Trading Room Notes
Hensoldt Expects Orders of Previously Unprecedented Dimensions!
With a price increase of 730%, Hensoldt (i) is one of the most successful positions in our current portfolio....
Tesla: The Bullish Wedbush Analysts Raise the Price Target from $500 to $600. Here's why the Market Capitalization Could Double to $3 Trillion by the end of 2026!
Wedbush has raised its price target for the Tesla stock from $500 to $600, bringing the company back...
Elbit Systems has the Technology to Cost-Effectively Bring Drones Down from the sky Thanks to Laser Weapons!
According to the German economic newspaper "Handelsblatt,” the German Ministry of the Interior aims...
Intel: Trump Demands More Domestic Chip Manufacturing and Threatens to Impose Tariffs Otherwise!
Our comeback speculation on Intel (i) in our US portfolio is developing excellently. Thanks to the current...
The EU is Planning Protective Tariffs on Steel. Here's how Salzgitter Benefits!
Salzgitter is likely to come back into focus. There are several reasons that make the stock attractive:...
Intel is up 40%. Will Apple's Investment Follow after NVIDIA's Entry?
Our comeback story with Intel (i) started in mid-March in the US model portfolio when Lip-Bu Tan transitioned...
German Minister of Defense Pistorius Announces €35 Billion for Space Security - Three Beneficiaries!
A small bombshell just came over the ticker, as the Federal Government, according to Defense Minister...
SaaS, AI, and Phishing Protection: Varonis Accelerates Its Growth Path Towards an ARR of $1 Billion!
The stock of Varonis could break out of its flat base. JPMorgan analysts raised the target from $61 to...
Bechtle: The Winner of the German Investment Package Could Soar Again from 2026. Exane BNP Already Says Buy!
The German investment package, which was adopted in the summer months of 2025, aims to boost the economy...
After the NVIDIA/OpenAI Deal: Will Alphabet, Amazon, and Microsoft Increase Their AI Spending? Vertiv Becomes a Beneficiary!
The next big news came on Monday as NVIDIA invests in OpenAI, and both companies are crafting a $100...
Is a Chart Breakout Coming for Tonies? 10 Million Tonieboxes have Been Sold and the new Generation Creates Fresh Growth Potential!
We precisely identified the start of the new upward movement for Tonies (i) with the announcement of...
AMD: The Beneficiary of Neoclouds Aims to Fully Compete with NVIDIA Using the MI450!
The neocloud providers are creating additional demand for AMD, NVIDIA & Co. A good example is IREN...
ASML: The Engine of the AI Revolution has Potential to Reach €950!
ASML is regarded as the backbone of the semiconductor industry when it comes to producing cutting-edge...
Tesla: New Bull Case Scenario by Baird Analysts. By 2035, the Share Price Could Rise to $1,400-3,000!
The Tesla stock is back in an upward movement. Elon Musk buying shares for $1 billion is a vote of confidence....
Zeal Network: Upgrade of the 2025 Guidance Significantly Above Consensus - this Highlights the Scalable Business Model!
Model portfolio value Zeal Network (i) operates as an intermediary for state lottery products such as...
Technotrans Reports a new Order for Data Center Liquid Cooling in a low Million-Euro Range. A P/E ratio of 11 is expected for 2026!
Technotrans (i) is a specialist in thermal management for fast charging stations, e-buses, trains, and...
Intel: NVIDIA Invests $5 Billion at $23.28 per Share. New Partnership for AI Solutions in Data Centers - Stock up 30%!
A stunning development for our model portfolio stock Intel (i)! After Softbank and the US government...
Robinhood: With Robinhood Ventures, Retail Traders Will be Given Access to the Best Privately Owned Companies!
With Robinhood (i), we have one of the current high-flyers with a 185% book gain in the US model portfolio....
Alibaba: The AI era Leads to a Comeback of Chinese Stocks!
Chinese tech stocks have become new market favorites, as the recent rebounds in Alibaba, Baidu, and JD(dot)com...
BWX Technologies: Already 130% in Book Profit in the US Model Portfolio. New $1.5 Billion Contract for Uranium Enrichment Capacities!
In the US model portfolio, we are focusing on BWX Technologies to a.) reflect the growing energy demand...
Here's why EssilorLuxottica is Strongly Focusing on AI Glasses Together with Meta. Will new Products Follow During the Connect?
The advancements in AI are progressing faster than expected. The next goal of visionaries like Mark Zuckerberg...
Uber: Chart Breakout from a cup with Handle Formation. These are the Growth Drivers of Uber, Which is Becoming the Everything App!
A significant breakout to a new 52-week high has started for Uber . The stock is moving out of a cup...
Dell: A Winner of the "Intelligence Revolution" with a P/E Ratio of 11.6!
With Dell (DELL) , we are focusing on a corporation in the US model portfolio that provides racks and...