Trading Room Notes
Safran Enthralls Everyone with the 2026 Outlook and Raises the Guidance until 2028. The Stock Takes off for Trend Following!
Safran is a backbone of global aviation. As a world leader in propulsion, equipment, and defense, Safran...
Basler: Could Cognex's Figures be the Catalyst?
Cognex reported a 10% revenue growth and a significant increase in profit for the closing quarter. Particularly...
Siemens: Industrial Intelligence Ensures Full Order Books and Data Center Contracts. Upgrade of the 2026 Forecast!
The story of Siemens has changed. In cooperation with partners like NVIDIA, the company is transforming...
Sign of Exaggerated AI Concerns at Atoss Software: CEO and Founder Obereder Buys Shares for €11.5 Million!
Software stocks have been sold off for weeks. Concerns exist that AI may disrupt the sector and that...
Vertiv: The Super-Capex Cycle Leads to a 252% Surge in Orders. 2026 Will be Another Growth Year!
Vertiv is the world's leading specialist in highly complex cooling systems and uninterruptible power...
2G Energy: A new Chart Breakout is Starting. In the Background, There are Five Growth Drivers from 2026!
At our TraderFox model portfolio value 2G Energy (i), a breakout above the resistance line formed since...
Befesa Benefits from the Surge in Metal Prices and Has Three Catalysts for Growth. New 52-Week High!
Among the stocks at their 52-week highs, Befesa is the top breakout candidate at €32. Here's what...
Kulicke & Soffa: How the Company is a Winner of the AI Boom with High-Precision Bonding. New Leader Stock!
Kulicke & Soffa (KLIC) is active in the field of semiconductor packaging and electronics assembly....
KSB: Why the Capex Cycle of Alphabet, Amazon & Co. is a Growth Engine!
KSB is one of the top 3 providers of pumps, valves, and associated services. The addressed market for...
Broadcom: Top Winner from Alphabet's 185 Billion USD AI Infrastructure Spending!
Broadcom's stock is worth a look again after Alphabet's numbers, as it is an important partner in the...
Weyerhaeuser: Long-Term Opportunity Offered by the Recovery of the Housing Market. Outlook Until 2030 Confirmed!
The leading wood company Weyerhaeuser is our bet in the US model portfolio on a recovery of the US housing...
2G Energy: The Key Management Statements on the Five Growth Markets and the Outlook for Data Center Orders from HIT!
Our model portfolio value 2G Energy (i) was presented by CFO Pehle at the HIT in Hamburg on February...
SGL Carbon: now Focusing on the Future Market of SMRs – new Momentum Stock!
SGL has been listed on the stock market for a long time. Unfortunately, the company has struggled in...
Sartorius: Why the Outlook for 2026 Makes Market Consensus Look Outdated
Sartorius is the backbone of the global biopharmaceutical industry. Particularly, the Lab Products &...
Nemetschek: Exaggerated AI Concerns Open Up an Attractive Buying Opportunity!
In investor circles, there is concern that generative AI could cannibalize the traditional business model...
AT&S: High-Tech Substrates as Key Component of the AI Era and Beneficiary of the Intel Renaissance!
AT&S is one of the world's leading manufacturers of high-end printed circuit boards and IC substrates,...
MBB: Important new information about the cybersecurity subsidiary DTS - why we are keeping the position despite 130% book profit!
Our Traderfox model portfolio value MBB (i) marks a new 52-week high. We are 130% up in book profit....
Jenoptik: A Hidden Champion Benefits from the Semiconductor Industry's Hunger!
When ASML reported an extremely strong order intake on Wednesday, we immediately connected it to Jenoptik...
Northrop Grumman: Ready for the Defense Boom and Numerous Contracts for the Golden Dome Project!
Northrop Grumman exceeded expectations for Q4 on January 27, 2026, but somewhat disappointed with the...
2G Energy: Three Important Corporate Statements - Growth in 2027 and Beyond and Several Major Data Center Orders Ahead!
In the TraderFox Model Portfolio, we are betting on the top small-cap story 2G Energy (i). Currently,...
ASML Increases Incoming Orders by 85% - 2026 Will be a Growth Year. The Implication: Traders Must Know These two Beneficiaries!
The numbers published on January 28, 2026, by ASML for the fourth quarter and the entire year of 2025...
Karman can bid for SHIELD Contracts with a Total Volume of $151 Billion under the Golden Dome!
With Karman, we have a high-flyer from the space and defense sector in the US model portfolio. The position...
Schlumberger: Three Significant Growth Drivers for the Coming Years with Billion-Dollar Revenue Potential!
Schlumberger is a top pick to capitalize on rising oil investments in Venezuela. During the conference...