Intel Stock Forecast: Ignore The FUD Noise, Intel Is Still A Strong Buy

May 18, 2020
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:

  • Intel’s stock dropped recently due to the noise that TSMC plans to build a $12 billion factory in the U.S.
  • Another noise that contributed to the dip is from U.S. Department of Commerce’s decision requiring U.S. firms to acquire a license before they can sell products to Huawei.
  • Learned investors should be deaf to the noise now, Intel is still a long-term winner. TSMC’s U.S. factory is not coming soon.
  • There are other PC and smartphone vendors that could mitigate losing Huawei as a chip customer.
  • INTC is still an embodiment of a callous market and undervaluation.

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I Know First Weekly Review Algorithmic Performance: May 14, 2020

May 14, 2020

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Investment Selection Using AI Predictive Algorithm
May 14, 2020

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I Know First Weekly Review Algorithmic Performance: May 3, 2020

May 3, 2020

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May 3, 2020

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ANET Stock Forecast: Surge In Internet Traffic During Pandemic Makes Arista Networks A Buy

May 1, 2020
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:

  • If you have above average IQ, you know that Arista Networks is one of those companies that are truly benefiting from the COVID-19 pandemic.
  • Billions of people are still forcibly stuck-at-home or imprisoned. Fascist quarantine orders are causing a huge surge in internet usage.
  • Internet service providers and data center operators are being forced to buy more routers and ethernet switches.
  • The COVID-19 pandemic further fortifies Arista’s leadership in 100G ethernet switches.
  • The more customers for its 100G switches, the faster Arista can focus on growing its 400G products.

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BIDU Stock Forecast: Baidu Can Overcome The Headwind Caused By Its Corrupt Former Vice-President

April 30, 2020
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 am highly confident that Baidu’s stock can bounce back to above $110 within the next 90 days.
  • Baidu’s Moral Committee has accused its former Vice-President of Finance Wei Fang of corrupt practices. Wei Fang is now in police custody.
  • The prompt arrest and incarceration of a thieving employee will eventually lead to a return of investors’ confidence on BIDU
  • As China’s biggest search engine, Baidu obviously benefits from the COVID-19 pandemic.
  • Think asymmetrically! You will agree with my verdict that BIDU is a bargain stock that we should all buy.This company has a pseudo-monopoly on China’s search ads business.

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Google Stock Forecast: It’s Time To Buy More GOOGL Shares

April 14, 2020
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

  • The COVID-19 pandemic sell-off made GOOGL cheaper to own. This stock down -20.93% from its 52-week high price of $1,530.74.
  • As the no. 1 digital advertising company and overlord of the Android OS ecosystem, pandemic quarantines are actually beneficial to Google.
  • Billions of people are now stuck at home. Some of them are working but many are just entertaining themselves on their phones or computers.
  • Going forward, the first two quarters of 2020 will show a boost in Google’s advertising business and app store revenue.
  • The work-from-home initiatives of many companies can also boost Google Cloud and G Suite sales.

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I Know First Weekly Review Algorithmic Performance: April 12, 2020

April 12, 2020

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April 12, 2020

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