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Trader Times from 05-29-2024

AI PCs are ushering in the next phase of PC market growth. Dell would be a top beneficiary, but Qualcomm and HP are also exciting!

The Edge AI era will be played out by shifting AI processes to end devices. Thanks to AI PCs, the PC market is set to recover from the second half of 2024. Dell, HP and Qualcomm are top beneficiaries of an upgrade cycle to AI PCs over the next two years. Jörg Meyer writes at 14:01: In the US model portfolio, we bought Dell (DELL) in mid-September 2023 at $70.70 and are 136% ahead. We are...
Trader Times from 05-28-2024

Aixtron: This chip latecomer helps to make data centers more energy-efficient!

As the market leader in MOCVD systems, Aixtron is benefiting from electromobility, data centers, optical data communication and micro LEDs. GaN chips could gain acceptance in data centers due to their energy efficiency and thus increase demand for Aixtron's new G10 GaN system. 2024 will be a year of flat growth, but it could pick up again as early as 2025, leading to a 15 P/E ratio. The price...
Trader Times from 05-27-2024

AZZ: Profiteer of Rising Infrastructure Spending in the USA

AZZ is a leading provider of hot-dip galvanizing and coil coating solutions in North America AZZ provides sustainable, high-quality metal coating solutions that improve the durability and appearance of the buildings and infrastructure we rely on every day. Demand from industry, energy and public infrastructure projects is keeping AZZ in high demand AZZ (NYSE: AZZ) is a global provider...
Trader Times from 05-24-2024

Novavax: Sanofi Partnership Revives Business and Promises Billions in Revenue

Novavax is a biotechnology company that develops vaccines for diseases. The license agreement with Sanofi aims not only to co-commercialize a Covid-19 vaccine, but more importantly to develop a new combination product for high-risk seniors. The company will be eligible for clinical milestones and royalties that could add up to billions of dollars in revenue over the coming years and decades...
Trader Times from 05-23-2024

Grazing Record Revenues in Q1 - Revenue set to Double to $1 Billion by 2027!

Vital Farms (VITL) is one of the leading suppliers of pasture-raised egg and butter products in the USA. It cooperates with over 300 family farms located in the climate-friendly "Pasture Belt", whose products are sold via a network of 24,000 retail outlets after being processed in the company's own Egg Central Station. Restaurants are also supplied directly. Consumers are increasingly willing to spend...
Trader Times from 05-22-2024

Is First Solar an Overlooked Beneficiary of AI-Based Electricity Demand Growth in the US? EPS Could Multiply to Over $36 by 2027!

US electricity demand will increase by 2.4% p.a. until 2024, and utilities will have to invest a good $50 billion just to meet the demand for data centers. First Solar is an overlooked beneficiary of rising energy demand in the US and could multiply EPS to $36.74 by 2027! Joerg Meyer writes at 16:00: First Solar (FSLR) has bottomed out and is poised for a 75% EPS increase to $13.56 in 2024...
Trader Times from 05-21-2024

Nordnet: Scandinavia's Digital Finance Revolution

Nordnet establishes itself as the leading online financial services provider in Scandinavia, doubling its market share from 2016 to 2022 and capitalizing on regional trends such as Sweden's premium pension. With just 800 employees, Nordnet offers the most comprehensive range of online financial services and positions itself well ahead of traditional banks with 30,000 employees as the leading...
Trader Times from 05-17-2024

The Trade Desk is Helping Netflix Build an Internal aAdvertising Technology Platform by the end of 2025!

The Trade Desk (TTD) offers software solutions to plan, measure and optimize advertising campaigns centrally in one place. 90% of the 200 largest advertising agencies already use the platform and the market potential is huge with around $900 billion in global digital advertising spending. The possibilities are also enhanced with the AI-based media buying platform Kokai, which was launched in June 2023...
Trader Times from 05-16-2024

Verbio: H&A sees 100% potential. The new site in Nevada promises significant competitive advantages!

After a weak 3rd quarter, there are now signs of a strong 4th quarter. We should have bottomed out. Growth should return from 2024/25. Verbio is bringing its technology to the USA and is also expanding combined bioethanol-biomethane production there, which has competitive advantages. Verbio (A0JL9W) finally jumped on May 14, 2024, as it announced the prospect of a strong Q4 after a very...
Trader Times from 05-15-2024

After a Strong Q1, the Swiss Sporting Goods Manufacturer On Holding (ONON) Can Confirm Its Sales Forecast of at Least 30% For The Current Year.

The shares of Swiss sporting goods manufacturer On Holding (ONON) have been stuck in a sideways range for some time. This could change, as the company reported a strong first quarter on Tuesday (March 14) with record sales and profitability. Martin Hoffmann, Co-CEO and CFO of On, said: "The first quarter was a very strong start to the year and a further step in the implementation of our long-term strategy...
Trader Times from 05-14-2024

Toast Launches New AI Tools For Competitive Restaurant Industry - Conquering a $110 Billion Opportunity is Just The Beginning!

Restaurant stocks are currently booming, which could also benefit Growth-Stock Toast (TOST). The operation of a restaurant is complex and complete solutions are in demand, ranging from point-of-sale systems, tablets and various handheld devices, local ordering terminals and online ordering solutions to software for supply chain and inventory management, personnel management or marketing and customer...
Trader Times from 05-13-2024

Sweetgreen: The Salad Specialist is Expanding its Menu and Increasingly Relying on Robot Kitchens

Sweetpass and menu innovations have been well received and are expected to drive further growth. The introduction of Sweetpass has provided direct access to consumers' cell phones, enabling targeted marketing and data collection. Menu innovations such as the introduction of Protein Plates have helped capture a larger share of consumers' daily meal budgets and diversify its revenue streams....
Trader Times from 05-10-2024

Arista Networks: Ethernet Becomes a Critical AI Infrastructure. The Target of $750 Million in AI Revenues by 2025 is set!

