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Week #35, 2019: Earnings Calendar

August 25, 2019

August 5, 2018

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

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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June 10, 2018

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

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September 10, 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 top PC and server hardware vendors have announced their support of AMD’s Ryzen and EPYC processors.
AMD has an exclusive supply deal on discrete GPUs for Mac and MacBooks. Apple has so far stayed quiet about Ryzen, Threadripper, and EPYC.
Intel obviously has a very loyal processor customer in Apple. Ryzen may find some support among Windows/Linux computer builders but the Mac remains Intel Inside forever.
Apple is the world’s no.4 PC vendor. The long-term prosperity of Intel on desktop processors is safe as long as Apple keeps ignoring AMD’s new Ryzen processors.
I rate INTC as a buy. I Know First still has positive near and long-term algorithmic forecasts for INTC.