Trading Room Notes
Two Favorites to Represent the Humanoid Robotics Mega Market. One Stock is on the Watchlist for our US Portfolio!
The "WSJ" reported an exciting development regarding Xpeng today. This is the Chinese challenger to Tesla,...
Technotrans Has Double-Digit Million Orders for Data Center Cooling Solutions. Here's why the Big Volume Business is Still to Come!
Technotrans (i) announces success. According to the company, order intake in the Data Center business...
There are Several Reasons Why the AI Infrastructure Trade is Restarting. Traders Must Know These Top 3 Leader Stocks!
The chances are growing that the upswing in AI infrastructure stocks has not yet reached its peak. Optimistic...
IONOS: AI Solutions for SMEs Could Trigger a Revaluation. Here's why BofA Sets a Price Target of €37!
AI infrastructure stocks are correcting. Capital is rotating into the values of the narrative "AI losers"....
Basler and Siltronic are two Stocks with High Trend Strength. Here’s the Story behind them!
Leader stocks can be identified by their trend strength and proximity to the 52-week high. Especially...
Carl Zeiss: Historically Cheap with a P/E Ratio of 14.2 - is it Time for a Comeback?
The success-favored Carl Zeiss Meditec has been experiencing a pronounced earnings dip in recent years....
Carl Zeiss: Historically cheap with a P/E28e of 14.2 - Is it time for the comeback?
The successful Carl Zeiss Meditec has experienced a significant downturn in earnings in recent years....
BB Biotech: Our new core position in the biotech sector. AI will generate new therapies and accelerate R&D processes.
Since the end of 2022, the investment trend "AI" has focused on chip stocks, memory providers, and network...
Why the AI Infrastructure Trade Could Revive Again - Two Reasons. Two Top Stocks for This Scenario!
The AI infrastructure stocks (chips, memory, and network equipment providers) have recently consolidated....
Apple knocks on China's memory products. Two suppliers benefit as well.
Chinese chip stocks are booming. The trigger is a report that Apple is testing DRAM memory from the state-supported...
Meta: This is the Cheapest "Mag 7" Stock With a P/E ratio of 17.5. Here's two Reasons why the big Turnaround is Starting!
Currently, there are two concerns regarding the stock of Meta (i). First, the expected capex of $145...
Kion stock begins the major trend reversal. Reasons why Morgan Stanley rated it as a Buy with a target of €62!
After a drop of 38% year-to-date, Kion offers a highly attractive risk-reward ratio according to Morgan...
Analog Devices: Here's why Humanoid Robots Could Boost the Stock in the Long Term
We have set up the US model portfolio with beneficiaries of humanoids. Nevertheless, we are always on...
Tonies: Business is Expected to Double by 2030. Berenberg Values the Potential at 50%
A trading opportunity is offered by the stock of tonies - known for the Toniebox for children. The stock...
ams-OSRAM: Micro LEDs Come to the Forefront as Infrastructure for AI Data Centers. Chart Breakout Amid Chip Stock Correction!
On Thursday, chip stocks plummeted. After an excellent run, the values have become susceptible to profit-taking....
Cognex: The Optic Nervous System for the Next Generation of Physical AI
Cognex: the optic nervous system for the next generation of physical AI We are closely monitoring...
Vonovia: Winner of the German Government's Reform Package Presented on June 2!
Vonovia is worth a look again after the correction in recent months. Rising bond yields and the recent...
Adidas: Here's What has Lead JPMorgan Analysts Price Target of €230 and a new buy Study!
The surprising elimination of the German national team against Paraguay weighed on the Adidas stock...
These are the top 3 Suppliers for the Next Multi-Billion Dollar Market of Humanoid Robots!
The next significant investment trend after "AI” and "Space” will be Humanoid Robots. NVIDIA CEO...
Regal Rexnord: Kerrisdale Capital Positions Itself and Sees 100% Price Potential. Humanoids Offer a $5 Billion Valuation Opportunity!
Kerrisdale Capital is long on our US model portfolio stock Regal Rexnord (i) and sees at least 100%...
2G Energy: New data center orders are here. In 2026, order intake could surpass the billion mark. Model portfolio position +175%!
Our 2G Energy (i) reported this morning on the year 2025 and new data center orders, which were unfortunately...
2G Energy: New Data Center Contracts are Here. In 2026, Order Intake Could Exceed €1 Billion. Portfolio Position +175%!
Our 2G Energy (i) reported this morning on the year 2025 and new data center contracts, which were unfortunately...
Merck KGaA: The DAX Giant Acquires Bio-Techne for $11 Billion and Simultaneously Accelerates the AI Chip Turbo.
In the DAX, Merck KGaA breaks out of the correction since 2022. Such a movement has high significance,...