Trading Room Notes
After the NVIDIA/OpenAI Deal: Will Alphabet, Amazon, and Microsoft Increase Their AI Spending? Vertiv Becomes a Beneficiary!
The next big news came on Monday as NVIDIA invests in OpenAI, and both companies are crafting a $100...
Is a Chart Breakout Coming for Tonies? 10 Million Tonieboxes have Been Sold and the new Generation Creates Fresh Growth Potential!
We precisely identified the start of the new upward movement for Tonies (i) with the announcement of...
AMD: The Beneficiary of Neoclouds Aims to Fully Compete with NVIDIA Using the MI450!
The neocloud providers are creating additional demand for AMD, NVIDIA & Co. A good example is IREN...
ASML: The Engine of the AI Revolution has Potential to Reach €950!
ASML is regarded as the backbone of the semiconductor industry when it comes to producing cutting-edge...
Tesla: New Bull Case Scenario by Baird Analysts. By 2035, the Share Price Could Rise to $1,400-3,000!
The Tesla stock is back in an upward movement. Elon Musk buying shares for $1 billion is a vote of confidence....
Zeal Network: Upgrade of the 2025 Guidance Significantly Above Consensus - this Highlights the Scalable Business Model!
Model portfolio value Zeal Network (i) operates as an intermediary for state lottery products such as...
Technotrans Reports a new Order for Data Center Liquid Cooling in a low Million-Euro Range. A P/E ratio of 11 is expected for 2026!
Technotrans (i) is a specialist in thermal management for fast charging stations, e-buses, trains, and...
Intel: NVIDIA Invests $5 Billion at $23.28 per Share. New Partnership for AI Solutions in Data Centers - Stock up 30%!
A stunning development for our model portfolio stock Intel (i)! After Softbank and the US government...
Robinhood: With Robinhood Ventures, Retail Traders Will be Given Access to the Best Privately Owned Companies!
With Robinhood (i), we have one of the current high-flyers with a 185% book gain in the US model portfolio....
Alibaba: The AI era Leads to a Comeback of Chinese Stocks!
Chinese tech stocks have become new market favorites, as the recent rebounds in Alibaba, Baidu, and JD(dot)com...
BWX Technologies: Already 130% in Book Profit in the US Model Portfolio. New $1.5 Billion Contract for Uranium Enrichment Capacities!
In the US model portfolio, we are focusing on BWX Technologies to a.) reflect the growing energy demand...
Here's why EssilorLuxottica is Strongly Focusing on AI Glasses Together with Meta. Will new Products Follow During the Connect?
The advancements in AI are progressing faster than expected. The next goal of visionaries like Mark Zuckerberg...
Uber: Chart Breakout from a cup with Handle Formation. These are the Growth Drivers of Uber, Which is Becoming the Everything App!
A significant breakout to a new 52-week high has started for Uber . The stock is moving out of a cup...
Dell: A Winner of the "Intelligence Revolution" with a P/E Ratio of 11.6!
With Dell (DELL) , we are focusing on a corporation in the US model portfolio that provides racks and...
Schaeffler Announces new Targets Until 2028 and Sees a key Opportunity for Growth in Humanoids!
The automotive supplier Schaeffler commented on its outlook until 2028 during its capital markets day...
Basler Provides the Vision Systems for Factory Automation and Robotics. An Interesting Stock if it's 20-30% Lower!
Basler specializes in industrial vision systems. These are used by other companies in various sectors,...
Curtiss-Wright: Towards a Breakout with Flight Recorders, Underwater Pumps, and Nuclear Power!
A breakout opportunity at the 52-week high is emerging for Curtiss-Wright . In addition to the technically...
Tesla: Elon Musk Buys Shares for $1 Billion. What Could be the Reason?
A shocking development came from the news on September 15, 2025, resulting from a new SEC filing. Amid...
Northrop Grumman: Is the Defense Contractor Entering a Phase of Above-Average Growth? Three Reasons!
In the US model portfolio, we are focusing on Northrop Grumman within the investment trend of space...
Cadence Design: Here's why the Shakeout Caused by Synopsys was Exaggerated! These Three AI-Based Waves Will Also Ensure Growth in the Long run!
An exaggerated pullback was observed this week for Cadence Design following weak numbers from competitor...
Celsius: One of the Best Growth Stories! The Alani Nu Brand Offers Significant Potential - Protein Shakes and Powder Sticks Could Become new Future Markets!
Celsius is known for its functional, sugar-free energy drinks under the brands Celsius and Alani Nu....
Hochtief is Building the Data Centers for the Hyperscalers. Breakout from the Flat Base!
Oracle is expanding its data center infrastructure, as highlighted by statements this week in light of...
Because Oracle is Experiencing a Boom: Will a Revival at ASML and Süss Microtec Start Earlier?
Oracle's increase of 359% in RPO - essentially future revenues - to $455 billion signals the immense...