Trading Room Notes
Siemens Energy: The Story Behind Jefferies Raising the Price Target by 145%!
Siemens Energy is among the favorites this year because it addresses important areas of energy supply...
Is Intel Building a new Mega-AI Factory with Tesla? Elon Musk Mentions Intel as a Potential Partner.
On the evening of November 6, 2025, the $1 billion compensation package for Elon Musk was approved. The...
Hochtief: The Data Center Boom Leads to an Upgrade in Forecast!
The stock of Hochtief broke out of consolidation this week, positioning itself near the 52-week high,...
Deutsche Post (DHL) Surprises with a Strong Profit Increase in Q3. The P/E Ratio of 12.5 and the Dividend yield of 4.48% are Convincing!
The earnings season is in full swing, and especially among cyclicals, there have been several profit...
Zeal Network has had a Very Strong Q3. Why the Raised 2025 Forecast is not Necessarily the Last Positive News!
Once again, Zeal Network (i) has presented very good figures. In the third quarter, the company grew...
Kontron has €2.444 Billion in Orders and is Optimistic Beyond 2025!
Kontron (i) reported on November 5, 2025, about the first nine months. Due to the sale of the COM business...
Hochtief is Starting to Detach from the Market Weakness. How the Company Benefits from More Data Centers and Critical raw Materials!
Hochtief is among the stocks near the 52-week high, and on a weak market day, the stock is attempting...
Elmos: Increases the Free Cashflow Forecast and Sends Optimistic Signals for 2026!
Elmos develops chips that enhance safety, comfort, and efficiency in vehicles. The company is a market...
The hot Stock Dell Receives a $5.8 Billion Order from the Neocloud Provider Iren for the Latest GPUs!
The shares of Dell have been in our US portfolio since a share price level of $70.70 with a book profit...
Innoscripta: With 57.8%, it has the Best EBIT Margin on the German Stock Market. Net Earnings Doubled after Nine Months!
Innoscripta (i) is among the companies, like Pfisterer, that took the plunge onto the stock market in...
nVent: The Data Center Equipment Provider Reports Record Incoming Orders for Q3 and Raises 2025 Forecast!
With Vertiv, Amphenol, and statements regarding increased AI infrastructure investments from companies...
Breakout Alert Kion: The key Statements from the Conference Call. After the Q3 Figures, the Chart Breakout Begins!
On Thursday, Kion presented solid figures for Q3, surpassing expectations, especially in order intake...
MongoDB Provides the Database for AI Agents. Breakout from the Pivotal Base!
The stock of MongoDB resists mild price weakness on the Nasdaq on October 30, 2025. Instead, the stock...
Aixtron: After the Profit Warning, the Company is Showing First Signs of new Investments in Solar, ROY-LED, and AR-Micro Applications!
The machine builder Aixtron , which offers MOCVD systems for applying ultra-thin layers of atoms on semiconductor...
Melexis: By 2030, the Revenue Share Outside the Automotive Sector Should be 15%. Robotics is Becoming a Growth Market - First Product Deliveries!
Melexis is a promising European chip company as it positions itself as a supplier for humanoids with...
Deutsche Bank Reports Record Earnings in the Q3. The 2025 Targets are set for the Stock with a 3.3% Dividend Yield!
In the TraderFox model portfolio, we have been investing in the shares of Deutsche Bank since March...
Check Point Software Sparks Enthusiasm with its Q3 Results and Positions Itself with Lakera in AI Security!
Check Point Software (CHKP) is a global leader and pioneer in cybersecurity. The company protects over...
BWX Technologies Strengthens its Position in Small Modular Reactors with the Rolls-Royce Collaboration and is Part of the $80 Billion Deal!
On October 28, 2025, the U.S. government, Brookfield, and Cameco announced a transformative partnership...
Qualcomm Takes off. AI200 and AI250 are new AI Chips for the Data Center. Humain to be the First Customer for 200 MW AI Infrastructure!
Our US model portfolio stock Qualcomm rose by 18% on Monday as it has presented two new chips for the...
Secunet Security: A Potential Winner of German Minister of the Interior Dobrindt's Cyber Plan? The Threat of Cyberattacks from Russia is Growing!
The German economic newspaper "Handelsblatt" published two important pieces of information in its current...
Is Karman one of the big Winners of the Broader Positioning of the US in Space Applications?
A remarkable development has occurred with the Karman stock. We bought shares in the supplier for space,...
Allgeier Prepares for Digital Growth. The Sale of the IT-Managed Service Business is a Strong Deal!
Germany aims to significantly advance digitalization to make bureaucratic errands obsolete and enable...
Schaeffler: Positioned as a Beneficiary of Humanoids - thanks to Tesla and Amazon!
Tesla announced in yesterday's conference call that it plans to introduce Optimus version 3 in the first...