Trading Room Notes
Friedrich Vorwerk: Record Figures Exceed Forecasts – Is This the Breakthrough?
Schlumberger Exceeds Q4 Expectations and Looks Ahead with Optimism. The Venezuela Story now Intersects with AI Data Center Fantasy!
Since January 5, 2026, we have been using US model portfolios focused on the Venezuela story through...
Patrizia: The CEO's Million-Euro bet - is the Stock on the Brink of a Breakout?
The stock of Patrizia (i) is moving towards a breakout at €8.50, fueled by the latest insider purchase...
Befesa Breaks out and Becomes the Leader Stock - Circular Economy as a Return Lever!
A breakout to the 52-week high is starting at Befesa . The company has established itself as a leading...
Daldrup & Söhne: Will the Demand for Geothermal Projects Double or Triple?
At the 52-week high, the Daldrup & Söhne (i) stock is gaining new momentum, independent of the...
Smiths Group: new all-Time High Amid Market Correction - Transformation from a Mixed bag to a High-Margin Precision Champion!
The tensions surrounding Greenland and the new tariff threats from US President Trump have triggered...
Halliburton: Gold Rush Mood Thanks to Excellent Q4 Figures and Venezuela Investment Cycle!
Halliburton provides answers to the most complex geological challenges by optimizing the entire lifecycle...
Intel: Panther Lake Starts the Breakthrough. Does the Stock Still Have 40% Potential?
At CES 2026, Intel presented the new Core Ultra 300 series ("Panther Lake”), the first processor generation...
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...