Trading Room Notes
USA Rare Earth: G7 Limits China Dependency on Rare Earth Magnets to 60% by 2030. This Mine-to-Magnet Platform Company is Benefiting!
The G7 nations have decided on an ambitious cap to curb the overwhelming dominance of Chinese suppliers...
Jabil: Third Hyperscaler Customer and Sovereign AI Infrastructure Drive Future Growth!
We have Jabil in our US model portfolio because we can reflect the enormous demand for AI infrastructure...
2G Energy is on the Move again. The Data Center Story Could Drive the Stock Towards €100!
2G Energy (i) could be poised for a breakout on June 17, 2026, against the declining DAX. It breaks...
PVA Tepla: Growth Opportunities in Indium Phosphide Crystal Growth Systems for the AI Boom!
A breakout constellation has established itself at the 52-week high for PVA Tepla (i). Moreover, the...
With 6 Stocks, We Capitalize on the Humanoid Investment Trend. Regal Rexnord Supplies Joint Systems – Here's why it’s Important that we are Involved!
Undoubtedly, "humanoid robots" will be the next significant investment trend and volume market. Billions...
Ams-OSRAM Becomes the Winner of Data Glasses. Qualcomm CEO Predicts Hundreds of Millions of Devices per Year!
Qualcomm CEO Cristiano Amon sees smart glasses as the next major device category. In a podcast by The...
Here's how the Anthropic Shock Plays in Favor of IONOS!
When Anthropic was ordered by Washington on June 12, 2026, to shut down its Frontier models Fable 5 and...
Firefly Aerospace has 50% Potential, According to KeyBanc. Here's why the Sell-off was Exaggerated!
On Friday, SpaceX went public. Capital reallocations into the leading space company and the creation...
AT&S: In the Midst of the Substrate Boom - Thanks to the AMD Partnership, the 2026/27 Outlook has been Raised to 45-55% Growth!
Because the classic Moore's Law is reaching physical limits, chip designers are increasingly turning...
Nokia: The AI Supercycle Transforms the Network Giant. JPMorgan Sees 50% Price Potential!
Nokia is reinventing itself. The former mobile pioneer is transforming into a key player in the global...
2G Energy: New Long Signal!
2G Energy (i) is our largest position in our portfolio and is up 160%. This allows us to invest in a...
New 52-Week Highs for BE Semi and VAT Group – WFE Spending Increases from $147 Billion per Year to $247 Billion by 2028
It has been striking in recent days that the chip equipment suppliers have shown relative strength. They...
Kulicke & Soffa: China's $295 Billion bet Could Propel This Chip Supplier
Beijing means business. According to a Bloomberg report from June 9, China plans to invest nearly $295...
VAT Group: Here's why UBS Raises the Price Target to CHF 745 - the Stock is a top Pick in the Semiconductor Sector!
The VAT Group plays a key role in the global semiconductor ecosystem. As the world market leader in high-tech...
Microchip Technology: Here's how AI Data Centers and Humanoids Ignite Growth Again
We are wide awake when it comes to potential beneficiaries of an increasing penetration of robots, particularly...
Schaeffler: Here's how the Company Will Benefit from the Humanoid Robotics era!
After "AI" and "space," the rally in "humanoid robotics" stocks could soon take off on the stock market....
Regal Rexnord: NVIDIA CEO Huang Considers the era of Robotics and Physical AI to Have Begun. This Joint Supplier is Promising!
NVIDIA CEO Jensen Huang was in South Korea over the weekend. There, he highlighted the next big trend...
SAP: Three Reasons Why Software Stocks Should Have Reached a Turning Point now
Software stocks may have reached a turning point. We are already positioned with several stocks in our...
Dell +570%. When Will we Take Profit? A Note on Trending Value.
Dear Traders, With Dell's stock, we have achieved an impressive 572% gain in our portfolio. We are...
Münchener Rück: 5.8% Dividend Yield After the Stock Crash. We Plan to Enter!
Dear Traders, The Münchener Rück stock has been in free fall for weeks. It has dropped from €575...
Zoom Makes the Watchlist for the Next Phase of the AI Revolution!
The AI revolution is advancing unstoppable. The last expansion phase was marked by a rally in chip stocks...
Robinhood is Likely to Start an AI Fantasy Rally!
With Robinhood, we are already up 132% in our trading depot. The stock is likely to start a new upward...
Amazon: The True Winner of the Inference Wave with Productivity Gains Thanks to AI Agents!
We bought Amazon shares for our portfolio in February and made an additional purchase in March, so we...