Trading Room Notes
Robinhood: Launches its trading platform in the UK. Three reasons why Q2 should have been strong!
Robinhood (i) (HOOD) is launching its browser-based desktop trading platform in the UK. This will be...
GFT: Valued with a Significant Industry Discount According to Berenberg! How Takeover and Robotics Potential is Developing for the Stock!
GFT (i) (WKN 580060) is an IT service provider for banks, insurance companies, and industry. When it...
With 400,000 Nvidia Chips: Oracle Builds the Backbone for OpenAI's Next AI Level
In an era of rapid AI development, Oracle (ORCL) is increasingly becoming one of the big winners. The...
Amphenol: A Key Player in the Race for new AI Models and Artificial General Intelligence!
AI is undergoing a revolutionary phase, driving unprecedented demand for powerful infrastructure. In...
Kontron: Significant Insider Buying by the Supervisory Board of the Investment Vehicle of Cooperation Partner Foxconn for €1.2 Million!
In our model portfolio value Kontron (i) (A0X9EJ), a significant insider purchase occurred on the morning...
Super Bull IONOS Aims to Participate in the German AI Gigafactory. Here's What This Means!
On May 27, 2025, the German economic newspaper "Handelsblatt" released an article titled "New Consortium...
NATO Secretary General Rutte Announces a 5% Spending target. How Thales Will Benefit From it!
NATO Secretary General Mark Rutte believes that NATO states will raise the spending target in June. Until...
Bilfinger: A Possible EU/US Tariff Deal Could Fuel Demand for Industrial Services
The Bilfinger stock (WKN 590900) is breaking out to a new 52-week high. Behind this could be a new story...
IONOS: Our Super Bull is up 120%. Top Winner from Trump's "Back and Forth" on Trade Policy!
On May 23, 2025, Trump proposed 50% tariffs on EU imports starting June 1. It is well-known that he has...
The USA Wants to Promote Nuclear Energy. BWX Technologies is a Promising Supplier for Nuclear Power Plants and SMRs!
On May 23, 2025, U.S. President Trump is set to sign new executive orders to simplify the approval process...
Tesla: Wedbush Analyst Dan Ives Raises Price Target to $500. The Golden Age of Autonomous Driving Begins. Tesla is an Undervalued AI Stock!
Dan Ives from the investment firm Wedbush spread over social media that they believe a golden age of...
Google's Veo3 Marks the Beginning of the AI Video Production Era. Amphenol and Oracle as the Quiet Beneficiaries of Increased Computing Power!
This week, Google made headlines by unveiling its new AI model Veo3 at its developer conference. The...
Bitcoin Rises to a new Record Level Above $111,000. Robinhood is Riding the Crypto Wave!
Crypto fans are smiling with Bitcoin's rise. Bitcoin has surged to a new high beyond $111,000. This marks...
Jungheinrich: Growth Until 2030 Planned. Warburg Sees a Price Target of €56 for the Stock!
Jungheinrich (WKN 621993) is coming into the spotlight. A fresh buy rating was issued on May 22, 2025,...
L3Harris: The USA Will Invest $175 Billion in the Golden Dome. This Company is a Supplier for the Missile Defense Shield!
With the "Golden Dome," U.S. President Donald Trump announced one of the most ambitious defense projects...
Tesla on the Brink of the Future: Musk Confirms Robotaxi Launch for June and Sees Optimus as the Biggest Product!
At the Qatar Economic Forum, Elon Musk provided yet another glimpse into the ambitious future vision...
Salzgitter Continues to Rise. The Armor Steel Story is Unfolding!
Salzgitter also gained another 3.5% on May 20 after the 10% increase on May 19. Currently, the company...
Elbit Systems: The Defense Boom Drives 22% Growth and Europe's Military Buildup Offers Order Opportunities. Is a Chart Breakout Following?
Elbit Systems (ESLT) is positioned in our US model portfolio as a strategic player in the defense sector...
Quantum Computing Stock Rally: D-Wave Quantum Introduces Its New Advantage2 System, Seeing It as a Milestone. New 52-Week High for the Stock!
Quantum computer stocks like IonQ, Quantum Computing, Rigetti Computing, and Arqit Computing are back...
Cancom: one of the Best Stocks to Benefit From the German Investment Program, According to Kepler!
Analysts at Kepler upgraded the stock of Cancom (i) (WKN 541910) on May 20, 2025, from Hold to Buy with...
2G Energy Soars to all-Time High. New German Minister of Economics Katherina Reiche Announces Rapid Construction of Gas Power Plants!
The German economic newspaper "Handelsblatt" is talking about a "Restart of the Energy Transition" under...
Salzgitter: Tank Steel Shortage for Rearmament. Why a new Growth Field is Emerging for the Steel Company!
Approximately 2% of NATO countries' budgets are spent on defense. This percentage is expected to rise...
There Could Be 1 Billion Humanoids by 2050. How Jabil and Regal Rexnord Will Become Long-term Winners!
According to an analysis by Morgan Stanley, the market for humanoid robots is expected to reach an annual...