Trading Room Notes
The USA Plans to Announce New Rules for AI Chip Exports. Will AMD and PVA Tepla Benefit?
Bitcoin Rally to 100,000 USD. This Boosts the Top Story Robinhood!
The sentiment surrounding Bitcoin is currently very positive. The new upswing has led to a price increase...
Basler: Cameras for Robotic Vision! More new factories could boost demand. The first quarter kicks off with an 18% increase in orders!
Basler (ISIN DE0005102008) is a full-range provider of industrial cameras, offering both hardware and...
Walt Disney on Track for Success: Entertainment Boom and Park Performance Cause Earnings to Rise by 20%!
The Walt Disney Company (DIS) reported on Q2 on Wednesday and exceeded analysts' expectations. With...
As More and More Renovations and Construction Activity are now Taking Place in Germany, Einhell is a Beneficiary With its Professional Line. P/E ratio of only 11 and Chart Breakout!
The stock of Einhell Germany (A40ESU) breaks out to a new 52-week high. It generates a new long signal....
Sterling Infrastructure: This Company Builds Data Centers and Says That the Market Environment is Very Active. Beginning of the Medium-Term Trend Following?
Sterling Infrastructure (STRL) is a construction and infrastructure company in the US that operates in...
Oracle: Cooperation With IBM to add Their AI Product Suite watsonX to Oracle's Infrastructure. Beneficiary of AI agents!
The era of AI agents has begun. Inexpensively, companies can scale their growth and increase productivity...
Friedrich Vorwerk Reaches a 52-Week High. The new low Three-Digit Million Euro Contract and Billion Euro Infrastructure Investments are Boosting it!
Friedrich Vorwerk (WKN A255F1) has a TS value of 5.1 and is trading at a 52-week high. This makes the...
Kontron Aims to Increase the Margin From 12% to 20% by 2030 and is a Beneficiary of the AI era as Well as Special Assets!
Kontron (i) (WKN A0X9EJ) published its results for the first quarter on May 6, 2025. Additionally, the...
ExlService Addresses the AI Agents era and Aims to Take off With the excelerate.ai Platform!
ExlService (EXLS) is a company that benefits from the immense demand for AI capabilities in business...
Deutsche Bank: This Value Stock With a P/E ratio of 7.5 and a Dividend Yield of 4.2% is a top Pick to play Germany Inc.!
Deutsche Bank (WKN 514000) is one of our top picks to play the revival of the German economy as well...
Twilio: AI-Driven Growth Path in Cloud Communication
Twilio (TWLO) is a leading provider of cloud communication solutions (CPaaS), focusing on messaging,...
Continental Undergoes a Major Transformation. UBS Sees Over 40% Upward Potential
Continental must be kept an eye on right now. The company is undergoing its largest transformation in...
IONOS Starts the big Picture Breakout
IONOS remains a super bull. IONOS is a leading European provider of cloud-based IT infrastructure and...
End of the two-Year Sideways Phase. Strong Growth in International Business Propels the Glasses Specialist Fielmann Upward
The shares of glasses specialist Fielmann are poised to exit a two-year sideways phase. Fielmann is...
Breakout Alert for Teamviewer: new Multi-Month High! Is the Digitization of US Factories a new Opportunity?
The stock of Teamviewer (i) (WKN A2YN90) has swiftly recovered after the tariff crash and has broken...
Hypoport: The top Beneficiary of low Interest Rates Starts With an 85% EBIT Increase in Q1!
Hypoport (WKN 549336) is well-positioned for an increasing demand for credit with its digital platforms...
Humanoid Robots Will be the Next Industrial Revolution. A $5 Trillion Market is Emerging, According to Morgan Stanley. Three top Beneficiaries!
We see humanoid robots as the largest market in the world in the future. Elon Musk estimates that there...
Zeal Network: Will the 2025 Forecast be Raised Soon? According to Nuways Analysts, the Answer is yes!
We have been successfully involved with Zeal Network (i) (WKN ZEAL24) since €32 (+38%). The company...
FlatexDegiro: The Volatility Beneficiary Grew by 19% in the First Quarter. The 2025 Annual Forecast is Conservative, and a 52-Week High is Imminent!
With a transaction volume of €5 billion, the tariff crash day on April 7, 2024, was at least successful...
Boeing: The Sentiment in the Military and Civil Business is Becoming Positive. A Significant buy Signal is on the Horizon in the big Picture!
The sentiment for the Boeing stock (BA) is starting to turn positive. Boeing is expected to gain momentum...
Adesso: IT Service Providers are Banking on Digital Expansion. Breakout Opportunity!
The goal of the new government is to significantly advance digitization. The new Digital Minister and...
Breakout Alert: 2G Energy Storms to the 52W High. The Winner of the Energy Transition Aims to Accelerate Growth With These Products Starting in 2025!
The stock of 2G Energy (i) (WKN A0HL8N) is one of the first stocks to reach a new 52-week high after...
Four Reasons why the Value Stock Traton (P/E ratio of 5.7 and Dividend Yield of 6%) is Promising After the Correction!
Among the cyclicals that also have value characteristics, Traton (WKN TRAT0N) has become interesting...