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Trader Times from 04-19-2024

SkyWest: Airline Expects Further Growth as Travel This Year Could Exceed pre-Pandemic Levels

The aviation industry appears to have largely recovered from the pandemic, at least to the extent that airlines can now look ahead again and plan for the long term. They want to further expand their business through strategic investments. The share reached a new all-time high and the pre-coronavirus level in March 2024. This momentum could provide further upward movement. SkyWest (NASDAQ:...
Trader Times from 04-18-2024

Mobileye has Orders for 46 Million Chips for Assisted Driving!

Mobileye has orders on the books for 46 million EyeQ6 chips. This will enable assisted driving for the mass market. Series production will start in 2025. Mobileye's pace of growth could pick up next year. The automotive industry is undergoing a transition to autonomous, electrified and connected driving. A race for the robot car has begun. With its vision systems, Mobileye (MBLY) is one...
Trader Times from 04-17-2024

Lockheed Martin Secures $17 Billion Intercontinental Ballistic Missile Defense Contract - J.P. Morgan Upgrades to $518!

Defense stocks are in demand again following Iran's attack on Israel. Lockheed Martin (LMT) is also attracting attention on April 15 with an estimated $17.7 billion major contract from the US Missile Defense Agency (MDA). As the prime contractor, the multi-year contract to supply the Next Generation Interceptor (NGI) is intended to modernize the Ground-Based Midcourse Defense (GMD) program, which includes...
Trader Times from 04-16-2024

Infineon: Defies Weak Demand for e-Cars and Wants to Double Microcontroller Revenue to €6 Billion!

Infineon has increased its market share in automotive chips by 100 basis points to 14% in 2023. For microcontrollers, it is even at 29% Defying the weak demand for electric cars. Twice as much chip content is installed in an electric car as in a combustion engine. The age of AI is increasing the energy consumption of data centers. Infineon improves energy efficiency in data centers with its...
Trader Times from 04-15-2024

Morgan Stanley: Microsoft's Profits Could Double by the 2029 Financial Year

The technology group Microsoft could double its earnings per share before the end of the decade, the American weekly magazine Barron's quoted Morgan Stanley analyst Keith Weiss as saying. He referred to the strong traction in the areas of cloud computing and AI software. Morgan Stanley expects annual growth in earnings per share of 16% Weiss assumes that Microsoft could achieve annual revenue...
Trader Times from 04-11-2024

Tecnoglass: Vinyl Windows Have More Than Doubled Sales Potential in the $26 Billion Market - big-Picture Breakout Started!

Tecnoglass (TGLS), a leading supplier of architectural glass and windows, relocated its headquarters to the USA, where 95% of its revenue is generated, only last quarter. Despite higher mortgage interest rates, the core business with single-family homes in key markets with high population growth remains stable. This grew again last year from $306 million to $335 million. In 2020, this was only $71...
Trader Times from 04-10-2024

Zebra Technologies Automates Frontline Workers' Workflows - New Generative AI Capabilities for Handheld Computers!

Zebra Technologies (ZBRA) delivers a comprehensive portfolio of RFID devices, barcode scanners, label printers, smart sensors and cameras, as well as cloud solutions and mobile autonomous robots for workflow automation. According to Barclays analysts, Zebra is well positioned with long-term drivers in the areas of automatic identification and data capture (AIDC) and enterprise asset intelligence (EIA)....
Trader Times from 04-09-2024

Elon Musk reveals date for the launch of the Tesla robotaxi

On Friday, April 5, Elon Musk announced the unveiling of the Tesla Robotaxi on the online platform X with the slogan "Tesla Robotaxi unveil on 8/8". Accordingly, the presentation of the autonomous vehicle is planned for August 8th. No further details were initially announced. For years, the billionaire has been promising that Tesla will drive autonomously, and the potential of self-driving cars has...
Trader Times from 04-08-2024

STAAR Surgical Announces Record US Quarter With Sequential Growth of 20% - Number of Implantable Contact Lenses Sold is to Double by 2026!

STAAR Surgical (STAA) specializes in implantable contact lenses (ICLs), which offer alternatives to traditional contact lenses or other visual aids such as glasses. These can be implanted in just 20 to 30 minutes with minimally invasive procedures and offer UV protection and a lower risk of drying out or inflammation of the eyes thanks to the proprietary collamer material. They are used to treat myopia...
Trader Times from 04-05-2024

Market Share Gains Among Younger Customers, Strong Direct Sales and Increased Cost Efficiency: Jeans Manufacturer Levi Strauss & Co (LEVI) Surprises With its Q1 Figures.

The shares of clothing manufacturer and retailer Levi Strauss & Co (LEVI) have recovered significantly since the fall, but were recently rejected at a resistance zone. Now the renewed attack should take place after the company presented its quarterly figures on Wednesday evening (April 3). The company, which is particularly known for its jeanswear, is pursuing a strategy of being a leader with...
Trader Times from 04-04-2024

Apple: Latest AI Innovations Could Trigger iPhone Supercycle, According to Evercore ISI

Apple's latest research suggests that the company is on the cusp of becoming a leader in the field of artificial intelligence (AI). According to Evercore ISI analysts, overcoming the challenges of local data processing, known as on-device inference, could pave the way for a new iPhone boom. In this context, Evercore ISI analyst Daryanani reiterates his bullish view on Apple by issuing a Buy recommendation...
Trader Times from 04-03-2024

IONOS builds the Federal Administration's secure cloud. The framework agreement is worth over 400 million euros!

