NVDA Stock Forecast: Why You Should Invest In Nvidia

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.

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

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.

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

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.

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FB Stock Forecast: Acquisition Help Facebook Dominate

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.

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

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

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

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

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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