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

November 18, 2018
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

November 14, 2018
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

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

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

July 9, 2017
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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Apple Stock Forecast : SWOT Analysis of Apple

January 17, 2017
IMG_3270Barbara 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
BlairThe 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%.

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Apple Stock Forecast For 2016: A New Affordable 4-inch iPhone Will Be Great For Apple In 2016

December 16, 2015
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 Forecast

  • Morgan Stanley analysts predicted that Apple would see a drop in iPhone sales next year.Apple Stock Forecast
  • However, if Apple comes up with a new affordable 4-inch iPhone, I see 2016 as another record-breaking year for global iPhone sales.
  • Apple’s recent 43% price cut for the iPhone 5S in India is clue that Tim Cook is willing to compete in the sub-$400 phone market.
  • A $400 iPhone is going to be a blockbuster product even in China, India, and other emerging markets.
  • Apple will likely have a great YTD performance in 2016 if it can post sales growth for iPhone sales.

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