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
Cancom: New Growth Phase Starting in 2026 - Here's how AI can Have a Positive Impact. First Bullish Chart Signal!
IT service providers like Cancom (i) have been sold off in recent months due to concerns about AI and...
2G Energy: Now the AI Data Center Fantasy is Blossoming. But There are Four More Growth Drivers!
I remain bullish on the small-cap story of 2G Energy (i) and now, alongside the technical breakout, the...
AMD: AI Inference Does not Work Without CPUs. Here's why the Path to an EPS of $20 (P/E Ratio of 11) is Paved!
While NVIDIA CEO Jensen Huang proclaimed the era of AI inference at GTC and noted that AGI has already...
Meta: The $9 Trillion bet Implies a 500% Increase in Market Value - Delusion or Stroke of Genius?
On Wall Street, visions are often met with skepticism, but when a management team ties its financial...
AT&S: Agentic AI is Multiplying Demand for High-end Substrates. Chart Breakout?
A shift in power is underway in the second tier of AI infrastructure. At the center: The "orchestration"...
2G Energy: The Next Beneficiary of the AI Infrastructure Boom? Management Announces Data Center Contracts Coming Soon!
With the increasing emphasis on inference (AI agents, General AI) – the NVIDIA CEO has proclaimed the...
Dell: A new Leader Stock with a P/E Ratio of 13 in the AI Sector. AGI and AI Agents Create Enormous Demand!
The AI stocks made a remarkable comeback on Tuesday. From my perspective, there is only one reason for...
NVIDIA: CEO Jensen Huang Declares General AI and a $3 Trillion Revenue Target - Here Are Three Beneficiaries!
At GTC 2026, NVIDIA CEO Jensen Huang marked a historic turning point: the official launch of the "AI...
IONOS: Not an AI Loser after all?
Following the recent presentation of the AI strategy, it is clear that IONOS (i) is not a loser in AI,...
Amazon: Barclays Sees 50% Upside Potential. The $600 Billion Revenue Forecast for AWS is Conservative!
Amazon (i) is one of our AI favorites. By 2036, the cloud division's revenue is expected to rise to $600...
Elmos: Acquisition Speculation and Growth Targets by 2030 Propel the Stock out of Consolidation!
Elmos provides the intelligence for megatrends: ultrasonic sensors for autonomous driving, LED drivers...
ARM Holding: Here's why AI Agents Make the CPU the New Star in the Data Center. HSBC Doubles the Price Target to $205!
On Wall Street, the long-established dogma was: AI belongs to GPUs. However, while Nvidia dominates the...
Firefly Aerospace: This Space Stock is a Multi-Bagger Candidate!
Firefly Aerospace (i) has transformed from a risky New Space challenger into a diversified defense and...
OHB: The €248 Million Sterna Contract is just the Beginning for the new Space Company! A new Chart Breakout is Underway!
OHB (i) has cracked the "New Space" code. What was long considered the domain of US players like SpaceX—speed,...
This is IONOS' Strategy to Take off in the AI age with a 40% EBITDA Margin.
IONOS (i) confirmed on Thursday its outlook for 2026 with a revenue growth of 7% and an EBITDA margin...
Jabil: The Winner of the AI Inference age Raises the 2026 Forecast. The Next Major Trend of "Physical AI" is on the Horizon!
Jabil is the contract manufacturer of the hour for servers, racks, liquid cooling, and even offers energy...
Peabody Energy: The Winner of the Coal Renaissance with a P/E Ratio of 10 is Being Discovered!
At Wall Street, there is rarely such a large gap between political wishful thinking and balance sheet...
IONOS is Aiming for Growth Acceleration, Positioning Itself as an AI Beneficiary. Attractive Valuation with a P/E Ratio of 12!
Those who believed that AI would disrupt and render the traditional hosting business worthless are today...
Exail: The Invisible Clearing Service in the Strait of Hormuz? How the Company Could Help with its Drones!
The US Navy has a deficit in mine-clearing capabilities and hardly any boats left in reserve, if media...
Amazon: NVIDIA CEO Huang Declares the Age of AI Inference. AWS Aims to Increase Revenue by 366% to $600 Billion by 2036!
As soon as the term capital expenditures (Capex) comes up, fingers twitch over the sell button. However,...