Trading Room Notes
Karman: This is also a winner of orbital computing! How?
RWE is a beneficiary of the AI era. Why the stock could start rising again soon!
The stock of RWE is one of the beneficiaries in the German market regarding increasing electricity consumption...
Will Orbital Computing Spark the Next Space Hype? Four Potential Winner Stocks That Everyone Should Know!
A new investment story could emerge in the stock market: "Orbital Computing.” Orbital Computing refers...
Ulta Beauty: Start of the Big Picture Breakout to Multi-Year High. The One-Stop Shop for Cosmetics with 46.3 Million Loyal Members!
Ulta Beauty is the one-stop shop for cosmetics and beauty products with over 1,500 locations. Comparable...
Dermapharm: Supervisory Board and major shareholder Wilhelm Beier bought shares worth €53.82 million. What is the plan?
Dermapharm (i) is a leading manufacturer of branded pharmaceuticals and other health products. It markets...
The Memory Chip Tsunami: Micron {Profiting Massively} from the HBM Boom and Price Rally.
The stock of Micron is currently among the favorites in the AI infrastructure sector. The next breakout...
MBB is serious and wants to eliminate the {[substantial undervaluation]} - new share buyback of 22 million euros up to 222 euros per share!
Our model portfolio stock MBB (i) closed on Monday at around 190 euros on Xetra. As mentioned recently,...
Broadcom: Is the Next Deal for Custom Chips with Microsoft on the Horizon?
The success of Alphabet with Gemini 3, which were trained with its own TPUs, puts more focus on the providers...
Bayer: The new DAX leader has a target of €50. Why JPMorgan calls for a potential of 45%!
The mood can change quickly. Due to legal risks surrounding glyphosate and the patent expiration in the...
Norma Group - A Substantial Special Story in the Automotive Sector!
A look at the automotive stocks reveals that the previously unloved sector has made a comeback. BMW and...
Germany Expands Geothermal Energy - New Law! Small-Cap Daldrup&Söhne is the Top Beneficiary with 140 Million Euros in the Order Book!
The Bundestag passed a law on geothermal energy on December 4, 2025. This aims to simplify and accelerate...
Teradyne: What Catalysts Support the Big Picture Breakout?
The stock of Teradyne is one of the most bullish tech stocks in the USA. Currently, the value is at...
Siemens Energy: The new top pick from JPMorgan with 36% potential!
With a performance beyond the 100% mark, Siemens Energy is among the best stocks this year. The company...
Uber: Analysts believe concerns about negative impacts from robotaxis are exaggerated - 40% potential!
The stock of Uber is currently undergoing a correction. The management reported with the latest figures...
Atoss Software: CEO and Founder Andreas Obereder Bought Shares for EUR 9.3 Million!
Atoss Software is a provider of workforce management solutions that assist with personnel planning,...
Does the planned Germany Fund trigger a wave of new construction? Three potential winners!
The "Handelsblatt" reported on December 2, 2025, that the Germany Fund is intended to facilitate construction....
Unity: With a price target of $55, the stock makes it onto Wedbush's Best Ideas list. This is how management aims to unleash a new growth phase!
The stock of Unity was added to the "Best Ideas" list by Wedbush analysts on December 2, 2025, with...
Schaeffler: Cooperation with Helsing fuels drone and robotics fantasy!
The Schaeffler stock approaches its 52-week high and thus starts the trend following. The "SZ" reported...
Four Top Stories from the Small Cap Sector You Need to Know!
The last week brought a revival in the mid and small caps. As soon as a revival of the German economy...
Init: Expected to show strong EPS growth from 2026 to 2027 and has a massive order backlog – P/E ratio for 2027 estimated at 13.3. Potential from AI and megatrends!
The stock of Init (i) breaks out of a multi-week consolidation and generates a new long signal. Berenberg...
Rational is attractive for investors. Why Goldman Sachs becomes bullish on the quality stock and sees a target of 771 euros.
Rational is the market leader in professional kitchen equipment with a 50% share. A total of 20 million...
Kickoff for Investments by the German Public Sector? Allgeier Would be a big Winner!
Public sector spending is on the rise. Bechtle announced a €501 million order for HPE products from...
OHB: The Space Corporation is a Winner if the ESA Increases its Budget by 30% to €22 Billion!
From November 26 to November 27, 2025, the Ministerial Conference of the European Space Agency (ESA)...
Robinhood Strengthens its Commitment to Event Betting! This Market is Still in its Infancy and Diversifies the Stock Market Business!
Robinhood (i) has transformed into the super finance app. Everything related to money can be done through...