Trading Room Notes
Apple knocks on China's memory products. Two suppliers benefit as well.
Chinese chip stocks are booming. The trigger is a report that Apple is testing DRAM memory from the state-supported...
Meta: This is the Cheapest "Mag 7" Stock With a P/E ratio of 17.5. Here's two Reasons why the big Turnaround is Starting!
Currently, there are two concerns regarding the stock of Meta (i). First, the expected capex of $145...
Kion stock begins the major trend reversal. Reasons why Morgan Stanley rated it as a Buy with a target of €62!
After a drop of 38% year-to-date, Kion offers a highly attractive risk-reward ratio according to Morgan...
Analog Devices: Here's why Humanoid Robots Could Boost the Stock in the Long Term
We have set up the US model portfolio with beneficiaries of humanoids. Nevertheless, we are always on...
Tonies: Business is Expected to Double by 2030. Berenberg Values the Potential at 50%
A trading opportunity is offered by the stock of tonies - known for the Toniebox for children. The stock...
ams-OSRAM: Micro LEDs Come to the Forefront as Infrastructure for AI Data Centers. Chart Breakout Amid Chip Stock Correction!
On Thursday, chip stocks plummeted. After an excellent run, the values have become susceptible to profit-taking....
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...