Trading Room Notes
Porr: The Infrastructure Bull with a P/E of 10.5 Benefits from Billion-Euro Infrastructure Programs!
On the long side, construction stocks impress on April 8, 2026. Hochtief marks a fresh 52-week high,...
Intel Participates in Tesla's Terafab. The 18A Yields Jump to 65%. Is This the end of the Manufacturing Crisis?
In the US model portfolio, we have been betting on Intel (i) for a year. So far, the trade has been...
STMicro: This AI Inference Beneficiary is on the Verge of an EPS Multiplication by 2028. New 52-Week High!
The chip manufacturer STMicro is one of the new bulls in the European stock market. While the indices...
Nextpower: This Solar Giant Is the Biggest Beneficiary of the Energy Price Shock Thanks to TrueCapture Control and Robotics!
As volatility returns to energy markets with an 8% oil price increase following the Trump speech, Nextpower...
Euronext: Here's why the Valuation Discount to Deutsche Börse Must Disappear now and the big Picture Breakout Begins!
Euronext is the leading pan-European marketplace operator. The company operates the major regulated exchanges...
Amazon and Oracle are Beneficiaries of the $122 Billion OpenAI Deal!
The dimensions exceed previous standards. OpenAI has completed a funding round of $122 billion at a valuation...
Tesla: Three Additional Reasons for the Megamarket Humanoids That Support Buying the Stock!
Tesla is rapidly transforming from a pure automotive manufacturer to a physical AI company. While the...
Amazon: The AI and Physical AI Winner has an Underestimated Satellite Business. Delta Awakens it With a new Contract!
While the market Amazon (i) is still skeptical about the 2026 capex announcement, the company is rapidly...
Marvell Technology: NVIDIA's new $2 Billion bet. Here's why the Interconnect Market is the Next Gold Mine!
For a long time, Marvell Technology was regarded as a solid but unremarkable supplier in the semiconductor...
AMD: Why the CPU is the Next Big Thing in the AI Inference Age - A Multiplication of Data Center Revenue is Coming!
The era of pure GPU-centered inference is giving way to a more complex architecture. As AI agents make...
Jenoptik: AI Boom Brings Hope After a Difficult Transition Year!
A powerful growth driver is forming in the background at Jenoptik : AI. As a key supplier for the semiconductor...
Peabody Energy: Japan Substitutes LNG with Coal for one Year. This Coal Producer Could Break out!
The Hormuz blockade and destruction of energy infrastructure in the Middle East have severely impacted...
Cancom: New Growth Phase Starting in 2026 - Here's how AI can Have a Positive Impact. First Bullish Chart Signal!
IT service providers like Cancom (i) have been sold off in recent months due to concerns about AI and...
AMD: AI Inference Does not Work Without CPUs. Here's why the Path to an EPS of $20 (P/E Ratio of 11) is Paved!
While NVIDIA CEO Jensen Huang proclaimed the era of AI inference at GTC and noted that AGI has already...
AT&S: Agentic AI is Multiplying Demand for High-end Substrates. Chart Breakout?
A shift in power is underway in the second tier of AI infrastructure. At the center: The "orchestration"...
NVIDIA: CEO Jensen Huang Declares General AI and a $3 Trillion Revenue Target - Here Are Three Beneficiaries!
At GTC 2026, NVIDIA CEO Jensen Huang marked a historic turning point: the official launch of the "AI...
Amazon: Barclays Sees 50% Upside Potential. The $600 Billion Revenue Forecast for AWS is Conservative!
Amazon (i) is one of our AI favorites. By 2036, the cloud division's revenue is expected to rise to $600...
Elmos: Acquisition Speculation and Growth Targets by 2030 Propel the Stock out of Consolidation!
Elmos provides the intelligence for megatrends: ultrasonic sensors for autonomous driving, LED drivers...
OHB: The €248 Million Sterna Contract is just the Beginning for the new Space Company! A new Chart Breakout is Underway!
OHB (i) has cracked the "New Space" code. What was long considered the domain of US players like SpaceX—speed,...
This is IONOS' Strategy to Take off in the AI age with a 40% EBITDA Margin.
IONOS (i) confirmed on Thursday its outlook for 2026 with a revenue growth of 7% and an EBITDA margin...
Jabil: The Winner of the AI Inference age Raises the 2026 Forecast. The Next Major Trend of "Physical AI" is on the Horizon!
Jabil is the contract manufacturer of the hour for servers, racks, liquid cooling, and even offers energy...
IONOS is Aiming for Growth Acceleration, Positioning Itself as an AI Beneficiary. Attractive Valuation with a P/E Ratio of 12!
Those who believed that AI would disrupt and render the traditional hosting business worthless are today...
Exail: The Invisible Clearing Service in the Strait of Hormuz? How the Company Could Help with its Drones!
The US Navy has a deficit in mine-clearing capabilities and hardly any boats left in reserve, if media...