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

November 20, 2018

The 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

November 14, 2018

The 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.

Apple announced Q4 results and plan to enter the video streaming market

November 11, 2018

“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
Bullish I Know First Algorithm Long Term Forecast

Q4 results and the reason for the latest stock decline of Apple

The decline of the Apple stock, when they reported their resutls was surprising as the company reported strong earnings and exceeded analysts’ estimation. Reasons for the major setback are as follows: lower revenues in the next quarter expected and major changes in the reporting structure.

Another reason might be, that latest iPhone is not fulfilling its expectations. According to KeyBanc Capital Markets Analyst John Vinh, iPhone XR inventory is piling

Apple Stock Forecasts Stock Forecast & S&P500 Forecast Tech Giants Stocks Forecast Tech Stocks Forecast Top Stocks

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

July 9, 2017

The 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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Apple Stock Forecast : SWOT Analysis of Apple

January 17, 2017

Barbara Chouraqui, is a Junior Financial Analyst at I Know First, and enrolled in B.A. in Business at the Institut Superieur de Gestion -ISG, Paris, France.

Apple Stock Forecast

Summary

Apple is criticized for its pace of innovation
Big companies became one of the most important clients of Apple
Despite a tough competition, Samsung is still behind
I Know First Algorithmic Bullish Forecast for AAPL for 2017

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Akamai Stock Prediction: AKAM Releases Q3 Earnings Stock Price Jumps

October 30, 2016

The article was written by Blair Goldenberg, a Financial Analyst at I Know First, and enrolled in a Masters of Finance at Colorado State University.

AKAM Stock Analysis

Summary

Background of Akamai
Stock Skyrockets after Quarter Three report is released
What Caused the Better-Than-Expected Return?
The Future of AKAM
Analysts Recommendations

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I Know First Review: The Apple Watch is Helping in Times of iPhone Struggles

December 22, 2015

I Know First also wrote an Article about Apple on Oct 12th 2015. The article argued that Hedge fund managers are nervous that Apple is still too dependent on iPhone sales. The iPhone 6s uptake is slower than the iPhone 6. since this forecast the stock price has decreased 6%.