IONOS receives a surprising major contract worth up to €410 million for the development of a secure cloud solution for the federal administration. The order could be a door opener and IONOS benefits from the digitization of the public sector. Profit estimates for the coming years should rise. The news from IONOS (A3E00M) on 04-02-2024, which the group published after Easter, is a real...
Trader Times from 04-02-2024

CRA International: A Hidden gem in the Consulting Industry

The company is highly regarded worldwide and works with the majority of leading law firms and Fortune 100 companies. CRAI's revenues are cyclically resilient and benefit from a number of tailwinds. CRAI's margins have gradually improved and are now at an attractive level. CRA International (NASDAQ: CRAI) is a global consulting firm that provides economic, financial and management consulting...
Trader Times from 03-28-2024

SGL Carbon: Is a Comeback Story in the Making With the Sale of the Carbon Fiber Division and the end of the Bottoming out? Up to 70% Upside Potential!

SGL Carbon is a comeback story if the sale of the carbon fiber division is successful. The focus will then shift to the high-growth graphite segment. Deutsche Bank is bullish and sees 70% potential of up to €11.70. The SGL Carbon share (723530) could be on the verge of a comeback. The company is active in several segments. The segment with the highest revenues and earnings is Graphite...
Trader Times from 03-27-2024

Electric car Manufacturer Tesla (TSLA) Could Soon Build Another Gigafactory in Europe. The Stock is Bubbling up.

The shares of the electric car manufacturer Tesla (TSLA) rose significantly at the start of trading on Tuesday, after the shares had recently jumped due to an announced price increase for the Model Y. The Italian newspaper Il Sole 24 Ore has now reported that the electric vehicle manufacturer has contacted the Ministry of Industry regarding the possible production of electric trucks in Italy. Serious...
Trader Times from 03-26-2024

Verbio: The Federal Council Clears the way for Pure Biodiesel. The Group is Ready With its "verbiodiesel"!

With its decision of 03-22-2024, the Federal Council clears the way for pure biodiesel at filling stations. The demand for "verbiodiesel" made from rapeseed oil should increase. Cheap imports of mislabeled biodiesel from China have depressed biodiesel prices. Now the pressure is easing. Prices should have bottomed out. A new phase of EPS growth is expected from 2025. €1.72 could be earned....
Trader Times from 03-25-2024

Tennant Company Presents the AI Cleaning Robot to the Public!

On February 22, Tennant signed an exclusive technology agreement with Brain Corp. to accelerate the innovation and adoption of AI-powered autonomous floor cleaning robots. I reported on this early on. With the signing of the agreement, it was announced that the new X4 ROVR would be launched on the market as early as Q2 2024. This is the company's First purpose-built autonomous mobile robot (AMR)....
Trader Times from 03-22-2024

INIT is at the Beginning of an Exceptionally Strong Growth Phase. Europe Alone is a Market Worth Billions!

Init believes it is only at the beginning of an exceptionally strong growth phase. In 2024, revenue could increase by up to 23%. The infrastructure programs worth billions are being received by Init customers, who are placing larger orders with Init. Incoming orders in the 1st quarter exceeded €200 million. The Init share (575980) could be discovered in the small cap segment, as the company...
Trader Times from 03-21-2024

Kura Sushi USA: Revolution in sushi restaurants through technology and tradition

Kura Sushi has transferred its successful concept from Japan to the USA. Craig Hallum analysts call Kura Sushi the best growth story in the restaurant sector The use of conveyor belts, robots and an innovative freshness system called "Mr.Fresh" revolutionizes the sushi experience, while personalized service and gamification elements enrich the customer experience. Many restaurants are...
Trader Times from 03-20-2024

Dell: No one builds better, large end-to-end systems for AI factories, says Huang. The company is strengthening its collaboration with NVIDIA and offering the "Dell AI Factory"!

No one builds better, large end-to-end systems for AI factories than Dell. Consequently, the demand for AI servers should remain high! The NVIDIA partnership is being expanded through "Dell AI Factory with NVIDIA". The entire AI lifecycle is covered! In the US model portfolio, we are betting on Dell (DELL) and have a 51% book profit. Dell builds AI servers that companies use to train their...
Trader Times from 03-19-2024

Insider: Google's Gemini AI Under Discussion for Apple's iPhone

Apple is apparently planning to team up with Google for a mega-deal to use its Gemini AI model for features on the iPhone, Bloomberg reported. This would put Google in a leading position, as the company already has a deal with Apple to be the preferred search engine provider on iPhones for the Safari browser. According to people familiar with the matter, Apple plans to license Google's AI technology...
Trader Times from 03-18-2024

GigaCloud Technology is revolutionizing the market for shipping large parcel goods with a B2B marketplace. The share pulverizes expectations again with the Q4 figures and grows by 94% in terms of revenue.

GigaCloud Technology (GCT) is an absolute momentum stock. The share price has quadrupled since December. It is a pioneer of global end-to-end B2B e-commerce solutions for large parcel goods. The company recently completed two acquisitions, Noble House and Wondersign, confirming GigaCloud's commitment to its mission of providing a seamless end-to-end shopping experience for marketplace participants....
Trader Times from 03-15-2024

Robinhood's Trading Volume Explodes Thanks to 24-Hour Trading

Robinhood records an increase in trading volume of more than $10 billion following the introduction of 24-hour trading. User engagement is on the rise, as evidenced by a 36% increase in equity trading volume and significant growth in crypto and options trades in February. The platform is reaffirming its appeal with strong quarterly results, growing assets under custody and a dynamic investor...
Trader Times from 03-14-2024

Zalando in the Pivotal Point Check: Online fashion retailer surprises with jump in profits in 2023 and sees new opportunities for growth in the medium term!

In 2023, Zalando had to contend with customers paying closer attention to their spending as a result of inflation. Revenue is expected to increase by an average of 5-10% per year until 2028. New offers with the support of artificial intelligence should increase customer loyalty to the company. Last year, Zalando had to contend with customers paying closer attention to their spending as...