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Trader Times from 12-05-2023

New Nuclear Alliance Plans to Triple Nuclear Energy - Curtiss-Wright is a Potential top Profiteer!

Curtiss-Wright is engaged in the development, production and sale of technology-intensive products used in the two core areas of aerospace and defense as well as in commercial markets such as energy and process solutions or general industry. Not only does the core defense solutions business play an important role in the face of ongoing geopolitical tensions and rising defense spending, but also military...
Trader Times from 12-04-2023

IoT Specialist Samsara Sets its sights on All-Time High - Annual Recurring Revenue Exceeds $1 Billion for the First Time

IoT company Samsara (IOT, i) aims to increase the efficiency of physical and often very complex operations. To this end, it provides GPS and telematics systems, video security solutions and associated software to transfer data from vehicles, employees and other assets to the Connected Operations Cloud, where real-time monitoring and analysis of the collected data is made possible. Last year, this cloud...
Trader Times from 12-01-2023

Salesforce Becomes Third-Largest Provider of Enterprise Software - Third Quarter Impresses Across the Board

Salesforce (CRM) provides comprehensive cloud solutions for customer acquisition, retention, sales, service and marketing and, according to the IDC Software Tracker, is the market leader in customer relationship management for the 10th year in a row. In terms of revenue, Salesforce is the third-largest provider of business software and the leader in enterprise applications and AI-based CRM. CEO Marc...
Trader Times from 11-30-2023

The new Chatbot Q is one of Three Reasons why the Stock of E-commerce Giant Amazon (AMZN) Could Continue to Rise.

The stock of e-commerce giant Amazon (AMZN) continues to be among the leaders of November. There are now several reasons why the share price could continue to rise. Black Friday and Cyber Monday were strong. Amazon reported its best event ever. Over 1 billion items were sold via the platform within 11 days. Millions of customers signed up for Prime membership during the Christmas shopping campaign,...
Trader Times from 11-29-2023

Weight-loss Drugs Should Boost Demand for BellRing's Protein Shakes - Stock Close to all-time High!

BellRing Brands is a company to keep an eye on if you want to get started. The company benefits from the fitness hype and offers protein-based drinks, bars and nutritional supplements. The products are sold through a broad network of distribution channels such as gyms and drugstores. What I like is that BellRing does not focus on a niche, but, unlike its competitors, wants to appeal to every possible...
Trader Times from 11-28-2023

EK Forum 2023: Ströer Integrates AI Into Statista! The Divestment Process of the non-core Business Will Continue. The 2024 Outlook is Positive!

Ströer confirms the story within the framework of the EK Forum. Digital out-of-home advertising is gaining market share and should also perform well in 2024. The divestment process continues. Asam Beauty is likely to be sold and Statista could be made ready for a deal with the integration of AI. The Eigenkapital Forum, which is all about equity, is taking place this week until Wednesday....
Trader Times from 11-27-2023

GERRESHEIMER should benefit from the launch of Wegovy in Japan. GLP1 products offer a sales opportunity of several hundred million euros!

Novo Nordisk launches Wegovy in Japan on 02-22-2024. GLP-1 products will boom in the next few years! Gerresheimer supplies all relevant GLP-1 manufacturers with drug delivery systems. The share now has recovery potential! Novo Nordisk announced today that it plans to launch the weight loss drug Wegovy in Japan on February 22, 2024. This would be the sixth country where the anti-obesity product...
Trader Times from 11-24-2023

The First Teamviewer Insider Uses the Setback to buy!

The placement by Permira does not change anything in Teamviewer's business, but only increases the free float. The discount should be made up again. Supervisory Board member Conrad Swantje is the first insider to take advantage of the fall in the share price to buy. At €13.29, shares were acquired for €62,481. We added Teamviewer to the model portfolio after Capital Pivotal Point on...
Trader Times from 11-23-2023

NVIDIA Q3 Figures: "Demand for GPUs Continues to Exceed Supply" - Raymond James

Wall Street forecasts were clearly exceeded. However, the group expects negative effects in the following quarter due to export restrictions. NVIDIA shares were down by around 1.7% in early trading on Tuesday, November 22, after the chip company published its results for the third quarter the previous day. Wall Street's forecasts were clearly exceeded. However, the group expects negative effects...
Trader Times from 11-22-2023

Symbotic accelerates the deployment of its AI warehouse automation systems - doubling sales and achieving positive EBITDA for the first time

As a provider of AI-based warehouse automation systems, Symbotic (SYM) has been able to maintain its impressive growth rate even in an uncertain economic environment. In the 2023 financial year that has now ended, sales almost doubled with an increase of 98%. This was due to a doubling of the systems in use. There are currently 12 fully functional systems and 35 ongoing deployment processes. Recurring...
Trader Times from 11-21-2023

Stride Uses Generative AI for Vocational Training - Record Quarter and P/E Ratio of Less Than 15 are Convincing!

The US company Stride (LRN), which specializes in alternative education services, was formerly known as K12 and used to focus on full-time virtual programs from kindergarten to 12th grade. Following the name change in December 2020, in addition to general education, vocational training programs for young people and adults in the fields of technology and health were also added thanks to the acquisitions...
Trader Times from 11-20-2023

DROPBOX is Working With NVIDIA and That Makes the AI Ambitions Around Dropbox AI and Dash More Credible!

