Trading Room Notes
Tesla: Here are Elon Musk's visions for Robotaxis and Humanoids. Optimus will present a $10 trillion revenue opportunity!
The Tesla stock (i) (TSLA) initially reacts to the 4th quarter numbers with a setback. However, during...
Fortinet: As AI Becomes Cheaper and Spreads Faster, a Surge in Demand for Cybersecurity Solutions Arises. The Stock is Already Bubbling!
The favorites among the AI beneficiaries are beginning to shift. As AI models become cheaper and their...
Amphenol: According to Sam Altman, OpenAI intends to continue investing in AI infrastructure. Rebound Opportunity!
On Monday, AI infrastructure stocks plummeted due to the efficient AI model from DeepSeek, which is said...
Daimler Truck: Competitor Volvo Signals Higher Order Inflows. Is the New Upgrade Cycle Around the Corner? Value Stock with a Single-Digit P/E Ratio!
Among the cyclical values, the strength of truck manufacturers stands out today. Daimler Truck (DTR0CK)...
Why Confluent and Twilio are two beneficiaries as AI costs decrease!
Bernstein writes in a recent study that lower costs for AI will be accompanied by an increase in demand....
Are Golden Years Ahead for IT Service Providers? Faster AI Adoption Increases Demand for Consulting and Implementation!
On January 27, 2025, a thunderstorm swept over AI stocks. The market is playing the democratization of...
Deepseek Sends Shockwaves Through the AI World. Could Consulting Firm Accenture and Edge AI Company Qualcomm Be the Beneficiaries?
The news about Deepseek and the significantly lower costs of 5.6 million USD for an AI model that can...
Moderna: Comeback thanks to AI? According to Oracle CEO Ellison, cancer vaccines could be developed within 48 hours.
For the mRNA specialist Moderna (MRNA), the Corona pandemic was a significant time. As the pandemic...
Trump Aims to Make the USA the Global Capital for AI and Crypto. Cryptocurrency Exchange Coinbase Likely to Benefit from Growing Interest!
US President Donald Trump participated via video link in Davos yesterday. He indicated his intention...
2025 Favorite and Model Portfolio Asset 2G Energy is on the Brink of a Breakout. Why the US Business Will Remain Strong!
That 2G Energy (i) (A0HL8N) is one of my favorites for 2025 has been demonstrated. We are involved in...
Norma Group: Cyclical Stocks Rise - Purchasing Managers' Index Exceeds Expectations. Water Management Sale Offers Additional Upside for the 10 P/E Ratio Stock!
The cyclicals are breaking free in the first trading minutes of January 24, 2024. Auto manufacturers...
Deere: Beneficiary of Deregulation in Autonomous Vehicles. Robo-Agricultural Machinery Initiates a Huge Upgrade Cycle. Profit Doubling by 2028?
Deere (DE) is the leading manufacturer of agricultural machinery. The next major upgrade cycle will...
Hypoport: The Europace figures make the stock a favorite in the real estate market recovery. The end of the consolidation phase!
On January 20, 2025, Hypoport (549336) reported on the development of business volumes on the B2B marketplace...
2G Energy continues on growth path in 2025 and 2026. Order intake up +37% in the 4th quarter and continued strong demand!
Our TraderFox model portfolio stock 2G Energy (i) (A0HL8N) has once again delivered. On January 23,...
Nagarro Cancels Acquisition Talks. Instead, €400 Million for Share Buybacks and 2025 Looks Promising. The Stock Could Jump!
Nagarro (A3H220) is an IT service provider that primarily assists its clients from the automotive, manufacturing,...
These 7 Stocks Are Potential Beneficiaries of the USD 500 Billion Stargate Project for Expanding AI Infrastructure!
The joint venture between OpenAI, Softbank, and Oracle has announced the "Stargate" project. Over a four-year...
Trump positions himself as a peacemaker. For the USA, this could mean high defense spending in the future - RTX is a beneficiary!
In his inaugural address, Donald Trump stated, "We will measure our success not just by the battles we...
The TikTok ban is suspended for 75 days. A buyer is to be found. This is positive for Oracle!
Donald Trump has also suspended the TikTok ban for 75 days. A US buyer is to be found who holds at least...
Kontron Issues Growth Forecast for 2025 Already. The P/E Ratio is Only 10!
The IoT specialist Kontron (i) (A0X9EJ), which we have in the TraderFox model portfolio, exceeded expectations...
According to the WSJ, US tariff policy could start more moderately. Cyclicals like Daimler Truck are breaking out!
The "WSJ" reported earlier that Donald Trump intends to present his trade vision today, but will not...
Donald Trump Introduces His Meme Coin. Crypto Stocks Are Fueled by This - Coinbase and Robinhood Benefit!
Dear Traders, Trump has surprisingly launched his own meme coin, which already boasts a market capitalization...
Hensoldt breaks out ahead of the Trump swearing-in. Why?
Of our TraderFox model portfolio values, Hensoldt (i) (HAG000) can start the week with an outperformance....
Credo Technology grows by 64% and accelerates momentum. Connectivity solutions are needed for AI data centers!
Credo Technology (CRDO) positions itself as an innovative provider of high-speed connectivity solutions...