Trading Room Notes
There Could Be 1 Billion Humanoids by 2050. How Jabil and Regal Rexnord Will Become Long-term Winners!
According to an analysis by Morgan Stanley, the market for humanoid robots is expected to reach an annual...
Pfisterer: An Exciting IPO in Germany to Play the Megamarket of Electricity Network Expansion. Mid-Term Growth of 70% Planned!
Finally, new companies are entering the German market that operate in an attractive sector with convincing...
Einhell Increases EPS by 28.6%. The Professional Line Targets Craftsmen - Increased Construction Activity as a Growth Opportunity!
The German tool manufacturer Einhell (WKN A40ESU) is on a successful trajectory: With its battery platform...
Scout24: Strong Q1 and Optimistic Forecasts. JPMorgan Sees 50% Potential in the Bull Case Scenario!
Scout24 (WKN A12DM8) is a leading provider of digital marketplaces in the real estate sector in Germany....
Jabil Could Benefit From the US AI Deals With Saudi Arabia. Contract Manufacturing for Data Center Equipment Should Continue to Boom!
Our Jabil (JBL) , which we have in the US model portfolio, is approaching its 52-week high with strong...
Tesla: Why the Stock is Back in the Game! Short-Term Focus on the Launch of the Robotaxi Service in Austin in June!
The stock of Tesla (i) (TSLA) is back in the game. In April, it broke out of the correction as Elon...
Bechtle: Digitization Becomes a State Goal and UBS Gives a Thumbs up. The Major Trend Reversal After the 3-year Correction is Approaching!
On May 14, 2025, Friedrich Merz will deliver his government statement and will also address what he has...
NVIDIA Delivers 18,000 GPUs to Saudi Arabia. New AI Factories are Being Established, Opening up Revenue Potential for Hundreds of Thousands of Additional GPUs!
The USA is orchestrating a deal with Saudi Arabia that will lead to the establishment of new AI factories...
Robinhood is a top Story. What Advantages Does the Acquisition of WonderFi Bring?
Robinhood (i) (HOOD) is one of the top stocks in the US model portfolio with an almost 50% increase and...
Apple Breaks Out and Signals Green Light on the Chart. It Benefits From Falling Tariffs. About 80% of US iPhones Come From China!
In the USA, beneficiaries of falling tariffs jumped on Monday after China and the US moved closer together....
MBB Grows by 26.6% in Q1 Thanks to Friedrich Vorwerk and DTS. Our Trade Climbs to +80%!
We are participating in the TraderFox model portfolio with MBB (i) (ISIN A0ETBQ) and are up about 80%....
Micron and Nike: How These Companies Benefit from Lower Tariffs!
The rapprochement between the USA and China in the trade dispute, as well as the reduction of tariffs...
KION: The USA and China are coming closer in the tariff dispute. How the leading intralogistics provider benefits!
The USA and China are reducing their tariffs to 30% for China imports and 10% for US imports for 90 days....
Super Bull and Model Portfolio Value IONOS Raises 2025 Forecast - High Demand for Trusted Infrastructure. Trade +100 %!
In the TraderFox model portfolio, IONOS (i) (WKN A3E00M) is the second-largest position, and we are...
TransMedics Group ensures safe and reliable transport of organs. Profit doubling, forecast increase, and high short-selling rate indicate a potential short squeeze.
TransMedics Group (TMDX;i) is a leading provider of innovative Organ Care Systems (OCS) aimed at significantly...
Krones is seen as a solution provider in the beverage industry and focuses on process technologies and sustainability.
The Krones AG is a globally leading provider of machines and systems for the beverage and food industry....
Exciting Chart Pattern: Is Engine Manufacturer Deutz a Secret Beneficiary of Rising Defense Spending?
On Thursday (May 8), there was an interesting article in the Financial Times (FT) about the German mid-sized...
The USA Plans to Announce New Rules for AI Chip Exports. Will AMD and PVA Tepla Benefit?
The USA is set to introduce new regulations for the export restrictions on AI chips, aimed at ensuring...
Bitcoin Rally to 100,000 USD. This Boosts the Top Story Robinhood!
The sentiment surrounding Bitcoin is currently very positive. The new upswing has led to a price increase...
Basler: Cameras for Robotic Vision! More new factories could boost demand. The first quarter kicks off with an 18% increase in orders!
Basler (ISIN DE0005102008) is a full-range provider of industrial cameras, offering both hardware and...
Walt Disney on Track for Success: Entertainment Boom and Park Performance Cause Earnings to Rise by 20%!
The Walt Disney Company (DIS) reported on Q2 on Wednesday and exceeded analysts' expectations. With...
As More and More Renovations and Construction Activity are now Taking Place in Germany, Einhell is a Beneficiary With its Professional Line. P/E ratio of only 11 and Chart Breakout!
The stock of Einhell Germany (A40ESU) breaks out to a new 52-week high. It generates a new long signal....
Sterling Infrastructure: This Company Builds Data Centers and Says That the Market Environment is Very Active. Beginning of the Medium-Term Trend Following?
Sterling Infrastructure (STRL) is a construction and infrastructure company in the US that operates in...