The cooperation with NVIDA will help to improve the AI functions of Dash and AI as well as the upcoming tools. The AI strategy will become more credible. With over 700 million registered users, Dropbox only has 18.17 million paying customers. Personal AI assistants could change that and accelerate growth. Dropbox has a user base of over 700 million registered users. They entrust their documents...
Trader Times from 11-17-2023

Hims & Hers enters the weight loss market, but takes a conservative approach

The new platform has now launched just in time for New Year's resolutions, but relies on generics rather than the very popular GLP-1 drugs. Hims & Hers announced in August that it would enter the weight loss market by the end of the year. The company's new weight management program has been in research and development for over a year. Now it could be launched this week, but instead of prescribing...
Trader Times from 11-16-2023

Buy Now, Pay Later is a $30 billion market - Affirm impresses with quarterly figures and new Amazon partnership!

With a market capitalization of around $7.8 billion, the US fintech is a direct competitor to PayPal and Block in the Buy Now, Pay Later market. The company offers consumers installment payments for online purchases and at the point of sale in stores, which are becoming increasingly popular in times of high inflation. Affirm aims to differentiate itself from its competitors by offering fixed interest...
Trader Times from 11-15-2023

One of the big themes for 2024 is the turnaround in interest rates and thus a significant recovery in construction activity. Steico would be a top favorite!

Construction demand has collapsed. Demand will rise again with the turnaround in interest rates in 2024. Steico would be a top profiteer after the sharp price correction! Steico is profitable despite the market slump. The valuation has fallen to an acceptable level with a P/E ratio of 1.1. A first ray of hope can be seen on the chart today! In October, building interest rates still managed...
Trader Times from 11-14-2023

How Apple will earn more money through generative AI?

An analyst from Morgan Stanley thinks that 2024 will be the decisive year for Apple in Edge AI. He sees the company leading the way in AI work taking place on smartphones and PCs. Apple (NASDAQ: AAPL) hasn't talked too much about its plans in the generative artificial intelligence space. However, CEO Tim Cook said the tech company is "investing quite a bit". That is likely to change in 2024, according...
Trader Times from 11-13-2023

IONOS inspires with forecast increase, achieves strong free cash flows and invests in AI applications!

Ionos again delivers as planned for the IPO. The increase in the margin forecast from 27% to 27.5% is a positive surprise. At EUR 174.1 million, FCF is flowing strongly. The IPO price of 18.50 euros should be reached again. The business is growing, the margin is increasing, FCF is strong and the valuation is favorable with a P/E ratio of 10.5. This week we added Ionos to our model portfolio,...
Trader Times from 11-10-2023

Hot rumors: NVIDIA is said to be working on three new AI chips for China!

NVIDIA could soon present three new AI chips for China in order to circumvent export restrictions. The Chinese market is important because of its 90% share and a 20 to 25% share of data center revenues. The USA is in a technology war with China. China's access to high-performance chips for AI applications is to be restricted. As announced in October, export restrictions are to be added to...
Trader Times from 11-09-2023

Upwork Expects a Record Year - Upwork Chat Pro Introduced as a new AI Assistant for Freelancers!

The AI trend is still in its infancy and is also creating a high demand for specialists to develop modern apps, especially with generative AI. Upwork is positioning itself more broadly as a leading recruitment platform for freelancers with new products and aims to become the leading online marketplace when it comes to recruiting talent for AI projects. The news that the number of job advertisements...
Trader Times from 11-08-2023

Hims & Hers with 125,000 mental health subscribers for the first time - MedMatch to enable personalized treatment using AI!

With Hims & Hers (HIMS), another growth stock could start a rebound attempt today after better-than-expected figures and a forecast increase. The telemedicine provider operates a health and wellness platform and focuses on a low-cost alternative to health insurance and visits to the doctor with subscription offers. Over 14,000 daily visits are already processed via this platform. It provides round-the-clock...
Trader Times from 11-07-2023

Expedia Group: Sales and earnings estimates for the third quarter exceeded and a share buyback of $5 billion announced!

The online travel booking platform exceeded forecasts in the third quarter with record sales and higher profitability. On November 2, 2023, the company also announced that it will repurchase $5 billion worth of common stock. The buyback is effective immediately and is in addition to the existing $1.8 billion share buyback program. Expedia reported strong overall booking metrics amid strong demand...
Trader Times from 11-06-2023

Dropbox: A mature business with strong free cash flow

The cloud file-sharing company Dropbox published quarterly results on November 2, 2023 that exceeded analysts' estimates. In Q3 2023, Dropbox earned 56 cents per share on revenue of $633 million. Analysts were expecting adjusted earnings of 49 cents per share and revenue of $628 million. Dropbox's revenue increased by 30% compared to the previous year. Free cash flow was $246.5 million compared to...
Trader Times from 11-03-2023

Palantir (PLTR) Records 33% Sales Growth With Commercial Customers in the USA. The AI Platform AIP is Just Starting to Ramp up. The Share Jumps Again After the Q3 Figures and the Forecast Increase.

AI share Palantir (PLTR) lost ground again in the second half of October. Despite the high valuation, the share remains very exciting in the wake of the AI era. The company is seeing strong interest in the "AI boot camps" it launched in October. By the end of November, Palantir is on track to hold boot camps with 140 companies. The number of users of Palantir's AI platform almost tripled in the period...
Trader Times from 11-02-2023

Pinterest announces new record high of 482 million active users - AI sets the growth flywheel in motion!

Pinterest (PINS) wants to become more "shoppable". Half of the users already consider Pinterest to be a shopping platform for inspiration provided in the form of clothing styles, furniture designs, vacation destinations or cooking recipes. The onerous post-pandemic growth normalization of stagnant user numbers appears to have been digested with Q3 results, which announced a new record high with an...