Trading Room Notes
Arlo Technologies With a big-Picture Breakout: SaaS Focus and Subscription Boom Drive Record Results
Arlo Technologies (ARLO) is showing a big-picture breakout following the release of its figures. The...
Analysts see DEUTZ on a Compelling Growth Path and Reward it With Numerous Price Target Increases
DEUTZ receives renewed analyst support. It is a manufacturer of drive systems, particularly for off-highway...
Recovery at Bechtle: International Growth and Strong Public Sector Drive Revenue
IT service providers, acting as key players in the areas of IT system houses, IT services, and IT consulting,...
IONOS: 2025 Forecast Raised. Important Information From the Conference Call on the AI Gigafactory and Digital Sovereignty!
Our model portfolio stock IONOS (i) has performed excellently, with a +135% increase, and is aiming for...
Basler: Potential Winner of the Robot Revolution and Automation Trend. Forecast Upgrade Despite Cautious Market Environment!
Basler is a full-range provider of industrial cameras. The focus is primarily on robot vision, meaning...
Init Aims for a 3-Year High. 2026 and 2027 Should Show an Earnings Growth of 30-40% per Year!
Among the German small caps, Init (i) stands out today with a push towards the 52-week high. At the same...
Kion: Four Triggers That Should Positively Impact the Stock From 2026.
Our model portfolio stock Kion has performed excellently in recent weeks. The trade is up 40%, and from...
Super Micro 18% - Key Insights From the Conference Call. Datacenter Building Block Solutions Accelerates Data Center Construction to 18 Months!
The stock of Super Micro (SMCI) plummeted by 18% after the quarterly figures were released. Last night,...
D-Wave Quantum: Is the Company set to Capture Around 15% of the $10 Billion Quantum Computing Market in 2030?
The perception of quantum computing among the tech giants in the US has improved. This is reflected in...
BWX Technologies: Demand for Nuclear Solutions is Accelerating - Increase in the 2025 Forecast. This is the Next 100% in the US Model Portfolio!
With BWX Technologies (BWXT), we can congratulate ourselves on the next potential double in the US model...
Viasat: Why the Stock is Expected to Have Potential for Doubling and More!
Viasat (VSAT), a leading provider in the satellite communications sector, offers a wide range of services...
Legrand: the Data Center Boom Propels Business Towards €15 Billion in Revenue by 2030!
Among the stocks at the 52-week high, Legrand stands out because the stock strongly defended its high...
Coursera: How the Company Helps Customers' Employees get Ready for the AI era. Already 10 Million Enrollments for Generative AI Classes!
Coursera is a platform for "learning without borders.” More than 5,800 courses, professional certificates,...
nVent: Amid the Data Center Boom, the 2025 Forecast is Increased. How the Company Plans to Benefit From the AI Infrastructure Expansion in the Future!
nVent (NVT) specializes in protecting, connecting, and optimizing critical infrastructure. To this end,...
Super Micro: Vertiv and Modine Provide the Perfect Foundation With Strong Growth in Data Center Cooling. Can Super Micro Catch up?
The Super Micro stock (SMCI) is back in the game. Since the successful placement of a convertible bond...
EssilorLuxottica: Top Beneficiary as Smart Glasses With Superintelligence Conquer Everyday Life!
Meta is fully committed to superintelligence with the planned construction of AI data centers consuming...
From Meme Broker to Financial Super App: Robinhood Raised EPS by 100% and is Building Its Global Platform With Wealthier Customers. Trade +150%!
Robinhood (i) (HOOD) released its quarterly figures on the night of July 3, 2025. The development of...
ExlService Helps Companies Achieve Real Productivity Miracles With AI. The Quality Stock Raises the 2025 EPS Growth Forecast to 13-15%!
In the US model portfolio, we have ExlService (EXLS) to capitalize on the increasing use of AI in businesses,...
How Bilfinger Could Benefit From the Made for Germany Initiative!
Bilfinger (WKN 590900), which is at a 52-week high, is positioning itself for a breakout. On July 30,...
ON Semi: Collaborates With NVIDIA - Efficiency Boost for AI Data Centers!
ON Semi (ON) specializes in intelligent power and sensor technologies used in the high-growth automotive...
2G Energy Reaches a new all-Time High - Decentralized Power Plants for the Energy Transition and AI Boom!
At 2G Energy (i) (WKN A0HL8N), we needed a bit of patience in our model portfolio, but that's not unusual...
These Three US Companies are Beneficiaries of the EU/USA Tariff Deal!
Over the weekend, the EU-USA tariff deal was finalized. There will be a 15% base tariff, which will also...
Charles Schwab: Record Figures and $20 Billion Buyback Program Drive Stock to a new 52-Week High!
Charles Schwab (SCHW) is one of the most significant financial service providers in the USA. The company...