Trading Room Notes
Siltronic: Why the stock has a 35% potential according to Jefferies! The profit potential from the last cycle would lower the P/E ratio to 5.7!
Meanwhile, the wafer manufacturer Siltronic is being highlighted again as a beneficiary of AI investments....
Planet Labs: Transforming into an Integrated Aerospace and AI Solutions Provider! The Reasons Why the Price Drop Presents a Long Opportunity!
The stock of Planet Labs is among the most exciting values in the space investment trend. The company...
AMD: Takes off in the AI race with target potential of 300 USD!
AMD's deal with OpenAI has catapulted the chip developer back into the AI race. It signals that there...
EssilorLuxottica: Smart AI Glasses Drive Sales Boom. Strong 11.7% Revenue Growth in Q3!
EssilorLuxottica is one of the leading manufacturers of glasses. We have emphasized for some time that...
Carasent in Focus: 27% Revenue Increase, Margin Explosion, and Long Signal for the eHealth Software Provider!
In the European market, the Swedish stock Carasent is breaking out of a multi-week consolidation. The...
Drägerwerk: Records the highest order intake since 2020 and raises the 2025 forecast. Additionally, there is a boost in military potential!
Drägerwerk is known for its medical ventilators, anesthesia devices, stationary and mobile gas measurement...
Infineon: Is This an Underrated Winner in Power Supply for Gigantic Data Centers?
By 2030, spending on AI infrastructure is expected to reach up to $4 trillion. OpenAI has forged massive...
Intel: A new energy-efficient GPU for AI data centers will be launched in 2026. Attack on NVIDIA and AMD?
Our comeback bet on Intel (i) in the US model portfolio has started off well with a 60% book gain. The...
Intel: A new energy-efficient GPU for AI data centers will be launched in 2026. Attack on NVIDIA and AMD?
Our comeback bet on Intel (i) in the US model portfolio has started well with a 60% book gain. The USA,...
JPMorgan plans to invest 10 billion USD in companies that contribute to the security and resilience of the USA. With these 8 stocks, we benefit!
The approach of the USA with investments in MP Materials, Intel, as well as tariffs and the push for...
Three companies that could benefit from the 19 AI gigafactories in Europe!
The EU Commission decided last week on the locations for six more AI gigafactories, bringing the total...
Vertiv: Liquid cooling is a key growth driver towards AI infrastructure spending of up to $4 trillion by 2030!
The stock of Vertiv is approaching a new 52-week high. On Thursday, Citi analysts placed the stock on...
Boom in Infrastructure Stocks in Germany. Four Reasons Why the {[Big Picture Breakout]} at Porr Should Succeed!
One of the best sector trends is determined by infrastructure stocks in Germany. Companies like Hochtief,...
After a 25,500% Share Price Gain: Does NVIDIA Have Another 60% Potential, as the Investment Cycle is Only Just Beginning?
With a book gain of 25,500%, NVIDIA is the most successful trade in the history of TraderFox. Since...
The Path for the Housing Construction Turbo is clear. Has the Starting Signal for Sto Vz. Been Given?
The new government has promised to solve the issue of insufficient housing with the "housing construction...
2G Energy Takes off with High Trading Volume. What Story is Being Played?
Out of nowhere, the stock of 2G Energy (i) ends its consolidation since August. It rises significantly...
Breakout Alert for Zeal Network: The Third Quarter Might Have Brought a 24% Increase in Revenue!
The development of Zeal Network (i) is optimistic on both a chart technical and operational basis. The...
Dell: Outlook Raised to 15% EPS Growth per Year. Enormous Demand for AI Infrastructure!
On October 7, 2025, an analyst meeting will take place at Dell, and the company has good news to share....
Tonies Starts a new Partnership with Hasbro for the Toniebox 2. Chance for a Chart Breakout!
This week marks the launch of the new Toniebox 2 by Tonies (i) in the USA. This addresses the currently...
Süss Microtec: Another Beneficiary of the Deal between OpenAI and AMD?
AMD and OpenAI announced a new deal on October 6, 2025. OpenAI will purchase chips from AMD for over...
Salzgitter: The 50% EU Protective Tariffs on Steel are Coming - Implementation Starting in 2026!
The sentiment for Salzgitter stock is turning, and we are finally benefiting from this in the TraderFox...
Samsung Electronics: P/E ratio of 13 and Rising AI Fantasy – OpenAI is now Being Supplied with DRAM Wafers!
Samsung Electronics is starting to catch up in the AI race. The electronics giant has made significant...
Airbus: The Best of Both Worlds? Why Civil Aviation and the Space Business Will Boom!
With the Airbus stock, there is an upward movement from a base towards the 52-week high on October 2,...