Trading Room Notes
Dell +570%. When Will we Take Profit? A Note on Trending Value.
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...
Modine Manufacturing: Hyperscaler Customer with a Cooling Order Worth Over $4 Billion - the Stock is Looking at a new 52-Week High!
On May 26, 2026, after market close, Modine Manufacturing will report on the past quarter. The reported...
Jabil: The CEO Does not Consider a 7% Margin to be the Limit. Winner of the Largest Infrastructure Expansion in History - Book Gain of 145%!
The positioning at Jabil is proving to be very successful. We have been involved for over a year now...
Momentum and AI Beneficiaries are the Current Magic Formula in the Stock Market. 2G Energy and Jenoptik Generate new Long Signals!
Currently, the following constellation is observable in the stock market from a trading perspective....
ASML, ARM Holdings and Nextpower are winning stocks derived from NVIDIA‘s statement regarding the AI era!
"I’ve increased my Oracle position. An OpenAI IPO would wipe away the funding concerns for the $300...
ARM Holdings: The CPU Shortage is Intensifying Due to Agentic AI. A New Chart Breakout is on the Horizon!
At a recent conference, Intel CEO Lip-Bu Tan shared insights from conversations with customers. Instead...
Siltronic: Two demand drivers will initiate a new growth cycle starting in 2027. New swing trading long signal!
AI infrastructure stocks are leading the market on Wednesday, May 20, 2026. With Siltronic , a wafer...
OHB is on the rise – key statements from the Capital Markets Day. New joint venture with Helsing for space reconnaissance!
The story about OHB (i) has been intensively followed and reported in the Traderfox "Trading Room" over...
US Software Sector Starts Price Recovery at the Beginning of the Week. How Can Investors Participate in Germany? Three Promising Stocks!
Was this the starting signal for recovery in the software sector? On Monday, stocks like HubSpot, Servicenow,...
ams-OSRAM: the new Photonics Favorite Breaks to 52-Week Highs. Here's why!
The semiconductor company ams-OSRAM (i) is making a bold move on the financial front. As announced on...
ARM Holdings: Bernstein Highlights the CPU Story with a Target Market of $137 Billion. New $300 Price Target!
Bernstein has initiated coverage of ARM Holdings with an "Outperform" rating. The target price is set...
Top-3 Small-Cap Stocks in Germany Transitioning from AI Loser to AI Winner!
IONOS, Scout24, and GFT Technologies are transforming from perceived AI losers to platforms that monetize...
Amazon: The Scenario for a Rally to $400 is Intact. Launch of Ultra-Fast Deliveries Within 30 Minutes in Additional US Cities!
Amazon (i) is in our US model portfolio and is a top pick from our perspective for playing AI and Physical...