I Know First Weekly Review Algorithmic Performance: February 18th, 2021


I Know First Weekly Newsletter
Investment Selection Using AI Predictive Algorithm
February 18, 2021

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I Know First Weekly Review Algorithmic Performance: February 4th, 2021


I Know First Weekly Newsletter
Investment Selection Using AI Predictive Algorithm
February 4, 2021

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I Know First Weekly Review Algorithmic Performance: December 30th, 2020


I Know First Weekly Newsletter
Investment Selection Using AI Predictive Algorithm
December 30, 2020

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I Know First Weekly Review Algorithmic Performance: October 27th, 2020

I Know First Weekly Newsletter
Investment Selection Using AI Predictive Algorithm
October 27, 2020

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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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Apple Stock Price Analysis: New Partnership With Amazon Is A Boon For Apple

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:

  • This holiday quarter should see a notable increase in Apple’s hardware sales. Apple’s flat lining iPhone unit sales desperately needs a boost.
  • Amazon recently agreed to sell Apple Watches, iPhones, and iPad tablets in its U.S. and international online stores.
  • Amazon agreed to become an official Apple reseller. Amazon will delist unauthorized resellers of Apple products using its platform by January 4, 2019.
  • Amazon touts more than 100 million Prime subscribers. They are all desirable potential customers for Apple products. Buying online is faster than queuing up at an Apple retail store.
  • I still rate AAPL as a buy.
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Apple announced Q4 results and plan to enter the video streaming market

Innovation distinguishes between a leader and a follower.”

-Steve Jobs

Summary

Apple announced strong Q4 results, nevertheless the stock declines
Outlook on Future Sales and Profits look promising
Apple is launching a new streaming service and are facing high competition
Risky investment environment around the world

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Apple Stock Predictions: Apple Is The Second-Biggest E-Commerce Leader, Tim Cook Is The 2nd Highest-Paid CEO

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

Apple Stock Predictions

Summary:

  • Apple has toppled Wal-mart to become the second largest online retailer in America. It goes to show that e-commerce could be done on decent-margins.
  • Bezos’ revenue-growth-first-before-profit mantra is not the only path toward success in e-commerce.
  • Steve Jobs’ successor, Tim Cook is also the second-highest compensated CEO in the U.S. The top-compensated CEO of 2016 was Marc Lore, CEO of Wal-Mart’s U.S. E-commerce business.
  • Tim Cook should be commended for making Apple an exemplary model for e-commerce. Unlike Amazon which specializes in thin-margin products, Apple sells pricey products online.
  • Direct selling online is more beneficial to Apple’s gross margins.

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