Trading Room Notes
OHB is Advancing European Sovereignty with the VORTEX-S Spacecraft. Chart Breakout
The investment trend "Space" is among the favorites, as demonstrated by the stocks of Rocket Lab, Planet...
IONOS: This is not an AI loser. My six highlights from the numbers!
Ionos (i) has demonstrated with its Q1 numbers why it belongs to the winners of AI and that the disruption...
ams-Osram: Two Fresh Catalysts for the new Photonics Favorite in AI Data Centers!
ams-Osram (i) is the new photonics favorite on the stock market, having entered the rapidly growing...
Our Intel Position is up +480%: New Report on Chip Deal with Apple and SK Hynix Showing Interest in the EMIB Technology!
The years-long efforts of Intel (i) to regain its technological relevance against Asian competitors...
Novo Nordisk: Wegovy Pill Reaches 2 Million Prescriptions while Competitor Eli Lilly Records a Tepid Start with Foundayo!
The stock of Novo Nordisk is gaining momentum again after a two-day bullish consolidation. At the same...
Qualcomm: Cyclical Low in Smartphone Demand and CPU Fantasy Propel Stock Higher. Model Portfolio Paper Gain of 38%!
With Qualcomm, we had to endure a longer dry spell in the US model portfolio. For several months, the...
ams-Osram: New Photonics Star in the European Stock Market? This is the Story of how the Company Plans to Benefit from AI Data Centers Until the end of the Decade!
Photonics stocks have been among the favorites on the stock market in recent months. A look at the chart...
Datadog: Here's why This Company is a Beneficiary of AI. Upgrade of the 2026 Forecast After 32% Growth at the Start of the Year!
In the gold rush atmosphere of Artificial Intelligence, it is often not the miners themselves who make...
GFT: The AI Strategy is Successful with the Wynxx Agentic AI Platform - Over €104 Million in Contract Volume. P/E Ratio of Only 10!
GFT Technologies (i) has commenced the fiscal year 2026 with momentum and impressively underscores its...
Breakout Alert Corning: New Deal with NVIDIA in Optical Connectivity – one of the Key Components of AI Infrastructure
Corning and Nvidia have formed a pact that could change the technology landscape. Through a massive...
FACC: This Aircraft Supplier Increased EBIT by 125% in Q1. New Chart Breakout?
FACC has continued its growth trajectory in the first quarter of 2026. Revenue increased by 11.8% to...
Nexans: no Power Supply, no AI. This Company Provides the Electrification Solutions for the Grids!
The AI boom is significantly increasing electricity demand and making power supply an increasingly critical...
Our Amazon Position is up 33%. Exciting Statements from CEO Jassy on the necessity of a $200 Billion Capex!
At Amazon (i), the stock market has slowly come to understand that the $200 billion in Capex is exactly...
Hochtief: Breakout Alert! Breakout from Flat Base due to the Data Center Boom!
The Hochtief stock is expensive with a P/E ratio of 28, but it is breaking out again from a flat base...
Secunet Security: Order Intake Nearly Doubles to €143.0 Million. National Security is the Growth Engine!
Secunet Security (i) is interesting despite mixed numbers, as the results indicate that demand is booming....
OHB and Vincorion: America Withdraws, Europe is Increasingly Arming Itself. Here's how These two Companies Benefit from the new Sovereignty!
The security policy architecture in Europe is facing a fundamental reorganization. Recent developments...
BlackSky: The new Space Eye of the States. Fresh $30 Million Contract Expected to Initiate Trend Following!
BlackSky provides real-time, space-based intelligence and analytics through its own satellite constellation....
Siltronic is one of the Strongest Trending Stocks! Here's why Qualcomm's Statement on Smartphone Demand is Positive!
Siltronic has a TS value of 4.7, indicating strong momentum. The reason for this is a fundamental shift...
Nextpower: Transitioning to a Solar Technology Platform. High energy prices and AI-driven electricity hunger fuel a growth scenario!
The Strait of Hormuz remains crucial. The oil price (Brent) has risen another 3 to 108 USD. This, in...
Amazon: What to Expect from the Upcoming Quarterly Results?
We have Amazon (i) in our US model portfolio and are up 25%. For us, the company is the top beneficiary...
Init SE: New 375 million Euro contract from Australia fuels growth story. Significant chart breakout!
Init (i) acts as an integrated "one-stop-shop" for public transport, covering the entire value chain...
IONOS: Why the pullback to the breakout level represents a new opportunity for the potential AI winner!
IONOS (i) broke out of a sideways movement in mid-April and surged to the 29 euro mark. The sentiment...
Sartorius: Our Scenario on Why the Shovel Seller in Healthcare Could Start a Growth Phase Thanks to AI!
Sartorius is a globally leading laboratory and pharmaceutical supplier. The company provides technologies...