Trading Room Notes
Jabil: Beneficiary of the AI Boom and Pioneer of Humanoids
With an increase of 75%, we have Jabil in the US model portfolio. The 19 PE ratio stock has further potential,...
Infineon Aims to Make a big Splash in Humanoid Robots - is the Robotics era Starting Earlier?
While the world of stock markets is still debating the scalability of AI and concerns over disruption...
Akamai: The AI Inference Winner That Many Investors Overlook!
When thinking of the AI giants, names like NVIDIA, Alphabet, or Microsoft typically come to mind. Akamai...
Hochtief: New Data Center order from Meta Drives the Stock to a new 52-Week High!
Construction stocks are in demand. Hochtief, Vinci, and Porr break out to new highs. The leader stock...
Crowdstrike: Bastion or Target in the new AI Era?
The specter of "AI disruption" is currently haunting the markets. Many investors fear that AI could render...
Two Reasons why Aixtron is Interesting for Traders Due to the Applied Materials Statements!
From a short-term trading perspective, the stock of Aixtron is interesting. Last night, the major chip...
Safran Enthralls Everyone with the 2026 Outlook and Raises the Guidance until 2028. The Stock Takes off for Trend Following!
Safran is a backbone of global aviation. As a world leader in propulsion, equipment, and defense, Safran...
Basler: Could Cognex's Figures be the Catalyst?
Cognex reported a 10% revenue growth and a significant increase in profit for the closing quarter. Particularly...
Siemens: Industrial Intelligence Ensures Full Order Books and Data Center Contracts. Upgrade of the 2026 Forecast!
The story of Siemens has changed. In cooperation with partners like NVIDIA, the company is transforming...
Sign of Exaggerated AI Concerns at Atoss Software: CEO and Founder Obereder Buys Shares for €11.5 Million!
Software stocks have been sold off for weeks. Concerns exist that AI may disrupt the sector and that...
Vertiv: The Super-Capex Cycle Leads to a 252% Surge in Orders. 2026 Will be Another Growth Year!
Vertiv is the world's leading specialist in highly complex cooling systems and uninterruptible power...
2G Energy: A new Chart Breakout is Starting. In the Background, There are Five Growth Drivers from 2026!
At our TraderFox model portfolio value 2G Energy (i), a breakout above the resistance line formed since...
Befesa Benefits from the Surge in Metal Prices and Has Three Catalysts for Growth. New 52-Week High!
Among the stocks at their 52-week highs, Befesa is the top breakout candidate at €32. Here's what...
Kulicke & Soffa: How the Company is a Winner of the AI Boom with High-Precision Bonding. New Leader Stock!
Kulicke & Soffa (KLIC) is active in the field of semiconductor packaging and electronics assembly....
KSB: Why the Capex Cycle of Alphabet, Amazon & Co. is a Growth Engine!
KSB is one of the top 3 providers of pumps, valves, and associated services. The addressed market for...
Broadcom: Top Winner from Alphabet's 185 Billion USD AI Infrastructure Spending!
Broadcom's stock is worth a look again after Alphabet's numbers, as it is an important partner in the...
Weyerhaeuser: Long-Term Opportunity Offered by the Recovery of the Housing Market. Outlook Until 2030 Confirmed!
The leading wood company Weyerhaeuser is our bet in the US model portfolio on a recovery of the US housing...
2G Energy: The Key Management Statements on the Five Growth Markets and the Outlook for Data Center Orders from HIT!
Our model portfolio value 2G Energy (i) was presented by CFO Pehle at the HIT in Hamburg on February...
SGL Carbon: now Focusing on the Future Market of SMRs – new Momentum Stock!
SGL has been listed on the stock market for a long time. Unfortunately, the company has struggled in...
Sartorius: Why the Outlook for 2026 Makes Market Consensus Look Outdated
Sartorius is the backbone of the global biopharmaceutical industry. Particularly, the Lab Products &...
Nemetschek: Exaggerated AI Concerns Open Up an Attractive Buying Opportunity!
In investor circles, there is concern that generative AI could cannibalize the traditional business model...
AT&S: High-Tech Substrates as Key Component of the AI Era and Beneficiary of the Intel Renaissance!
AT&S is one of the world's leading manufacturers of high-end printed circuit boards and IC substrates,...
MBB: Important new information about the cybersecurity subsidiary DTS - why we are keeping the position despite 130% book profit!
Our Traderfox model portfolio value MBB (i) marks a new 52-week high. We are 130% up in book profit....