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: 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 builds 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 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 USD 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...
Intel: Here's Why I Believe That the Stock Deserves Access to the $1 Trillion Club
I am positioned with Intel (i) - in our US portfolio, we are up 340% - and I see it as possible that...
Qualcomm Rises by 6%: Amazon Orders Its Own AI Chips – the $15 Billion Data Center Target Suddenly Becomes Realistic
Qualcomm and Amazon are developing their own chips for AWS AI data centers over several product generations...
XPENG: The First IRON Humanoid Rolls off the Assembly Line – Industrialization of Physical AI Begins Now
XPENG has launched its production line for humanoid robots. The first IRON completed manufacturing...
Robinhood: Oura IPO is a Test run for Investment Banking - are Anthropic and OpenAI next?
Robinhood officially acts as an underwriter for the first time during the Oura IPO, thereby opening...
Infineon: Warburg Sees a New Buy Opportunity With 40% Potential – NVIDIA CEO Also Declares the AGI Era!
At Infineon , a new analyst trigger meets an increasingly strong AI infrastructure story today. Warburg...