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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Nvidia Stock Prediction: Buy Nvidia – Growing Gaming Revenue Can Easily Offset Cryptocurrency-Mining’s Decline

November 18, 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:

  • Nvidia’s dropped almost 17% during the after-hours trading after its earnings report on November 15. This was mainly attributed to the demise of crypto-mining boom.
  • Nvidia’s Q3 non-GAAP EPS is $1.84, beats by $0.13. GAAP EPS was $1.97, beats by $0.26. Unfortunately, Nvidia’s Q3 revenue of $3.18 billion missed estimates by $60 million.
  • Q3’s GPU revenue from OEM was weaker than expected due to the absence of demand from crypto-currency mining. However, Gaming segment’s revenue of $1.3 billion was still up by 13% Y/Y.
  • My takeaway is that Nvidia is still worth betting on. The continuing growth in gaming revenue can make up for the lack of demand from crypto-currency mining.
  • AMD is still unable to reduce the more than 63% market share of Nvidia on discrete graphics processors. The best-selling computer graphics cards at Amazon are all using Nvidia GPU.

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

November 18, 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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Google Stock Forecast: Increasing Number Of Gmail Users Is A Tailwind For Google

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:

  • Alphabet recently announced that its freemium email service, Gmail touts more than 1.5 billion users. This is 50% higher than 2015’s 1 billion monthly active users.
  • There were 3.7 billion email users worldwide last year. Alphabet’s Gmail has 40.5 share of this massive advertising/marketing audience.
  • Majority of Gmail users are likely not paying the $5 or $10 month fee of Gmail’s premium versions. However, Google still monetizes by delivering targeted ads to free users of Gmail.
  • Email marketing is still the top lead generation channel for marketers. Email returns more than 4x the ROI of paid search and social media.
  • Growing number of Gmail users can help Alphabet sustain its average 20% annual revenue growth rate.

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Machine Learning Hedge Fund: Artificial Intelligence, Algotrading and Hedge Funds

September 23, 2018
taliTali Soroker is a Financial Analyst at I Know First. Machine Learning Hedge Fund

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Qualcomm Stock Forecast (NASDAQ: QCOM): Xiaomi Is Boosting Adoption of Qualcomm’s Flagship Smartphone Processors

September 2, 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:

  • Budget phone leader Xiaomi is very important to Qualcomm’s future. Xiaomi is always the early-bird proponent of Qualcomm’s flagship mobile processors.
  • Xiaomi’s willingness to sell affordable iPhone-like Android  phones with flagship Qualcomm Snapdragon processors is why it is now the world’s number 4 vendor.
  • Xiaomi shipped out 31.9 million smartphones in Q2 2018 – 48.8% higher year-over-year. The recent launch of the $300 Snapdragon 845-powered Pocophone F1 should help Xiaomi maintain this momentum.
  • Other leading phone vendors like Oppo, Vivo, and Meizu will likely use Snapdragon 845 for their own $300 - $350 Android phones.
  • The NXP deal is dead. Qualcomm needs to sell more processors and modems. The more companies using Snapdragon 845, the better it is for Qualcomm’s bottomline.

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