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
Secunet Security: A Major Contract from the German Armed Forces for Encryption is on the Horizon – Already +32% in our Portfolio after Two Weeks
With stocks like Dell (+678 %), Intel (i) (+442 %), 2G Energy (i) (+160 %), and Robinhood (+200 %), we...
Apple: No Ongoing Token Costs - the Mac Becomes an Alternative to AI Cloud
Apple positions its most powerful Macs as an alternative to rented AI computing power in the cloud....
2G Energy: New 275 MW Order - the Data Center Story Now Extends to 2028
At 2G Energy (i) - which we have in our portfolio with +160% - the next major order confirms that the...
Qualcomm: Inference Is Now King – the New Snapdragon Makes the Smartphone a Personal AI Computing Center
Qualcomm declares the "agentic era" open and introduces two new 2nm Snapdragon platforms specifically...
Lam Research: NAND Becomes Scarce - After the 30% Correction, the Equipment Beneficiary is Interesting Again
At Lam Research, I see the next AI-driven growth driver emerging after HBM and DRAM: NAND storage is...
Elmos: Revenues from Humanoids Are Already Flowing – But Robotics Are Not Yet Included in the €1 Billion Target
On Monday, we bought the Elmos shares anew for our portfolio. Why did we go long? 1. Metzler analysts...
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...