Trading Room Notes
The 4 Strongest Trending German Stocks. Traders Need to Know These Stories!
On the German stock market, it can be observed from a trading perspective that stocks that are moving...
"Computing Power = Revenue": These Statements from Jensen Huang are Crucial. Why NVIDIA's Record Figures are Just the Beginning for AMD, Amazon & Co.!
The NVIDIA conference call on the evening of February 25, 2026, marks a historic turning point in IT...
EnviTec Biogas: Comeback of Gas Heating with the Biogas Stock as a Price Driver?
EnviTec has established itself as one of the leading players in the biogas value chain. The company not...
Oracle: By 2030, EPS Could Double or Even Triple – Single-Digit P/E Ratio. Reasons to Buy the Stock!
After a 60% price correction from the 52-week high, Oppenheimer upgraded the Oracle (i) stock from Perform...
BWX: The Order Backlog Explodes by 50% and Brings Optimism for 2026. Management Identifies Four Growth Drivers!
In the US model portfolio, we are focusing on BWX Technologies. Currently, the position is over 170%...
SUSS Microtec Breaks out - Winner of the Exploding HBM Prices!
With the rise above 50 euros, the chip equipment supplier SUSS Microtec activates a fresh long signal....
AT&S: The Digital Nervous System of the AI Revolution – Chart Breakout!
AT&S operates at the technological forefront of the electronics industry and is a global leader in...
According to Sam Altman (OpenAI), we are Only a few Years Away From Superintelligence - Four Potential Winning Stocks!
Sam Altman, the CEO of OpenAI, is not exactly known for his restraint. However, what he stated this week...
BE Semi: The Price Explosion in HBM Will Trigger an Investment Cycle. Here's why the AI Revolution Stalls Without Hybrid Bonding!
The prices for HBM are skyrocketing. The demand for HBM is expected to rise by 70% year-over-year by...
Northrop Grumman: The Path to the $1,000 Price Target is Cleared - Important News from CEO Kathy Warden!
Northrop Grumman hit a new 52-week high on Wednesday. Our US model portfolio position has exceeded the...
Jabil: Beneficiary of the AI Boom and Pioneer of Humanoids
With an increase of 75%, we have Jabil in the US model portfolio. The 19 PE ratio stock has further potential,...
Infineon Aims to Make a big Splash in Humanoid Robots - is the Robotics era Starting Earlier?
While the world of stock markets is still debating the scalability of AI and concerns over disruption...
Akamai: The AI Inference Winner That Many Investors Overlook!
When thinking of the AI giants, names like NVIDIA, Alphabet, or Microsoft typically come to mind. Akamai...
Hochtief: New Data Center order from Meta Drives the Stock to a new 52-Week High!
Construction stocks are in demand. Hochtief, Vinci, and Porr break out to new highs. The leader stock...
Crowdstrike: Bastion or Target in the new AI Era?
The specter of "AI disruption" is currently haunting the markets. Many investors fear that AI could render...
Two Reasons why Aixtron is Interesting for Traders Due to the Applied Materials Statements!
From a short-term trading perspective, the stock of Aixtron is interesting. Last night, the major chip...
Safran Enthralls Everyone with the 2026 Outlook and Raises the Guidance until 2028. The Stock Takes off for Trend Following!
Safran is a backbone of global aviation. As a world leader in propulsion, equipment, and defense, Safran...
Basler: Could Cognex's Figures be the Catalyst?
Cognex reported a 10% revenue growth and a significant increase in profit for the closing quarter. Particularly...
Siemens: Industrial Intelligence Ensures Full Order Books and Data Center Contracts. Upgrade of the 2026 Forecast!
The story of Siemens has changed. In cooperation with partners like NVIDIA, the company is transforming...
Sign of Exaggerated AI Concerns at Atoss Software: CEO and Founder Obereder Buys Shares for €11.5 Million!
Software stocks have been sold off for weeks. Concerns exist that AI may disrupt the sector and that...
Vertiv: The Super-Capex Cycle Leads to a 252% Surge in Orders. 2026 Will be Another Growth Year!
Vertiv is the world's leading specialist in highly complex cooling systems and uninterruptible power...
2G Energy: A new Chart Breakout is Starting. In the Background, There are Five Growth Drivers from 2026!
At our TraderFox model portfolio value 2G Energy (i), a breakout above the resistance line formed since...
Befesa Benefits from the Surge in Metal Prices and Has Three Catalysts for Growth. New 52-Week High!
Among the stocks at their 52-week highs, Befesa is the top breakout candidate at €32. Here's what...