Trading Room Notes
Kratos Defense: Dividend Immunity Meets Massive Drone Growth Amidst Potential $1.5 Trillion Defense Budget
While established defense giants are struggling with bureaucracy and the threat of dividend bans, Kratos...
Infineon: Management expects strong AI-related chip demand for years to come. Big Picture Breakout!
The Infineon stock ends the multi-year correction since the end of 2021. It missed the rally of AI stocks...
Novo Nordisk: Why the FDA Approval of the Wegovy Pill is the Starting Signal for the Stock!
The stock of Novo Nordisk now offers the opportunity for a more pronounced recovery. On December 23,...
Qualcomm: From now on, the brain of the Humanoid Revolution is provided!
Forget the cloud. The real AI revolution is happening right before our eyes - in the physical world....
Huntington Ingalls: The Beneficiary of President Trump's New Battleship Era?
In the offices of the US Navy, there is a sense of excitement. US President Trump has declared a new...
Heico: A giant in the skies takes off after the latest quarterly results. What investors need to know about the company!
Heico (HEI) is a specialized supplier known primarily for offering more affordable, certified alternatives...
US space stocks soar. OHB is the European answer with a €3 billion order backlog and potential special economic boost.
In the USA, space stocks surged on Friday – Intuitive Machines +38%, Rocket Lab +24%, and AST SpaceMobile...
Intuitive Machines: A new key Player in Space? 100% Potential After the Gamechanger Acquisition of Lanteris!
Intuitive Machines (LUNR) has established itself as a key player in the emerging "Space Economy." The...
Verbio is one of the Strongest Trending Stocks and is Taking off. What are the Reasons for the Comeback?
Verbio is one of the strongest trending stocks in Germany, with a TS value of 4.1. A new breakout is...
Allgeier: Top Beneficiary of the Comeback of the Public IT Sector. A Growth Outlook for 2026 has Been Communicated.
In the TraderFox model portfolio, we are betting on a comeback of IT investments from the public sector,...
$100 Billion HBM Market by 2028. SUSS Microtec Provides the Tools!
SUSS Microtec supplies high-precision systems, among other things, for "Advanced Packaging." Core products...
LAM Research is a Beneficiary of the AI-Driven Chip Era and Aiming for the 52-Week High!
LAM Research is among the stocks at a 52-week high. The company develops and supplies semiconductor manufacturing...
Pfisterer is the Next top Breakout Candidate. Is the mid-Term Forecast too Conservative?
Pfisterer has positioned itself as one of the promising breakout candidates among stocks at a 52-week...
Planet Fitness: the Fitness Champion Stands out from the Competition. Here's why the Stock Could Soar Thanks to a new Share Buyback!
Planet Fitness (PLNT) has revolutionized the traditional fitness market in the USA and internationally...
Can Zeal Network Exceed the 2025 EBITDA Forecast?
The Zeal Network (i) stock is once again trending towards the €50 mark. This is a stubborn resistance...
Schneider Electric: Citigroup Sets a Price Target of €300 for the AI Beneficiary!
A McKinsey study also predicts that the global investment demand in data centers will reach nearly $7...
STMicro: A Chip Supplier for SpaceX. An Additional 5 Billion Chips Could be Delivered by 2027!
For the year 2026, the IPO of SpaceX is on the agenda. Elon Musk is aiming for a valuation of $1.5 trillion,...
Karman is Also a Winner of Orbital Computing! How?
Orbital Computing could be the "next big thing" in space - the relocation of data centers to outer space...
RWE is a Beneficiary of the AI era. Here's why the Stock Could Start Rising Again Soon!
The stock of RWE is one of the beneficiaries in the German market regarding increasing electricity consumption...
Will Orbital Computing Spark the Next Space Hype? Four Potential Winner Stocks That Everyone Should Know!
A new investment story could emerge in the stock market: "Orbital Computing.” Orbital Computing refers...
Ulta Beauty: Start of the Big Picture Breakout to Multi-Year High. The One-Stop Shop for Cosmetics with 46.3 Million Loyal Members!
Ulta Beauty is the one-stop shop for cosmetics and beauty products with over 1,500 locations. Comparable...
Dermapharm: Supervisory Board and major shareholder Wilhelm Beier bought shares worth €53.82 million. What is the plan?
Dermapharm (i) is a leading manufacturer of branded pharmaceuticals and other health products. It markets...
The Memory Chip Tsunami: Micron {Profiting Massively} from the HBM Boom and Price Rally.
The stock of Micron is currently among the favorites in the AI infrastructure sector. The next breakout...