kimi K3 model by Moonshot,...
Computacenter: This Is the European Leader Stock From the AI Investment Trend. The New Berenberg Peak Target Should Initiate the Breakout!
Computacenter is a European IT service provider that assists companies in planning, procuring, integrating,...
Four Reasons for Increased Capex and a Recovery of AI Infrastructure Stocks. Here are Three Top Stocks!
On Friday, we discussed several reasons why the Kimi 3 model released by Moonshot is not bad for the...
The Moonshot Moment - Kimi K3 Model Puts Pressure on AI Stocks. But Inference Demand Will Grow. Jabil Becomes a Long Candidate!
The AI infrastructure stock is trading weaker in pre-market. The Chinese start-up Moonshot AI has presented...
Tech Stocks are Correcting, but Dividend Champions Axa (Yield 5.6%) and Veolia (4.2%) Become Favorites. Here's the Underlying Story!
The stock markets are in a correction. The Iran war is weighing heavily. Tech stocks are suffering from...
SMA Solar: Tariffs, AI, and a Quarter That Shattered Analyst Expectations. This Makes the Stock a Breakout Opportunity!
With a TS value of 2.8, SMA Solar is among the few strong trend stocks in the German market. At the same...
AI Triggers an Innovation-Driven Growth Phase in the Biotech Sector. Two Leading Stocks Aae Moving Onto the Watchlist for our US Portfolio!
We have successfully invested in AI infrastructure stocks. Now, we see biotechnology as a future beneficiary...
Two Favorites to Represent the Humanoid Robotics Mega Market. One Stock is on the Watchlist for our US Portfolio!
The "WSJ" reported an exciting development regarding Xpeng today. This is the Chinese challenger to Tesla,...
Technotrans Has Double-Digit Million Orders for Data Center Cooling Solutions. Here's why the Big Volume Business is Still to Come!
Technotrans (i) announces success. According to the company, order intake in the Data Center business...
There are Several Reasons Why the AI Infrastructure Trade is Restarting. Traders Must Know These Top 3 Leader Stocks!
The chances are growing that the upswing in AI infrastructure stocks has not yet reached its peak. Optimistic...
IONOS: AI Solutions for SMEs Could Trigger a Revaluation. Here's why BofA Sets a Price Target of €37!
AI infrastructure stocks are correcting. Capital is rotating into the values of the narrative "AI losers"....
Basler and Siltronic are two Stocks with High Trend Strength. Here’s the Story behind them!
Leader stocks can be identified by their trend strength and proximity to the 52-week high. Especially...
Carl Zeiss: Historically Cheap with a P/E Ratio of 14.2 - is it Time for a Comeback?
The success-favored Carl Zeiss Meditec has been experiencing a pronounced earnings dip in recent years....
Carl Zeiss: Historically cheap with a P/E28e of 14.2 - Is it time for the comeback?
The successful Carl Zeiss Meditec has experienced a significant downturn in earnings in recent years....
BB Biotech: Our new core position in the biotech sector. AI will generate new therapies and accelerate R&D processes.
Since the end of 2022, the investment trend "AI" has focused on chip stocks, memory providers, and network...
Why the AI Infrastructure Trade Could Revive Again - Two Reasons. Two Top Stocks for This Scenario!
The AI infrastructure stocks (chips, memory, and network equipment providers) have recently consolidated....
Apple knocks on China's memory products. Two suppliers benefit as well.
Chinese chip stocks are booming. The trigger is a report that Apple is testing DRAM memory from the state-supported...
Meta: This is the Cheapest "Mag 7" Stock With a P/E ratio of 17.5. Here's two Reasons why the big Turnaround is Starting!
Currently, there are two concerns regarding the stock of Meta (i). First, the expected capex of $145...
Kion stock begins the major trend reversal. Reasons why Morgan Stanley rated it as a Buy with a target of €62!
After a drop of 38% year-to-date, Kion offers a highly attractive risk-reward ratio according to Morgan...
Analog Devices: Here's why Humanoid Robots Could Boost the Stock in the Long Term
We have set up the US model portfolio with beneficiaries of humanoids. Nevertheless, we are always on...
Tonies: Business is Expected to Double by 2030. Berenberg Values the Potential at 50%
A trading opportunity is offered by the stock of tonies - known for the Toniebox for children. The stock...