Trading Room Notes
Super Micro: Expanding Production in the USA and Likely a Winner of the Tariffs!
The stock of Super Micro (SMCI) is faring quite well in the trade war. In recent days, it hasn't been...
DR Horton: The Fantasy of Interest Rate Cuts is Getting US Home Builders Started. The Stock has a P/E ratio of 10!
In the USA, the fantasy of interest rate cuts is increasing. There could be four steps instead of two...
MP Materials: Beneficiary of China's new Countermeasures on Rare Earths as a Response to Donald Trump's Tariff Hammer?
Donald Trump increased tariffs on imports from China this week from an already 20% to 54%, an increase...
Vonovia: Why the Real Estate Stock is Suddenly Taking Off!
Donald Trump's tariff hammer has been causing global stock markets to crash since Thursday. However,...
Sportradar provides insights for sports fans and betting providers. A 25% annual profit growth is expected by 2027, independent of tariffs!
Sportradar (SRAD) positions itself as a sports technology company. It operates at the intersection of...
IONOS Breaks Out Amid the Trade War: A Beneficiary of a New Era of Digital Sovereignty in the EU!
The DAX crashes due to Donald Trump's tariff hammer. IONOS (i) (WKN A3E00M) is one of the few stocks...
Broadcom: Is the AI beneficiary attractive after the 30% correction? Here are the reasons!
Broadcom (AVGO) is one of the beneficiaries of the AI era. The company offers Ethernet controllers,...
IONOS Attempts Breakout. Digital Sovereignty as a New Growth Opportunity in the Cloud Solutions Segment!
In the TraderFox model portfolio, we increased our position in IONOS (i) (WKN A3E00M) back to 200 shares...
2G Energy is Aiming for an Increasing Margin by 2026 and is a top Beneficiary of the Demand for Decentralized, Base-Load Capable Power Generation!
2025 will be the year for 2G Energy (i) (WKN A0HL8N), where they aim to accelerate growth to at least...
Strong Trend Stocks: Friedrich Vorwerk is a top Stock. Three Important Highlights From the Conference Call!
Currently, there are only a few leader stocks on the German stock market that are hovering close to their...
Ollie´s Bargain is one of the US Leader Stocks. Heavily Discounted Products Always Sell!
Ollie´s Bargain (OLLI) is a retailer of branded products at significantly reduced prices. The categories...
Salzgitter has 40% Price Potential. Here's why the Kepler Analysts are now Bullish!
The stock of Salzgitter (WKN 620200) could start to form a swing low again after the recent setback....
IONOS: Warburg Pincus has Finally Exited - the Supply Overhang is Gone. Four Reasons why the Stock Looks Promising now!
At IONOS (i) (WKN A3E00M), the knot may have finally burst, after the private equity firm Warburg Pincus...
Vossloh Starts Trendfollowing. The Rail Infrastructure Group Plays a Central Role in the Comprehensive Renovation of the German Rail Network!
The stock markets are dropping as Trump announces 25% tariffs on imported vehicles. This dampens the...
Adesso: Optimistic Statements on Current Demand and Margin Development From 2026!
At Adesso (WKN A0Z23Q), the outlook is quite positive. The IT consultant and service provider has also...
BYD: Profiteer of the new US car Tariffs?
Donald Trump announced new tariffs on the night of March 27, 2025. According to this, a tariff of 25%...
Zeal Network: 60% Price Potential Left? Online Games Achieve Over 40% EBITDA Margin and are a Future Catalyst!
Zeal Network (i) (ZEAL24) provided a pleasantly positive outlook for 2025 on Wednesday, projecting a...
CDU/CSU and SPD are Negotiating: Housing Construction Boost, Transport Infrastructure Investments, and gas Power Plant Plans - Which Companies Will Benefit!
Initial details regarding the negotiations between the Union and SPD are starting to leak out, where...
Zeal Network Aims to Grow in 2025 and Expand Revenues in Double Digits by 2028. Online Games and the Dream House Raffle are Catalysts!
The stock of Zeal Network (i) (ZEAL24) has consolidated in recent weeks. The background is that the...
ACM Research has Ignored the Nasdaq Correction. Revenue are set to Multiply to $3 Billion While Reducing Dependency on Chinese Customers!
Among the stocks close to their 52-week highs, ACM Research (ACMR) stands out with a new upward movement...
Lang&Schwarz: The LS-X March Trading Volumes are Expected to be a Whopping 30% Above the Previous Record Month. A Strong First Quarter is Ahead!
The enthusiasm for German stocks has massively increased since the announcement of the two special funds...
Intel Aims to win Broadcom and NVIDIA as Foundry Customers. These two Important Events are Likely to Highlight the Future Strategy!
Intel (i) (INTC) has been identified as one of the few top comeback stories in the US tech sector...
Airbus is a Major European Defense Contractor Benefiting From the Procurement of European Defense Goods!
The stock of Airbus (WKN 938914) could be underestimated. The company has now confirmed that it plans...