Trading Room Notes
Inficon: A Silent Winner of the Global AI Revolution? New Buy Study by Deutsche Bank!
Inficon has established itself as a leading global provider of instruments for gas and vacuum measurement....
2G Energy Could Achieve Revenue of Between €500 Million and €1 Billion Thanks to the Power Plant Strategy from 2027 to 2030!
Starting in 2026, 2G Energy (i) will transform into a growth stock. In the data center sector, the first...
Westwing is on a Growth Trajectory with the Westwing Collection. Still 60% Upside Potential after the Forecast Upgrade!
Westwing is on a growth trajectory with the Westwing Collection. Still 60% upside potential after the...
Thales Confirms Growth Expectations via Pre-Close Call. New Swing Trading Opportunity?
The European defense stocks have been a sector trend since the beginning of the year. After several days...
Novo Nordisk: Approval in the UK! $3.25 Billion Revenue Opportunity Thanks to the Wegovy Pill?
After a turbulent year 2025, marked by profit warnings and strategic realignments, Novo Nordisk seems...
AI Demand Explodes and TSMC Increases Capex by 32% - Three Stocks for the Pole Position
On January 15, 2026, industry leader TSMC made a significant statement. For the current fiscal year,...
Weyerhaeuser: Lumber Prices Should Rise by 2026 - Beneficiary of Increased U.S. Homebuilding!
Since mid-December, we have been betting on a recovery of the U.S. housing market in our U.S. model portfolio,...
Basler Accelerates: Chart Breakout and Insider Buying from the new CEO Boost Confidence!
Basler accelerates: Chart breakout and insider buying from the new CEO boost confidence! Basler provides...
Intel: Apple Reportedly to be a Customer for 18A According to KeyBanc Analysts and Will Continue to be one for 14A!
Intel (i) is currently the most exciting comeback story in the US chip sector. With massive backing from...
Novo Nordisk has Been Underestimating the Market Potential for GLP-1 Pills! By 2030, Oral Medications Could Dominate Over a Third of the Market!
In our model portfolio, we invested €44.99 in Novo Nordisk on January 5, 2026. We followed this strategy...
Generac: Why Trump's Plans for the Housing Market and the AI Energy Appetite are Boosting the Stock!
Generac (GNRC) addresses the growing concern over an unstable power grid and extreme weather events...
TKMS: Strategic Breakthrough in India - an €8 Billion Order is on the Horizon!
The defense stocks have been in focus since the beginning of the year. The imperialistic course of the...
Schlumberger: A top Stock to bet on a Comeback of the oil Industry in Venezuela. Over $100 Billion are Flowing into new Infrastructure!
In the US model portfolio, we decided to purchase shares of Schlumberger on Monday. It is the logical...
Breakout Alert Jost Werke: What is Behind the Rise to a new Multi-Year High?
Among the stocks at the 52-week high, Jost Werke stands out. After experiencing only volatile sideways...
Karman: The Hidden Winner of the $1.5 Trillion Budget is Also Becoming a Naval Power!
We have been investing in Karman since June 5, 2025, at a price of $45.47. The book profit: 120%! Karman...
Kratos Defense: Dividend Immunity Meets Massive Drone Growth Amidst Potential $1.5 Trillion Defense Budget
While established defense giants are struggling with bureaucracy and the threat of dividend bans, Kratos...
Infineon: Management Expects Strong AI-Related Chip Demand for Years to Come. Big Picture Breakout!
The Infineon stock ends the multi-year correction since the end of 2021. It missed the rally of AI stocks...
Novo Nordisk: Why the FDA Approval of the Wegovy Pill is the Starting Signal for the Stock!
The stock of Novo Nordisk now offers the opportunity for a more pronounced recovery. On December 23,...
Qualcomm: From now on, the brain of the Humanoid Revolution is provided!
Forget the cloud. The real AI revolution is happening right before our eyes - in the physical world....
Huntington Ingalls: The Beneficiary of President Trump's New Battleship Era?
In the offices of the US Navy, there is a sense of excitement. US President Trump has declared a new...
Heico: A giant in the skies takes off after the latest quarterly results. What investors need to know about the company!
Heico (HEI) is a specialized supplier known primarily for offering more affordable, certified alternatives...
US space stocks soar. OHB is the European answer with a €3 billion order backlog and potential special economic boost.
In the USA, space stocks surged on Friday – Intuitive Machines +38%, Rocket Lab +24%, and AST SpaceMobile...
Intuitive Machines: A new key Player in Space? 100% Potential After the Gamechanger Acquisition of Lanteris!
Intuitive Machines (LUNR) has established itself as a key player in the emerging "Space Economy." The...