INTC Stock Prediction: Exploit The Undervaluation Of Intel’s Stock

September 23, 2019
motek 1This 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:

  • Relative to its rivals, Intel’s stock is significantly undervalued
  • This is unfair considering Intel has a long history of great profitability and market dominance
  • Buying INTC while it trades below $60 is the right to do
  • Going forward, I expect the current pessimism over Intel to eventually change. More investors will ultimately realize the inherent superiority of INTC over AMD
  • I Know First has a bullish one-year algorithmic forecast score for INTC.

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BABA Stock Forecast: Why Alibaba Remains An Attractive Investment

September 22, 2019

motek 1This BABA 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:

  • Alibaba’s $2 billion purchase of Kaola further fortifiee its lead in China’s growing e-commerce.
  • Kaola is China’s leading B2C shopping portal where Chinese customers purchase imported American and European-made luxury products.
  • The push to cater more to the rich is a good reason to go long BABA. Recession or not, the rich can still buy anything they want.
  • Alibaba is a buy because it remains dominant in China’s $723.1 billion/year retail e-commerce. This market will grow to $1.095 trillion by 2023.
  • I Know First has a bullish one-year algorithmic score for BABA. Going long on this stock right now is the right thing to do.

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Apple Stock Forecast: Why Apple Will Dominate In Video Games-As-A-Service

September 19, 2019

motek 1This Apple 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:

  • The low $4.99 monthly subscription fee is why Apple Arcade, not Google Stadia, will eventually dominate in Video-Games-As-A-Service.
  • Apple’s big bet on subscription-only video games is well in-tune with GlobalData’s projection that the global video games industry can grow to $300 billion by 2025.
  • Parents and players alike will eventually appreciate that the stigma of in-app purchases just got eliminated by Apple Arcade.
  • Most iOS developers will initially be lukewarm to the idea of zero in-app purchases for their games. However, many of them will eventually warm up to Apple Arcade.
  • Apple stock has a bullish one-year algorithmic forecast score of +339.29. I Know First has a great 0.67 predictability score on AAPL’s one-year market trend.

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MSFT Stock Forecast: Why Microsoft Is Set To Lead In Cloud Gaming

May 22, 2019
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 has spent more than a decade competing against Sony’s PlayStation in video games hardware/software sales.
  • Two days ago, Microsoft and Sony announced a new partnership in cloud gaming. This was a necessary alliance against Google’s Stadia platform.
  • Microsoft needed Sony’s expertise in streaming video games from its years of operating PlayStation Now. Sony needed Microsoft’s Azure global cloud platform.
  • Microsoft’s Azure data center/server farm network is more successful than Google Cloud. Azure therefore gives Sony a better way to grow PlayStation Now.
  • The extra revenue from hosting the streaming video games of Sony can further boost Microsoft’s cloud computing revenue.

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BABA Stock Forecast: Alibaba Cloud Is Winning In The Asia Pacific

April 29, 2019
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 reiterate my February 13 buy rating for Alibaba. Alibaba is emerging as a potent rival of Amazon Web Services (AWS) and Microsoft Azure.
  • As per Gartner, Alibaba Cloud was no. 1 in the Asia Pacific with 19.6% market share. This is greater than AWS’ 11% and Azure’s 8% market shares.
  • The Belt and Road program of China will accelerate Alibaba Cloud’s growth. Developing countries needing Chinese loans will embrace Alibaba Cloud.
  • Like it is in the Philippines, Chinese government’s loans comes bundled with multi-billion deals involving Chinese companies.
  • As of Q4 2018, Alibaba Cloud is ranked no. 5 global cloud infrastructure services. It has around 1 million paying customers.

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Intel Stock Forecast: Intel Is Now More Affordable

April 28, 2019
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 should exploit the big dip in Intel’s stock price last April 26.
  • INTC dropped by more than 8.99% due to the lowered guidance given during its Q1 2019 earnings report.
  • This stock now trades at $52 price range. This is a great buy-in window. Intel is still king of data center and server processors.
  • Intel’s abandonment of 5G smartphone modems can help it save a lot of money. The modem supply business was reportedly costing Intel $1 billion in annual losses.
  • In spite of the big dip in INTC’s price, I Know First’s stock-picking algorithm still gives it a slightly bullish one-year market trend forecast score of + 88.28.

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EBAY Stock Forecast: Why eBay Remains Relevant

April 25, 2019
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 am again endorsing eBay as a buy for investors who like the growing $3.45 trillion retail e-commerce business. This company’s stock is also relatively undervalued.
  • I went long on this company because eBay is still a worthy alternative to Amazon.com for online shopping. The GMV in the United States is dropping but eBay’s international GMV is growing.
  • The online auction industry is also growing at 7.2% CAGR. eBay remains the world’s top online auction site. It has 180 million active buyers and 25 million sellers.
  • Q1 earnings showed eBay still touts a growing number of active buyers. This is helping eBay post year-over-year growth in EPS and revenue.
  • StubHub, Classifieds, and Payments business segments are also growing.

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