Trading Room Notes
Secunet Security: A Potential Winner of German Minister of the Interior Dobrindt's Cyber Plan? The Threat of Cyberattacks from Russia is Growing!
The German economic newspaper "Handelsblatt" published two important pieces of information in its current...
Is Karman one of the big Winners of the Broader Positioning of the US in Space Applications?
A remarkable development has occurred with the Karman stock. We bought shares in the supplier for space,...
Allgeier Prepares for Digital Growth. The Sale of the IT-Managed Service Business is a Strong Deal!
Germany aims to significantly advance digitalization to make bureaucratic errands obsolete and enable...
Schaeffler: Positioned as a Beneficiary of Humanoids - thanks to Tesla and Amazon!
Tesla announced in yesterday's conference call that it plans to introduce Optimus version 3 in the first...
Medpace: Accelerating biotech research and raising the 2025 forecast. AI disruption could significantly increase business volume!
Medpace (MEDP) is a global contract research organization (CRO) aimed at accelerating the development...
Atoss Software reports a recovery in demand for workforce management software. Increase in 2025 EBIT margin forecast!
Surprisingly good numbers and a clarification of guidance came from Atoss. The recent decline in stock...
Pfisterer Ignites the Breakout - Beneficiary of the Global Power Grid Boom!
In the USA, electricity demand is expected to grow by 2.2 to 2.4% this year and next year. The two main...
Vertiv: This Company Cools AI Data Centers. 60% Growth in Orders - Increased 2025 Forecast!
Vertiv is one of the most important data center providers when it comes to cooling systems. Due to the...
Does Friedrich Vorwerk have room for growth after the Pivotal News Point?
On Tuesday, Friedrich Vorwerk presented excellent figures and raised its outlook for 2025. The new guidance...
Secunet Security aims to become the leading provider of sovereign cybersecurity in Europe. Berenberg Bank identifies two growth drivers!
One of the most important buy ratings came this morning from Berenberg Bank for the cybersecurity specialist...
Are 1&1/United Internet and Telefonica Moving Closer Together? The Key Facts!
The shares of 1&1 (i) and its parent company United Internet (i) have been on a new upswing for months....
Siltronic: Why the stock has a 35% potential according to Jefferies! The profit potential from the last cycle would lower the P/E ratio to 5.7!
Meanwhile, the wafer manufacturer Siltronic is being highlighted again as a beneficiary of AI investments....
Planet Labs: Transforming into an Integrated Aerospace and AI Solutions Provider! The Reasons Why the Price Drop Presents a Long Opportunity!
The stock of Planet Labs is among the most exciting values in the space investment trend. The company...
AMD: Takes off in the AI race with target potential of 300 USD!
AMD's deal with OpenAI has catapulted the chip developer back into the AI race. It signals that there...
EssilorLuxottica: Smart AI Glasses Drive Sales Boom. Strong 11.7% Revenue Growth in Q3!
EssilorLuxottica is one of the leading manufacturers of glasses. We have emphasized for some time that...
Carasent in Focus: 27% Revenue Increase, Margin Explosion, and Long Signal for the eHealth Software Provider!
In the European market, the Swedish stock Carasent is breaking out of a multi-week consolidation. The...
Drägerwerk: Records the highest order intake since 2020 and raises the 2025 forecast. Additionally, there is a boost in military potential!
Drägerwerk is known for its medical ventilators, anesthesia devices, stationary and mobile gas measurement...
Infineon: Is This an Underrated Winner in Power Supply for Gigantic Data Centers?
By 2030, spending on AI infrastructure is expected to reach up to $4 trillion. OpenAI has forged massive...
Intel: A new energy-efficient GPU for AI data centers will be launched in 2026. Attack on NVIDIA and AMD?
Our comeback bet on Intel (i) in the US model portfolio has started off well with a 60% book gain. The...
Intel: A new energy-efficient GPU for AI data centers will be launched in 2026. Attack on NVIDIA and AMD?
Our comeback bet on Intel (i) in the US model portfolio has started well with a 60% book gain. The USA,...
JPMorgan plans to invest 10 billion USD in companies that contribute to the security and resilience of the USA. With these 8 stocks, we benefit!
The approach of the USA with investments in MP Materials, Intel, as well as tariffs and the push for...
Three companies that could benefit from the 19 AI gigafactories in Europe!
The EU Commission decided last week on the locations for six more AI gigafactories, bringing the total...
Vertiv: Liquid cooling is a key growth driver towards AI infrastructure spending of up to $4 trillion by 2030!
The stock of Vertiv is approaching a new 52-week high. On Thursday, Citi analysts placed the stock on...