Trading Room Notes
Nokia: Expansion of cooperation with AWS for autonomous networks agreed. Chart breakout!
The Nokia stock defies the weak market environment on June 24, 2026. Instead, it rises by 3%. The consolidation...
ams-OSRAM: JPMorgan anticipates 30% potential. The supplier for smart glasses and AI data centers could break out.
The story around ams-OSRAM (i) remains hot. In early May, the company communicated a development agreement...
Jenoptik: Chip equipment manufacturer breaks out to a 52-week high amidst sector correction. How the semiconductor boom fuels growth.
On this Tuesday, a correction wave swept over the AI infrastructure stocks. In this environment, Jenoptik...
Novo Nordisk exits the consolidation phase. Here are three reasons why.
Novo Nordisk's stock is drawing attention this week with its price strength, as it seems to successfully...
STMicro is 133% in Book Profit. AI Revenues are Expected to Double in 2026 and 2027. Is a new 52-Week High Imminent?
In the Traderfox model portfolio, we recognized the rally in AI infrastructure stocks early on. STMicro...
ams-OSRAM: AI Data Centers and Data Glasses Will Accelerate Mid-Term Growth. The Next Chart Breakout is Coming!
ams-OSRAM (i) positions itself for a new breakout. Two technological drivers likely to fuel the business...
Breakout Opportunity at FACC: The Airbus Supplier with a 11.5 P/E Ratio Has Air Taxi and Logistics Drone Potential!
A short-term breakout opportunity is now emerging for the aircraft supplier FACC . The declining oil...
Vestas Wind: According to JPMorgan, a Forecast Upgrade is in the Works - the Stock Moves to the Positive Catalyst Watch!
JPMorgan has kept Vestas Wind at an Overweight rating with a price target of DKK 216, additionally stamping...
Globalfoundries: At the Intersection of Quantum Computing and European Sovereignty - Here's why you Should Consider the Stock!
The stock of Globalfoundries is preparing for the next technical breakout. There are two reasons for...
USA Rare Earth: G7 Limits China Dependency on Rare Earth Magnets to 60% by 2030. This Mine-to-Magnet Platform Company is Benefiting!
The G7 nations have decided on an ambitious cap to curb the overwhelming dominance of Chinese suppliers...
Jabil: Third Hyperscaler Customer and Sovereign AI Infrastructure Drive Future Growth!
We have Jabil in our US model portfolio because we can reflect the enormous demand for AI infrastructure...
2G Energy is on the Move again. The Data Center Story Could Drive the Stock Towards €100!
2G Energy (i) could be poised for a breakout on June 17, 2026, against the declining DAX. It breaks...
PVA Tepla: Growth Opportunities in Indium Phosphide Crystal Growth Systems for the AI Boom!
A breakout constellation has established itself at the 52-week high for PVA Tepla (i). Moreover, the...
With 6 Stocks, We Capitalize on the Humanoid Investment Trend. Regal Rexnord Supplies Joint Systems – Here's why it’s Important that we are Involved!
Undoubtedly, "humanoid robots" will be the next significant investment trend and volume market. Billions...
Ams-OSRAM Becomes the Winner of Data Glasses. Qualcomm CEO Predicts Hundreds of Millions of Devices per Year!
Qualcomm CEO Cristiano Amon sees smart glasses as the next major device category. In a podcast by The...
Here's how the Anthropic Shock Plays in Favor of IONOS!
When Anthropic was ordered by Washington on June 12, 2026, to shut down its Frontier models Fable 5 and...
Firefly Aerospace has 50% Potential, According to KeyBanc. Here's why the Sell-off was Exaggerated!
On Friday, SpaceX went public. Capital reallocations into the leading space company and the creation...
AT&S: In the Midst of the Substrate Boom - Thanks to the AMD Partnership, the 2026/27 Outlook has been Raised to 45-55% Growth!
Because the classic Moore's Law is reaching physical limits, chip designers are increasingly turning...
Nokia: The AI Supercycle Transforms the Network Giant. JPMorgan Sees 50% Price Potential!
Nokia is reinventing itself. The former mobile pioneer is transforming into a key player in the global...
2G Energy: New Long Signal!
2G Energy (i) is our largest position in our portfolio and is up 160%. This allows us to invest in a...
New 52-Week Highs for BE Semi and VAT Group – WFE Spending Increases from $147 Billion per Year to $247 Billion by 2028
It has been striking in recent days that the chip equipment suppliers have shown relative strength. They...
Kulicke & Soffa: China's $295 Billion bet Could Propel This Chip Supplier
Beijing means business. According to a Bloomberg report from June 9, China plans to invest nearly $295...
VAT Group: Here's why UBS Raises the Price Target to CHF 745 - the Stock is a top Pick in the Semiconductor Sector!
The VAT Group plays a key role in the global semiconductor ecosystem. As the world market leader in high-tech...