The article was written by Motek Moyen ResearchSeeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.
Summary:
There is still almost-zero demand for graphics accelerator cards from the cryptocurrency mining industry. Ethereum’s crypto currency price is now only $125.42.
On the other hand, I see the growing robotics industry to gradually become an important catalyst for Nvidia. The new Jetson AGX Xavier module is the best brain for robots.
Unlike the speculative and very volatile cryptocurrency mining business, the entire global robotics industry can grow to a market size of $498.6 billion by 2025.
NVDA is clearly oversold due to investors putting too much emphasis on the non-permanent decline of cryptocurrency mining.
NVDA is attractively priced at the moment. It now trades at only 17.77x P/E and 8.57x P/B.
The article was written by Motek Moyen ResearchSeeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.
Summary:
Zynga’s average monthly revenue based on its quarterly report is only $74.25 million.
The $560 million purchase of an 80% stake in Small Giant Games helps Zynga earn $16 million in additional monthly sales.
Small Giant Games is the developer of Empire & Puzzles: RPG Quest, which has net global monthly sales of $6 million from iOS and $14 million from Android devices.
The $700 valuation purchase price is a good deal for Zynga. It bought a game developer that makes around $240 million in net annual sales.
A 21.5% monthly revenue boost just from buying one hit mobile game should also lift the profitability of Zynga.
The purpose of this report is to present the results of live forecast performance evaluation for I Know First AI Algorithm, specifically for Singaporean stock market. The following results were observed when signal and predictability filters were applied in order to pick the best performing stocks out of the most predictable ones. The period under evaluation is from January 1st,2018 to November 30th, 2018. The corresponding returns distribution of stock filters (stocks subsets) for both Singaporean stock market universe and the main findings are below:
Singaporean Stock Market Universe Highlights:
Signal indicator filter applied to Top 30 stocks by predictability provides the highest return of 2.30% for a 3-months’ investment horizon at Top 5 signals level
There is a clear increasing trend for returns’ improvement with the time horizon increase
Top 5 stocks by signal significantly out-perform the benchmark, in every time-horizon
The above results were obtained based on forecasts’ evaluation over the specific time period using consecutive filtering approach – by predictability, then by signal, to give general overview of the forecasting capabilities of the algorithm for specific stock universe.
The article was written by Motek Moyen ResearchSeeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.
Summary:
Zynga’s stock popped as high as $4.50 last month after a rumor went around that it was a potential acquisition target. The stock has since retreated down to $3.60 levels.
Rumor or not, Zynga’s strong balance sheet and large presence in social poker and slots games makes it a very attractive buyout target.
China’s more stringent policy over video games means Tencent and/or NetEase needs to acquire international gaming outfits like Zynga to find new growth opportunities.
Zynga is now profitable and has a reliable moat from its poker and slots social video games. Upcoming Star Wars, Harry Potter, and Game of Thrones can boost its revenue.
Go long ZNGA only if you plan to hold it for a long time. I Know First has a bullish 1-year market trend forecast for this stock.
I Know First Presents at Hong Kong FinTech Festival
CEO Yaron Golgher Presents at the Hong Kong FinTech Week
I Know First was selected to Pitch at the worlds first cross border FinTech event. The Hong Kong FinTech week 2018 consisted of over 8000+ attendees from over 50 countries. The event took place in Hong Kong, Asia's financial capital, and in Shenzhen, China's Silicon Valley. It's one of the largest conferences on the calendar featuring over 200 of the world's top FinTech founders, investors, regulators, and academics, who are shaping the future of financial services by driving a technological revolution in the industry across Asia and globally. Consequently, it was a great privilege and opportunity for I Know First to present at this event.
The article was written by Motek Moyen ResearchSeeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.
Summary:
Taiwan Semiconductor Manufacturing Company’s stock is down -22.78% from its 52-week high. TSM has upside potential from its big lead in semiconductor production process nodes.
The protracted delay of Intel’s 10-nanometer and 7-nanometer process nodes is a tailwind for TSMC.
TSMC is currently 7-nanometer node process foundry. It can command a higher contract price on any firm who wants to sell 7-nm processors.
TSMC has a small tailwind from IBM’s 7-nm datacenter chip. If this deal goes well, other ARM-based server builders might also hire TSMC as their exclusive foundry partner.
Intel’s difficulty in upgrading its factories to build 10-nm x86 processors could inspire AMD to request TSMC TO fast-track production of its 7-nm Ryzen processors with TSMC.
American Railcar Industries Winning Stock Forecast
About
American Railcar Industries, Inc., incorporated on April 30, 2009, is a designer and manufacturer of hopper and tank railcars. The Company designs and manufactures railcars and a range of components for the North American railcar and industrial markets. The Company operates through three segments: manufacturing, railcar leasing and railcar services. Its Manufacturing segment consists of railcar manufacturing and railcar and industrial component manufacturing. It uses certain of these components in its own railcar manufacturing and sells certain of these products to third parties. The Railcar
I Know First-Daily Market Forecast, does not provide personal investment or financial advice to individuals, or act as personal financial, legal, or institutional investment advisors, or individually advocate the purchase or sale of any security or investment or the use of any particular financial strategy. All investing, stock forecasts and investment strategies include the risk of loss for some or even all of your capital. Before pursuing any financial strategies discussed on this website, you should always consult with a licensed financial advisor.
