NVDA Stock Prediction: Positioned for the Future

June 5, 2019

This article was written by Gabriel Rodan, a Financial Analyst at I Know First.

Summary

NVDA has had tremendous run in last few years but is down almost 50% from highs
Major pullback triggered by international trade fears and slump in cryptocurrency mining
Business core is GPU segment ($10.18 billion) but Tegra processors ($1.54 billion) have vast potential in AI sector

Subscribe to receive exclusive PREMIUM content here

August 5, 2018

This article was written by Kwon Sok Oh, a Financial Analyst at I Know First.

Subscribe to receive exclusive PREMIUM content here

July 19, 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.

The market did not rally behind Microsoft’s impressive FY 2017 Q4 earnings report.
It is now clear to me that Microsoft will never have the same level of appeal of Google, Tesla, Apple, or Amazon.
Nevertheless, investors looking for technology stocks with strong growth potential should still add MSFT to their portfolios.
Microsoft’s strong lead in cloud computing and Software-as-a-Service will help it grow faster than its rivals like IBM and Oracle.
I Know First still gave MSFT positive near-term and long-term algorithmic forecasts.

Subscribe to receive exclusive PREMIUM content Here

May 23, 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.

Summary:

Autodesk’s stock has risen more than 107% since my previous go-long recommendation for it last July 4, 2016.
I am again reiterating that ADSK is still worth buying right now.
Autodesk’s successful transition of its software products to the Software-as-a-Service business model means it will continue to dominate CAD and 3D design software.
Like Adobe’s experience, monthly/annual subscription-based software distribution is a great way to minimize the impact of software piracy.
My buy rating for ADSK is strongly supported by the algorithmic forecasts of I Know First.

Subscribe to receive exclusive PREMIUM content Here

January 29, 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.

Summary:

Microsoft Q2 2017 earnings report last week revealed that its cloud computing-related products are indeed its biggest growth drivers.
The Intelligent Cloud segment’s quarterly revenue was up by 8% at $6.86 billion. Azure cloud server computing service’s revenue increased 93% year-over-year.
Cloud subscription software service Office 365’s commercial subscribers is up 37%. There are now 24.9 million paying subscribers of Office 365.
The robust growth in Office 365 and Azure revenue helps offset the 5% drop in Microsoft’s More Personal Computing segment.
I Know First also gives positive algorithmic forecasts for MSFT. Buying it now while it is still below $70 could be wise and/or prudent.