Trading Room Notes
Elmos: Increases Free Cash Flow Forecast and Sends Optimistic Signals for 2026!
The hot Stock Dell Receives a $5.8 Billion Order from the Neocloud Provider Iren for the Latest GPUs!
The shares of Dell have been in our US portfolio since a share price level of $70.70 with a book profit...
Innoscripta: With 57.8%, it has the Best EBIT Margin on the German Stock Market. Net Earnings Doubled after Nine Months!
Innoscripta (i) is among the companies, like Pfisterer, that took the plunge onto the stock market in...
nVent: The Data Center Equipment Provider Reports Record Incoming Orders for Q3 and Raises 2025 Forecast!
With Vertiv, Amphenol, and statements regarding increased AI infrastructure investments from companies...
Breakout Alert Kion: The key Statements from the Conference Call. After the Q3 Figures, the Chart Breakout Begins!
On Thursday, Kion presented solid figures for Q3, surpassing expectations, especially in order intake...
MongoDB Provides the Database for AI Agents. Breakout from the Pivotal Base!
The stock of MongoDB resists mild price weakness on the Nasdaq on October 30, 2025. Instead, the stock...
Aixtron: After the Profit Warning, the Company is Showing First Signs of new Investments in Solar, ROY-LED, and AR-Micro Applications!
The machine builder Aixtron , which offers MOCVD systems for applying ultra-thin layers of atoms on semiconductor...
Melexis: By 2030, the Revenue Share Outside the Automotive Sector Should be 15%. Robotics is Becoming a Growth Market - First Product Deliveries!
Melexis is a promising European chip company as it positions itself as a supplier for humanoids with...
Deutsche Bank Reports Record Earnings in the Q3. The 2025 Targets are set for the Stock with a 3.3% Dividend Yield!
In the TraderFox model portfolio, we have been investing in the shares of Deutsche Bank since March...
Check Point Software Sparks Enthusiasm with its Q3 Results and Positions Itself with Lakera in AI Security!
Check Point Software (CHKP) is a global leader and pioneer in cybersecurity. The company protects over...
BWX Technologies Strengthens its Position in Small Modular Reactors with the Rolls-Royce Collaboration and is Part of the $80 Billion Deal!
On October 28, 2025, the U.S. government, Brookfield, and Cameco announced a transformative partnership...
Qualcomm Takes off. AI200 and AI250 are new AI Chips for the Data Center. Humain to be the First Customer for 200 MW AI Infrastructure!
Our US model portfolio stock Qualcomm rose by 18% on Monday as it has presented two new chips for the...
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....