MU Stock Predictions: Why The Contest Between AMD And Intel Is Good For Micron

August 22, 2017
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. 

MU Stock Predictions

Summary:
  • The intensified showdown between AMD’s Ryzen and Intel’s 8th-Gen PC processors provokes people to buy new computer purchases or do upgrades.
  • Micron’s desktop and laptop DRAM sales benefits from a surge in new PC purchases and or upgrades.
  • DRAM contributes more than 60% of Micron’s revenue. PC DRAM prices continue to surge.
  • More people buying new PCs during surging DRAM prices are dual tailwinds for Micron.
  • MU has positive near, intermediate, and long-term algorithmic forecasts from I Know First.

Outlook For Gold PricesRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Algorithmic Articles Premium Articles

Intel Stock Forecast: Intel’s Coffee Lake Is Another WalletRipper Move Against AMD’s Ryzen And Threadripper Processors

August 9, 2017
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. 

Intel Stock Forecast

Summary:

  • I am long INTC. I am a loyal Intel CPU buyer.
  • I am unhappy that Intel’s 8th generation desktop CPU products, Coffee Lake, require new motherboards.
  • Coffee Lake is obviously an equalizer move against AMD’s popular Ryzen CPUs. However, asking people to buy new motherboards generate resentment among Intel CPU upgraders.
  • Coffee Lake is therefore another walletripper tactic that is unlikely to inspire people to upgrade their current Skylake or Kaby Lake PCs.
  • I rate INTC a buy. I also rate AMD as a buy. These two enjoy the duopoly in x86 processors. They both benefit from the stabilizing PC market.

Intel stock forecastRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Algorithmic Articles Premium Articles

AMD Stock Outlook: Why You Should Really Bet On Ryzen’s Long-Term Contribution to AMD

July 28, 2017
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. 

AMD Stock Predictions

Summary:

  • The Q2 2017 earnings report of AMD proved just how valuable is Ryzen to the company’s topline and bottomline growth.
  • Ryzen’s release earlier this year is definitely why AMD’s Computing and Graphics segment posted a 51% Year-over-Year increase in Q2.
  • Ryzen is helping improve the average selling prices of AMD’s x86 processors. Ryzen is notably helping it steal market share against Intel’s desktop processors.
  • Intel’s recent shutdown of some its Internet of Things products/segments are likely to help it focus on its core x86 business. This was to better address the new threat posed by AMD.
  • After so many weeks of waiting, I Know First finally has positive near-term, medium-term, and long-term algorithmic forecast for AMD.

AMD Stock OutlookRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Algorithmic Articles Premium Articles

AMD Stock Analysis: Cryptocurrency and New Products Can’t Stop the Inevitable

June 21, 2017
This article was written by David Berger, a Financial Analyst at I Know First and undergraduate Finance student at the Ross School of Business at the University of Michigan. 

AMD Stock Analysis: Cryptocurrency and New Products Can't Stop the Inevitable

  Summary:
  • ASIC Chips Hurt AMD Cryptocurrency Customer Segment
  • ROI Analysis
  • Lack of Innovation with Ryzen

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Algorithmic Articles Premium Articles

Quick Win by the Algorithm: Micron Technology Continues to Rise in Memory Markets

June 4, 2017

Quick Win by the Algorithm

Read The Full Forecast

 Quick Win
Algorithmic Performance

NVDA Stock Prediction: Intel’s Denial That It Will License AMD Graphics Chip Is Great News For Nvidia

May 17, 2017
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:
  • The previous six-year (2011 to 2016) graphics technology patent licensing deal with Intel was worth $1.5 billion to Nvidia.
  • It is therefore a blessing that Intel recently denied it was licensing graphics chip technology from Advanced Micro Devices.
  • Intel clearly still favor graphics chip technology of Nvidia over AMD’s Radeon.
  • Nvidia has obvious long-term economic benefits from Intel’s continued use of Nvidia graphics chip technology.
  • The near and long-term algorithmic forecasts are in favor of going long on NVDA right now.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content Here
Algorithmic Articles Premium Articles

Quick Win by the Algorithm: Bearish Forecast in-line for AMD

May 3, 2017

Quick Win By The Algorithm

Read The Full Forecast
Algorithmic Performance
Pages:«123456»