Trading Room Notes
Cancom: Why the IT Service Provider Should Have Broken the Impasse!
The German mid and small caps are jumping. Due to the planned two special funds totaling nearly €1...
Almost €1 Trillion for Infrastructure and Defense in Germany. Top 10 Beneficiaries of the Planned Special Funds!
The CDU/CSU and SPD are in agreement and want billions in loans for defense as well as infrastructure....
The €800 Billion Plan for Rearmament by Ursula von der Leyen. Two Beneficiaries!
As of March 4, 2025, there are three reasons why European defense stocks are likely to continue their...
Is Germany Investing up to €500 Billion in Infrastructure? Three Beneficiaries of a Second Special Fund!
Over the weekend, reports have been overwhelming, as not only is a special fund for armaments being discussed...
Germany Discusses a Massive Special Fund for Defense. €100-400 Billion are Proposed. Airbus and Secunet Security are Lagging Behind!
Following the escalation in the White House on Friday, it remains uncertain how strongly the USA will...
Modine: Receives a $180 Million Order for Data Center Cooling From a new Customer. New HPC Clusters to be Established in the Long Term!
Modine's (MOD) climate control solutions enhance air quality, reduce energy and water consumption, and...
Meta Aims to Compete With ChatGPT & Co. by Launching an AI app! Mark Zuckerberg Targets an AI Assistant for 1 Billion Users!
Meta (META) has positioned itself as a major player in the AI race with the goal of developing a General...
IONOS: The Trump Effect - Concerns over Digital Extortion Increase Demand for Sovereignty in the Cloud Sector!
The unpredictability of Donald Trump is causing European companies in the digital sector to become more...
2G Energy: Incoming orders in Germany are picking up and large heat pumps are encountering great interest!
2G Energy (i) (WKN A0HL8N) reported on February 27, 2025, about the first figures for 2024. Revenue increased...
The NVIDIA trade is up +17,800%. Key conference call statements. Thinking and reasoning AI requires 100x more computing power per task!
The most successful trade in the US model portfolio is NVIDIA (NVDA). The position is up 17,800%. We...
BYD Unleashes the Big Picture Breakout. Affordable Electric Cars with Advanced ADAS Features Favor a 23% Annual Growth Until 2026!
BYD (WKN A0M4W9) kicked off the breakout from a corrective formation since 2021 with the presentation...
ACM Research: Chinese AI ambitions fuel demand. 2025 will be a growth year. Long-term revenue multiplication to USD 3 billion targeted!
ACM Research (ACMR) provides wet cleaning and frontend processing tools for the chip industry. The wafer...
Einhell (P/E ratio of 11) is a bet on increased consumption and construction - strong 2024 figures and outlook!
Einhell (i) (WKN A40ESU) is known for its tools and garden equipment. The business with Power-X-Change...
Wienerberger positions itself as a beneficiary of the reconstruction of Ukraine. Why the Big Picture breakout is coming!
Recently, we discussed the beneficiaries of the reconstruction of Ukraine. Since Wienerberger (WKN 852894)...
MTU: The Setback Turns the Stock into a Swing Trading Opportunity. The FCF Disappointment Should Be Processed. JPMorgan Raises the Target to 415 Euros!
MTU (WKN A0D9PT) is currently a swing trading opportunity. The announcement of the 2024 figures came...
Jabil: Builds the humanoid robot from Apptronik and uses it in its own factories. The goal: The Apollo robot manufactures itself!
Jabil (JBL) is a large contract manufacturer and with its extensive production network, the company...
Indus is a Bet on the Recovery of the German Middle Class with a P/E of 7! Bottom Formation Ends Now!
On the Monday after the federal election, we positioned ourselves in the TraderFox model portfolio with...
ThyssenKrupp is a new trend-setting stock. The Marine business alone could be worth 4 billion euros!
ThyssenKrupp (WKN 750000) is one of the new trend-setting stocks with a TS score of 5.3. On February...
How Bilfinger and Indus Holding Should Benefit from Government Change!
The stock market is pricing in a grand coalition of CDU/CSU and SPD, leading to more capital flowing...
A coalition of CDU/CSU and SPD is emerging. Which trend topics and stocks are now in focus?
The DAX jumps 0.9% in the early morning of February 24, 2025. According to the preliminary official final...
Comfort Systems Grows by 38% and Ensures Efficient Cooling for Data Centers!
The mid-term upward trend could be resumed by Comfort Systems (FIX) in the USA. The company is a leader...
Alibaba: The Goal is General Artificial Intelligence. Chinese Stocks are Back Thanks to Improved Profit Prospects!
Chinese stocks are "on fire" as Xi lets tech companies off the regulatory leash. Growth at Alibaba (BABA)...
Teamviewer has 60% Potential According to Oddo BHF - new €20 Target!
One of the most exciting small-cap stories in Germany is Teamviewer (i) (WKN A2YN90). With the expensive...