Trading Room Notes
How the Anthropic Shock Plays in Favor of IONOS!
Firefly Aerospace has 50% potential according to KeyBanc. Why the sell-off was exaggerated!
On Friday, SpaceX went public. Capital reallocations into the leading space company and the creation...
AT&S: In the Midst of the Substrate Boom - Thanks to the AMD Partnership, the 2026/27 Outlook has been Raised to 45 to 55% Growth!
Because the classic Moore's Law is reaching physical limits, chip designers are increasingly turning...
Nokia: The AI Supercycle Transforms the Network Giant. JPMorgan Sees 50% Price Potential!
Nokia is reinventing itself. The former mobile pioneer is transforming into a key player in the global...
2G Energy: New Long Signal!
2G Energy (i) is our largest position in our portfolio and is up 160%. This allows us to invest in a...
New 52-Week Highs for BE Semi and VAT Group – WFE Spending Increases from $147 Billion per Year to $247 Billion by 2028
It has been striking in recent days that the chip equipment suppliers have shown relative strength. They...
Kulicke & Soffa: China's $295 Billion bet Could Propel This Chip Supplier
Beijing means business. According to a Bloomberg report from June 9, China plans to invest nearly $295...
VAT Group: Here's why UBS Raises the Price Target to CHF 745 - the Stock is a top Pick in the Semiconductor Sector!
The VAT Group plays a key role in the global semiconductor ecosystem. As the world market leader in high-tech...
Microchip Technology: Here's how AI Data Centers and Humanoids Ignite Growth Again
We are wide awake when it comes to potential beneficiaries of an increasing penetration of robots, particularly...
Schaeffler: Here's how the Company Will Benefit from the Humanoid Robotics era!
After "AI" and "space," the rally in "humanoid robotics" stocks could soon take off on the stock market....
Regal Rexnord: NVIDIA CEO Huang Considers the era of Robotics and Physical AI to Have Begun. This Joint Supplier is Promising!
NVIDIA CEO Jensen Huang was in South Korea over the weekend. There, he highlighted the next big trend...
SAP: Three Reasons Why Software Stocks Should Have Reached a Turning Point now
Software stocks may have reached a turning point. We are already positioned with several stocks in our...
Dell +570%. When Will we Take Profit? A Note on Trending Value.
Dear Traders, With Dell's stock, we have achieved an impressive 572% gain in our portfolio. We are...
Münchener Rück: 5.8% Dividend Yield After the Stock Crash. We Plan to Enter!
Dear Traders, The Münchener Rück stock has been in free fall for weeks. It has dropped from €575...
Zoom Makes the Watchlist for the Next Phase of the AI Revolution!
The AI revolution is advancing unstoppable. The last expansion phase was marked by a rally in chip stocks...
Robinhood is Likely to Start an AI Fantasy Rally!
With Robinhood, we are already up 132% in our trading depot. The stock is likely to start a new upward...
Amazon: The True Winner of the Inference Wave with Productivity Gains Thanks to AI Agents!
We bought Amazon shares for our portfolio in February and made an additional purchase in March, so we...
Siltronic: Breakout Opportunity after Bullish Statements from Dell and Speculation on Shortages in Wafers!
The stock of Siltronic now offers a breakout opportunity from the base. The background is bullish statements...
Qualcomm: Is ByteDance not the only new ASIC customer? How the chip developer is advancing into the AI infrastructure business!
The stock of Qualcomm struggled for a long time in the US model portfolio. However, it has now awakened...
STMicro: Unbridled Upward Momentum Despite Share Price Doubling. Jefferies Sees an Additional 25% Potential for our Portfolio Stock. Here's Three Reasons why!
We bought STMicro shares on April 1, 2026, for our portfolio. At current prices, we are pleased to see...
Dycom Expands Backlog by 46.5%. Fiber Demand and AI Data Centers Drive Enormous Demand!
Dycom delivers across the board. In the first quarter of 2027, contract revenues jumped 56.1% to $1.965...
Schaeffler Aims to Create a European Space Infrastructure Together with Spire Global!
Automotive supplier Schaeffler is expanding its presence in future-oriented sectors. Having already set...
MTU Perfectly Bounces off the Support Line – a Technical Trend Reversal is Underway. A 30% Price Potential is Available!
New opportunities arise with stocks of companies from sectors that benefit from declining oil and gas...
2G Energy: The First Major Data Center Contract in the Triple-Digit MW Range is Here. More Orders are in the Pipeline!
Time and again, we have reported for months about the great opportunities in decentralized power generation...