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

November 20, 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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BABA Stock Forecast: Why You Should Raise Your Bets on Alibaba

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:

  • I recently increased my position on Alibaba. This Chinese e-commerce industry leader’s rapid growth story is not going to end anytime soon.
  • China’s economy is slowing down but Chinese customers still bought more than $30 billion worth of goods in 24 hours during Alibaba’s Singles’ Day last November 11.
  • Alibaba’s annual/quarterly revenue is still growing. The trade war tension started by President Trump is not slowing down Alibaba.
  • Aside from its India expansion, Alibaba is also expanding fast in South East Asia. It’s subsidiary, Lazada remains the top e-commerce online store in South East Asia.
  • Alibaba is now the third-biggest vendor of smart home speakers. Smart home speakers can drive more repeat online purchases.

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LNG Stock Forecast: Cheniere Tops Energy Sector With 39.10% Stock Increase

October 16, 2018

LNG Stock Forecast

This article was written by Graham Ellinson, a Financial Analyst at I Know First currently studying Mathematics at Northumbria University Newcastle.



  “Now, more than ever, it is crucial that the United States use its abundant energy resources to support friends and allies abroad” - Sean Strawbridge, CEO of the Port of Corpus Christi

Summary

  • Cheniere Energy, Inc. (Ticker: LNG) shares have been trading -8.94% off its 52 week-peak
  • LNG accounts for only a small amount of the global crude oil market it is estimated to amount for 10% of the crude oil market by 2020.
  • China imposed a new 10 percent tariff on all U.S. imported LNG, lowed than the original 25% touted.
  • Current I Know First Forecast remains bullish on Cheniere.

Source: Flickr

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Stock Forecasting Solution for Chinese Market

October 15, 2018

Stock Forecasting Solution for Chinese Market

Last week Yaron Golgher one of the founders of I Know First and Ben Rubin Head of Advisory Services at I Know First presented a stock forecasting solution to a delegation from China made up of investors from the Beijing technology development institute. The presentation was entitled ‘Investment selection using Artificial Intelligence’ and explained how the I Know First predictive algorithm utilises AI and machine learning. It described how the results are constantly improving as the algorithm learns from its successes and failures.

I Know First Present to Delegation from Beijing

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MU Stock Predictions: Accelerating AI Drives Demand for Flash Memory

October 11, 2018

MU Stock Predictions

This article was written by Graham Ellinson, a Financial Analyst at I Know First.

Source: Shutterstock

Summary

  • Micron has taken a hit in recent months following ruling blocking sales in China
  • As the U.S. – China trade war continues Micron could be considered one of the victims
  • Remain patient with Micron as NAND flash storage is set for an upward shift as AI is accelerating
  • Prices set to remain stable with DRAM products owing to small number of competitors

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AMD Stock Forecast: What success looks like and why it’s unstoppable

August 5, 2018

  The article was written by Isabelle Tao, a Financial Analyst at I Know First.

     

    Highlights

    • Strong Radeon, Ryzen, EPYC, and Semi-custom Sales Contributed to a Strong AMD Q2 2018

    • Continue Holding to AMD Stocks

    • Technical Analysis Confirms AMD Stock Forecast Bullish Trends

    • I Know First’s Algorithm is Bullish for AMD in the Long Run

     

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Cleveland-Cliffs Stock Forecast: Cleveland-Cliffs (NYSE: CLF) is Back to Basics

July 30, 2018

  The article was written by Isabelle Tao, a Financial Analyst at I Know First.

     

Summary

  • Cleveland-Cliffs focused the business back to the iron ore industry in North America

  • High demand for Electric Arc Furnace (EAF) is driving growth

  • With Chinese metals dwindling in the United States after Section 232 is implemented, CLF will only grow more

  • Currently, I Know First algorithm forecast is bullish for CLF in the long-term

 

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