AMD Stock Forecast: Leading A New Era Of Tech

June 27, 2019

This article was written by Ari Herzog, a Financial Analyst at I Know First

Summary

Current trade tensions and AMD’s uninspiring earnings report, which included an EPS value of $0.01 - a 75% decrease QoQ, drive my ‘wait-and-see’ short-term forecast
Recently announced contracts with top tech companies show AMD’s continued rise in market share, up over 4% YoY, over the graphics processing sector
How the markets respond as AMD approaches $30 per share will be a vital indicator of its short-term price direction

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Winning Stock Forecast: Cypress Semiconductor Gains 24.09% in 3 Days

June 10, 2019

CY Semiconductor Winning Niche

Cypress Semiconductor manufactures and sells advanced embedded system solutions for automotive, industrial, consumer and enterprise end markets. They have been growing their business and according to their CEO, they are expanding their leadership in core high-growth markets such as Automotive and IoT which is reflected in their financials. In 2018 they set an all time revenue record of 2.5 billion which is a 7% increase year over year and achieved their gross margins target of 47.8%. This acquisition

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

November 18, 2018

The 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?

October 14, 2018

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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