Press Release: I Know First Selected By Nikkei to Present At The Biggest Fintech Event In Japan

Press Release

Press Release:  Tel Aviv, Israel, September 19th, 2017 – Fintech Summit Week, Location: Japan

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MU Stock Predictions: Micron Can Still Hit A New 52-week High This Year, Maybe $43

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

MU Stock Predictions

Summary:

  • Micron’s stock posted a new 52-week high price of $38.46 on September 28.
  • The big beat on Q4 ER numbers last September 26 is fueling a bull rush for Micron. I am betting MU can hit $42 before 2017 ends.
  • The short supply and high prices for DRAM and NAND will persist to 2018. Micron therefore has more upside potential. DRAM accounts for 66% of Micron. NAND is 30% of revenue.
  • An iPhone 8 Plus teardown confirmed that Apple is still using Micron mobile DRAM.
  • Micron is also a beneficiary of the high prices and tight supply of discrete GPUs caused by crypto-currency mining.

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Apple Stock Prediction: The Trillion Dollar App Economy Is Boosting Apple

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Apple Stock Prediction

Summary:

  • Let’s forget about iPhone 8 production delays and focus more on Apple’s fastest-growing business segment, Services.
  • Unlike the business of real-world products like the iPhone 8, iOS apps are not subject to production delays or component shortages.
  • The walled-garden nature of the iOS platform means it’s a forever-secure environment for app developers. App monetization on iOS will always be better than on Android.
  • Increased revenue from Services (like stronger app store sales) can make up for future weakness in iPhone sales.
  • I Know First has negative short-term algorithmic forecasts for AAPL. However, Apple’s stock still touts a bullish one-year forecast from I Know First.

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Microsoft Stock Outlook: 3 Reasons To Go Long Microsoft

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Microsoft Stock Outlook

Summary:

  • Microsoft may not catch up with Amazon on Infrastructure-as-a-Service. Investors are not happy that Azure is a far second to AWS on cloud computing infrastructure.
  • However, I am listing here three good reasons why you should stay long MSFT.
  • First, Microsoft is revising its Skype for Business collaboration app and is integrating LinkedIn on Office 365.
  • Secondly, Microsoft and Facebook completed their 4,000-mile 160-terabits-per-second undersea cable in the Atlantic Ocean. This should ensure optimal delivery of Microsoft cloud services.
  • Lastly, Microsoft is leveraging its Artificial Intelligence assets to build a new health care division.

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Press Release: I Know First Selected As Finalist For The UBS Future Of Finance Challenge In EMEA (Zurich)

Press Release

Press Release:  Tel Aviv, Israel, September 17th, 2017 – UBS Future of Finance Challenge, Location: EMEA Zurich

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press release

Google Stock Forecast: Why Google Might Buy HTC Corporation’s Phone Business

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

Google Stock Forecast

Summary:

  • Rumor has it that Google’s purchase of HTC Corporation’s phone business is near completion. This Google move makes perfect sense.
  • My takeaway is that Google needs to acquire HTC Corporation’s phone business to protect its future Pixel Android phones.
  • HTC is the manufacturing partner of Pixel Android phones. Pixel is Google’s flagship brand for its own Android phones.
  • Buying HTC’s phone business also gives Google the factories and expertise to manufacture high-end Pixel and mid-range/entry-level Android One phones.
  • Google needs to produce and sell its own stock Android OS-only handsets to help reduce the heavy fragmentation of the Android ecosystem.

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Quick Win By The Algorithm: Specialty Products Providing A Much Needed Boon For CLMT

Stock Prediction Quick Win

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quick win
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