NVDA Stock Prediction: Positioned for the Future

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

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AMD Stock Forecast: Why You Should Raise Your Bets On AMD

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 am a diehard fan of Intel but I still have a long-term bet on AMD.
  • The forthcoming rise of paid or subscription-based cloud video games is a future multi-bagger for AMD’s Radeon GPU business.
  • My fearless forecast is that AMD can never catch up with Nvidia on GPU deep learning and data center acceleration.
  • Cloud subscription gaming is nascent. AMD therefore has excellent chance of being an early leader in cloud subscription gaming.
  • As of now, the video games industry is actually generating more direct revenue than GPU-based deep learning or AI acceleration.

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ATVI Stock Forecast: Activision Blizzard Is Still A Dependable Bet On Video Games

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:

  • Activision Blizzard’s 1-year price return is –41.78%. This is an opportunity to own the stock at a notably lower price.
  • Going forward, the growing $150 billion/year video games industry will ultimately help ATVI recover.
  • Management ignored my previous recommendation that it should create a heroes-based Battle Royale game based on Overwatch.
  • The only thing that’s keeping me long on ATVI is its King Digital subsidiary. King’s Candy Crush is still among the world’s top-grossing video games.

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NVDA Stock Forecast: 3 Stable Sources of Growth for NVIDIA

 

 

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

 

 

Summary

  • NVIDIA Reports Great Results for Q1 2018

  • GPU Segment is Growing due the Gaming and AI Industries

  • Tegra Processor Segment is Expanding Through Autonomous Driving

  • Valuation Models Suggest NVDA is Currently Under Priced

  • I Know First's Algorithm Forecast is Bullish for NVDA in the Long Run

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Nvidia Stock Forecast: Why You Should Add More Nvidia Shares

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

Walmart Share Price Forecast

Summary:

  • Nvidia’s Q1 FY2019 ER was outstanding. It beat Wall Street’s EPS and revenue estimates. The EPS of $2.05 beats by $0.39.
  • The Q1 FY 2019 of $3.21 billion (+65.5% year-over-year) beats by $310 million.
  • In spite of this excellent earnings report, NVDA still dipped by more than 2.5%. This cynical reaction is uncalled for.
  • My takeaway is that long-term growth investors should add more NVDA. This stock has more upside potential based on it one-year algorithmic market trend forecast.
  • The company’s  runaway leadership in datacenter GPU accelerators and self-driving car processors makes Nvidia a guaranteed long-term winner.

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NVDA Stock Prediction: Nvidia Leads In The Small But Growing Market For Self-Driving Car Computers

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

NVDA Stock Prediction

Summary:

  • Gaming is still Nvidia’s biggest revenue and profit generator.
  • On the other hand, the new Audi 8 2017 smart luxury car is prima facie evidence that Nvidia has a long-term winner in self-driving cars.
  • I do not expect the Auto segment of Nvidia to become a major topline or bottom line contributor for the next three years.
  • However, the ultra-high valuation of NVDA is partly due to its perceived leadership in self-driving car Artificial Intelligence. Supplying the supercomputers in self-driving cars will make up for Tegra’s lost opportunity in smartphones.

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Tencent Stock Predictions: Tencent Is The Best Bet On The Fast-Growing Video Games Industry

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

TCTZF Stock Prediction

Summary:

  • Europe is the first to get the beta or soft-launched English version of Tencent’s King of Glory mobile game. Tencent rebranded it as Strike of Kings.
  • King of Glory, also known as Honor of Kings, is generating 2 to 3 billion yuan in monthly gross sales in China. That’s $295 million to $435 million.
  • The international release could help King of Glory double up its monthly gross sales. Two years from now King of Glory and its English version could contribute gross sales of $4 billion annually.
  • Tencent’s leadership in both PC and mobile games revenue makes it the best bet on the fast-growing video games business.
  • TCTZF has strong buy signals based on its short and long-term market trend algorithmic forecasts.

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