Trading Room Notes
Jabil: A Little-Known Beneficiary of the Transition to Superintelligence!
The topic in the AI investment trend is the latest statements made by Mark Zuckerberg, which he published...
AMD Partner Meta Invests Hundreds of Billions of Dollars in Data Centers and is Already Using the MI300X and 325!
Meta will significantly accelerate its efforts in the race against OpenAI, xAI, and in the realm of superintelligence....
Top Story Rocket Lab: Revenue Could Reach $2.6 Billion by 2029. Is a new Breakout Imminent?
On July 11, 2025, we last discussed Rocket Lab (i) (RKLB). The order for Bollinger Shipyards for the...
Robinhood: New top Price Target of $125 for the Beneficiary of the Bitcoin Rallye - we are up 150%!
The crypto trading is most important for Robinhood Markets (i) (HOOD) based on transaction-based revenues,...
Zeal Network: Will the Second Quarter Show Another Strong Double-Digit Growth? These Expectations are Circulating!
Zeal Network (i) (WKN ZEAL24) has made a successful development in our model portfolio. We have been...
Friedrich Vorwerk: Is a Forecast Increase Coming Alongside the Hydrogen Fantasy?
Friedrich Vorwerk (WKN A255F1) surged this week. The stock broke out of consolidation and generated...
The hot Stock Eutelsat is set to Become the European Starlink Alternative. After France, the UK Also Gets in With €163 Million!
In June 2025, we discussed the story of Eutelsat (i) (WKN A0HGPT). Eutelsat is one of the leading satellite...
Fielmann: Growth Ambitions Until 2030 - Expansion in Europe and the USA as Well as the Teleophthalmology Platform are set to Improve Revenue by 60%!
Among the high-quality companies, the stock of Fielmann (WKN 577220) is particularly interesting, being...
Merz Shows Optimism for a Tariff Deal With the USA. Three Winners!
According to the news agency "dpa," Chancellor Friedrich Merz shows "cautious" optimism for a trade agreement...
BofA is Skeptical, the CEO is Optimistic: Super Micro Sees a Very, Very Large Growth Potential and is Planning to Expand in Europe!
At Super Micro (SMCI), following the successful placement of the convertible bond of over $2.3 billion,...
Is Germany About to Order 3,500 new Tanks? Renk Could be a top Winner!
This week, reports circulated that Germany is on the verge of deciding on a gigantic tank order. The...
Robinhood: According to CEO Vlad Tenev, Tokenization is the Greatest Innovation in Capital Markets in Decades. Private Companies Show Massive Interest!
The stock of Robinhood Markets (i) (HOOD) is currently the best performer in the US model portfolio....
Top Breakout Candidate Toast: This Company Reduces the Complexity of Restaurants and Only has a 13% Market Penetration!
Among the tech stocks at a 52-week high, Toast (TOST) could soon break out of consolidation, generating...
The German Government Wants to Significantly Accelerate Hydrogen Expansion. Three Winners From the German Stock Market!
In Germany, a hydrogen core network is to be established over more than 9,000 km to decarbonize, for...
Steico: Four Reasons why the Company is a top Beneficiary of Increased Housing Construction in the Coming Years!
Steico (i) (WKN A0LR93) is developing a significant strength in its stock price and could break through...
IONOS: New Capital Rotation in the web Host Before the Tariff Deadline on July 9?
IONOS (i) (WKN A3E00M) is among the strongest trending stocks on the German market with a TS value of...
Kion: After the pre-Call for Q2 Figures, There's a Wave of Price Target Increases. Management Signaled a Positive Order Intake!
Our plan in our model portfolio is to hold onto the Kion stock (WKN KGX888) despite the ongoing recovery...
Rheinmetall is the top Favorite of JPMorgan. Will the Trend Continue After a Price Target of €2,250 and a Large Ammunition Order?
If you want to invest in the defense sector, then Rheinmetall (WKN 703000) is a favorite, as the company...
Super Micro: The Market Share for Liquid-Cooled Data Centers Increases From 1% to 30%. AI Companies Like OpenAI are Hungry for Computing Power!
This week, it was announced that OpenAI will source an additional 4.5 GW of data center capacity from...
Melexis: Autonomous Driving and Humanoids are the key Markets that will Trigger a new Growth Phase With EPS Doubling by 2028!
The stock of Melexis (WKN 909765) was rated "Buy" by Jefferies analysts on July 3, 2025, with a price...
GFT: Capitalizing on Humanoid Robots With its AI and Data Expertise! Here's why I Find This Direction Excellent!
GFT (i) (WKN 580060) is known as an IT service provider for banks and insurance companies. However, under...
Why a big Picture Breakout Could be Ahead for Infineon!
The shares of Infineon (WKN 623100) have been moving sideways since June. The sentiment for chip stocks...
Rocket Lab: New Musk-Trump Dispute and Progress in the T2TL-Beta Program Make the Company More Important for Military Communication!
The dispute between Musk and Trump escalates again on the night of July 1, 2025. Trump threatens that...