Nvidia Stock Prediction: Buy Nvidia – Growing Gaming Revenue Can Easily Offset Cryptocurrency-Mining’s Decline

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:

  • Nvidia’s dropped almost 17% during the after-hours trading after its earnings report on November 15. This was mainly attributed to the demise of crypto-mining boom.
  • Nvidia’s Q3 non-GAAP EPS is $1.84, beats by $0.13. GAAP EPS was $1.97, beats by $0.26. Unfortunately, Nvidia’s Q3 revenue of $3.18 billion missed estimates by $60 million.
  • Q3’s GPU revenue from OEM was weaker than expected due to the absence of demand from crypto-currency mining. However, Gaming segment’s revenue of $1.3 billion was still up by 13% Y/Y.
  • My takeaway is that Nvidia is still worth betting on. The continuing growth in gaming revenue can make up for the lack of demand from crypto-currency mining.
  • AMD is still unable to reduce the more than 63% market share of Nvidia on discrete graphics processors. The best-selling computer graphics cards at Amazon are all using Nvidia GPU.
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AMD Stock Forecast: AMD Keeps Up Competition With Intel and Nvidia

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



“The continued explosion of data and the need to process, store, analyze and share it is driving industry innovation and incredible demand for compute performance in the cloud, the network and the enterprise.” -Bob Swan, Intel CFO and Interim CEO

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IRBT Stock Prediction: iRobot Sweeps Up The Competition

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

IRBT Stock Prediction: iRobot Sweeps Up The Competition

The true winners in the consumer robot industry are going to be determined for the next decade.” – iRobot CEO Colin Angle

(Source: Wikimedia Commons)

iRobot (NASDAQ: IRBT) has had phenomenal returns over the past 6 months with returns exceeding 70%. So what prompted the meteoric rise for the company leading the autonomous vacuum revolution with its Roomba products?

Concluding Q2 With More To Come

iRobot finished the first half of its fiscal year on a high note with raised guidance

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MSFT Stock Forecast: Cloud Computing Keeps Microsoft Afloat In Race With Amazon

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



“Our investments and business model are fundamentally aligned with our customers' long-term interests and success. This opportunity and responsibility grounds us in our mission to empower every person in every organization on the planet to achieve more” - Satya Nadella, chief executive officer of Microsoft.

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TER Stock Forecast: Teradyne Keeps Building Momentum, Tops Q2 Expectations

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



“And the growing silicon content enabling AI at the edge is driving up device complexity and test time. Whereas training algorithms usually get developed in the cloud, those honed algorithms are often deployed in the real world in edged optimized silicon for AI inference and decision-making in realtime. Teradyne is well positioned in this growing edge AI space.” -Mark E. Jagiela, Teradyne, Inc. - CEO, President & Director

Highlights

  • A Phenomenal Q2 2018
  • Even More Momentum, What’s Still In The Pipeline
  • Current I Know First Bullish Forecast For TER

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ORCL Stock Outlook: Oracle’s Self-Driving Cloud is Aiming at Long-term Win

  The article was written by Amber Zhou, a Financial Analyst at I Know First.

ORCL Stock Outlook

"People are not afraid of AI taking their jobs and instead want to be able to quickly and easily take advantage of the latest innovations” – said Emily He, designated SVP of Oracle's Human Capital Management Cloud Business  

Highlights:

  • A Dramatic Slide despite Satisfying Q4 Results
  • Grasp Market Demand by Autonomous Database and AI-Featured Applications
  • Valuations and I Know First Algorithm Agree on Bullish Long-term Forecast

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Winning AZPN Stock Forecast: Solid Long-Term Success as APM Business Took off

Winning AZPN Stock Forecast

“Real-time asset connectivity and system-level views of asset performance data are critical for making informed business decisions and add further value to the asset optimization solutions we offer customers today.”— John Hague, Senior Vice President and General Manager, AspenTech APM.

Aspen Technology, Inc. (Nasdaq: AZPN) provides asset optimization solution software and services in the United States, Europe, and internationally. It operates through two segments, Subscription and Software, and Services. The solutions are designed to optimize assets across the design

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