Nvidia Stock Forecast: Nvidia Has A Tailwind From Developers Optimizing for GPU Acceleration

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:

  • It is an open secret that majority of PC game developers have long been making games optimized for Nvidia graphics processors.
  • I am happy to report that many creative/design Win32 software developers are now also optimizing for GPU acceleration.
  • Software giants like Corel, Adobe, and Autodesk seems to have a bias for Nvidia GPU acceleration.
  • Small developers like those who created new painting app Expresii also appears to optimize for Nvida GPUs.
  • NVDA remains a strong buy in my book. It has a big lead in data center deep learning and AI acceleration.

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Tesla Stock Forecast: Why Tesla’s Stock Has Improved – Upside Potential

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:

  • Tesla’s stock has 5-day return of more than 5%. I am still endorsing the stock as a buy right now.
  • Tesla is now profitable and has a positive quarterly cash flow. It is now finally starting to fulfill its super high valuation.
  • The recent all-stock purchase of Maxwell Technologies boosted Tesla’s future as a battery/power storage company.
  • Maxwell Technologies has one of the best patents and intellectual properties on ultracapacitors. Ultracapacitors are like batteries – they store electrical energy.
  • TSLA has a bullish one-year market trend forecast score from I Know First.

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TSMC Stock Forecast: Why You Should Bet on TSMC

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 is down -22.78% from its 52-week high. TSM has upside potential from its big lead in semiconductor production process nodes.
  • The protracted delay of Intel’s 10-nanometer and 7-nanometer process nodes is a tailwind for TSMC.
  • TSMC is currently 7-nanometer node process foundry. It can command a higher contract price on any firm who wants to sell 7-nm processors.
  • TSMC has a small tailwind from IBM’s 7-nm datacenter chip. If this deal goes well, other ARM-based server builders might also hire TSMC as their exclusive foundry partner.
  • Intel’s difficulty in upgrading its factories to build 10-nm x86 processors could inspire AMD to request TSMC TO fast-track production of its 7-nm Ryzen processors with TSMC.

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Micron Stock Analysis: Micron Has A Tailwind From Growing Mobile DRAM Revenue

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:

  • Ignore the noise/anxiety over China’s threat to file anti-trust charges against DRAM leaders like Micron. It is just China making retaliatory threats against Trump’s trade war words.
  • Better focus on the fact that mobile DRAM sales continue to surge. Growing mobile DRAM demand can offset declining prices of PC DRAM products.
  • Apple’s choice of Micron DRAM for its latest iPhones is a solid tailwind for Micron. Apple’s track record showed it can sell more than 50 million new iPhones per year.
  • Micron’s mass production of 10-nm 12GB LPDDR4X mobile DRAM should keep Apple as a customer for a long time.
  • MU has obvious notable upside potential because its valuation is way below than that of its peers in the semiconductor industry.

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