Trading Room Notes
Cadence Design Systems: A Silent Winner of the AI Supercycle with Complex Chips and More Custom Solutions!
Among the beneficiaries of the AI era is the provider of chip design software, Cadence Design Systems...
MBB Founder Christof Nesemeier bought shares for €2.4 million at €165 due to the large discount to intrinsic value. What are the other reasons?
A significant insider purchase was reported by the founder of MBB (i), Dr. Christof Nesemeier, at the...
Planet Labs Raises Forecast - Satellite Data Becomes a Military key Tool!
Out of the space stocks, Planet Labs becomes interesting after a forecast upgrade, as a breakout from...
Kontron: Million-Euro Insider Buying by Major Shareholder Members and US Tariff Exemption Bring Stock into Focus!
At Kontron (i), there are exciting developments that should contribute to the end of the recent consolidation...
The Space Supplier Karman has 100% Price Potential According to Raymond James Analysts. Reasons for the Aggressive Buy Study!
In the US model portfolio, we are focusing on Karman (KRMN) in the space/defense sector because the company...
ASML: Is There a Trend Reversal Ahead? EPS could grow by 20% annually from 2026 to 2030!
The chip supplier ASML has recently suffered from stricter export regulations as well as economic weakness....
Autodesk: The Acceptance Rate of AI Features is Growing and Customers are Inquiring About Everything that Increases Productivity. Why the big Picture Breakout Should Take Place now!
There are several reasons why the breakout at Autodesk from the sideways movement since 2021 should succeed...
Init is Facing Years of Significantly Increasing Earnings Thanks to Major Contracts. New Insider Buying Worth €273,000!
Only a few stocks from the German small-cap segment are indicating a leap to a fresh 52-week high. Among...
These Three German Stock Market Stars are Essential for Traders to Know!
The German stock market is in a consolidation phase. The fantasized interest rate cuts by the ECB are...
AI Data Centers Require up to 10 Times More Fiber Optic Cables. Corning is the Supplier
Corning is trading at a 52-week high and is one of the leading companies. Recently, it was boosted by...
The Toniebox 2 Revitalizes Tonies’ Share Price. Oddo BHF Raises the Price Target to €9!
The story surrounding Tonies (i) has been perfectly on point since last Wednesday. With the presentation...
Rolls Royce: Defense Stocks are Reviving. A Billion-Euro Frigate Order from Norway has Been Approved!
Defense stocks are trending positively on September 1, 2025. Unfortunately, hopes for a ceasefire in...
Teamviewer: A Stock with AI Fantasy at a P/E Ratio of 8.5!
The Teamviewer (i) has hit rock bottom year-on-year. Since January, it has fallen from over €14 to...
Ambarella Focuses on Robotics and Edge AI. Revenue Forecast Significantly Raised!
Ambarella is a developer of System-on-a-Chip (SoC) semiconductors designed for AI, image processing,...
Schaeffler Could Become a Champion in Humanoid Robot Components for Human Movements - a $1 Trillion Market by 2050!
Schaeffler is known as a supplier for the automotive industry and industry. The company produces precision...
According to Jefferies, These are two Winners from the Investment Initiative in Germany!
Jefferies draws attention today with a positive study on German growth companies from the mid-market....
Why Karman's Stock is Currently Fueled by Three Megatrends!
The stock of Karman (KRMN) has been in our US model portfolio since $45.47, and we are pleased to report...
Tonies: Fresh Fantasy for the Stock? The new Toniebox 2 with Tonieplay is to Arrive in September!
The Toniebox from Tonies (i) (WKN A3CM2W) is a success story in the DACH region and has also made its...
Qualcomm: From Smartphone Chip Specialist to all-Rounder of the AI era?
The stock of Qualcomm receives significant analyst support. Analysts from Arete upgraded the rating...
PVA Tepla: Metrology Systems for Complex AI Chips are a Growth Driver.
With a TS value of 3.7, PVA Tepla (i) is among the strongest trending stocks on the German stock market....
NAPCO Security Technologies: Breakout Thanks to Strong Service Revenue and new Cloud Platform
NAPCO Security Technologies (NSSC) is likely to experience a massive breakout today. It is a provider...
Aehr Test Systems: New AI Orders Strengthen the new Upward Trend
Aehr Test Systems (AEHR) has established a clean upward trend above the 50-day moving average and has...
Diamondback Energy: Analysts see up to 50% Potential for the Value Stock with a Good P/E Ratio
Among the value PE stocks, Diamondback Energy (FANG) is intriguing as it aims to finally break out of...