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Trader Times from 03-04-2024

Dell Technologies (DELL) can almost double the order backlog for AI-optimized servers in Q4 compared to the previous quarter. Customers are still at the beginning of their AI journey.

Dell Technologies (DELL) reported better-than-expected Q4 figures on Thursday (February 29). The company appears to have positioned itself well in the field of AI and can benefit from the emerging momentum. Dell is experiencing continued strong demand for its AI-optimized server portfolio. PowerEdge XE9680 is the fastest growing solution in the company's history In ISG, traditional server demand...
Trader Times from 03-01-2024

Duolingo reaches milestone with 100 billion lessons - CEO describes it as the best year ever!

Duolingo (DUOL) is the leading language learning app and is already used by around 90% of all people who use online services every month. Around 2 billion people worldwide are currently learning a language, which illustrates the huge potential that still exists. Co-founder and CEO Luis von Ahn spoke of 2023 as the best year ever, also reaching the milestone of 100 billion lessons. User engagement is...
Trader Times from 02-29-2024

New all-Time High: Axon Enterprise (AXON) is Experiencing High Demand for the TASER 10 Stun gun and is Significantly Expanding its Addressable Market Through Acquisitions.

Axon Enterprise (AXON) remains a leader stock. The company focuses on the development of law enforcement technologies, including stun guns (Tasers) and body cameras. Its business model comprises the sale of these products as well as cloud-based software solutions for managing the resulting data. The company has set itself the goal of reducing the number of deaths in civilian police encounters by 50%...
Trader Times from 02-28-2024

Hims & Hers Health at 52-week high after strong Q4 - 2024 delivers milestones with net profit and $1 billion in revenue!

For telemedicine provider Hims & Hers Health (HIMS), personalized and affordable virtual care is the key to solving challenges 100 million people face in the US alone. Long waiting times for appointments at doctors' surgeries should be a thing of the past with virtual access to medical professionals and medication. Five core areas are now covered, including sexual health for men and women, mental...
Trader Times from 02-27-2024

Pet Food Specialist Freshpet (FRPT) Utilizes its Economies of Scale and First Mover Advantage. Revenue Increases by 30% in Q4. The Result is Clearly Surprising.

Freshpet (FRPT) is a company that specializes in the production and distribution of fresh, chilled pet food products. The company focuses on natural ingredients and produces food that is free from preservatives, artificial colors and flavor enhancers. One of the main growth drivers for Freshpet is the increasing demand for healthy, natural and high-quality pet food products. As the company reported...
Trader Times from 02-26-2024

Block Wants to Make the Cash App the Primary Banking Solution - BTIG Upgrades to $90 (Buy) after Fourth Quarter!

The FinTech company Block (SQ) provides solutions for mobile payment processing, hardware and software solutions for point-of-sale for on-site sales and various financial services. Merchants should be able to set up and operate their businesses even more easily via the Square division. The Cash app, on the other hand, gives consumers "redefined" access to the economy and allows them to send money within...
Trader Times from 02-23-2024

Quarterly Figures Reaffirm NVIDIA's $1,200 Bull Case: is a $150 Billion GPU Deal Possible?

Technology group NVIDIA (NVDA) is one of the big winners of the AI revolution and is likely to remain so for the time being. This was demonstrated by the once again outstanding quarterly figures that the company reported on Wednesday (February 21) after the close of trading. What is currently happening? The training and inference of generative AI and large-scale language models are driving NVIDIA's...
Trader Times from 02-22-2024

Will the EU ban on cars with combustion engines be overturned? - Premium carmaker BMW should benefit massively and convinces with strong price action!

Stocks from the automotive sector were much firmer on Wednesday in a mixed market environment. The background to this is a statement by EU Commission President Ursula von der Leyen, according to which the EU's decision to ban cars with combustion engines, which is due to come into force from 2035, will be put to the test in 2026. This means that the EU-wide controversial regulation could be overturned...
Trader Times from 02-21-2024

Which stocks are worth buying today? After the brief setback, Intel could now start to move upwards again!

There are three main price drivers: Price driver 1: Bloomberg reports that Intel is talking to the Biden administration about another $10 billion subsidy to build chip factories in the US. The USA wants to make its chip production less dependent on Taiwan and is spending a lot of money on this. Price driver 2: Tomorrow, Intel will announce new updates on its contract manufacturing business....
Trader Times from 02-19-2024

Applied Materials: High Growth Rates for High Bandwidth Storage Systems. The Q1 Figures and Outlook are Convincing. The Upward Trend Should Accelerate Thanks to the AI era.

The role of oil in previous economic cycles seems to be played by semiconductors these days. It could well be that we are really entering a new boom cycle. This is again shown by the quarterly figures and outlook of Applied Materials (AMAT). The company provides equipment, services and software for the manufacture of semiconductor products, flat panel displays, photovoltaic and glass coatings. Market...
Trader Times from 02-16-2024

Informatica (INFA) can record a 57% increase in key accounts with its "cloud-only" strategy. The Q4 figures are convincing. The share rises significantly.

As is usual in the earnings season, surprisingly strong results and/or outlooks from companies are rewarded with significant share price premiums. This was also the case for Informatica (INFA), a provider of cloud data management solutions. The company's solutions focus on the integration, quality, cataloging and management of data. These are recognized in the industry. Most recently, the company was...
Trader Times from 02-15-2024

NVIDIA presents demo version of the private AI chatbot "Chat with RTX"

When it comes to sensitive company data or personal data of Third Parties, the use of ChatGPT is not possible without further ado. The chip company NVIDIA has now presented a demo version of a private and personalized chatbot that is designed to enable users to use locally stored data on their own computers. The technology, called "Chat with RTX", is designed to allow consumers to use open-source AI...
Trader Times from 02-14-2024

Automation Specialist Trimble With Strong Figures - Chart Resistance Comes Into Focus!

