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
SpaceX: Musk Expects Full Starship Reusability by 2027 – First Starfall Customer Acquired
Elon Musk considers it "extremely likely" that SpaceX will achieve full Starship reusability with...
Anthropic CEO Calls for a Slowdown of AI: These Four Stocks Could Now Become the New Winners
The AI boom may be at a turning point, but it's not the end. Anthropic CEO Dario Amodei is explicitly...
Okta: Amodei's AI Warning Confirms My Identity Security Assumption
The recent warning from Anthropic CEO Dario Amodei confirms the narrative about Okta that I shared in...
Chevron: Saudi Shortfall Threatens 4% of Global Oil Supply and Boosts Brent - Venezuela Expansion Becomes a Strategic Asset
After a drone attack, Saudi Arabia's central East-West pipeline is shut down. This route was transporting...
SpaceX: I am a Shareholder - the new AI Deal Confirms My Hypothesis, but the Biggest Opportunity Lies in Data Centers in Space
My bullish assessment of SpaceX (i) is clearly supported by the recent statements from management. The...
SpaceX: Data Centers in Space Could Be As Cheap As Those on Earth by 2027
SpaceX (i) is controversially discussed due to its high valuation and aggressive growth targets set by...
Jensen Huang Calls Cybersecurity the Next Major AI Market - CrowdStrike Expected to Benefit
In the US model portfolio, we have taken a position in Okta because the demand for cybersecurity solutions...
Microsoft: 26 GW of Additional Computing Power by 2032 - the Company is Getting Ready for the Next AI Wave
According to Bloomberg, Microsoft plans to expand its global data center capacity from approximately...
Oracle: $30 Billion in New AI Contracts - Demand Exceeds Supply
OCI grows by 121% to $7.4 billion, the GPU fleet is 97.9% utilized, and Oracle closed more than $30...
NVIDIA: Jensen Huang Explains why the Gigantic AI Capex Doesn't have to be Madness
Jensen Huang calculates: A 1 GW AI data center today contains around $60 billion of NVIDIA hardware,...
Analog Devices: NVIDIA Provides the Brain - This Stock Provides the Nervous System of Robots
For me, Analog Devices (ADI) is developing into one of the most exciting undervalued beneficiaries of...
Applied Materials: Buying Opportunity after the 35% Price Drop? New Factories Require Four Times as Much Equipment!
US technology stocks are in a consolidation phase. AI stocks have significantly retraced from their 52-week...
Okta: From AI Agents to a Real Cybersecurity Market – Major Clients are Ready to buy
On Friday, we strengthened our positioning in beneficiaries of the AI era, which are emerging beyond...
Analog Devices: The Next AI Boom Will Be Physical - The $1.35 Billion Deal Opens the Door to Humanoids Wider
Analog Devices acquires Alif Semiconductor for $1.35 billion, enhancing its existing humanoid portfolio...
Brent Rises Above $100 - Here's why Schlumberger is my Favorite in the Energy Sector!
Schlumberger is currently the most exciting stock for me in the energy sector. Brent has risen above...
Can Dell Rise to $1,000 and Become the Next Tenbagger in Our US Portfolio?
Dell is a tech value stock in our US portfolio, which we are leveraging for the expansion of AI infrastructure....
SAP: 60% of Customers are not in the Cloud yet – now AI Accelerates Migration.
At SAP, AI is becoming a catalyst for its own cloud transformation. CEO Christian Klein has now made...
Oil Price: Brent Breaks $100 - The Iran Conflict Becomes an Inflation Problem for the Stock Market
Brent has risen above $100 per barrel for the first time since July 24 and is about 25% above the...
AMD: The Company Now Reveals Its Next $100 Billion Business!
AMD aims to capture around 50% of the estimated $220 billion server CPU market in the long term –...
AI Launches the Next Biotech Revolution: These Three Shovel Sellers Benefit Regardless of the Next Blockbuster
Personalized cancer therapies have made a decisive step towards commercial medicine. In August, Moderna...