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

Adobe: The Bear Case is Dead - Why Adobe is Safe from the Current AI Disruption!

Since the hype around generative AI, a narrative has dominated Wall Street: the impending disruption...

Dell: Gains 1,000 new AI server customers in a quarter. Traditional enterprise customers are the next growth area!

Dell has won 1,000 new customers for its AI Factory in the first quarter, bringing its total to 5,000...

OHB

OHB is on the rise – key statements from the Capital Markets Day. New joint venture with Helsing for space reconnaissance!

The story about OHB (i) has been intensively followed and reported in the Traderfox "Trading Room" over...

US Software Sector Starts Price Recovery at the Beginning of the Week. How Can Investors Participate in Germany? Three Promising Stocks!

Was this the starting signal for recovery in the software sector? On Monday, stocks like HubSpot, Servicenow,...

ams-OSRAM: the new Photonics Favorite Breaks to 52-Week Highs. Here's why!

The semiconductor company ams-OSRAM (i) is making a bold move on the financial front. As announced on...

2G Energy: Progress Expected with Orders in the Data Center Sector. Initial Down Payments!

I have been following the story around 2G Energy (i) for a long time, and in our portfolio, we are currently...

ARM Holdings: Bernstein Highlights the CPU Story with a Target Market of $137 Billion. New $300 Price Target!

Bernstein has initiated coverage of ARM Holdings with an "Outperform" rating. The target price is set...

SAP

SAP: The 5 Key Statements from the Sapphire Conference on why the Company Considers Itself an AI Winner

At the Sapphire conference in Orlando, CEO Christian Klein announced a growth acceleration by 2030...

Oracle: Why Wedbush Sees 45% Potential and Believes Almost All Investors Are Making a Mistake!

Wedbush raises the price target for Oracle to $275 and sees the company as one of the few true infrastructure...

Firefly: The space race for orbital data centers is starting. Affordable rocket launches are crucial - my hot stock favorite!

The push by giants like Google and SpaceX toward orbital data centers marks a paradigm shift. SpaceX...

Rocket Lab: Google and SpaceX Accelerate Orbital Data Centers. How This Space Company Enables AI Infrastructure!

According to the Wall Street Journal, Google and SpaceX are negotiating about orbital data centers...

Top-3 Small-Cap Stocks in Germany Transitioning from AI Loser to AI Winner!

IONOS, Scout24, and GFT Technologies are transforming from perceived AI losers to platforms that monetize...

Scout24 Sweeps Away AI Concerns in the Capital Market and Raises Growth Targets. The Chart Breakout from the Base Begins!

Scout24 is transforming its business model into an "Agentic Operating System" to fully automate real...

IONOS Doesn’t Look Like an AI Loser - the “Inflection Point”. Here are Three Reasons for a 30% Rally Potential!

On May 12, 2026, I asked whether today would become the "Inflection Point" – a turning point in the...

Amazon: The Scenario for a Rally to $400 is Intact. Launch of Ultra-Fast Deliveries Within 30 Minutes in Additional US Cities!

Amazon (i) is in our US model portfolio and is a top pick from our perspective for playing AI and Physical...

OHB

OHB is Advancing European Sovereignty with the VORTEX-S Spacecraft. Chart Breakout

The investment trend "Space" is among the favorites, as demonstrated by the stocks of Rocket Lab, Planet...

IONOS is not an AI Loser. These are my six Highlights from the Figures!

With its Q1 figures, Ionos (i) has demonstrated why it belongs to the winners of AI and that the disruption...

Qualcomm: Still Completely Under the Radar - how 6G and the Post-Smartphone era are Ceating a Fresh Growth Story!

Since 2022, the Qualcomm stock has been moving sideways. The rally seen at AMD (i), Broadcom, Marvell,...

ams-Osram: Two Fresh Catalysts for the new Photonics Favorite in AI Data Centers!

ams-Osram (i) is the new photonics favorite on the stock market, having entered the rapidly growing...

Our Intel Position is up +480%: New Report on Chip Deal with Apple and SK Hynix Showing Interest in the EMIB Technology!

The years-long efforts of Intel (i) to regain its technological relevance against Asian competitors...