Trading Room Notes
Pfisterer Thrills with 2030 Outlook. The Energy Demand is Unstoppable and Launches the Stock to Its 52-Week High!
The physical reality of the AI revolution takes place in the power grids. Pfisterer provides the mission-critical...
First Solar: China aims to checkmate US solar competition with new export rules. But this solar company is the laughing third!
A recent report from "Reuters" signals a turning point in the global energy transition. Beijing is considering...
Chart Breakout at Siltronic: AI Inference Reaches the Wafers – new Growth Phase Starting in 2027?
We are entering the era of AI inference. The focus is now shifting towards the broad application of AI,...
BE Semi: one of the Biggest Beneficiaries of the Next HBM Generation and AI Inference?
The transition to AI inference, driven by autonomous AI agents and the quest for superintelligence, demands...
Intel Could Rise by Another 50%, say Northland Analysts. Here’s why!
Our US model portfolio stock Intel (i) is over 170% in book profit. The story is unfolding, and just...
Basler: Vision Systems for the Future Markets of Automated Factories, Warehouses, and Robots!
Basler has impressively achieved the turnaround by 2025 and underpinned the operational trend reversal...
The Revenue Explosions at Anthropic, OpenAI, and Perplexity are Showing the Capex Shock in a Whole New Light - Amazon is an AI Winner!
In April 2026, the tech world is facing a paradoxical situation. While critics label the investment spending...
Intel: Our US Portfolio Stock is 170% Ahead. Here are Four Reasons why the Former Chip Giant is Making a Comeback and Becoming a Favorite!
For a long time, Intel (i) was considered the problem child of the chip sector, but the tides have turned....
Amazon: The Four key Statements from CEO Andy Jassy's Shareholder Letter!
Why we are very bullish on Amazon (i) and have weighted the stock higher in the US model portfolio has...
The Quality Stock MTU Receives Drone Enthusiasm. Is There Still 60% Price Potential?
The stock of MTU has become attractive again after the correction. The quality stock now receives drone...
BASF has Reached a new 52-Week High – Here's why!
BASF recently recorded a price increase and reached a new 52-week high. In particular, the escalation...
Dell: The Secret Plan with Which the Tech Giant is now Raking in $50 Billion with AI. The World is Still Underestimating the AI Revolution!
In the US model portfolio, we have been betting on the Dell stock since autumn 2023. The position is...
Porr: The Infrastructure Bull with a P/E of 10.5 Benefits from Billion-Euro Infrastructure Programs!
On the long side, construction stocks impress on April 8, 2026. Hochtief marks a fresh 52-week high,...
Intel Participates in Tesla's Terafab. The 18A Yields Jump to 65%. Is This the end of the Manufacturing Crisis?
In the US model portfolio, we have been betting on Intel (i) for a year. So far, the trade has been...
STMicro: This AI Inference Beneficiary is on the Verge of an EPS Multiplication by 2028. New 52-Week High!
The chip manufacturer STMicro is one of the new bulls in the European stock market. While the indices...
Nextpower: This Solar Giant Is the Biggest Beneficiary of the Energy Price Shock Thanks to TrueCapture Control and Robotics!
As volatility returns to energy markets with an 8% oil price increase following the Trump speech, Nextpower...
Euronext: Here's why the Valuation Discount to Deutsche Börse Must Disappear now and the big Picture Breakout Begins!
Euronext is the leading pan-European marketplace operator. The company operates the major regulated exchanges...
Amazon and Oracle are Beneficiaries of the $122 Billion OpenAI Deal!
The dimensions exceed previous standards. OpenAI has completed a funding round of $122 billion at a valuation...
Tesla: Three Additional Reasons for the Megamarket Humanoids That Support Buying the Stock!
Tesla is rapidly transforming from a pure automotive manufacturer to a physical AI company. While the...
Amazon: The AI and Physical AI Winner has an Underestimated Satellite Business. Delta Awakens it With a new Contract!
While the market Amazon (i) is still skeptical about the 2026 capex announcement, the company is rapidly...
Marvell Technology: NVIDIA's new $2 Billion bet. Here's why the Interconnect Market is the Next Gold Mine!
For a long time, Marvell Technology was regarded as a solid but unremarkable supplier in the semiconductor...
AMD: Why the CPU is the Next Big Thing in the AI Inference Age - A Multiplication of Data Center Revenue is Coming!
The era of pure GPU-centered inference is giving way to a more complex architecture. As AI agents make...
Jenoptik: AI Boom Brings Hope After a Difficult Transition Year!
A powerful growth driver is forming in the background at Jenoptik : AI. As a key supplier for the semiconductor...