Trading Room Notes
Nemetschek: Hot Breakout Configuration!
The housing construction turbo is set to enter the federal cabinet before the summer break. Sto VZ is a comeback story!
According to a report by dpa on June 4, 2025, referencing Federal Minister for Construction Verena Hubertz,...
The competitor of Elmos and Infineon mentions initial signs of recovery in demand. Are the two automotive chip stocks set to take off now!
On June 3, 2025, the competitor of Elmos and Infineon, the US-based ON Semi, presented itself at an...
Robinhood Completes the $200 Million Acquisition of Bitstamp. Here's how to Benefit Even More From This Crypto Excitement!
Robinhood (i) (HOOD) is a part of our US model portfolio, and we are pleased to have registered book...
By 2030, the Electricity Demand From Data Centers Will Double to 945 TWh. BWX Technologies is Involved in Nuclear Power Plants and SMRs!
A huge topic in the stock market is the growing electricity consumption driven by the AI era. With the...
Breakout Opportunity at Secunet Security: how the Company is Becoming More Significant in the Wake of Hybrid Warfare and Benefits From Increasing NATO Expenditures!
The stock of Secunet Security (i) (WKN 727650) is positioning itself for a breakout around €220. What...
Elbit Systems Provides the Future's Drone Interception Solution with the Laser-based Iron Beam System!
Over the weekend, Operation "Spider Web” made headlines. Using over 100 drones, Ukraine managed to...
Breakout Alert: Vossloh Breaks out. Orders From the Special Infrastructure Fund Should Start Coming in From 2027!
The stock of Vossloh (WKN 766710) is one of the favorites on the German stock market. The story is that...
Airbus is a Defense Giant: How Could the Company Benefit From NATO's 5% Spending Target?
The strongest sector trend in Germany is formed by defense stocks. Renk, Rheinmetall, and Hensoldt are...
Robinhood: Launches its Trading Platform in the UK. Three Reasons why Q2 Should Have Been Strong!
Robinhood (i) (HOOD) is launching its browser-based desktop trading platform in the UK. This will be...
GFT: Valued With a Significant Industry Discount According to Berenberg! Here's how Takeover and Robotics Potential is Developing for the Stock!
GFT (i) (WKN 580060) is an IT service provider for banks, insurance companies, and industry. When it...
With 400,000 Nvidia Chips: Oracle is Building the Backbone for OpenAI's Next AI Level
In an era of rapid AI development, Oracle (ORCL) is increasingly becoming one of the big winners. The...
Amphenol: A Key Player in the Race for new AI Models and Artificial General Intelligence!
AI is undergoing a revolutionary phase, driving unprecedented demand for powerful infrastructure. In...
Kontron: Significant Insider Buying by the Supervisory Board of the Investment Vehicle of Cooperation Partner Foxconn for €1.2 Million!
In our model portfolio value Kontron (i) (A0X9EJ), a significant insider purchase occurred on the morning...
Super Bull IONOS Aims to Participate in the German AI Gigafactory. Here's What This Means!
On May 27, 2025, the German economic newspaper "Handelsblatt" released an article titled "New Consortium...
NATO Secretary General Rutte Announces a 5% Spending target. How Thales Will Benefit From it!
NATO Secretary General Mark Rutte believes that NATO states will raise the spending target in June. Until...
Bilfinger: A Possible EU/US Tariff Deal Could Fuel Demand for Industrial Services
The Bilfinger stock (WKN 590900) is breaking out to a new 52-week high. Behind this could be a new story...
IONOS: Our Super Bull is up 120%. Top Winner from Trump's "Back and Forth" on Trade Policy!
On May 23, 2025, Trump proposed 50% tariffs on EU imports starting June 1. It is well-known that he has...
The USA Wants to Promote Nuclear Energy. BWX Technologies is a Promising Supplier for Nuclear Power Plants and SMRs!
On May 23, 2025, U.S. President Trump is set to sign new executive orders to simplify the approval process...
Tesla: Wedbush Analyst Dan Ives Raises Price Target to $500. The Golden Age of Autonomous Driving Begins. Tesla is an Undervalued AI Stock!
Dan Ives from the investment firm Wedbush spread over social media that they believe a golden age of...
Google's Veo3 Marks the Beginning of the AI Video Production Era. Amphenol and Oracle as the Quiet Beneficiaries of Increased Computing Power!
This week, Google made headlines by unveiling its new AI model Veo3 at its developer conference. The...
Bitcoin Rises to a new Record Level Above $111,000. Robinhood is Riding the Crypto Wave!
Crypto fans are smiling with Bitcoin's rise. Bitcoin has surged to a new high beyond $111,000. This marks...
Jungheinrich: Growth Until 2030 Planned. Warburg Sees a Price Target of €56 for the Stock!
Jungheinrich (WKN 621993) is coming into the spotlight. A fresh buy rating was issued on May 22, 2025,...
L3Harris: The USA Will Invest $175 Billion in the Golden Dome. This Company is a Supplier for the Missile Defense Shield!
With the "Golden Dome," U.S. President Donald Trump announced one of the most ambitious defense projects...