Trading Room Notes
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,...
FACC: The Current Supplier with Drone Fantasy Aims for Significant Growth in 2026. New Chart Breakout?
Trump assumes that the Iran war will not last much longer. Oil prices should decrease as well. This would...
GFT: AI Fears Were Exaggerated. Utilizes Wynxx Platform for IT Modernization with Claude, Gemini & Co. - P/E Ratio Drops Below 10!
The recent results from GFT (i) dispelled the fears regarding AI. AI even helps to carry out larger modernization...
Leonardo: Trump Supports an Upcoming Defense Budget of $1.5 Trillion. This European Defense Company is a Beneficiary!
The Iran conflict continues and is causing capital to rotate into defense stocks, as they are considered...
Deutsche Lufthansa with a Strong Business Year with an Operating Earnings Increase of 20%. Iran/USA war Burdens the Stock in two Ways
The German Lufthansa is doubly burdened by the Iran/USA war: through rising oil/jet fuel prices and...
DHL Group: Margin Strength Overcomes Global Trade Conflicts. Analysts Turn Significantly More Positive.
The DHL Group is worth a look. The company acts as an indispensable infrastructure provider for global...
Intel: Billion-Dollar Contracts in Advanced Packaging. What's the Progress in 18A and 14A?
With over +100%, Intel (i) is a success story in the US model portfolio. We are betting that a new national...
AMD: The MI450 Series is a Game Changer - Major Beneficiary of the AI Agent Era. P/E Ratio Drops to 10!
With an aggressive roadmap and gigantic deals with Meta and OpenAI, AMD (i) positions itself as the centerpiece...
Oracle is now one of the Most Exciting Tech Bets Thanks to OpenAI and AI Agents!
The Oracle stock (i) has plunged by nearly 60% since its 52-week high. The valuation has normalized...
Secunet Security: Why the Company is Becoming a Beneficiary of Hybrid Warfare!
The war of the future no longer takes place solely on physical battlefields. It is fought on servers....
EnviTec Biogas: the Winner of Autonomy
Within 48 hours, the situation in the energy market has dramatically escalated. Iran has declared the...
Deutsche Börse: AI Offensive and two Buy Ratings Imply the end of the Bottom Formation!
The Deutsche Börse as a volatility beneficiary looks back on a solid year in 2025. The central growth...
Price Explosions in oil (+13%) and gas (+45%) – Here's why Verbio and Daldrup & Söhne are Becoming Favorites in this Environment!
The price of Brent crude oil has increased since Thursday from $70 per barrel to $79 per barrel. On Monday,...
The 4 Strongest Trending German Stocks. Traders Need to Know These Stories!
On the German stock market, it can be observed from a trading perspective that stocks that are moving...
"Computing Power = Revenue": These Statements from Jensen Huang are Crucial. Why NVIDIA's Record Figures are Just the Beginning for AMD, Amazon & Co.!
The NVIDIA conference call on the evening of February 25, 2026, marks a historic turning point in IT...
EnviTec Biogas: Comeback of Gas Heating with the Biogas Stock as a Price Driver?
EnviTec has established itself as one of the leading players in the biogas value chain. The company not...
Oracle: By 2030, EPS Could Double or Even Triple – Single-Digit P/E Ratio. Reasons to Buy the Stock!
After a 60% price correction from the 52-week high, Oppenheimer upgraded the Oracle (i) stock from Perform...
BWX: The Order Backlog Explodes by 50% and Brings Optimism for 2026. Management Identifies Four Growth Drivers!
In the US model portfolio, we are focusing on BWX Technologies. Currently, the position is over 170%...
SUSS Microtec Breaks out - Winner of the Exploding HBM Prices!
With the rise above 50 euros, the chip equipment supplier SUSS Microtec activates a fresh long signal....