Twitter Stock Prediction: Why You Should Avoid Investing in Twitter

March 31, 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:

  • 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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Facebook Stock Forecast: Why Facebook Stablecoin Can Be A Massive Catalyst

March 27, 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:

  • Facebook has over 2.2 billion monthly active users. Adding the unique active users of Instagram and WhatsApp means Facebook has almost 3.5 billion user base.
  • Zuckerberg therefore is right in coming up with Facebook Stablecoin. This cryptocurrency will offer Facebook users a safer alternative to Bitcoin.
  • My takeaway is that Stablecoin will not really compete with the very volatile Bitcoin. It is targeted to be Facebook’s anonymous and secure global currency.
  • Stablecoin can be an alternative to the U.S. dollar when it comes to international trade, online shopping, and money transfer/remittance.
  • I Know First also understood the future significance of Facebook Stablecoin. FB has a very bullish 1-year algorithmic market trend forecast from I Know First.

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Google Stock Forecast: Why Verily Is Emerging As A Future Catalyst For Alphabet

March 17, 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:

  • Aside from Waymo, I believe Verily is one of those moonshot projects that can be very strong future growth catalysts for Alphabet.
  • Verily’s mission of improving healthcare through data science and technology is a compelling reason to go long on GOOG or GOOGL.
  • The global healthcare industry is much bigger than digital advertising. As per Deloitte, global healthcare spending will reach $10.05 trillion by 2022.
  • Verily’s tech-driven approach to improving healthcare is more viable than self-driving cars. It’s already 2019 and yet there’s still no government-approved commercial autonomous car on the road.
  • Going forward, Verily could turn out to be a multi-billion growth driver for Google within the next 5 to 10 years.

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Apple Stock Forecast: Why Apple Needs To Improve Siri ASAP

March 11, 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:

  • Apple’s Siri is still the dumbest smart voice assistant. This is bad because Siri could be a compelling selling point for the iPhone and iPad.
  • Pricey iPhones can be justified by a robust on-device and cloud-based Artificial Intelligence smart voice assistants.
  • A smarter Siri voice assistant could help improve HomePod’s tiny 6% market share in smart speakers in the U.S.
  • A smarter Siri is needed if Apple wants to be a leader in smart home systems.
  • I Know First’s artificial intelligence-powered stock picking algorithm has a bullish one-year forecast for AAPL.

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NVDA Stock Forecast: Mellanox Can Fortify Nvidia’s Datacenter Business

March 11, 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:

  • Nvidia has more than $7 billion in cash & short-term investments. It reportedly offered $7 billion and won the bidding for Mellanox.
  • Mellanox is a data center-centric company supplying Ethernet switches and accelerator processors.
  • If it proves true, the Mellanox acquisition can boost Nvidia’s $697 million/quarter Datacenter segment business.
  • Growing its Datacenter business can help offset the demise of cryptocurrency miners’ demand for GeForce graphics processing units.
  • I Know First has a very bullish 12-month market trend forecast score for NVDA.

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IBM Stock Forecast: Why IBM Is Still A Buy

March 3, 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:

  • International Business Machines’ stock already touts a year-to-date return of +23.90%. I am still endorsing it as a buy.
  • I am highly confident that the $34 billion Red Hat acquisition will boost IBM’s revenue performance going forward.
  • Red Hat can further fortify IBM’s huge presence in the $310.2 billion annual enterprise application software market.
  • IBM has a decades-long partnership with multinational banks. I see this niche market of financial/banking services software as a long-term tailwind.
  • Compared to its software industry peers, IBM is notably undervalued.

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TSLA Stock Forecast: The $35,000 Model 3 Is A Global Tailwind For Tesla

March 3, 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:

  • The post-earning dip in Tesla’s stock price is an opportunity. We can buy this momo stock at a discounted valuation.
  • The $35,000 Tesla Model 3 is now available. It can deliver $14 billion in annual revenue for Tesla by 2020.
  • Tesla has switched to the online-only marketing format. This will help improve Tesla’s long-term profitability. Online direct selling was behind Xiaomi’s success.
  • The $44,000 Model 3 was the biggest growth catalyst for electric car sales last year. I expect it to again be the world’s best-selling EV.
  • Now that the more affordable $35k version is available, the Model 3 could sell more than 300k units this year.

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