Nvidia Stock Forecast: Why You Should Buy More Shares of NVDA

November 19, 2019
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.

Summary:

  • My October 3 buy recommendation for Nvidia’s stock is already a certified winner. The stock shot up from $181.31 to over $212 by November 18 closing date.
  • NVDA has exceeded my previous 120-day price target of $200. I am still endorsing it as a buy. I’m giving it a new 120-day PT of $220.
  • The Christmas shopping quarter will help Nvidia sell more gaming video cards. I expect Q4 F2020 to deliver Gaming segment revenue of more than $1.8 billion.
  • Microsoft again selected Nvidia as its cloud AI GPU partner. The new Microsoft Azure NDv2 instance can scale up to hundreds of interconnected Nvidia Tensor Core GPUs.
  • As of of October 2019, Nvidia GPU accelerators boast over 97% usage by top 4 IaaS providers. This is consistent with May 2019’s share.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

TSM Stock Forecast: Raise Your Winning Bets On Taiwan Semiconductor

November 18, 2019
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.

Summary:

  • Taiwan Semiconductor Manufacturing Company’s stock has a 1-year price return of more than 38%.
  • I’m still endorsing TSM as a buy. The recent out of court settlement with GlobalFoundries insured that chip foundry customers of Taiwan Semiconductor have nothing to worry about.
  • Smartphone sales are peaking but stronger PC shipments is a tailwind for Taiwan Semiconductor.
  • The absence of competition from GlobalFoundries is a tailwind for TSM.
  • Next year’s rollout of 5-nm process will increase TSM’s chip manufacturing lead over Intel and Samsung.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

HPQ Stock Price Prediction: Why We Should Buy More Shares of HP Inc.

November 17, 2019
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.

Summary:

  • Activist investor Carl Icahn bought a $1.19 billion stake in HP Inc. He also owns 10.6% stake in Xerox. Icahn is now orchestrating a Xerox takeover attempt of HPQ.
  • It might be profitable to buy HPQ on a bet that Xerox will increase its $22 cash + stock initial bid for each HPQ share.
  • Majority of HPQ stakeholders might agree to a deal if Xerox will increase its bid to $26.
  • The other scenario is HP, Inc. will instead offer an all-stock bid to acquire Xerox. HP Inc. has tried before before to buy Xerox.
  • Whatever happens, HP Inc. does not really need Xerox. It already owns the laser printer/copier business of Samsung.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

FB Stock Forecast: Why Facebook Launched A Unified Payment System

November 17, 2019
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.

Summary:

  • I reiterate the September 24 buy recommendation I made for Facebook. This company is using its social networking dominance to find new sources of revenue.
  • The recent launch of Facebook Pay is a long-term catalyst. It can make Facebook a key leader in mobile P2P payments and P2P commerce.
  • Facebook Pay will improve monetization from the 800 million-strong Facebook Marketplace P2P online commerce platform.
  • Mobile Peer-to-Peer payments are rapidly increasing in the United States. Industry watcher eMarketer estimates that U.S. mobile P2P transactions will hit $309.95 billion in 2019.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

Sirius Stock Predictions: Why Sirius XM Is A Better Investment Than Spotify

November 5, 2019
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.

Summary:

  • Apple, Amazon, and Google do not compete against Sirius XM’s core satellite radio broadcast business.
  • Unlike online streaming-dependent Spotify, Sirius XM has an unthreatened growth driver from its satellite radio subscription service.
  • Pandora also gave Sirius XM a huge presence in paid/ad-supported music streaming. I believe ad-supported radio shows and music streaming are long-term winners.
  • Sirius is a profitable company that pays quarterly dividends.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

Autodesk Stock Forecast: ADSK Is A Buy Before Earnings

November 5, 2019
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.

Summary:

  • Autodesk will report its 3Q FY2020 earnings on November 26. I expect it to beat Wall Street’s EPS and revenue estimates.
  • I recommend ADSK as a buy before earnings gambit. This stock is now trading well below its 2019 high of $178.21. ADSK’s 6-month return is -13.63%.
  • If my bet that Autodesk will report better than expected 3Q FY2020 EPS and revenue numbers, ADSK might shoot up to $165 before December 31.
  • Autodesk’s rapid shift to subscription-based software marketing is paying off well. Its annual recurring revenue is now $3.07 billion. Recurring revenue now accounts for 96% Autodesk’s sales.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium

Intel Stock Forecast: Why Intel Is The Superior Investment

October 31, 2019
motek 1This 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.

Summary:

  • My October 7 article at Seeking Alpha concluded that Intel is the best stock to own if you want to bet on the semiconductor industry.
  • Intel’s 96% market share in data center processors and 84% share in desktop PC processors made it the better investment than Advanced Micro Devices.
  • Intel is a safe long-term investment because server processor buyers and PC manufacturers remain very loyal to Intel.
  • AMD can sell cheaper Ryzen processors and win some market share away. However, most PC builders and server/data center owners still prioritize Intel.
  • Top PC manufacturers continue to ignore Ryzen because they already bought and stockpiled Intel-compatible motherboards, RAM, and other PC parts.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium

Google Stock Forecast: YouTube Is A Crowd-Sourced Gold Mine For Google

October 31, 2019
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.

Summary

  • Google is in the news today because it apparently wants to buy Fitbit.
  • In my book, the bigger and more important news is that a Needham & Company analyst believes YouTube might be worth $300 billion as a standalone company.
  • YouTube is a crowd-sourced video sharing platform that is estimated to generate 2019 revenue of $30 billion.
  • Google only paid $1.65 billion in 2006 to purchase YouTube. Spinning out YouTube as a separate company can be hugely profitable for Google.
  • The proceeds from letting YouTube do an IPO can help Google buy more companies like Fitbit. It could also offset the continuing losses of Google’s moonshot projects.

TSMC stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Premium
Pages:1234567...99»