Trading Room Notes
Intel: TSMC Rejects Investment Interest. But NVIDIA Evaluates Foundry and Chip Packaging Technology!
Intel (i) (INTC) fell by over 6.5% on March 19, 2025, as TSMC and NVIDIA denied any interest in a (partial)...
When will we strike with Jabil to play the humanoid robot story?
On March 20, 2025, the figures from contract manufacturer Jabil (JBL) will be released. The stock would...
BYD: Powerful Big Picture Breakout! The new Fast-Charging Technology is Exciting!
BYD (WKN A0M4W) breaks out to a new 52-week high above €50 and continues the Big Picture breakout powerfully....
2G Energy Rises to a 52-Week High. Hydrogen Optimism is Arising and Customers From the Manufacturing Industry Should Trigger new Investments!
The stock of 2G Energy (i) (WKN A0HL8N) has been in our model portfolio for a long time. However, patience...
Tesla: Why Cantor Fitzgerald Analysts see 85% Potential. These Five Catalysts are Expected to Boost the Stock!
The stock of Tesla (i) (TSLA) has had a tough year in 2025. Weak sales in Europe and China have weighed...
Cancom: This IT Service Provider is a bet on the Comeback of Germany Inc. The Founder is Already Doing so and Increased his Stake to 15% at the end of 2024!
Bechtle's outlook for 2025 has shown that IT service providers are initially coming out with a cautious...
Meme Hype Among German Small Caps and Strong Capital Flow Since the XXL Financial Package. Lang&Schwarz Should be Doing Exceptionally Well!
Thanks to the XXL financial package for defense and infrastructure in Germany, there has been a strong...
BYD Unveils its new Charging Technology! Thanks to 1000kW, the car can be Charged for at Least 400 Kilometers Within Five Minutes!
BYD (WKN A0M4W9) is the stock of the Chinese electric car manufacturer and the leader within its peer...
Salzgitter: The EU Plans to Extend its Steel Tariffs and Boost the Sales of Green Steel. Cyclical Beneficiary of a new Economic Upswing!
Last week, we took a position on Salzgitter (WKN 620200) in our model portfolio, as a partial agreement...
Intel: How Lip-Bu Tan is Planning to get the Chip Giant Back on Track!
Better than expected, our trade in the US model portfolio with Intel (INTC) has started. After Monday's...
Breakout Opportunity at IONOS: Digital Sovereignty Gains Importance!
There are still a few stocks that have been neglected but could now take off. One of them is IONOS (i)...
The Leader Stock Root (ROOT) Breaks Out Again. The Company Achieved its First Full Year With net Profit.
Root (ROOT) is a clear leader stock. Root Insurance operates a direct-to-consumer model that leverages...
Beautiful Chart Breakout at Everquote (EVER)
The relative strength of Everquote (EVER) is impressive. A breakout is occurring here. EverQuote operates...
SFC Energy AG: International Success and Military Fantasy
The SFC Energy AG is a leading provider of fuel cell and hybrid power supply solutions for off-grid...
More Than 10 Million Mobile and TV Subscriptions for the First Time: Freenet AG Remains Stable!
The Freenet AG is a company focused on mobile communication and mobile internet. It operates as an independent...
Three Reasons why 2G Energy is a Winner of the Agreement Between the CDU/CSU, SPD and Greens on the Financial Package. Business in Germany Will Pick up in 2025!
Our model portfolio stock 2G Energy (i) (WKN A0HL8N) should benefit from the agreement currently being...
Agreement on the Huge Financial Package by CDU, SPD, and Greens. €100 Billion Will Be Allocated for Climate Protection. Who Benefits?
Media reported an agreement on the mega-financial package of nearly €1 trillion by CDU/CSU, SPD, and...
Xpeng: This is the Humanoid Robot Story! When Should you Invest?
Alongside AI, robotics is one of the major future topics, as advancements in AI are leading to a faster...
BYD: New Superchargers and the "Super-e-Platform" are to be Launched on March 17. The Company Aims to Reinvent Electric Technology!
BYD (A0M4W9) has successfully completed its pullback to the breakout level and is finally showing upward...
Merz's Offer to the “Greens”: €50 Billion for the Climate and Transformation Fund. SMA Solar Would Benefit!
The CDU/CSU and SPD are grappling with the Greens to achieve a two-thirds majority for the approval of...
Intel: We are Betting on the Comeback Story With the new CEO Lip-Bu Tan. Will There be an "Adidas Effect"?
A change in the CEO position can be a significant catalyst to help a company and its stock price make...
Salzgitter is Trading 70% Below Book Value. Four Reasons for the Steel Stocks' Upsurge!
Steel stocks such as Klöckner & Co, ThyssenKrupp, and Salzgitter (WKN 620200) are among today’s...
Workday: A Favorite After the Tech Stock Sell-Off. Agent System of Record is the new Platform for Central Management of AI Agents!
Workday (WDAY) is deeply embedded in companies with its cloud software for financial management and...