Artikel von Jörg Meyer
Jörg Meyer is a graduate economist and has been involved with the stock market since 2001. Since 2005, he has been a trader focusing on American and German stocks. He follows a technical-fundamental approach to identify the best stories and trading ideas. At TraderFox, he is responsible for the flagship trading offering "Trading Room" as well as the sections "Germany/Europe" and "USA".
Latest from Jörg Meyer
Amkor: New $1.5 Billion Deal With NVIDIA. Here's how EPS Is Expected to Triple to $5 by 2030.
Amkor Technology and NVIDIA have signed a comprehensive partnership to expand U.S. capabilities for...
Alphabet Invests $205 Billion into AI: These 3 Chip Stocks are Cashing in now
Alphabet unveiled its plans on the night of July 23. In the closing statements before the Q&A session,...
Broadcom: Huge TPU Demand and Alphabet's Increasing CapEx Plan Fueling This Chip Developer!
It was Wednesday evening, July 22, around 11 PM CET, when Alphabet's CFO Anat Ashkenazi took the floor...
RTX: Massive Backlog of $289 Billion and Forecast Upgrade for 2026 – This Defense Giant Is Unstoppable
RTX impressed in the second quarter of 2026 with a strong revenue of $24.7 billion and an EPS of $1.89,...
Palo Alto: How are Autonomous AI Attacks Expanding the Security Giant's Moat?
A recent incident where autonomous OpenAI agents infiltrated the Hugging Face platform demonstrates that...
Airbus: This Is the New Forecast Until 2029 and €5 Billion Will Be Returned to Shareholders!
In the Traderfox model portfolio, we are focusing on Airbus and MTU in the aviation sector. We purchased...
Dell: Here are Four Reasons why I Expect Prices Beyond R500 for the Trending Value Stock Soon!
One of my favorites among data center equipment providers is Dell . As competitor Super Micro spoke of...
Rocket Lab: US Air Force Awards $266 Million Contract for 12 Rocket Launches
Rocket Lab secures a fixed-price contract from the US Air Force worth $266 million for 12 suborbital...
The Super Micro Stock Rises by 20%. Order Intake Skyrocketed to $60 Billion and the Margin Forecast has Been Raised!
Super Micro Computer recorded a record order intake of over $60 billion in the fourth quarter of 2026....
Marvell: The Secret Partner of Google on the New "Frozen" Chip?
At the stock exchange, what often matters is what no one has yet expressed. Google is working on "Frozen...
Jabil and Micron - Here's What Needs to be Considered Now for AI Infrastructure Stocks!
The AI infrastructure stocks have taken a pause. Now a new upswing seems to be starting as efficient...
AI Infrastructure Stocks on the Rise. Here's why the Substrate Story of the Trendy AT&S is Back in Focus!
The hunger for computing power reaches a new level. With the introduction of the Kimi K3 model by Moonshot,...
TSMC Experiences a Multi-Year Demand Megatrend. Prices Will be Increased by 10%!
TSMC raises prices for its semiconductor manufacturing by 5-10% starting in 2027 to offset increased...
Computacenter: This Is the European Leader Stock From the AI Investment Trend. The New Berenberg Peak Target Should Initiate the Breakout!
Computacenter is a European IT service provider that assists companies in planning, procuring, integrating,...
Four Reasons for Increased Capex and a Recovery of AI Infrastructure Stocks. Here are Three Top Stocks!
On Friday, we discussed several reasons why the Kimi 3 model released by Moonshot is not bad for the...
Regal Rexnord: ePODs for Data Centers, Joints for Humanoids. I am Long!
I am long on Regal Rexnord (i) stock. The company is set for stronger growth along with increasing margins...
Meta: How a $10 Billion Deal with Anthropic Aims to Alleviate Capex Concerns
Meta is negotiating with Anthropic for the leasing of AI computing capacity and opening its data center...
The Moonshot Moment - Kimi K3 Model Puts Pressure on AI Stocks. But Inference Demand Will Grow. Jabil Becomes a Long Candidate!
The AI infrastructure stock is trading weaker in pre-market. The Chinese start-up Moonshot AI has presented...
Analog Devices: AI Infrastructure, Humanoids, and Relative Strength in One Stock. Two Scenarios for an Entry!
I am taking the stock of Analog Devices onto my watchlist for a potential positioning. I would like to...
Tech Stocks are Correcting, but Dividend Champions Axa (Yield 5.6%) and Veolia (4.2%) Become Favorites. Here's the Underlying Story!
The stock markets are in a correction. The Iran war is weighing heavily. Tech stocks are suffering from...