AMAT Bullish Forecast: Cobalt Will Drive Applied Materials Beyond the Limits

    This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.

Summary

    • Applied Materials deliver record breaking performance for Q2 FY2018
    • Market trends point toward strong growth for the coming years
    • Major breakthrough with cobalt to enhance chip performance for big data and AI
    • I Know First’s algorithm’s bullish forecast on Applied Materials
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XLNX Stock Prediction: Neutral Times Ahead For Xilinx

  This article was written by Julia Masch, a Financial Analyst at I Know First.



 

Highlights:

  • Fiscal Year Financials
  • Looking Ahead
  • Current I Know First Forecast For XLNX

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AMD Stock Forecast: 3 Driving Forces of AMD’s Long-Term Bullish Outlook

    This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.

Summary

  • Strong sales of Ryzen APU’s contributed to high earnings in Q1 2018
  • Radeon GPU’s showed strong mining revenue
  • AMD EPYC’s have doubled in sales
  • I Know First’s algorithm is bullish for AMD in the long run
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NANO Stock Forecast: Stock Skyrockets as It Surpasses Expectations

  This article was written by Julia Masch, a Financial Analyst at I Know First.



  “Our outlook for 2018 has strengthened since last quarter, both in terms of revenue growth and profitability. Our greater market share, higher revenue volume, and increased gross margin are enabling us to make investments in R&D and our global sales organization in support of future growth, while delivering strong profits and cash flows.” - Pierre-Yves Lesaicherre, president and CEO of Nanometrics

Highlights:

  • Strong Q1 brings high expectations for 2018
  • What’s next for Nanometrics?
  • Current Bullish I Know First For NANO

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Stock Forecast: AMD’s New Range of Ryzen Pro Processors Coupled with Outstanding Q1 Results Are Important Weapons Over Intel

  This article was written by Esther Hanon, a Financial Analyst at I Know First.

[Source: Wikimedia Commons, May 15th, 2018]

“The first quarter was an outstanding start to 2018 with 40 percent year-over-year revenue growth. PC, gaming and datacenter adoption of our new, high-performance products continues to accelerate. We are excited about our long-term roadmaps and focused on delivering sustained revenue growth and profitability.”

--Dr. Lisa Su, President and CEO of AMD

GPU-Equipped Ryzen Pros Give AMD What It Needs to Conquer the Corporate Desktop

Integrated graphics mean that AMD's chips can now go head to head with Intel's

Summary:

  • AMD published their Q1 2018 results on April 25th, 2018 crushing analyst estimates on earnings, revenue and guidance.
  • Revenues increased 40% year-over-year. The improving margin scenario provides additional upside for the stock as AMD finally starts producing sizable profits.
  • The stock surged 11%  in extended trading and had increased ever since the company published their Q1 2018 earnings.
  • The Q1 2018 earnings report of AMD also revealed that its Computing and Graphics segment has posted its 5th consecutive quarter of double digit Year-over-Year growth.
  • Thanks to stronger Ryzen processors sales, AMD posted an EPS of $0.11 (beats by $0.2), and revenue of $1.65 billion (+39.8% year over year) - beats by $80 million.
  • The reasons why AMD is beating estimates are the same. Cryptocurrency miners still bought many Radeon discrete GPUs. Ryzen APUs and processors are also finding more customers.
  • The forthcoming release of ASIC miners shouldn't be of concern. They do not threaten the lucrative tailwind of AMD from Ethereum miners.

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Cisco Stock Forecast: Cisco Has Toppled Microsoft As The Global Leader in Collaboration

Cisco Stock Forecast: Cisco Has Toppled Microsoft As The Global Leader in Collaboration:

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:

  • Microsoft was the long-term leader in collaboration software which allows teams of employees to increase productivity via online cooperation/communication of ideas.
  • However, the most recent report of Synergy Research convinced me that Cisco is now the race leader when it comes to collaboration software.
  • Cisco taking the lead in collaboration software is a good reason to add this company to your long-term portfolio. Cisco is the king of on premise collaboration solutions.
  • The future of enterprise productivity will get more increasingly dependent on collaboration software. However, Cisco will have to focus more on cloud-based solutions.
  • I Know First has a buy signal for CSCO based on the stock’s one-year algorithmic market trend forecast.
 

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Quick Win by the Algorithm: OCLR Stock Soars After Buyout Deal

Quick Win by the Algorithm:

Source: MC-2 Experience via Pinterest

“I am very pleased that two of the optical industry leaders, Oclaro and Lumentum, will join forces.  Together, we will be an even stronger player in fiber optic components and modules for high-speed communications and a market leader in 3D sensing.  This is a fantastic combination for all of our stakeholders, including stockholders, employees, customers and partners. I am extremely proud of what the Oclaro team has accomplished over the last five years. We have enjoyed tremendous success and this combination will create even more exciting opportunities for the team.”

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