Nokia Stock Forecast: 2 Strong Reasons To Go Long Nokia

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:

  • Nokia’s stock has a 6-month price return of 10.22%. I am still endorsing it as a buy.
  • Like Ericsson and Cisco, Nokia is also an obvious beneficiary of the US-led anti-Huawei campaign. Discrimination against Huawei is a tailwind for Nokia.
  • Nokia and Alcatel-Lucent has 5G infrastructure solutions and network routers and Ethernet switches. Huawei has been growing at the expense of Nokia.
  • The other tailwind for Nokia is HMD Global’s recent unveiling of new smartphones. The Nokia 9 PureView is the world’s first penta-camera handset.
  • The Nokia 9 PureView is a flagship handset raised the global brand power of Nokia phones.

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Cisco Stock Forecast: The Anti-Huawei Witch Hunt Is A Global Tailwind For Cisco

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:

  • The anti-Huawei position of the CIA and the United States is a tailwind for Cisco.
  • The elimination of low-pricing specialist Huawei means Cisco can sell more of its network routers & switches.
  • Cisco and Huawei are also fierce global rivals in server computers. The United States and its allies can also disrupt Huawei’s server sales.
  • Cisco’s Artificial Intelligence and Deep Learning business can also benefit if Huawei doesn’t win any non-China customers.
  • I Know First has a slightly bullish algorithmic 12-month forecast for CSCO. Monthly technical indicators and moving averages trends also rate CSCO as a buy.

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Do Nvidia’s New Competitors Pose a Threat?

This article was written by Moe Chabot, a Financial Analyst at I Know First

Source: Shutterstock

Summary

  • Nvidia’s Q2 FY2019 was outstanding showing great growth in Gaming, Professional Visualization, and Data center
  • The rise in GPU sales from Gaming, Professional Visualization, and Data center offset the sudden drop in cryptocurrency GPU sales
  • Tesla recently terminated use of Nvidia’s self-driving car platform
  • Huawei a Chinese tech company released an AI chip to compete with Nvidia’s Data center business

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

  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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AMD Stock Forecast: 3 Driving Forces of AMD’s Long-Term Bullish Outlook

   


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




Summary

  • Strong sales of Ryzen APU’s contributed to high earnings in Q1 2018
  • Radeon GPU’s showed strong mining revenue
  • AMD EPYC’s have doubled in sales
  • I Know First’s algorithm is bullish for AMD in the long run

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