Intel Stock Forecast: New High-end Processors Makes Intel A Good Buy Right Now

January 6, 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:

  • Intel is a great bet right now because its stock still trades below $50.
  • Further, the upcoming release of 9th Generation Coffee Lake processors can boost Intel’s topline and bottomline this year.
  • These latest Intel processors are aimed at the high-margin enthusiast market. They are high-end processors aimed at PC gamers and multimedia artists/editors.
  • They also won’t come with integrated Intel graphics accelerators. It’s a new strategy that differentiates it from AMD’s Ryzen tactic.
  • If you are a gamer or a multimedia artist, you will understand that a PC processor without an integrated GPU is better because it was optimized for CPU-only tasks.

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Tesla Stock Prediction: Tesla’s Future Tailwind From Electric Motorcycles

December 4, 2018
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:

  • Tesla remains the leader in electric cars. Two or three years from now, I expect Tesla to also lead in high-end electric motorcycles.
  • Car vendor Honda is selling more than 19 million units of regular motorcycles per year. Honda has upcoming electric motorcycles.
  • More than 130 million units of motorcycles are sold annually. Almost 109 million of them sold in the Asia Pacific Region.
  • It is faster to assemble Tesla electric motorcycles than cars and trucks. Tesla can improve its bottom line by the quicker turnaround of selling motorcycles.
  • TSLA has a very bullish one-year forecast from I Know First. It might be wise to load up on this stock while it trades below $370.

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Netflix Stock Forecast: Why You Should Avoid Investing In Netflix Right Now

November 29, 2018
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

  • Netflix has 137.1 million subscribers.
  • This can grow to 150 million next year if Netflix goes big on marketing a cheaper mobile-only subscription plan.
  • There’s probably more than 100 million potential customers who can only afford to pay $5 or less per month.
  • However, there’s low margin in providing $4/month subscription plan. Netflix is spending more than $10 billion/year in original content.
  • NFLX has bearish algorithmic market trend forecasts. It might be prudent to dump the stock now while it still trades above $280.

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TSMC Stock Forecast: Why You Should Bet on TSMC

November 25, 2018
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:

  • Taiwan Semiconductor Manufacturing Company’s stock is down -22.78% from its 52-week high. TSM has upside potential from its big lead in semiconductor production process nodes.
  • The protracted delay of Intel’s 10-nanometer and 7-nanometer process nodes is a tailwind for TSMC.
  • TSMC is currently 7-nanometer node process foundry. It can command a higher contract price on any firm who wants to sell 7-nm processors.
  • TSMC has a small tailwind from IBM’s 7-nm datacenter chip. If this deal goes well, other ARM-based server builders might also hire TSMC as their exclusive foundry partner.
  • Intel’s difficulty in upgrading its factories to build 10-nm x86 processors could inspire AMD to request TSMC TO fast-track production of its 7-nm Ryzen processors with TSMC.

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BABA Stock Forecast: Why You Should Raise Your Bets on Alibaba

November 15, 2018
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 recently increased my position on Alibaba. This Chinese e-commerce industry leader’s rapid growth story is not going to end anytime soon.
  • China’s economy is slowing down but Chinese customers still bought more than $30 billion worth of goods in 24 hours during Alibaba’s Singles’ Day last November 11.
  • Alibaba’s annual/quarterly revenue is still growing. The trade war tension started by President Trump is not slowing down Alibaba.
  • Aside from its India expansion, Alibaba is also expanding fast in South East Asia. It’s subsidiary, Lazada remains the top e-commerce online store in South East Asia.
  • Alibaba is now the third-biggest vendor of smart home speakers. Smart home speakers can drive more repeat online purchases.

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Apple Stock Price Analysis: New Partnership With Amazon Is A Boon For Apple

November 14, 2018
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:

  • This holiday quarter should see a notable increase in Apple’s hardware sales. Apple’s flat lining iPhone unit sales desperately needs a boost.
  • Amazon recently agreed to sell Apple Watches, iPhones, and iPad tablets in its U.S. and international online stores.
  • Amazon agreed to become an official Apple reseller. Amazon will delist unauthorized resellers of Apple products using its platform by January 4, 2019.
  • Amazon touts more than 100 million Prime subscribers. They are all desirable potential customers for Apple products. Buying online is faster than queuing up at an Apple retail store.
  • I still rate AAPL as a buy.

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Google Stock Forecast: Why Google Will Lose Versus Oracle’s Java Copyright Infringement Case

March 28, 2018
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 has bearish algorithmic forecasts for Google’s stock. This could be due to its recent legal setback against Oracle.
  • Oracle filed a copyright infringement case in 2010 against Google’s unlicensed use of Java APIs to develop its Android Operating System.
  • The U.S. Court of Appeals has ruled that Oracle-owned Java APIs are copyright-protected. The case has been remanded to a California federal court to determine damages.
  • This verdict is eerily similar to the recent ruling upholding Marvin Gaye family’s victorious copyright infringement case against Robin Thicke’s Blurred Lines.
  • Unless the U.S. Supreme Court reverses this latest ruling, Google is now at risk of paying the $9.3 billion that Oracle wants in punitive damages.

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