Momentum and AI beneficiaries are the current magic formula in the stock market. 2G Energy and Jenoptik generate new long signals!

Currently, the following constellation is observable in the stock market from a trading perspective. First, most capital is rotating into AI infrastructure stocks. These include chip manufacturers (STMicro, Infineon), chip equipment suppliers (ASML, Suss), as well as suppliers like BE Semi and AT&S. The background is the increasing market penetration of AI tools and agents, leading to a growing demand for computing power. These companies benefit from what the CEO of NVIDIA termed the largest infrastructure expansion in history this week. Second,...