Amazon Stock Forecast: COVID-19 Showed How Strong Amazon Is

motek 1This Amazon stock forecast 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

  • Like other stocks, AMZN was among the biggest dropper during the March Madness COVID-19 pandemic sell-off.
  • Amazon’s stock is also among those fastest to recover. From dipping below $1,700, this stock is trading above $1,900.
  • Now is the time to add more AMZN to your long-term portfolio. COVID-19 obviously steered new repeat customers to Amazon’s online marketplace.
  • Traditional retail stores were forcibly shutdown in many countries due to COVID-19 pandemic. On the other hand, online shopping portals are still allowed to operate.
  • The work-from-home initiatives of most companies right now is also boosting Amazon’s most profitable division, AWS.

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Autodesk Stock Forecast: Why We Remain Bullish On Autodesk

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

  • We reiterate the March 2019 buy recommendation we gave to ADSK. This software company can endure this pandemic better than others.
  • Autodesk will emerge stronger after this COVID-19 pandemic is over. It is adapting its software products to align with the work-from-home trend.
  • The AI-infused Fusion 360 from Autodesk is the best work-at-home software product for architects, engineers, and CAD artists.
  • The global construction business will outgrow any pandemic. Governments and banks are willing to extend emergency loans to hard-up construction-related firms.

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Microsoft Stock Forecast: The Rebrand To Microsoft 365 Can Boost The Stock Higher

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

  • Microsoft’s stock has been resilient during the March Madness COVID-19 panic sell-off. Many investors understood that as a software company, Microsoft has little headwind from COVID-19 factory shutdowns.
  • Disruption in the production of Surface products is not a handicap for Microsoft. Software sales remain strong during quarantines.
  • The decision to rebrand Office 365 to Microsoft 365 signals an all-in focus toward becoming a one-stop shop for everything.
  • The COVID-19 forced many people to stay at home. Work-from-home is now the new normal for many corporate and government employees.
  • The COVID-19 pandemic is great for Azure and Microsoft’s software subscription sales.

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Netflix Stock Forecast: COVID-19 Is Helping NFLX Ascent To $400

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

  • Statista already projected that the new coronavirus pandemic, COVID-19 can boost subscriber growth of Netflix by as much as 30%.
  • Aside from playing video games, watching streaming video is currently the best entertainment for billions of quarantined people.
  • The cheap $3 mobile-only plans for Asian customers will likely help Netflix achieve 200 million subscribers before 2020 ends.
  • Robust subscriber growth will help Netflix maintain its momentum and help improve its future profitability.
  • The stock picking AI of I Know First has a super bullish one-year market trend forecast score for NFLX, $658.05.

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NVDA Stock Forecast: COVID-19 Is Also Boosting Nvidia’s Topline

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:

  • It is irrational that investors keep pummeling down Nvidia’s stock due to their growing fears over COVID-19.
  • Yes, Nvidia relies on Chinese factories to build its products. However, China’s manufacturing index for March 2020 showed an expansion.
  • The China-centric supply chain problem that fabless firms like Nvidia probably faced due to COVID-19 is no longer valid.
  • Nvidia’s stock is again trading below $245. It still touts a YTD gain of +3.3% but it is now priced well below its 52-week high of $316.32.
  • There a huge surge in video game activities due to COVID-19 quarantines. Gaming is Nvidia’s biggest moneymaker. We should expect the Gaming segment to generate record revenue this quarter.

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Facebook Stock Forecast: FB Has A Tailwind From COVID-19 Pandemic

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 mandatory stay-home quarantine act of many countries is a big boost to Facebook’s advertising business.
  • Offices and schools have been shuttered. Students, employees, and everybody else are now forced to stay at home. People will entertain themselves by spending more time on Facebook and Instagram.
  • The more people who spend longer times on Facebook-owned websites and apps, the better it is for Facebook’s $20.74 billion/quarter ad business.
  • One or two months of quarantines will no doubt boost Facebook’s H1 2020 ad revenue.
  • Stay-home quarantines also benefit Facebook’s Workplace service and Portal TV product.

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Intel Stock Forecast : It Will Prosper Amidst The COVID-19 Pandemic

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 pandemic panic sell-off made Intel even more undervalued. Now is a great time to add more to your Intel position.
  • Yes, INTC is recovering but its still trading way below its January 20 high of $69.29.  If more investors regain their senses, INTC can breach $65 again soon.
  • The strong balance sheet should already convince investors that Intel has no serious headwind from COVID-19 quarantines. COVID-19 is actually a boost to Intel’s server business.
  • Unlike AMD, Intel has enough cash reserves to weather 30-day or even 90-day quarantine edits of many countries.
  • Having its own fabrication or factories makes Intel a better long-term investment than fabless semiconductor firms like AMD and NVDA.

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