Trading Room Notes
AT&S: Why agentic AI is multiplying demand for high-end substrates. Chart breakout?
A shift in power is underway in the second tier of AI infrastructure. At the center: The "orchestration"...
NVIDIA: CEO Jensen Huang Declares General AI and a $3 Trillion Revenue Target - Here Are Three Beneficiaries!
At GTC 2026, NVIDIA CEO Jensen Huang marked a historic turning point: the official launch of the "AI...
Amazon: Barclays Sees 50% Upside Potential. The $600 Billion Revenue Forecast for AWS is Conservative!
Amazon (i) is one of our AI favorites. By 2036, the cloud division's revenue is expected to rise to $600...
Elmos: Acquisition Speculation and Growth Targets by 2030 Propel the Stock out of Consolidation!
Elmos provides the intelligence for megatrends: ultrasonic sensors for autonomous driving, LED drivers...
OHB: The €248 Million Sterna Contract is just the Beginning for the new Space Company! A new Chart Breakout is Underway!
OHB (i) has cracked the "New Space" code. What was long considered the domain of US players like SpaceX—speed,...
This is IONOS' Strategy to Take off in the AI age with a 40% EBITDA Margin.
IONOS (i) confirmed on Thursday its outlook for 2026 with a revenue growth of 7% and an EBITDA margin...
Jabil: The Winner of the AI Inference age Raises the 2026 Forecast. The Next Major Trend of "Physical AI" is on the Horizon!
Jabil is the contract manufacturer of the hour for servers, racks, liquid cooling, and even offers energy...
IONOS is Aiming for Growth Acceleration, Positioning Itself as an AI Beneficiary. Attractive Valuation with a P/E Ratio of 12!
Those who believed that AI would disrupt and render the traditional hosting business worthless are today...
Exail: The Invisible Clearing Service in the Strait of Hormuz? How the Company Could Help with its Drones!
The US Navy has a deficit in mine-clearing capabilities and hardly any boats left in reserve, if media...
Jabil Cushions Market Weakness: Datacenter Business Exceeds Expectations and Ensures 23% Revenue Growth and a Forecast Increase.
NVIDIA CEO Jensen Huang reported this week at the GTC about the AI factories that will be emerging in...
KION: The logistics specialist reports full order books and significantly increases its profitability through a {[strict efficiency program]}. P/E ratio of 12 seems moderate
The chronic labor shortage combined with the unbroken demand for maximum delivery speed is leading more...
Heidelberg Materials: Strict Cost Management Drives Record Earnings. Margin Strength Despite Weak Volumes in Construction. Morgan Stanley with a Double Upgrade, UBS Sees Potential for up to €260
Heidelberg Materials AG is a rebound candidate after a decline of –35% in just two months. The global...
Amazon: NVIDIA CEO Huang Declares the Age of AI Inference. AWS Aims to Increase Revenue by 366% to $600 Billion by 2036!
As soon as the term capital expenditures (Capex) comes up, fingers twitch over the sell button. However,...
Schneider Electric: This Data Center Beneficiary is Likely to Soar Soon - NVIDIA's GTC Event Provides Exciting Insights!
When NVIDIA CEO Jensen Huang took the stage at GTC on Monday evening, he did not speak about trifles....
Nordex Remains in a Breakout Position due to High oil Prices!
Attacks on the Iraqi Majnoon oil field and a tanker near Fujairah are unsettling the markets on Tuesday....
Micron Builds a new Memory Factory and Provides the Fuel for AI Inference. A Fresh Chart Breakout Begins!
Micron means business. The completed acquisition of the P5 facility from Powerchip (PSMC) in Tongluo...
Leonardo: Trump's Threats and the Master Plan 2030 are new Catalysts!
Donald Trump is back in his element. Extortion as a diplomatic business model. His recent threats regarding...
Oil Price Explosion to $160? These 3 German Stocks are now the big Winners of the Crisis!
The Strait of Hormuz, the bottleneck of the global economy, is effectively blocked. As Brent crude oil...
Dell: New Long Signal from the Architect of Global AI Infrastructure with a P/E Ratio of 11!
In the US model portfolio, we have been positioned with Dell since the end of 2023. New long signals...
Leonardo: This is the Masterplan Until 2030, Which Will Send the Stock Soaring to its 52-Week High!
Leonardo is active in the fields of aerospace, defense, and security. The company is involved in prestigious...
AT&T's 250 Billion bet: How Dycom Becomes a Winner!
The US telecom giant AT&T has set the course for the next decade. With an announced investment of...
Intel: How the Company Becomes a Winner of the AI Inference Era Through Its CPUs!
Intel (i) is in our US model portfolio. The position is now trading with a book gain of more than 100%....
NVIDIA to Launch an AI Agent Platform with NemoClaw. Software Stocks Plummet. Three Beneficiaries!
After a phase of recovery, new pressure is mounting on software stocks. Titles like HubSpot, Asana, Atlassian,...