Ericsson Stock Assessment: Why LM Ericsson’s Stock Deserves A Price Target of $13.80

July 28, 2020
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

  • Ericsson’s stock has risen more than 25% since my June 8, 2020 buy recommendation. I’m still endorsing it as a buy. This stock has enough momentum energy to fly higher.
  • The worsening political saber rattling between China and the U.S. is just near-term drama. Ericsson will continue to prosper as the new top dog in 5G infrastructure deployment.
  • The company will also still prosper just in case China decides to ban it as a retaliation against the gathering anti-Huawei sentiment of America and Europe.
  • Ericsson does not really need the low-margin 5G deployment business in China. It can just concentrate on international markets.
  • The bottom line is that with Huawei ostracized outside of China, Ericsson enjoy a less competitive international market for 5G contracts.

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Nvidia Stock Forecast: ARM Holdings May Boost Nvidia’s Stock Over $460

July 27, 2020

motek 1The Nvidia stock forecast 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 gave NVDA a price target of $388 last June 9. The stock is now trading above $405. My Nvidia stock forecast again endorses it as a buy.
  • Nvidia’s bold intention to buy ARM Holdings from troubled SoftBank Group could push the stock above $460.
  • ARM Holdings is the intellectual property license owner of ARM processors used by drones, surveillance cameras, smartphones, tablets, ChromeBooks, laptops, smart devices and other Internet of Things products.
  • If the deal pushes through, Nvidia will have the power on who could get or renew their license to design and manufacture ARM-based processors.

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Intel Stock Forecast: Buy The Big Dip On Intel

July 27, 2020

motek 1The Intel stock forecast 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 predictive AI of I Know First has joined the general public’s pessimism lack of enthusiasm for Intel. My contrarian Intel stock forecast is that Intel is a very strong buy right now.
  • Many investors dumped their shares after Intel’s outstanding Q2 ER. INTC’s stock price dropped more than 16% in just one day.
  • This was due to Intel’s announcement that its 7nm node process is again delayed. Investors apparently got mad at Intel’s tardiness.
  • More often than not, buying while the herd is panic selling can lead to future substantial capital gains.
  • As per the massive revenue and net income Q2 numbers, Intel does not need to sell 7-nanometer processors anytime soon. Its 14-nm and 10-nm products still dominates.

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TTWO Stock Forecast: Take Two Interactive Has More Upside Potential

July 22, 2020
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 stock of Take Two Interactive has risen almost 100% since my May 31, 2017 buy recommendation.
  • I am still endorsing TTWO as a buy. The video games industry is getting a long-term boost from the COVID-19 pandemic.
  • My fearless assessment is that TTWO deserves a 1-year price target of $170.
  • The upcoming 21 mobile games from Take Two Interactive convinced me that TTWO is a long-term winner.
  • The management’s five-year plan is to release 93 games, 47 of them are from existing titles. The rest will be newly-developed.

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VMW Stock Price: Why VMWare’s Stock Deserves A Price Target of $180

July 21, 2020
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

  • VMWare’s stock has a 1-year price return of more -19.60%. We should consider VMW as a good value play opportunity.
  • VMW’s TTM GAAP P/E is only 9.24. This more than 74% lower than the sector average GAAP P/E multiple of 35.54.
  • VMWare is the leader in the fast-growing virtualization software industry. Virtualization software sales is expected to be worth $33.76 billion by 2025.
  • Rumor has it that Dell is planning to sell its 81% stake in VMWare. This could lead to VMW hitting $180 within the next 12 months.
  • Many firms will be interested in buying 81% of VMWare. I suspect Intel, Google, Microsoft, IBM, and Oracle would love to get full control of VMWare.

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Microsoft Stock Forecast: Cash Out Your Huge Profit on Microsoft

July 6, 2020
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’s stock was trading below $160 when I made my April 6 buy recommendation. I also gave it a price target of $205.
  • MSFT’s closing price last July 2 was $206.26 and its new record-setting 52-week high is 208.02.
  • A price return of more than 28% in two months is enough. Let us not be too greedy. Take your profit on Microsoft before the market takes it away.
  • The YTD gain of MSFT is now 29.80%. The stock is now fairly valued. I don’t think MSFT will do another +28% movement for the rest of 2020.
  • Microsoft’s decision to shutdown its retail stores and Mixer are commendable. It will help improve profitability.

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ATVI Stock Forecast: Upcoming New Consoles Can Boost Activision’s Fortune

July 1, 2020

This ATVI stock forecast article is 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 2020 release of new game consoles is why KeyBanc Capital recently raised its price target for ATVI from $80 to $83. 
  • I gave Activision’s stock a price target $73 last April 26. This stock is now trading above $76. I’m therefore raising my PT to $86.
  • The ongoing pandemic is still boosting the revenue of video games. Playing video games is more rewarding and a better stress buster than watching streaming movies.
  • Activision Blizzard touts a TTM total cash & ST investments of $5.98 billion. Its total debt is only $2.675 billion. Activision can afford to buy Warner Bros. Interactive Entertainment.
  • Paying $4 billion should give ATVI 100% ownership of Warner Brothers Interactive Entertainment. AT&T will probably accept + stock for it. 

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