Trading Room Notes
Spotify Technology Continues to Record Strong Subscriber Growth. Pivotal Research Raises the Price Target to $900 (+25%)
The music streaming provider Spotify Technology (SPOT) is currently one of the most promising growth...
HUGO BOSS: Growth in Challenging Times. Advances in the Sustainability Strategy BOSS THE CHANGE.
Fashion group HUGO BOSS has focused on five key growth areas with its CLAIM 5 strategy in recent years:...
GEA Group recently increased profitability through the high-margin service business. Stock again with a breakout chance
The GEA Group is one of the world's leading providers of machinery and plant solutions for the food,...
Celsius Holdings: The Brands Celsius and Alani Nu Together now Hold a Market Share of 16.2% in the energy drink market. TD Cowen Upgrades and Sees 33% Upside Potential.
The business model of Celsius Holdings (CELH) is based on the development, marketing, and distribution...
Roku: Advertising Partnership with Amazon as a Growth Engine in the Streaming Market
Roku (ROKU) is a leading provider of streaming platforms and hardware. The company offers both its own...
Is This the Starting Signal for new Swings? GFT Technologies and SMA Solar are on the Rise.
GFT Technologies may be starting a new swing. The IT service provider for banks, insurance companies,...
PVA TePla: Transition Year Expected to Lead to an EPS Doubling by 2028. Oddo BHF Raises the Price Target to €22.
Relative strength was recently shown by PVA TePla. The company is pursuing a clear transformation strategy...
Elbit Systems: Breakout Opportunity for the Drone Interceptor Provider - Prepared for the Future With Iron Beam!
Elbit Systems (ESLT) is a globally operating Israeli defense company that develops and manufactures...
Pfisterer is Building the Power Grids of the Future. New Swing Trading Long Signal!
Pfisterer (i) (WKN PFSE21) has recently been listed on the German stock exchange and is a beneficiary...
According to Oracle, the AI era Thirsts for Power. Broadcom Provides the Infrastructure!
The Oracle stock rises by 14% on June 12, 2025, because the company provided an excellent outlook and...
Airbus: There is Demand for 43,400 new Jets by 2044. We Expect a Medium-Term Trend Continuation Beyond €200!
Next week, the Le Bourget airshow will begin. In the run-up, Airbus expressed great confidence regarding...
BE Semi Significantly Raises its Long-Term Outlook - new Pivotal News Point!
BE Semi (WKN A2JLD1) from the Netherlands is a leading manufacturer of assembly systems for the semiconductor...
Enormous Energy Hunger of Hyperscalers - Amazon and Talen Energy Expand the Electricity Purchase Agreement. BWX and NuScale Benefit!
The hyperscalers have an enormous energy demand, which they partially cover with nuclear power. Amazon...
A ChatGPT Query Consumes as Much Energy as Using the Oven for one Second. This Plays Into the Hands of the GaN Chip Story at Aixtron!
Sam Altman from OpenAI published a new blog post last night. He also addressed how much energy ChatGPT...
NASA and the Pentagon are Discussing SpaceX Alternatives. Cantor Raises the Price Target to $35 for the Beneficiary and Rocket Builder Rocket Lab!
Last week, we wondered whether Rocket Lab (i) (RKLB) could be the winner of the dispute between Musk...
Nuscale Provides Future Power Supply With its Light-Water SMR. A Winner From the Expansion of Nuclear Energy Production!
A second hot topic in the USA is nuclear power plant stocks, as the USA aims to quadruple its nuclear...
New Supercomputers and Sovereign AI Infrastructures are Emerging. They are Driving Jabil's Growth!
The demand for AI infrastructure is underpinned by sovereign AI data centers and the development of new...
Kontron Receives a €26 Million Order in the Important Railway Infrastructure Sector!
TraderFox model portfolio stock Kontron (i) (WKN A0X9EJ) announces a new order of €26 million from...
With 117 Professional Line Products, Einhell Stands to Benefit From the Housing Construction Turbo. P/E Ratio of Just 11.7 and a Breakout Opportunity!
Despite a challenging economic environment, Einhell (WKN A40ESU) remains one of the leading providers...
Could Technotrans Become a Potential Supplier for European AI Gigafactories?
Recently, Handelsblatt reported that companies like SAP, Deutsche Telekom, Siemens, and IONOS (i) are...
Robinhood: Crypto Trading Volume Increased by 30% in May. 3 Million People are on the Credit Card Waiting List - More Statements From the Piper Sandler Conference!
Robinhood (i) (HOOD) is soaring again on June 5, 2025, marking a fresh 52-week high. Our US model portfolio...
Micron: One of the Biggest Beneficiaries of AI Data Centers Has a P/E Ratio of 10! The one-Year Correction is Over!
Micron (MU) , which is expected to have a P/E ratio of 10 by 2026, is one of the biggest beneficiaries...
Aixtron: Infineon and NVIDIA are Planning the Next Generation of Power Supply for AI Data Centers. A new AI Beneficiary is Emerging!
Aixtron (WKN A0WMPJ) is the market leader with a market share of around 90% in epitaxy tools. The demand...