Arista Networks sees Ethernet as a critical infrastructure for the AI era and wants to profit from it. The goal is to reach $750 million in AI revenues by 2025. Arista Networks (ANET) is known for its network products, such as routers, switches and EOS operating software, to deliver the data center infrastructure of tomorrow. The figures were good and $1.2 billion is being raised as a share...
Trader Times from 05-08-2024

Sterling Infrastructure (STRL) Surprises With Margin Increases in the Data Center Business Again. This is Followed by a Forecast Increase.

We recently discussed Sterling Infrastructure (STRL) among the relative strength stocks. The company is able to report high order intake in its largest and highest-margin segment (e-infrastructure). Sterling is benefiting from the fact that customers in the data center market want to quickly build up the capacities required for AI technology. The solutions offered include large-scale site development...
Trader Times from 05-07-2024

LeMaitre Vascular is the Market Leader in Numerous Niches for the Treatment of Peripheral Vascular Diseases - Share at all-Time High!

The medical technology company LeMaitre Vascular (LMAT) supplies products for the treatment of peripheral vascular diseases. The range includes catheters, stents, biological implants and other medical instruments to improve blood flow. End-stage renal disease and, to a lesser extent, cardiovascular disease are also addressed. Peripheral vascular disease affects an estimated 200 million people worldwide....
Trader Times from 05-06-2024

Universal Display Accelerates Sales Growth to 27%. The OLED IT Market is Poised for Strong Growth. OLED Tablets Triple in Size!

Universal Display returns to growth with a 27% increase in sales. Net profit could double by 2027. The OLED IT market is set for significant growth. For example, the display market is expected to grow from $42.1 billion to $58 billion by 2028. Universal Display (OLED) is a leader in the research, development and marketing of OLED technologies and materials. These are made available for use...
Trader Times from 05-03-2024

Procept Biorobotics: Grows by 83% in Q1 and Raises Sales Forecast. The AQUABEAM System Could be Considered for Prostate Cancer Treatment!

Robotics stocks are one of the most important investment trends. Procept Biorobotics broke out to a 52-week high and is a leader stock. The 83% growth in the 1st quarter was convincing. The forecast was raised. An expansion into prostate cancer treatment is generating great imagination. Robotics is one of the most exciting investment trends. Procept Biorobotics (PRCT) currently stands out...
Trader Times from 05-02-2024

Leidos (LDOS) is an Important Partner of the US Department of Defense. But now Health Services are Driving Sales Growth. The Share is Able to Break out to a new all-Time High Thanks to Better Margins.

Leidos (LDOS) remains a very important player on the US market. The stock is likely to draw its fourth consecutive pivotal point on the chart and break out to a new all-time high. The software manufacturer sells solutions for information security, system integration and data analysis in the three markets of national security, healthcare and industrial applications. Its customers include both US and...
Trader Times from 04-30-2024

Building the Data Center Infrastructure for the AI era is Huge. Sterling Construction (STRL) can Also Benefit.

In the US, construction stocks continue to perform quite solidly. Sterling Construction (STRL), which operates under the name Sterling Infrastructure, is one of the best relative strength stocks. The company operates primarily in the construction industry in the United States and focuses on three main business segments: heavy construction, specialty services and residential projects. Key growth drivers...
Trader Times from 04-29-2024

Alphabet: Advertising Business Accelerates Again - Dividend Announced for the First Time

Revenue climbs by 15% - fastest growth rate since the beginning of 2022. Operating profit in cloud business jumps more than fourfold. Alphabet approves its first dividend of $0.20 per share and a new share buyback program worth $70 billion. On Thursday, April 25, the technology group Alphabet published its results for the first quarter of 2024 and exceeded analysts' estimates. Among other...
Trader Times from 04-26-2024

Strategic Education (STRA) Grows EPS by an Incredible 360% in Q1.

It is clear that the stocks of education companies represent an industry trend. On Thursday (April 25), Strategic Education (STRA) delivered strong figures. It is an education services company that provides access to quality education through on-campus and online post-secondary education programs. It also offers programs to develop pre-vocational skills for high-demand markets. Through the Education...
Trader Times from 04-25-2024

Stride Increases EPS by 23% and Uses AI in Education in These Ways!

Stride had a record quarter, with a 23% increase in profits and 9% more enrollments. AI is being used in back-end processes, for tutoring and is expected to become an important tool for teachers and students to better learn and create content. In the US model portfolio, we have celebrated great success with the AI stocks around NVIDIA, Super Micro and Dell. But we have also started to focus...
Trader Times from 04-24-2024

Munters Group in the Pivotal Point Check: Innovative air Conditioning Solutions are Booming - Strong Trends Such as Digitization and Electrification are Boosting the Stock!

Munters has been providing energy-efficient air treatment and air conditioning solutions since 1955. Net sales in Q1 increased by 11%, mainly due to major orders in the Data Center Technologies segment. Munters is building a new factory in Ireland to meet the growing demand for innovative and sustainable cooling solutions for data centers. Munters is a leading global provider of energy-efficient...
Trader Times from 04-23-2024

Steico Increases net Profit by 185% in the First Quarter. Demand for Ecological Insulation Materials Returns!

Steico manages to increase net profit by 184.5% to €5.9 million in the first quarter. At 11.6%, the EBIT margin is above the 2024 target corridor. Steico's business should be at the turning point for the positive. The share should soon break out of the bottom. The construction of single and multi-family homes and renovations are suffering from the rise in interest rates. Demand for houses...