ATVI Stock Prediction: Why Activision Blizzard Has So Much Potential In Mobile Games

October 4, 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:

  • The success of Call of Duty: Mobile on Android and iOS convinced me that Activision Blizzard will remain of the biggest beneficiaries of the $152 billion/year video games industry.
  • Tablet and smartphone games now account for more than 44% of the annual sales from video games. The smartphone is now the key growth driver for video games.
  • Activision Blizzard will launch the Switch version of its hit PC game Overwatch on October 15. I expect Overwatch to also launch on Android/iOS by next year.
  • A stronger focus on the mobile platform can significantly boost Activision’s annual revenue and net income.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

ADBE Stock Prediction: Why Adobe Deserves A Price Target Of $350

October 4, 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:

  • The average 12-month price target for Adobe’s stock is only $317.42.
  • I am more optimistic on Adobe. I have a price target of $350 for its stock. Adobe’s Sensei Artificial Intelligence platform is reinvigorating the global creative industry.
  • Content is king especially now that most people are internet-dependent. Consequently, Adobe Sensei helping creative professionals produce content faster makes Adobe a worthy investment.
  • Creative Cloud subscription fees is Adobe’s biggest revenue and net income generator.
  • More customers will rely on Creative Cloud software programs now that they come with Artificial Intelligence features.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

NVDA Stock Forecast: Why You Should Invest In Nvidia

October 3, 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:

  • The video games industry is a fast-growing opportunity for a graphics accelerator vendor like Nvidia.
  • Nvidia is still the largest supplier of discrete graphics card accelerators. AMD gained market share in Q2 but Nvidia still touts more than 67% market share.
  • The top-selling video cards for gamers are still made by Nvidia. Further, Nvidia’s Data Center-bound GPUs now generates $2.5 billion/year.
  • I expect NVDA to hit $200 by January next year. The coming holiday shopping season will boost sales of Nvidia GeForce products.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

MSFT Stock Forecast: Microsoft Can Be A Profitable Vendor Of Surface Android Phones

October 3, 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:

  • Microsoft investors should applaud Satya Nadella’s decision to release Microsoft Surface-branded Android phones next year.
  • The Surface brand now covers smartphones, tablets, laptops, and desktop computers.
  • It was Nadella who killed the Windows Phone and Windows 10 Mobile smartphone business. However, he finally realized the smartphone is a key device for productivity.
  • After making good on his cloud-first initiative, Nadella now wants to fulfill his mobile-first vision for Microsoft.
  • You cannot fully implement a mobile-first approach to marketing your software products without risking it also on selling the computers for them.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

MU Stock Prediction: Micron Has Nothing To Fear From Chinese DRAM Manufacturers

September 26, 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:

  • In spite of the recent report that Innotron has started mass production of 10nm LPDDR4 DRAM in China, I Know First is still super bullish on Micron’s stock
  • Innotron or Hefei ChangXin is a state-owned company operating in China that aims to disrupt the DRAM market currently dominated by Samsung, SK Hynix, and Micron
  • A careful analysis convinced me that Micron and other current leaders in DRAM production has nothing to fear from Innotron
  • I am highly confident that Innotron or Hefei ChangXin will only sell its DRAM products inside China
  • Innotron will not dare sell outside China because Micron, SK Hynix, and Samsung can sue it for patent infringement. No Chinese company has original IP/patents on DRAM design.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

FB Stock Forecast: Acquisition Help Facebook Dominate

September 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:

  • FTC is probing Facebook over its acquisitions of potential rivals. FTC wants to know if these purchases were to eliminate competition of Facebook.
  • My takeaway is FTC wasting people’s money and time over this investigation. Facebook is of course buying start-ups and small firms to protect its business.
  • It is not an anti-trust practice for a big, successful company to buy potential disruptors of its business. Protecting your moat/castle is standard business operation.
  • Facebook recently purchased brain-computing start-up, CTRL-labs, for $500 to $1 billion. Human-computer Interaction or HCI solutions can help boost Facebook’s future.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles

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.

premiumRead The Full Premium Article

Subscribe to receive exclusive PREMIUM content here
Premium Articles
Pages:«1...12131415161718...31»