Trading Room Notes
2G Energy: Three Important Corporate Statements - Growth in 2027 and Beyond and Several Major Data Center Orders Ahead!
In the TraderFox Model Portfolio, we are betting on the top small-cap story 2G Energy (i). Currently,...
ASML Increases Incoming Orders by 85% - 2026 Will be a Growth Year. The Implication: Traders Must Know These two Beneficiaries!
The numbers published on January 28, 2026, by ASML for the fourth quarter and the entire year of 2025...
Karman can bid for SHIELD Contracts with a Total Volume of $151 Billion under the Golden Dome!
With Karman, we have a high-flyer from the space and defense sector in the US model portfolio. The position...
Schlumberger: Three Significant Growth Drivers for the Coming Years with Billion-Dollar Revenue Potential!
Schlumberger is a top pick to capitalize on rising oil investments in Venezuela. During the conference...
Friedrich Vorwerk: Record Figures Exceed Forecasts – Is This the Breakthrough?
Friedrich Vorwerk closed the fiscal year 2025 with operational brilliance. With a revenue of €704.3...
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...