Yesterday was an exciting day at the trade fair -
The rejuvenation of the audience in particular is an interesting signal for the equity culture.
The fact that the crypto stage is less popular with the older generation fits in with the picture of classic value orientation.
Here are the most frequently discussed stocks of yesterday:
High-Growth & Tech (US & International)
$ANET (-2.31%) Networks
* Value: Leading provider of cloud networking solutions, benefits massively from the expansion of AI infrastructure.
* P/E ratio: Valued at a rather sporty 48, but reflects the high growth.
* Chart: Shows strong relative strength; first attempts to break out of the consolidation above the 50-day moving average visible.
* Conclusion: A clear beneficiary of the "shovel seller" principle in the AI boom.
$$TTWO (-1.31%) Interactive
* Value: Gaming giant (GTA VI anticipation). Strong strategic position, but high development costs.
* P/E ratio: Currently negative or extremely high due to special effects/investments; adjusted (forward) at approx. 56.
* Chart: In a correction phase since the all-time high in fall 2025; currently looking for a bottom at approx. 150-160 USD.
* Conclusion: A bet on the release of GTA VI - for patient investors with strong nerves.
* Value: Market leader in cloud-based cybersecurity. "Best-in-class platform approach.
* P/E ratio: Very high (over 80 forward), as growth comes before profit maximization.
* Dividend
* Chart: Medium-term trend currently negative, struggling with the USD 400 mark.
* Conclusion: Quality share in the security sector, but valuation leaves little room for disappointment.
(China corner)
* Value: Cyclical China stocks. JD (e-commerce) fundamentally cheap, Xpeng (EV) technologically strong but in a price war.
* P/E ratio: JD very favorable (approx. 8), Xpeng negative (loss zone).
* Chart: Both volatile; strongly dependent on the economic measures from Beijing.
* Conclusion: Only suitable as a speculative portfolio addition.
Established stocks & DAX stocks
* Value: Europe's cloud heavyweight. The transformation to a subscription model is bearing fruit.
* P/E ratio: approx. 25, which is historically fair for the current profitability.
* Dividend: Reliable payer, yield approx. 1.2 % to 1.6 %.
* Chart: Long-term upward trend intact, recently slight profit-taking at a high level.
* Conclusion: The "basic investment" in the European tech sector.
* Value: Restructuring case with legal risks (glyphosate) and high debt.
* P/E ratio: Visually low (single-digit on a cash flow basis), but distorted by losses.
* Chart: In free fall or bottomless mode; no clear trend change in sight.
* Conclusion: Only for turnaround speculators with extreme staying power.
$P911 (-0.52%) (P911)
* Value: Luxury sports car manufacturer, struggling with the transition to e-mobility and weak demand in China.
* P/E ratio: approx. 10-12, which looks cheap but prices in falling margins.
* Dividend: Currently approx. 6% (note: analysts expect cuts!).
* Chart: Very weak, trading near all-time lows.
* Conclusion: The brand is worth its weight in gold, but the market environment is currently difficult.
Brief check of the remaining stocks:
Both in the "dog sector" (solar/biotech) - fundamentally under pressure, chart technically in the basement.
$6758 (-1.38%) Solid value/entertainment mix, P/E ratio approx. 15, fairly valued.
$TSLA (-3.2%) Remains the polarizing vehicle between AI hype and weakening sales figures.
sales figures.
$9880 (-0.5%) robotics :
Highly speculative niche themes (AI infrastructure/robotics), more for the gambler's portfolio.
