Tesla Stock Prediction: Tesla’s Future Tailwind From Electric Motorcycles

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:

  • Tesla remains the leader in electric cars. Two or three years from now, I expect Tesla to also lead in high-end electric motorcycles.
  • Car vendor Honda is selling more than 19 million units of regular motorcycles per year. Honda has upcoming electric motorcycles.
  • More than 130 million units of motorcycles are sold annually. Almost 109 million of them sold in the Asia Pacific Region.
  • It is faster to assemble Tesla electric motorcycles than cars and trucks. Tesla can improve its bottom line by the quicker turnaround of selling motorcycles.
  • TSLA has a very bullish one-year forecast from I Know First. It might be wise to load up on this stock while it trades below $370.

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Zynga Stock Forecast: Why Zynga Is A Very Attractive Takeover Target

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:

  • 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.

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Netflix Stock Forecast: Why You Should Avoid Investing In Netflix Right Now

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

  • Netflix has 137.1 million subscribers.
  • This can grow to 150 million next year if Netflix goes big on marketing a cheaper mobile-only subscription plan.
  • There’s probably more than 100 million potential customers who can only afford to pay $5 or less per month.
  • However, there’s low margin in providing $4/month subscription plan. Netflix is spending more than $10 billion/year in original content.
  • NFLX has bearish algorithmic market trend forecasts. It might be prudent to dump the stock now while it still trades above $280.

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TSMC Stock Forecast: Why You Should Bet on TSMC

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:

  • 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.

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Micron Stock Analysis: Micron Has A Tailwind From Growing Mobile DRAM Revenue

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:

  • Ignore the noise/anxiety over China’s threat to file anti-trust charges against DRAM leaders like Micron. It is just China making retaliatory threats against Trump’s trade war words.
  • Better focus on the fact that mobile DRAM sales continue to surge. Growing mobile DRAM demand can offset declining prices of PC DRAM products.
  • Apple’s choice of Micron DRAM for its latest iPhones is a solid tailwind for Micron. Apple’s track record showed it can sell more than 50 million new iPhones per year.
  • Micron’s mass production of 10-nm 12GB LPDDR4X mobile DRAM should keep Apple as a customer for a long time.
  • MU has obvious notable upside potential because its valuation is way below than that of its peers in the semiconductor industry.

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Microsoft Stock Forecast: Why On-Premise Office 2019 Is Still Important For Microsoft

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 will upgrade my Office 2016 to the new 2019 version once Microsoft launches the home version. Office 2019 is currently only available for business users.
  • There are hundreds of millions like me who prefer the offline version of Microsoft’s productivity suite.
  • Microsoft will keep on updating its on premise Office suite because Office 365 is not going to reach 300 million active users anytime soon.
  • As of October 2018, there are only more than 135 million active commercial users of Office 365. This is in spite of its platform-agnostic design.
  • Businesses and ordinary Office users who do not rely too much on online collaboration will find it smarter to just a perpetual license for Office 2019.
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Nvidia Stock Prediction: Buy Nvidia – Growing Gaming Revenue Can Easily Offset Cryptocurrency-Mining’s Decline

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’s dropped almost 17% during the after-hours trading after its earnings report on November 15. This was mainly attributed to the demise of crypto-mining boom.
  • Nvidia’s Q3 non-GAAP EPS is $1.84, beats by $0.13. GAAP EPS was $1.97, beats by $0.26. Unfortunately, Nvidia’s Q3 revenue of $3.18 billion missed estimates by $60 million.
  • Q3’s GPU revenue from OEM was weaker than expected due to the absence of demand from crypto-currency mining. However, Gaming segment’s revenue of $1.3 billion was still up by 13% Y/Y.
  • My takeaway is that Nvidia is still worth betting on. The continuing growth in gaming revenue can make up for the lack of demand from crypto-currency mining.
  • AMD is still unable to reduce the more than 63% market share of Nvidia on discrete graphics processors. The best-selling computer graphics cards at Amazon are all using Nvidia GPU.
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