Trading Room Notes
Pfisterer: The Silent Winner of the Siemens Energy Power Grid Boom?
One of the success stories of this stock market year is the shares of Siemens Energy and the highly successful...
Planet Fitness: Higher Forecast for 2025 and Optimistic Outlook for 2028! Will the Fitness Chain Become a new Favorite?
The tech stocks are consolidating, and new favorites could emerge apart from that. The stock of Planet...
Suss Microtec Aims to Grow Faster Than the Semiconductor Market! The EBIT Margin is Expected to Rise from 11% to a Substantial 20-22%. Here's how Management Plans to Reach its Goals!
Suss Microtec (i) is a provider of chip equipment, such as backend lithography, wafer bonding, and photomask...
Bechtle: Business Development is Expected to Strengthen in Q4. The low Point has Been Passed. Long Potential!
The IT service provider Bechtle is navigating well through the currently challenging environment, characterized...
SMA Solar: Is Improvement in Sight from 2026? Metzler Released an Aggressive Buy Report!
SMA Solar is a global leader in photovoltaic and storage system technology. The company offers a wide...
Infineon: The AI Wave Creates an Enthusiastic Outlook and Should end in a Big Picture-Breakout!
Investors have had little joy with Infineon stock in recent years. The share price has been in a correction...
Ambarella: A Chip Stock Rising to a 52-Week High against the Trend. Drones and Edge AI as Growth Markets!
A new upswing in the stock of Ambarella stands out among the stocks at a 52-week high. Ambarella is a...
Secunet Security Raises 2025 Forecast. New Federal Budget Boosts Order Intake by 22%!
Secunet Security (i) is the pure player on the German stock market when it comes to cybersecurity. The...
Eli Lilly is the GLP-1 Market Leader with Revenue of $125 Billion by 2030. Here's why the Stock Still has 50% Potential!
The battle for the crown in the GLP-1 products market is fierce. Eli Lilly appears to be the emerging...
Xpeng: The New Star in the Stock Market for Robotaxis and Humanoids?
The stock of the Chinese electric vehicle manufacturer Xpeng stands out. Not only because the share price...
Is Elmos Being Born as a New Favorite? What Supports This and What the Growth Potential Looks Like Until 2030!
With a gap of less than 7% and a continuing breakout from the correction contrary to the overall market,...
Robinhood: The Next Move - a Closed Fund for Retail Investors to Invest in Private AI Companies!
Robinhood (i) exceeded expectations last quarter with a revenue doubling and a 259% increase in EPS....
Siemens Energy: The Story Behind Jefferies Raising the Price Target by 145%!
Siemens Energy is among the favorites this year because it addresses important areas of energy supply...
Is Intel Building a new Mega-AI Factory with Tesla? Elon Musk Mentions Intel as a Potential Partner.
On the evening of November 6, 2025, the $1 billion compensation package for Elon Musk was approved. The...
Hochtief: The Data Center Boom Leads to an Upgrade in Forecast!
The stock of Hochtief broke out of consolidation this week, positioning itself near the 52-week high,...
Deutsche Post (DHL) Surprises with a Strong Profit Increase in Q3. The P/E Ratio of 12.5 and the Dividend yield of 4.48% are Convincing!
The earnings season is in full swing, and especially among cyclicals, there have been several profit...
Zeal Network has had a Very Strong Q3. Why the Raised 2025 Forecast is not Necessarily the Last Positive News!
Once again, Zeal Network (i) has presented very good figures. In the third quarter, the company grew...
Kontron has €2.444 Billion in Orders and is Optimistic Beyond 2025!
Kontron (i) reported on November 5, 2025, about the first nine months. Due to the sale of the COM business...
Hochtief is Starting to Detach from the Market Weakness. How the Company Benefits from More Data Centers and Critical raw Materials!
Hochtief is among the stocks near the 52-week high, and on a weak market day, the stock is attempting...
Elmos: Increases the Free Cashflow Forecast and Sends Optimistic Signals for 2026!
Elmos develops chips that enhance safety, comfort, and efficiency in vehicles. The company is a market...
The hot Stock Dell Receives a $5.8 Billion Order from the Neocloud Provider Iren for the Latest GPUs!
The shares of Dell have been in our US portfolio since a share price level of $70.70 with a book profit...
Innoscripta: With 57.8%, it has the Best EBIT Margin on the German Stock Market. Net Earnings Doubled after Nine Months!
Innoscripta (i) is among the companies, like Pfisterer, that took the plunge onto the stock market in...
nVent: The Data Center Equipment Provider Reports Record Incoming Orders for Q3 and Raises 2025 Forecast!
With Vertiv, Amphenol, and statements regarding increased AI infrastructure investments from companies...