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
Microsoft: OpenAI grows towards $70 billion and Piper Sandler sees a $610 target - Breakout opportunity!
At Microsoft (i), the breakout from the Pivotal Base could now begin. Two triggers support the AI story:...
MTU Aero Engines: Reasons Supporting a Big-Picture Breakout Above €400 – Five Reasons!
At MTU , the arguments for a big-picture breakout are becoming more compelling. Our model portfolio position...
BWX Technologies: Nuclear power becomes a growth engine - over 6 billion USD in revenue and 1.2 billion USD in EBITDA by 2030
BWXT aims for 5.5 to 6.0 billion USD in revenue and 1.1 to 1.2 billion USD in adjusted EBITDA by 2030....
Robinhood: AI agents use the tools 30 million times daily - now comes 24/7 trading
Since the launch, more than 150,000 Robinhood customers have opened accounts for Agentic Trading. AI...
2G Energy: No Need for Capital Increase – What Shareholders Should Know After the Analyst Call
After today's numbers and the analyst call, I see my positive assessment of 2G Energy (i) confirmed....
Oracle rises 6%: OpenAI reaches $70 billion revenue run-rate - the $300 billion bet suddenly seems plausible
According to Axios, OpenAI's annualized recurring revenue is nearing $70 billion and has increased...
Basler and Elmos: Two German Small-Cap Favorites for the AI and Robotics Boom
Currently, the setup of two of my German small-cap favorites is improving. Basler and Elmos combine operational...
2G Energy: Two Quarters with Over 400 Million Euros in Order Intake Each - Revenue Forecast Now Rising to Up to 850 Million Euros by 2028
2G Energy (i) has generated positive headlines with today’s half-year figures, especially regarding...
Corning: Over 3 Billion USD Contract from AT&T - The AI Boom Now Engulfs Fiber Networks
AT&T and Corning are expanding their collaboration. The announced scope is over 3 billion USD. The...
Microsoft: I have increased my position - AI agents are igniting the next revenue lever for Copilot and Azure
I have increased my position in Microsoft (i) because my thesis about the agent era is increasingly being...
Secunet Security: Bundeswehr, Cyberdome, and AI – Three Drivers for Growth Surge from 2027
At Secunet Security, our investment story is gaining momentum. The stock is up about 7%, and our model...
Sartorius Vz: JPMorgan expects an outperformance of the Q3 forecast – AI labs open up the next growth opportunity
At Sartorius Vz., short-term better operational expectations meet a long-term exciting AI story. JPMorgan...
Microsoft: Copilot Becomes the Operating System for Work - Autonomous AI Agents Open a New Revenue Dimension
Microsoft is expanding Copilot with Home, Code, and Autopilot into a central working platform for humans...
Proto Labs: My New Shovel Seller for the Humanoid Boom
We are focusing on humanoids in our model portfolios because I see it as one of the next major volume...
After Orbital Data Centers, Space Manufacturing: SpaceX Taps Into the Next Starship Billion-Dollar Market
After Starlink and orbital AI data centers, SpaceX (i) is already set to target the next Starship market:...
Twist Bioscience: AI Designs Increasingly More Proteins - This DNA Specialist Provides the Shovels for the Biotech Boom
AI is increasingly able to digitally design protein and DNA sequences. However, every promising sequence...
Tower Semiconductor: The AI optics boom reaches the chip factories - Mizuho sees 8.5 billion USD market potential
Mizuho initiates coverage on Tower Semiconductor with Outperform and a price target of 300 USD - representing...
Alphabet: Google Sends Its AI Chips into Space - the Race for Orbital Data Centers Begins on October 1
On October 1, Google will launch a refrigerator-sized test satellite equipped with four of its own...
Sartorius VZ: My German Favorite for the AI Laboratories of the Future
Sartorius is one of the most exciting German beneficiaries of the biotech AI revolution for me, as the...
Here are two Biotech Stocks Where Goldman Sachs now Sees Around 50% Upside Potential!
We see the biotech AI revolution as one of the next major innovation drivers in the healthcare sector....