Trading Room Notes
What are Analysts Saying About the Democratization of Autonomous Driving After BYD’s God’s Eye Presentation?
As reported on February 10, 2025, BYD (A0M4W9) held an event where it focused more on the new advanced...
Renk: The Dutch Defense Company KNDS Becomes a new Major Shareholder With Almost 25%!
Renk (i) (RENK73) is an industrial manufacturer of drive systems, testing systems, and suspension systems...
BYD Unveils its Plans. "God’s Eye" Aims to Make Advanced Driver Assistance Systems Accessible to the Masses!
BYD (WKN A0M4W9) shifts its focus even more towards technological innovations and aims to democratize...
Wienerberger: a Promising Stock to bet on the Reconstruction of Ukraine and a Stimulus for the German Construction Market!
Two major themes are likely to shape the stock market starting in 2025. First, increased housing construction...
Super Micro: Do the AI Investments of the Hyperscalers Offer Surprise Potential?
The stock of Super Micro (SMCI) is showing ease on its way up this week as it breaks the correction...
Alphabet, Amazon, Meta, and Microsoft Invest Over $315 Billion in AI Infrastructure in 2025. Amphenol Supplies AI Data Centers!
The Deepseek shock has been digested. As the costs for AI decrease, usage increases, yet investments...
Three Beneficiaries if the USA Presents a Peace Plan for Ukraine During the Munich Security Conference!
At the Munich Security Conference from February 14 to February 16, 2025, the USA could present a peace...
Klöckner & Co.: Trump's Tariff Policy Could Boost Steel Prices and Lead to a Surprise in Profits!
Ever since the announcement of tariffs by the USA on imports from Mexico, Canada, and China, which were...
Lang&Schwarz: The Market Environment is Volatile and Should Favor a Good Start to the Year. The Several-Month Base is About to Break!
The "DeepSeek Shock" on January 27, 2025, and Trump's new tariff attack against Mexico, Canada, and China...
Super Micro Announces Full Production Availability for AI Data Center Building Block Solution for NVIDIA Blackwell. Beneficiary of AI Investments!
Together, over 215 billion USD will be invested in AI and cloud infrastructure by Meta, Microsoft, and...
Broadcom: Customers Meta and Alphabet invest billions in AI infrastructure. Custom AI chips are expected to enhance efficiency!
The major hyperscalers have confirmed their investment plans for 2025. DeepSeek could ensure that Data...
2G Energy presents at the HIT. Here are the key statements from CFO Pehle on DeepSeek, tariffs, and the Demand-Response Motor!
On February 5th and 6th, 2025, the Hamburg Investor Days will take place. This morning, our model portfolio...
Paul Hartmann aims to increase profits by up to 15% in 2025. The defensive qualities should support the new upward movement!
So far, few companies have dared to provide a forecast for 2025. However, one of them is the small-cap...
IBM is a new star in the AI stock sky. It looks set to reach $300!
"Big Blue" IBM (IBM) stood out among AI stocks last week with strong quarterly results and a rapidly...
Zeal Network and Lang&Schwarz are not affected by tariffs. Are new favorites emerging?
Cyclical stocks are currently "out." Titles like Daimler Truck, SMA Solar, VW, and Kion are losing over...
Atoss Software: 94% of revenues still come from the DACH region. Internationalization will support revenue doubling by 2030!
In 2014, Atoss Software (510440) generated around 40 million euros in revenue and achieved an EBIT of...
Top Topic in the German Stock Market: The Comeback of Residential Construction and thus of Steico!
In the years 2022, 2023, 2024, and also 2025, the federal government will fall short of its goal of 400,000...
Salesforce: Thousands of Agentforce Deals in Q4! More Affordable AI Likely to Drive {[More Demand]} for AI Agents!
This week, AI stocks have been shaken up. The news surrounding DeepSeek is likely to lead to more efficient...
Sartorius VZ: This is a trend-strong stock. Now targeting a growth phase for the laboratory supplier starting in 2025. Order intake +21.5% in the 4th quarter!
A topic in the stock market is the end of inventory correction among laboratory equipment suppliers....
2G Energy: The breakout is imminent! “Drill, baby, drill” could fuel the CHP demand in the USA!
Our TraderFox model portfolio stock 2G Energy (i) (A0HL8N) is bubbling at the breakout level. With a...
Is the Comeback of Laboratory Equipment Suppliers Starting After the COVID Inventory Reduction? Thermo Fisher Expects Acceleration in Growth in 2025!
The laboratory equipment suppliers such as Stratec, Sartorius Vz., and Thermo Fisher (TMO) have suffered...
Oracle is not just AI infrastructure, but also software. Introduction of new role-based AI agents in Oracle Fusion Cloud SCM!
Oracle (ORCL) is often associated with the expansion of AI infrastructure. However, an even larger business...
Secunet Security: Approval of cloud infrastructure up to "Secret" level is pending. Could benefit from the shift in asylum policy. Warburg sees 80% potential!
Secunet Security (i) (WKN 727650) specializes in border controls, cryptography, and secure mobile workplaces...