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

Viking Therapeutics: Stock +25% - the Next GLP-1 Breakthrough? Monthly Dose Retains 90% of Weight Loss!

VK2735 retained up to 90% of the previously achieved weight loss with monthly maintenance dosing....

Qualcomm: Following the Amazon Deal, Lumentum and Corning are Stepping in - the $15 Billion Data Center Offensive is Gaining Momentum

Qualcomm, in collaboration with Lumentum and Corning, demonstrates an optical Die-to-Die connection...

Intel: AI Agents Trigger the CPU Wave, but Foundry Will Decide the $1 Trillion Club in the Long Run!

I am positioned in Intel (i), and in Traderfox's US model portfolio, we are 430% up, and I still find...

Intel: There are Four Reasons for the Rally - CPU Shortage, 18A, SK Hynix, and US-China Relaxations

CEO Lip-Bu Tan states that the company is currently only able to meet about half of the CPU quantities...

Bitcoin: Price Skyrockets to $84,000 - Why is the Market Suddenly Buying Bad News?

Bitcoin surged above $84,000 on Monday and was last quoted at around $83,845 – a daily gain of more...

Leader Stocks at 52-Week High: Here's Why F5, Halozyme, and Cloudflare Are Now Taking Off

Leader stocks can be recognized by their ability to reach new highs even in a turbulent market. This...

Anthropic is Building an Autonomous AI Lab. Here's why AI Drug Research is Becoming a Growth Driver for Thermo Fisher

The new life sciences initiative by Anthropic strengthens my optimism for Thermo Fisher, which has been...

AMD: Despite the Slowdown Debate, There's No Demand Weakness - AI Agents Drive CPU, GPU and Networking Needs Simultaneously

AMD CTO Mark Papermaster supports a more responsible development of frontier models but does not see...

Amazon: 100,000x More AI Tokens - This New Huawei Forecast Strengthens My $400 Bull Case

The new Huawei forecast strengthens my bull case for Amazon (i) – I see the stock as one of the biggest...

Huawei Expects 100,000x More AI Tokens by 2035: These Three Stocks Will Benefit From the Era of AI Agents

The next phase of the AI boom could be significantly larger than today's training of chatbots. Huawei...

Robinhood: Tokenization Makes Its Way to America – SEC Gives the Green Light for a New Era of Stocks

The SEC creates a five-year exemption under which tokenized stocks and other securities can be traded...

Arm: Demand for AI Chip Exceeds $2 Billion - CEO Grows More Confident in Revenue

Customer demand for Arm's new AGI CPU has already exceeded $2 billion for the fiscal years 2027 and...

SpaceX: Cathie Wood Sees $10 Trillion Starship Potential – the First V3 Orbital Flight Is Coming on September 22

Cathie Wood believes that a long-term potential of around $1 billion in Starlink revenue per fully...

Elmos: Growth Acceleration Starting in 2027 Plus Humanoids - The 30% Correction Opens up an Opportunity for Me

After the approximately 30% correction, I am looking at Elmos much more closely again. The stock had...

The Next AI Revolution is Happening in the Healthcare Sector: These Three Stocks Will Benefit

After data centers, the healthcare sector could become one of the next major AI markets. In our US portfolio,...

Apple: Own AI Servers Possible from 2029 - Surprisingly, NVIDIA to Assist with Networking

According to "The Information", Apple is developing its own enterprise AI server based on its M8 Ultra...

Intel: SK Hynix is Considering US Memory Production for the First Time – Even Hyperscalers Could Join In

SK Hynix is in talks with Intel about the first-time production of memory chips in the USA. In...

Match Group: CEO Sees Hinge Eventually Becoming Larger Than Tinder – That Would Be a Completely New Story!

We are tracking stocks at their 52-week highs for new stories. One such story is beginning to establish...

AXA

AXA: AI is Expected to Contribute €500-700 Million in Value – P/E Ratio of 10.

AXA makes AI a core part of its new strategy plan "Growing Forward." At the Capital Markets Day, the...

Marvell: AI Slowdown? Here's Why I See the Pullback as an Opportunity

I see the recent pullback in Marvell (i) more as an opportunity. The market is reacting to the call...