Trading Room Notes
eBay Live grows triple digits: This is why the stock is now at a 52-week high
eBay is at a 52-week high because the company is growing operationally much stronger than expected a...
The Next AI Boom Takes Place in the Laboratory: Thermo Fisher and Sartorius Confirm New Demand
At Thermo Fisher and Sartorius , one of the most exciting stories of the AI revolution is unfolding....
Amazon: What if $220 billion in CapEx isn't a problem at all? If Musk is right, AWS could be on the verge of a return explosion!
The numbers released yesterday by SpaceX (i) and especially the conference call with Elon Musk brought...
BB Biotech: Why now could be a good time to invest
At the model portfolio stock BB Biotech (i), several positive factors are currently coming together....
Match Group at 52-Week High: Tinder Awakens and Hinge Could One Day Become Bigger
Match Group is becoming a leader stock and is trading at a 52-week high. Sensor Tower data indicates...
Tonies: 52-Week High - Oddo Sees 36% Potential and Expects Good Q3
Tonies is one of the few German stocks at a 52-week high and is breaking out. Oddo BHF raises its price...
FRoSTA: 25% Brand Growth and New Products - Stock Rises Unlinked from AI Theme to Multi-Year High
Currently, AI stocks dominate the stock market. However, it can also be beneficial to have independent...
OHB: Russian Satellite Maneuvers and Starshield Throttling - Europe's IRIS² Offensive Gains Urgency
Currently, two developments are highlighting why Europe needs its own space infrastructure. A Russian...
IQVIA and Waters: Two Stocks for the AI Revolution in the Biotech Lab - Now Facing New Trend-Following Signals
The AI revolution is increasingly reaching real drug development. Not only active ingredients are being...
IMF Nearly Doubles Germany's Growth Forecast: These Two Stocks Could Benefit from the New Investment Boom
For Germany, a significantly stronger growth is expected in 2026 than previously anticipated. The International...
AI Data Centers are Becoming Fortresses: These Stocks are Set to Profit from the Next Billion-Dollar Market of the Data Center Boom
The data center boom is creating a new billion-dollar market that has received significantly less attention...
Breakout Alert at CEWE: Our New Trending-Value P/S Stock in the Model Portfolio Breaks Out!
With trending-value P/S stocks, we have had very good experiences in our model portfolios. The biggest...
Germany increases Ukraine aid: Model portfolio stocks HENSOLDT and 2G Energy could benefit
Germany significantly increases support for Ukraine once again. Chancellor Friedrich Merz announced during...
After Starship, the factory in space: These three stocks benefit from space manufacturing
Starship could not only enable orbital data centers but also accelerate the industrialization of space....
SpaceX: 900 USD price target? Why Starship could lead to a 12 trillion USD valuation according to Citi
At SpaceX (i), Citi raised its long-term valuation to a new dimension this week. Analyst John Godyn sees...
GFT and Secunet: Two German IT stocks poised for breakout - Accenture provides the sector trigger
IT stocks receive a new positive boost from the USA today. Accenture exceeded its own revenue forecast...
Microsoft: OpenAI grows towards $70 billion and Piper Sandler sees a $610 target - Breakout opportunity!
At Microsoft (i), the breakout from the Pivotal Base could now begin. Two triggers support the AI story:...
MTU Aero Engines: Reasons Supporting a Big-Picture Breakout Above €400 – Five Reasons!
At MTU , the arguments for a big-picture breakout are becoming more compelling. Our model portfolio position...
Basler and Elmos: Two German Small-Cap Favorites for the AI and Robotics Boom
Currently, the setup of two of my German small-cap favorites is improving. Basler and Elmos combine operational...
2G Energy: Two Quarters with Over 400 Million Euros in Order Intake Each - Revenue Forecast Now Rising to Up to 850 Million Euros by 2028
2G Energy (i) has generated positive headlines with today’s half-year figures, especially regarding...
Secunet Security: Bundeswehr, Cyberdome, and AI – Three Drivers for Growth Surge from 2027
At Secunet Security, our investment story is gaining momentum. The stock is up about 7%, and our model...
Sartorius Vz: JPMorgan expects an outperformance of the Q3 forecast – AI labs open up the next growth opportunity
At Sartorius Vz., short-term better operational expectations meet a long-term exciting AI story. JPMorgan...
After Orbital Data Centers, Space Manufacturing: SpaceX Taps Into the Next Starship Billion-Dollar Market
After Starlink and orbital AI data centers, SpaceX (i) is already set to target the next Starship market:...