Trading Room Notes
BlackSky: The new Space Eye of the States. Fresh $30 Million Contract Expected to Initiate Trend Following!
BlackSky provides real-time, space-based intelligence and analytics through its own satellite constellation....
Siltronic is one of the Strongest Trending Stocks! Here's why Qualcomm's Statement on Smartphone Demand is Positive!
Siltronic has a TS value of 4.7, indicating strong momentum. The reason for this is a fundamental shift...
Nextpower: Transitioning to a Solar Technology Platform. High energy prices and AI-driven electricity hunger fuel a growth scenario!
The Strait of Hormuz remains crucial. The oil price (Brent) has risen another 3 to 108 USD. This, in...
Amazon: What to Expect from the Upcoming Quarterly Results?
We have Amazon (i) in our US model portfolio and are up 25%. For us, the company is the top beneficiary...
Init SE: New 375 million Euro contract from Australia fuels growth story. Significant chart breakout!
Init (i) acts as an integrated "one-stop-shop" for public transport, covering the entire value chain...
IONOS: Why the pullback to the breakout level represents a new opportunity for the potential AI winner!
IONOS (i) broke out of a sideways movement in mid-April and surged to the 29 euro mark. The sentiment...
Sartorius: Our Scenario on Why the Shovel Seller in Healthcare Could Start a Growth Phase Thanks to AI!
Sartorius is a globally leading laboratory and pharmaceutical supplier. The company provides technologies...
Oracle: The Company is Becoming a Fundamental Infrastructure Provider for the AI Revolution. Why the Stock is Underestimated!
Oracle (i) is an underestimated winner of the AI era. However, in recent months, the financing risks...
Siemens Energy: The AI era turns the provider of gas turbines and power infrastructure into a winner. The new 2026 forecast!
The global race for artificial intelligence is not only being determined in the chip factories of Santa...
Nextera Energy: Energy is the Bottleneck in the AI era. This Utility Boosts EPS by 10% and has Visibility Until 2035!
AI stocks continue to be a major hit on the stock market. However, building data centers requires one...
STMicro: The Supplier for AWS, NVIDIA, and SpaceX Accelerates Growth. The Stock is Soaring - we are on Board!
An excellent development has taken place with the latest stock in the Traderfox model portfolio, STMicro...
RWE aims to benefit from the AI energy hunger with US gas power plants. A chart breakout is imminent!
In AI, the bottleneck is energy. Electricity producers have become beneficiaries. With a massive investment...
ASM: AI Boom Leads to a Record Margin of 33.1% in Q1. Why the Company is Indispensable!
ASM Int. (not ASML) finished the first quarter of 2026 with an operational performance excellence. Revenue...
Intel: Already 195% Book Profit in our US Portfolio. The CPU Story Offers Further Potential for up to $95!
GPUs were the first choice for training AI models. However, with the shift to AI inference, such as AI...
Schlumberger: Three Reasons for the bet on the Next Super-Cycle of oil Investments!
We have been holding Schlumberger stock since January 2026 at prices of $43.39 in the US model portfolio...
Washington Accelerates the Psychedelic Revolution. Three Winners!
The Executive Order signed on April 18, 2026, to accelerate medical treatments for severe mental illnesses...
Dell: The Infrastructure King Moves to Trend Continuation. Why Wall Street Analysts are Raising Their Price Targets!
There is often discussion about whether the AI boom is already priced in. For Michael Dell, CEO of Dell,...
Nemetschek: US Software Stocks Start the Rebound! The HCSS Acquisition Creates a new Growth Monster!
The stock of Nemetschek is now a long opportunity. Software stocks in the USA are starting a rebound....
Robinhood: The SEC Drops the $25,000 Limit – Increased Trading Activity Expected. The Technical Correction is Over!
For a long time, the "Pattern Day Trading" (PDT) rule was the invisible wall separating institutional...
Pfisterer Thrills with its 2030 Outlook. The Energy Demand is Unstoppable and Launches the Stock to its 52-Week High!
The physical reality of the AI revolution takes place in the power grids. Pfisterer provides the mission-critical...
First Solar: China Aims to Checkmate US Solar Competition with new Export Rules. But This Solar Company is Having the Last Laugh!
A recent report from "Reuters" signals a turning point in the global energy transition. Beijing is considering...
Chart Breakout at Siltronic: AI Inference Reaches the Wafers – new Growth Phase Starting in 2027?
We are entering the era of AI inference. The focus is now shifting towards the broad application of AI,...
BE Semi: one of the Biggest Beneficiaries of the Next HBM Generation and AI Inference?
The transition to AI inference, driven by autonomous AI agents and the quest for superintelligence, demands...