Trading Room Notes
GFT Technologies: How the AI-based Wynxx Platform Paves the Way for €1.5 Billion in Revenue
Among the trending value KUV stocks in Germany, GFT (i) is currently the title with the most exciting...
Biotechnology Stocks Are Future AI Beneficiaries. These two Top Stocks are at a 52-Week High!
We expect biotechnology to be a winner in AI. New therapies will be discovered that shorten R&D phases...
ams-OSRAM: Here's how the Company Plans to Take Off with Smart AI Glasses and Data Centers. Chart Breakout!
The chip stocks are consolidating today. Infineon is down 5%. STMicro has decreased by 2%. ASML is also...
The U.S. Government is Preparing an Import Ban on Optical Transceivers from China. Here's two Beneficiaries!
The Trump administration is preparing an import ban on Chinese data center components. Specifically,...
BE Semi: New Price Potential After a 40% Correction? Berenberg Says Buy!
With BE Semiconductor (Besi) , a stock from the AI infrastructure sector has undergone a significant...
Microsoft: This Mag7 Value is one of my new AI Favorites. Goldman Sachs Adds the Stock to the Conviction Buy List now!
In my opinion from July 31, I stated that I was now bullish on Microsoft and listed four reasons. The...
Hexagon: The Humanoid AEON Works in BMW Plants. The Major Chart Breakout is Approaching. Portfolio Watchlist!
We strategically position ourselves in portfolios for the three megatrends "AI", "Biotechnology" and...
Snowflake and Cloudflare: The True Beneficiaries of the New Wave of Autonomous AI Agents
The internet traffic is at a historical turning point: Autonomous AI agents are beginning to replace...
Three Advantages That BB Biotech Brings Us in our Portfolio!
We see the biotechnology sector as a future winner in AI. The use of AI helps to shorten preclinical...
2G Energy has Well Over €300 Million in Data Center Orders. The Forecasts for 2026 and 2027 are set – Long Potential!
The stock of 2G Energy (i) consolidated in recent days. From the 52-week high, it has decreased by almost...
Breakout Opportunity in the Biotechnology Sector - Exelixis is the Market Leader in Kidney Cancer with a P/E Ratio of 14.5
The biotech heavyweight Biogen reported better-than-expected numbers today. The stock is up more than...
Mensch&Maschine: This Software Stock Offers 100% Price Potential by 2030
IT service providers and software stocks are rising. The SAP results and a correction in AI infrastructure...
Medpace: A Beneficiary of AI in Biotechnology as More Clinical Trials Launch!
Medpace is a globally operating contract research organization whose mission is to accelerate the development...
Bechtle with a Pivotal News Point - Upgrade of the 2026 Forecast. The Stock is Rising out of the Bottom Formation!
Is the perception of German IT and software stocks changing now? The largest IT service provider Bechtle...
Biotech Stocks Set to Soar - The AI-driven Innovation Phase is Upon Us. BB Biotech is a Promising Core Position!
After infrastructure for AI, we expect the investment trend "Humanoids" as well as the biotech sector...
Schlumberger: Management Confirms the Super Investment Cycle for the Coming Years with Three Reasons. Position +20% in our Portfolio!
On Friday, the oil price rose by 6%. On July 27, it drops by 10% due to a ceasefire between Iran and...
We are Adding two Stocks to our Watchlist for Positioning!
In our portfolio, we currently have a cash ratio of slightly over 50%. The reason is that while there...
In Search of the Strongest Stocks with Multi-Year Highs. These Stories are Fueling Limes Schlosskliniken and Tonies!
The German stock market is in a phase of lethargy. Only a few stocks manage to assert themselves with...
Alphabet Invests $205 Billion into AI: These 3 Chip Stocks are Cashing in now
Alphabet unveiled its plans on the night of July 23. In the closing statements before the Q&A session,...
Palo Alto: How are Autonomous AI Attacks Expanding the Security Giant's Moat?
A recent incident where autonomous OpenAI agents infiltrated the Hugging Face platform demonstrates that...
Airbus: This Is the New Forecast Until 2029 and €5 Billion Will Be Returned to Shareholders!
In the Traderfox model portfolio, we are focusing on Airbus and MTU in the aviation sector. We purchased...
Jabil and Micron - Here's What Needs to be Considered Now for AI Infrastructure Stocks!
The AI infrastructure stocks have taken a pause. Now a new upswing seems to be starting as efficient...
AI Infrastructure Stocks on the Rise. Here's why the Substrate Story of the Trendy AT&S is Back in Focus!
The hunger for computing power reaches a new level. With the introduction of the Kimi K3 model by Moonshot,...