Trading Room Notes
Uber: Chart Breakout from a cup with Handle Formation. These are the Growth Drivers of Uber, Which is Becoming the Everything App!
A significant breakout to a new 52-week high has started for Uber . The stock is moving out of a cup...
Dell: A Winner of the "Intelligence Revolution" with a P/E Ratio of 11.6!
With Dell (DELL) , we are focusing on a corporation in the US model portfolio that provides racks and...
Schaeffler Announces new Targets Until 2028 and Sees a key Opportunity for Growth in Humanoids!
The automotive supplier Schaeffler commented on its outlook until 2028 during its capital markets day...
Basler Provides the Vision Systems for Factory Automation and Robotics. An Interesting Stock if it's 20-30% Lower!
Basler specializes in industrial vision systems. These are used by other companies in various sectors,...
Curtiss-Wright: Towards a Breakout with Flight Recorders, Underwater Pumps, and Nuclear Power!
A breakout opportunity at the 52-week high is emerging for Curtiss-Wright . In addition to the technically...
Tesla: Elon Musk Buys Shares for $1 Billion. What Could be the Reason?
A shocking development came from the news on September 15, 2025, resulting from a new SEC filing. Amid...
Northrop Grumman: Is the Defense Contractor Entering a Phase of Above-Average Growth? Three Reasons!
In the US model portfolio, we are focusing on Northrop Grumman within the investment trend of space...
Cadence Design: Here's why the Shakeout Caused by Synopsys was Exaggerated! These Three AI-Based Waves Will Also Ensure Growth in the Long run!
An exaggerated pullback was observed this week for Cadence Design following weak numbers from competitor...
Celsius: One of the Best Growth Stories! The Alani Nu Brand Offers Significant Potential - Protein Shakes and Powder Sticks Could Become new Future Markets!
Celsius is known for its functional, sugar-free energy drinks under the brands Celsius and Alani Nu....
Hochtief is Building the Data Centers for the Hyperscalers. Breakout from the Flat Base!
Oracle is expanding its data center infrastructure, as highlighted by statements this week in light of...
Because Oracle is Experiencing a Boom: Will a Revival at ASML and Süss Microtec Start Earlier?
Oracle's increase of 359% in RPO - essentially future revenues - to $455 billion signals the immense...
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...