Trading Room Notes
SpaceX: Data centers in space could be as cheap as those on Earth by 2027
Jensen Huang Calls Cybersecurity the Next Major AI Market - CrowdStrike Expected to Benefit
In the US model portfolio, we have taken a position in Okta because the demand for cybersecurity solutions...
Applied Materials: Buying Opportunity after the 35% Price Drop? New Factories Require Four Times as Much Equipment!
US technology stocks are in a consolidation phase. AI stocks have significantly retraced from their 52-week...
Okta: From AI Agents to a Real Cybersecurity Market – Major Clients are Ready to buy
On Friday, we strengthened our positioning in beneficiaries of the AI era, which are emerging beyond...
Can Dell Rise to $1,000 and Become the Next Tenbagger in Our US Portfolio?
Dell is a tech value stock in our US portfolio, which we are leveraging for the expansion of AI infrastructure....
SAP: 60% of Customers are not in the Cloud yet – now AI Accelerates Migration.
At SAP, AI is becoming a catalyst for its own cloud transformation. CEO Christian Klein has now made...
AI Launches the Next Biotech Revolution: These Three Shovel Sellers Benefit Regardless of the Next Blockbuster
Personalized cancer therapies have made a decisive step towards commercial medicine. In August, Moderna...
Infineon: Warburg Sees a New Buy Opportunity With 40% Potential – NVIDIA CEO Also Declares the AGI Era!
At Infineon , a new analyst trigger meets an increasingly strong AI infrastructure story today. Warburg...
Secunet Security: Berlin's Cyber Disaster Reveals Missing SINA Infrastructure. Is This Stock the Biggest Publicly Traded Winner?
Is the Cyberdome coming to Germany now? Everyone has heard about the large-scale hacker attack on parts...
OpenAI Declares the AGI Era: Amazon, Oracle and Okta Benefit from GPT-6 Astra
OpenAI is taking the next big step towards Artificial General Intelligence. With GPT-6 Astra, the company...
Biotech Stocks: AI Will Trigger Innovation-Driven Growth - Here are Three Stocks at 52-Week Highs That Traders Can Now Pick Up!
With BB Biotech (Traderfox model portfolio) and Medpace (US model portfolio), we are already invested...
2G Energy: Dell Sees 200 GW Additional AI Power Demand. On-Site Power Demand Will Significantly Increase – Potential for More Gas2Power Contracts!
At our portfolio stock 2G Energy (i), the arguments are solidifying that data centers are one of the...
GFT: Deutsche Bank Could Open the Door – Berenberg Raises the Price Target for the Trending Value Stock to €30.
Regarding GFT, the recent Deutsche Bank announcement is now receiving an additional boost from analysts....
Medtronic: The Medtech Giant Is Now Challenging Intuitive Surgical in the Robotics Market With $700 Million.
Jörg Meyer writes at 4:00 PM: Medtronic is expanding its robotics story. The medtech company is investing...
Venezuela on the Brink of a $100 Billion Oil Boom: These Two Suppliers Are the Silent Beneficiaries of the Trump Deal
The new oil deal between the USA and Venezuela could trigger one of the largest cycles of reconstruction...
AI Makes Cybercriminals Faster, and Over 100 Tech Companies Warn of New AI Hacker Wave - How Fortinet and Okta Will Become Winners!
The cybersecurity market could be on the verge of its next major growth surge due to agentic AI. More...
The Top 20 Trending Value Stocks With High P/S Ratios in Germany - Here Are My Two Favorites!
At the 52-week high, value stocks are frequently found in Germany. These are titles with a low P/E ratio,...
Fortinet: 700 OpenAI Agents Hacked Hugging Face - AI Cybersecurity is Becoming Increasingly Important. A Favorite!
A new investigation into the attack on Hugging Face demonstrates how significantly the threat landscape...
US Portfolio Stock NVIDIA (+29,500%): Four Highlights of NVIDIA's Results Every Shareholder Should Know!
NVIDIA (i) is the most successful trade in TraderFox's history with book earnings of 29,500%. The stock...
The AI Boom Meets Energy Crisis 2.0 - These Two Stocks Benefit
The global electricity sector is receiving a new investment push from two sides simultaneously. AI data...
Basler: Data Centers and Amazon's Automation Wave Become New Growth Drivers
Today and tomorrow, a larger conference for small and medium-sized enterprises is taking place. Today,...
Analog Devices: 800-Volt Data Centers and Humanoids Open Up New Billion-Dollar Markets - Portfolio Watchlist!
At Analog Devices (ADI) , the AI data center story is increasingly becoming a key growth driver. On Monday,...
Stratec: +35% in Three Months Is Just the Beginning of the Upswing. The Products for the Next Five Years Are Already Contractually Secured
Many German stocks are in a state of lethargy. Looking at the top performers of the last three months,...
Visa: New 52-Week High - Here's Why Bill Ackman has Just Invested
Visa shows remarkable strength. On Monday, the stock broke out to a 52-week high. Support comes from...