Trimble is an automation specialist that drives digitization in the agricultural, transport and construction sectors. The company offers 3D modeling software and equipment for the automation of industrial plants, among other things. In 2020, Trimble entered into a strategic partnership with Boston Dynamics and others. As prices for industrial robots have halved in the last ten years, demand has risen...
Trader Times from 02-13-2024

Ubisoft: Enthusiastic Forecast for the Current Quarter - Releases Such as Prince of Persia: The Lost Crown and Skull & Bones Should Ensure Strong Figures!

The release of "Prince of Persia: The Lost Crown" in January was well received. Alongside the positive news, however, there was also a disappointment from the VR sector. The often postponed and eagerly awaited release of the pirate multiplayer game "Skull & Bones", which is due to be released in a few days, is likely to contribute to a strong quarter. Ubisoft develops games such as...
Trader Times from 02-12-2024

NVIDIA is targeting this new $30 billion market!

NVIDIA wants to enter the $30 billion market for customized AI chips. This will bring them into competition with Broadcom and Marvell. A collaboration with Ericsson will probably bring GPU technology to wireless chips. According to information from "Reuters", NVIDIA (NVDA) is entering a new market. The new business unit is to design customer-specific chips for cloud companies, which will...
Trader Times from 02-09-2024

Confluent: Market Leader Benefits From "new era of Data Streaming" - Profit Tripling and Operating Margin are Convincing!

Confluent (CFLT) provides software solutions to process data streams in real time. The technology ensures that generative AI applications and intelligent chatbots can access up-to-date information at any time to create reports, provide recommendations for business decisions and improve customer experiences. For example, airlines can evaluate schedules, logistics data, weather data and customer information...
Trader Times from 02-08-2024

TeamViewer aims to become even more profitable despite challenges after a jump in profits last year!

TeamViewer is increasingly scoring points with major customers with augmented reality offerings, as companies invest in these "see-what-I-see" solutions to counteract the shortage of skilled workers. The world's leading provider of remote connectivity solutions increased its revenue by 11% to €626.7 million in 2023, significantly exceeding its margin target. The reduction in sponsorship...
Trader Times from 02-07-2024

Nintendo raises sales forecast for Switch consoles to 15.5 million units

Nintendo announced on Tuesday, February 6, 2024 that it expects to sell 15.5 million units of its Switch console in the current fiscal year after beating market expectations for December quarter profit and revenue. The Japanese gaming giant had previously forecast to sell 15 million Switch consoles in the fiscal year ending next March. Nintendo performed as follows in the 3rd quarter of the fiscal...
Trader Times from 02-06-2024

Hochtief: The beneficiary of the construction of AI data centers and the interest rate turnaround. The setback is an opportunity!

The setback due to the legal dispute is exaggerated. Hochtief puts the effect at € -5.8 million and sees no impact on earnings. The AI boom is reaching Hochtief. Many data centers are being built to create the necessary computing capacity. Meta is having a mega data center built by Hochtief for $800 million. The turnaround in interest rates will bring more construction projects on stream....
Trader Times from 02-05-2024

The new leader among the Big Techs: Meta Platforms (META) pulverizes expectations with Q4 figures and 25% sales growth.

The roadmap looks convincing. The outlook is correspondingly strong. The forward P/E 2024 ratio of 23 offers scope for the big picture breakout. In 2023, Mark Zuckerberg, CEO of tech giant Meta Platforms (META; i), proclaimed a year of efficiency. The goal was to make Meta a stronger technology company and improve the business to give the company the stability to realize its ambitious long-term vision...
Trader Times from 02-02-2024

Qorvo with growth explosion thanks to 5G smartphones - Apple and Samsung are important customers!

The semiconductor company Qorvo (QRVO) is a leading provider of high-frequency solutions required for consumer electronics, aerospace, automotive, IoT or network infrastructure. The goal is to make devices ever more efficient, smaller and more powerful. 79% of revenue comes from the advanced cellular segment (ACG) of smartphones, laptops and tablets. The smartphone market has been under pressure for...
Trader Times from 02-01-2024

Powell Industries: Energy equipment for data centers and decarbonization projects are in demand - net profit explodes in Q1!

Powell Industries (POWL) develops and manufactures customized switchgear and control systems for various industries, which can be used to distribute and control energy. However, individual components are also supplied, including encased switchgear, circuit breakers, rectifiers, bus systems, motor controls or intelligent thermal monitoring solutions. This ensures reliable and efficient operation in...
Trader Times from 01-31-2024

Super Micro Computer: The AI Boom is set to Continue for Decades - New Forecast Signals a Doubling of Sales in 2024!

CEO Liang speaks of an AI boom that has lasted for decades and a phase of accelerating demand that is now beginning. Factory capacity utilization is at 65% and is increasing rapidly. New capacities are already increasing the annual sales potential to over $25 billion. The new sales forecast signals at least a doubling of sales in the current financial year. However, the management remains...
Trader Times from 01-30-2024

2G Energy Becomes More Optimistic Until 2025. You Need to Know This Story!

2G Energy has raised its sales forecast for 2025 from €390-430 million to up to €450 million. Incoming orders are picking up and should improve in Germany and the USA. From 2026, the large heat pump business will be added as a new growth driver. 2G Energy combines CHP units with large heat pumps to create systems. Germany will need a good 25 gigawatts of new gas-fired power plants by 2030/31....