Google Stock Forecast: Why Verily Is Emerging As A Future Catalyst For Alphabet

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:

  • Aside from Waymo, I believe Verily is one of those moonshot projects that can be very strong future growth catalysts for Alphabet.
  • Verily’s mission of improving healthcare through data science and technology is a compelling reason to go long on GOOG or GOOGL.
  • The global healthcare industry is much bigger than digital advertising. As per Deloitte, global healthcare spending will reach $10.05 trillion by 2022.
  • Verily’s tech-driven approach to improving healthcare is more viable than self-driving cars. It’s already 2019 and yet there’s still no government-approved commercial autonomous car on the road.
  • Going forward, Verily could turn out to be a multi-billion growth driver for Google within the next 5 to 10 years.

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Apple Stock Forecast: Why Apple Needs To Improve Siri ASAP

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:

  • Apple’s Siri is still the dumbest smart voice assistant. This is bad because Siri could be a compelling selling point for the iPhone and iPad.
  • Pricey iPhones can be justified by a robust on-device and cloud-based Artificial Intelligence smart voice assistants.
  • A smarter Siri voice assistant could help improve HomePod’s tiny 6% market share in smart speakers in the U.S.
  • A smarter Siri is needed if Apple wants to be a leader in smart home systems.
  • I Know First’s artificial intelligence-powered stock picking algorithm has a bullish one-year forecast for AAPL.

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NVDA Stock Forecast: Mellanox Can Fortify Nvidia’s Datacenter Business

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:

  • Nvidia has more than $7 billion in cash & short-term investments. It reportedly offered $7 billion and won the bidding for Mellanox.
  • Mellanox is a data center-centric company supplying Ethernet switches and accelerator processors.
  • If it proves true, the Mellanox acquisition can boost Nvidia’s $697 million/quarter Datacenter segment business.
  • Growing its Datacenter business can help offset the demise of cryptocurrency miners’ demand for GeForce graphics processing units.
  • I Know First has a very bullish 12-month market trend forecast score for NVDA.

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IBM Stock Forecast: Why IBM Is Still A Buy

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:

  • International Business Machines’ stock already touts a year-to-date return of +23.90%. I am still endorsing it as a buy.
  • I am highly confident that the $34 billion Red Hat acquisition will boost IBM’s revenue performance going forward.
  • Red Hat can further fortify IBM’s huge presence in the $310.2 billion annual enterprise application software market.
  • IBM has a decades-long partnership with multinational banks. I see this niche market of financial/banking services software as a long-term tailwind.
  • Compared to its software industry peers, IBM is notably undervalued.

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TSLA Stock Forecast: The $35,000 Model 3 Is A Global Tailwind For Tesla

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 post-earning dip in Tesla’s stock price is an opportunity. We can buy this momo stock at a discounted valuation.
  • The $35,000 Tesla Model 3 is now available. It can deliver $14 billion in annual revenue for Tesla by 2020.
  • Tesla has switched to the online-only marketing format. This will help improve Tesla’s long-term profitability. Online direct selling was behind Xiaomi’s success.
  • The $44,000 Model 3 was the biggest growth catalyst for electric car sales last year. I expect it to again be the world’s best-selling EV.
  • Now that the more affordable $35k version is available, the Model 3 could sell more than 300k units this year.

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HPQ Stock Forecast: Healthy Printing Business Makes HP Inc. A Buy

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:

  • HPQ’s price dropped -11.99% during after-hours trading on February 27. This was a big thumb down post-Q1 2019 earnings report.
  • If the market opens at $20.99 today, I will consider it as a great opportunity to buy more shares of this PC and printing market leader.
  • HP Inc’s Q1 2019 was not that bad to justify a prolonged bearish emotion. The weak holiday quarter performance is likely due to stiff competition on PCs and printers.
  • What’s more important is that HP Inc. is making a profit and is growing its commercial printers and laptop business segments.
  • HP Inc. has a solid tailwind from the growing $24 billion/year outdoor advertising industry.

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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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