IBM Stock Prediction: How IBM Cloud Can Attract More Customers

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:

  • Based on its First Quarter 2019 earnings report, IBM continues to suffer from declining revenue.
  • IBM’s cloud computing business is not growing fast enough to offset the decline in mainframe hardware/software.
  • Management should consider buying Corel Corporation so it can compete better against enterprise SaaS leaders Microsoft and Adobe.
  • Corel has software products which can compete against Adobe Creative Cloud and Office 365.
  • After buying Corel Corporation, IBM can rename and market CorelDraw, CorelCAD, and WordPerfect suites as SaaS-only products.

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QCOM Stock Prediction: Why Qualcomm Won Its Patents Licensing Dispute Versus Apple

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:

  • My August 2017 prediction came true yesterday. Apple surrendered and settled its modem-related legal dispute with Qualcomm.
  • Qualcomm shot up 23% during after-hours trading after the April 16 announcement that Apple and Qualcomm completed an out-of-court settlement of their legal battle.
  • Apple has tons of cash. It can afford to fight years-long of litigation against Qualcomm. Unfortunately, Apple’s current smartphone modem supplier Intel is a laggard in 5G modem design.
  • Qualcomm previously refused to supply its 4G modems to 2018 iPhones. Apple got scared that Qualcomm will again refuse to supply its 5G modems to 2019 and newer iPhones.
  • Apple had to capitulate and settle with Qualcomm so it can protect its iPhone business. 5G connectivity is the emerging de facto requirement for luxury smartphones and tablets.

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NVDA Stock Forecast: Why The $129 Jetson Nano Is An Important Tailwind For Nvidia

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 Know First still touts a very bullish 12-month market trend forecast score of +345.89 for Nvidia’s stock.
  • This is in spite of NVDA’s 38.35% YTD price return.
  • This hyper-optimism of I Know First must be due to the undisputed leadership of Nvidia in GPU-centric  Artificial Intelligence hardware and platforms.
  • The recent launch of the $99 Jetson Nano Developer Kit and $129 Jetson Nano Module likely made Nvidia the early leader in edge AI computing.
  • The Jetson Nano Module has current commercial/industrial applications. For example, this $129 Nvidia edge AI hardware can be marketed in the fast-growing training and video surveillance industries.

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MSFT Stock Forecast: Why Microsoft Needs A More Popular Browser

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 all know why Microsoft was forced to build a web browser based on Google’s Chromium code.
  • Microsoft desperately needs more people to use its Edge browser.
  • Using its rival’s very popular browser universal framework Chromium to build a new version of Edge is smart.
  • The more people who use Microsoft software/apps, the better it is for the company’s growing digital advertising business.

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Adobe Stock Forecast: Artificial Intelligence Is Boosting Adoption of Adobe’s Software Products

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:

  • Creative Cloud subscriptions is Adobe’s core revenue and net income growth driver.
  • Management team is brilliant too. They offer regular promotional offers of discounted monthly subscription fees for Creative Cloud.
  • It also important that Adobe Sensei’s cloud artificial platform is successfully helping Creative Cloud software users perform their tasks faster.
  • AI helping improve the production rate of content creators, graphic artists, video editors, special FX compositors, and animators fortifies the loyalty of Adobe’s customers.
  • Increasing the number of loyal Creative Cloud paying customers ultimately helps Adobe remain a strong growth stock.

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Intel Stock Forecast: Why Intel Can Hit $65 Next Year

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:

  • A Nomura Instinet recently initiated a Buy rating for Intel. He Intel’s stock a price target of $65.
  • Nomura said Intel’s leadership in Artificial Intelligence and Autonomous driving could help boost its annual sales by 7 to 9% from 2020 to 2025.
  • David Wong, the Nomura Instinet analyst, reasoned that the high-margin possible on AI and autonomous car-centric chips can boost Intel’s long-term EPS growth.
  • I believe Wong’s projections. My takeaway now is that INTC could hit $65 by early next year. INTC currently trades below $56.
  • Going long on INTC now and holding it for 12 months could turn out to be very rewarding. INTC is grossly undervalued compared to its peers.

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AMD Stock Forecast: Why You Should Raise Your Bets On AMD

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 a diehard fan of Intel but I still have a long-term bet on AMD.
  • The forthcoming rise of paid or subscription-based cloud video games is a future multi-bagger for AMD’s Radeon GPU business.
  • My fearless forecast is that AMD can never catch up with Nvidia on GPU deep learning and data center acceleration.
  • Cloud subscription gaming is nascent. AMD therefore has excellent chance of being an early leader in cloud subscription gaming.
  • As of now, the video games industry is actually generating more direct revenue than GPU-based deep learning or AI acceleration.

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Twitter Stock Prediction: Why You Should Avoid Investing in Twitter

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:

  • Twitter is now profitable and has more than $6.2 billion in cash and short-term investments.
  • I still rate TWTR as a sell. For more than a decade now, Twitter remains way behind Facebook and Google when it comes to advertising.
  • Twitter’s persistent failure to become a top 5 digital advertising business convinced me it has ceased to be a growth stock.
  • Selling its users’ tweets to third-party companies is not going to be a major growth driver for Twitter.
  • Even I Know First has a neutral or ignore rating for TWTR. Many investors obviously lost enthusiasm for Twitter.

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