Trading Room Notes
Cognex: The Optic Nervous System for the Next Generation of Physical AI
Cognex: the optic nervous system for the next generation of physical AI We are closely monitoring...
Vonovia: Winner of the German Government's Reform Package Presented on June 2!
Vonovia is worth a look again after the correction in recent months. Rising bond yields and the recent...
Adidas: Here's What has Lead JPMorgan Analysts Price Target of €230 and a new buy Study!
The surprising elimination of the German national team against Paraguay weighed on the Adidas stock...
These are the top 3 Suppliers for the Next Multi-Billion Dollar Market of Humanoid Robots!
The next significant investment trend after "AI” and "Space” will be Humanoid Robots. NVIDIA CEO...
Regal Rexnord: Kerrisdale Capital Positions Itself and Sees 100% Price Potential. Humanoids Offer a $5 Billion Valuation Opportunity!
Kerrisdale Capital is long on our US model portfolio stock Regal Rexnord (i) and sees at least 100%...
2G Energy: New data center orders are here. In 2026, order intake could surpass the billion mark. Model portfolio position +175%!
Our 2G Energy (i) reported this morning on the year 2025 and new data center orders, which were unfortunately...
2G Energy: New Data Center Contracts are Here. In 2026, Order Intake Could Exceed €1 Billion. Portfolio Position +175%!
Our 2G Energy (i) reported this morning on the year 2025 and new data center contracts, which were unfortunately...
Merck KGaA: The DAX Giant Acquires Bio-Techne for $11 Billion and Simultaneously Accelerates the AI Chip Turbo.
In the DAX, Merck KGaA breaks out of the correction since 2022. Such a movement has high significance,...
PVA Tepla: South Korea Invests up to $1.3 Trillion in Chip and AI Infrastructure. Here's how This Chip Provider can Benefit!
South Korea's President Lee Jae Myung presented a national semiconductor ecosystem worth over KRW 800...
Varonis Systems: This Software Stock Decouples From the Bear Market. Data Security Platform for the AI Era and M&A Speculation!
The software stocks have been in a bear market for months. However, a few titles dedicated to data security...
BTIG sets a price target of $125 for Robinhood. Why is That? These Three Points Speak in Favor of the Provider of the Super Finance app!
Robinhood is included in our US model portfolio. Recently, the stock broke out of a base formation....
Regal Rexnord: The winner of the next mega market for humanoid robots is brewing at a 52-week high!
A new race in humanoids is emerging between the USA and China. Lutnick's remarks indicate a growing belief...
Model portfolio asset MTU is 26% up. JPMorgan sees potential at €465. Here’s why.
The stock of MTU was added to the Traderfox model portfolio on April 30, 2026, at €289.30. Our scenario...
D.R. Horton: Strategic Winner of the Interest Rate Shift and U.S. Housing Shortage. The Big Picture Breakout is Approaching!
Since mid-May, the yield on 10-year U.S. Treasury bonds has decreased from 5.15% to 4.867%, significantly...
Nokia: Expansion of Cooperation with AWS for Autonomous Networks Agreed. Chart Breakout!
The Nokia stock defies the weak market environment on June 24, 2026. Instead, it rises by 3%. The consolidation...
ams-OSRAM: JPMorgan Anticipates 30% Potential. The Supplier for Smart Glasses and AI Data Centers Could Break out.
The story around ams-OSRAM (i) remains hot. In early May, the company communicated a development agreement...
Jenoptik: Chip equipment manufacturer breaks out to a 52-week high amidst sector correction. How the semiconductor boom fuels growth.
On this Tuesday, a correction wave swept over the AI infrastructure stocks. In this environment, Jenoptik...
Novo Nordisk exits the consolidation phase. Here are three reasons why.
Novo Nordisk's stock is drawing attention this week with its price strength, as it seems to successfully...
STMicro is 133% in Book Profit. AI Revenues are Expected to Double in 2026 and 2027. Is a new 52-Week High Imminent?
In the Traderfox model portfolio, we recognized the rally in AI infrastructure stocks early on. STMicro...
ams-OSRAM: AI Data Centers and Data Glasses Will Accelerate Mid-Term Growth. The Next Chart Breakout is Coming!
ams-OSRAM (i) positions itself for a new breakout. Two technological drivers likely to fuel the business...
Breakout Opportunity at FACC: The Airbus Supplier with a 11.5 P/E Ratio Has Air Taxi and Logistics Drone Potential!
A short-term breakout opportunity is now emerging for the aircraft supplier FACC . The declining oil...
Vestas Wind: According to JPMorgan, a Forecast Upgrade is in the Works - the Stock Moves to the Positive Catalyst Watch!
JPMorgan has kept Vestas Wind at an Overweight rating with a price target of DKK 216, additionally stamping...
Globalfoundries: At the Intersection of Quantum Computing and European Sovereignty - Here's why you Should Consider the Stock!
The stock of Globalfoundries is preparing for the next technical breakout. There are two reasons for...