ATVI Stock Prediction: Why Activision Blizzard Has So Much Potential In Mobile Games

motek 1This 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:

  • The success of Call of Duty: Mobile on Android and iOS convinced me that Activision Blizzard will remain of the biggest beneficiaries of the $152 billion/year video games industry.
  • Tablet and smartphone games now account for more than 44% of the annual sales from video games. The smartphone is now the key growth driver for video games.
  • Activision Blizzard will launch the Switch version of its hit PC game Overwatch on October 15. I expect Overwatch to also launch on Android/iOS by next year.
  • A stronger focus on the mobile platform can significantly boost Activision’s annual revenue and net income.

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NVDA Stock Forecast: Why You Should Invest In Nvidia

motek 1This 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:

  • The video games industry is a fast-growing opportunity for a graphics accelerator vendor like Nvidia.
  • Nvidia is still the largest supplier of discrete graphics card accelerators. AMD gained market share in Q2 but Nvidia still touts more than 67% market share.
  • The top-selling video cards for gamers are still made by Nvidia. Further, Nvidia’s Data Center-bound GPUs now generates $2.5 billion/year.
  • I expect NVDA to hit $200 by January next year. The coming holiday shopping season will boost sales of Nvidia GeForce products.

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NVDA Stock Prediction: Taking Their Punches And Rolling Strongly Ahead

This NVDA stock prediction article was written by Ari Herzog, a Financial Analyst at I Know First

Key Takeaways

  • Short-term risks, including its exposure to China as well as ambiguous GPU demand and uncertain positioning within the gaming sector, should not affect NVDA’s earnings more so than its semiconductor competitors
  • Nvidia’s footprint in major technological advancements including AI, autonomous vehicles, and data centers are strong long-term growth areas to point to
  • Over 40% drop in stock price since late 2018, with the price sitting near 2-year lows, signals a current buying opportunity
  • I Know First AI Algorithm keeps bullish NVDA stock prediction for long term

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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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