Micron Stock Analysis: Micron Has A Tailwind From Growing Mobile DRAM Revenue

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:

  • Ignore the noise/anxiety over China’s threat to file anti-trust charges against DRAM leaders like Micron. It is just China making retaliatory threats against Trump’s trade war words.
  • Better focus on the fact that mobile DRAM sales continue to surge. Growing mobile DRAM demand can offset declining prices of PC DRAM products.
  • Apple’s choice of Micron DRAM for its latest iPhones is a solid tailwind for Micron. Apple’s track record showed it can sell more than 50 million new iPhones per year.
  • Micron’s mass production of 10-nm 12GB LPDDR4X mobile DRAM should keep Apple as a customer for a long time.
  • MU has obvious notable upside potential because its valuation is way below than that of its peers in the semiconductor industry.

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Do Nvidia’s New Competitors Pose a Threat?

This article was written by Moe Chabot, a Financial Analyst at I Know First

Source: Shutterstock

Summary

  • Nvidia’s Q2 FY2019 was outstanding showing great growth in Gaming, Professional Visualization, and Data center
  • The rise in GPU sales from Gaming, Professional Visualization, and Data center offset the sudden drop in cryptocurrency GPU sales
  • Tesla recently terminated use of Nvidia’s self-driving car platform
  • Huawei a Chinese tech company released an AI chip to compete with Nvidia’s Data center business

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MU Stock Predictions: Accelerating AI Drives Demand for Flash Memory

MU Stock Predictions

This article was written by Graham Ellinson, a Financial Analyst at I Know First.

Source: Shutterstock

Summary

  • Micron has taken a hit in recent months following ruling blocking sales in China
  • As the U.S. – China trade war continues Micron could be considered one of the victims
  • Remain patient with Micron as NAND flash storage is set for an upward shift as AI is accelerating
  • Prices set to remain stable with DRAM products owing to small number of competitors

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NVDA Stock Forecast: Is Nvidia’s growth sustainable?

  The article was written by Isabelle Tao, a Financial Analyst at I Know First.

     

    Highlights

      • Strong Q2 earnings led by Datacenter and Gaming sectors

      • Turing architecture will drive further growth in GPU

      • Nvidia is likely to stay ahead in competition with Intel and AMD

      • I Know First algorithm is currently bullish on NVDA in the long run

     

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AMD Stock Forecast: What success looks like and why it’s unstoppable

  The article was written by Isabelle Tao, a Financial Analyst at I Know First.

     

    Highlights

    • Strong Radeon, Ryzen, EPYC, and Semi-custom Sales Contributed to a Strong AMD Q2 2018

    • Continue Holding to AMD Stocks

    • Technical Analysis Confirms AMD Stock Forecast Bullish Trends

    • I Know First’s Algorithm is Bullish for AMD in the Long Run

     

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MRVL Stock Forecast: Marvell Technology Group Makes Moves Towards New Markets

  This article was written by Julia Masch, a Financial Analyst at I Know First.  



Summary

  • Marvell’s Core Business
  • Closing Cavium Acquisition
  • Current I Know First Bullish Forecast For MRVL

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NANO Stock Forecast: Stock Skyrockets as It Surpasses Expectations

  This article was written by Julia Masch, a Financial Analyst at I Know First.



  “Our outlook for 2018 has strengthened since last quarter, both in terms of revenue growth and profitability. Our greater market share, higher revenue volume, and increased gross margin are enabling us to make investments in R&D and our global sales organization in support of future growth, while delivering strong profits and cash flows.” - Pierre-Yves Lesaicherre, president and CEO of Nanometrics

Highlights:

  • Strong Q1 brings high expectations for 2018
  • What’s next for Nanometrics?
  • Current Bullish I Know First For NANO

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