Trading Room Notes
BE Semi Significantly Raises its Long-Term Outlook - new Pivotal News Point!
BE Semi (WKN A2JLD1) from the Netherlands is a leading manufacturer of assembly systems for the semiconductor...
Enormous Energy Hunger of Hyperscalers - Amazon and Talen Energy Expand the Electricity Purchase Agreement. BWX and NuScale Benefit!
The hyperscalers have an enormous energy demand, which they partially cover with nuclear power. Amazon...
A ChatGPT Query Consumes as Much Energy as Using the Oven for one Second. This Plays Into the Hands of the GaN Chip Story at Aixtron!
Sam Altman from OpenAI published a new blog post last night. He also addressed how much energy ChatGPT...
NASA and the Pentagon are Discussing SpaceX Alternatives. Cantor Raises the Price Target to $35 for the Beneficiary and Rocket Builder Rocket Lab!
Last week, we wondered whether Rocket Lab (i) (RKLB) could be the winner of the dispute between Musk...
Nuscale Provides Future Power Supply With its Light-Water SMR. A Winner From the Expansion of Nuclear Energy Production!
A second hot topic in the USA is nuclear power plant stocks, as the USA aims to quadruple its nuclear...
New Supercomputers and Sovereign AI Infrastructures are Emerging. They are Driving Jabil's Growth!
The demand for AI infrastructure is underpinned by sovereign AI data centers and the development of new...
Kontron Receives a €26 Million Order in the Important Railway Infrastructure Sector!
TraderFox model portfolio stock Kontron (i) (WKN A0X9EJ) announces a new order of €26 million from...
With 117 Professional Line Products, Einhell Stands to Benefit From the Housing Construction Turbo. P/E Ratio of Just 11.7 and a Breakout Opportunity!
Despite a challenging economic environment, Einhell (WKN A40ESU) remains one of the leading providers...
Could Technotrans Become a Potential Supplier for European AI Gigafactories?
Recently, Handelsblatt reported that companies like SAP, Deutsche Telekom, Siemens, and IONOS (i) are...
Robinhood: Crypto Trading Volume Increased by 30% in May. 3 Million People are on the Credit Card Waiting List - More Statements From the Piper Sandler Conference!
Robinhood (i) (HOOD) is soaring again on June 5, 2025, marking a fresh 52-week high. Our US model portfolio...
Micron: One of the Biggest Beneficiaries of AI Data Centers Has a P/E Ratio of 10! The one-Year Correction is Over!
Micron (MU) , which is expected to have a P/E ratio of 10 by 2026, is one of the biggest beneficiaries...
Aixtron: Infineon and NVIDIA are Planning the Next Generation of Power Supply for AI Data Centers. A new AI Beneficiary is Emerging!
Aixtron (WKN A0WMPJ) is the market leader with a market share of around 90% in epitaxy tools. The demand...
Nemetschek: Hot Breakout Configuration!
A short-term breakout opportunity is emerging for the stock of Nemetschek (WKN 645290). It is only 2%...
The Housing Construction Turbo is set to be Discussed by the German Government Before the Summer Break. Sto VZ is a Comeback Story!
According to a report by dpa on June 4, 2025, referencing Federal Minister for Construction Verena Hubertz,...
A Competitor of Elmos and Infineon Mentions Initial Signs of Recovery in Demand. Are the two Automotive Chip Stocks set to Take off now?
On June 3, 2025, the competitor of Elmos and Infineon, the US-based ON Semi, presented itself at an...
Robinhood Completes the $200 Million Acquisition of Bitstamp. Here's how to Benefit Even More From This Crypto Excitement!
Robinhood (i) (HOOD) is a part of our US model portfolio, and we are pleased to have registered book...
By 2030, the Electricity Demand From Data Centers Will Double to 945 TWh. BWX Technologies is Involved in Nuclear Power Plants and SMRs!
A huge topic in the stock market is the growing electricity consumption driven by the AI era. With the...
Breakout Opportunity at Secunet Security: how the Company is Becoming More Significant in the Wake of Hybrid Warfare and Benefits From Increasing NATO Expenditures!
The stock of Secunet Security (i) (WKN 727650) is positioning itself for a breakout around €220. What...
Elbit Systems Provides the Future's Drone Interception Solution with the Laser-based Iron Beam System!
Over the weekend, Operation "Spider Web” made headlines. Using over 100 drones, Ukraine managed to...
Breakout Alert: Vossloh Breaks out. Orders From the Special Infrastructure Fund Should Start Coming in From 2027!
The stock of Vossloh (WKN 766710) is one of the favorites on the German stock market. The story is that...
Airbus is a Defense Giant: How Could the Company Benefit From NATO's 5% Spending Target?
The strongest sector trend in Germany is formed by defense stocks. Renk, Rheinmetall, and Hensoldt are...
Robinhood: Launches its Trading Platform in the UK. Three Reasons why Q2 Should Have Been Strong!
Robinhood (i) (HOOD) is launching its browser-based desktop trading platform in the UK. This will be...
GFT: Valued With a Significant Industry Discount According to Berenberg! Here's how Takeover and Robotics Potential is Developing for the Stock!
GFT (i) (WKN 580060) is an IT service provider for banks, insurance companies, and industry. When it...