Trading Room Notes
Kulicke & Soffa: How the Company is a Winner of the AI Boom with High-Precision Bonding. New Leader Stock!
KSB: Why the Capex Cycle of Alphabet, Amazon & Co. is a Growth Engine!
KSB is one of the top 3 providers of pumps, valves, and associated services. The addressed market for...
Broadcom: Top Winner from Alphabet's 185 Billion USD AI Infrastructure Spending!
Broadcom's stock is worth a look again after Alphabet's numbers, as it is an important partner in the...
Weyerhaeuser: Long-Term Opportunity Offered by the Recovery of the Housing Market. Outlook Until 2030 Confirmed!
The leading wood company Weyerhaeuser is our bet in the US model portfolio on a recovery of the US housing...
2G Energy: The Key Management Statements on the Five Growth Markets and the Outlook for Data Center Orders from HIT!
Our model portfolio value 2G Energy (i) was presented by CFO Pehle at the HIT in Hamburg on February...
SGL Carbon: now Focusing on the Future Market of SMRs – new Momentum Stock!
SGL has been listed on the stock market for a long time. Unfortunately, the company has struggled in...
Sartorius: Why the Outlook for 2026 Makes Market Consensus Look Outdated
Sartorius is the backbone of the global biopharmaceutical industry. Particularly, the Lab Products &...
Nemetschek: Exaggerated AI Concerns Open Up an Attractive Buying Opportunity!
In investor circles, there is concern that generative AI could cannibalize the traditional business model...
AT&S: High-Tech Substrates as Key Component of the AI Era and Beneficiary of the Intel Renaissance!
AT&S is one of the world's leading manufacturers of high-end printed circuit boards and IC substrates,...
MBB: Important new information about the cybersecurity subsidiary DTS - why we are keeping the position despite 130% book profit!
Our Traderfox model portfolio value MBB (i) marks a new 52-week high. We are 130% up in book profit....
Jenoptik: A Hidden Champion Benefits from the Semiconductor Industry's Hunger!
When ASML reported an extremely strong order intake on Wednesday, we immediately connected it to Jenoptik...
Northrop Grumman: Ready for the Defense Boom and Numerous Contracts for the Golden Dome Project!
Northrop Grumman exceeded expectations for Q4 on January 27, 2026, but somewhat disappointed with the...
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...