Intel Stock Forecast: Ignore The FUD Noise, Intel Is Still A Strong Buy

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:

  • Intel’s stock dropped recently due to the noise that TSMC plans to build a $12 billion factory in the U.S.
  • Another noise that contributed to the dip is from U.S. Department of Commerce’s decision requiring U.S. firms to acquire a license before they can sell products to Huawei.
  • Learned investors should be deaf to the noise now, Intel is still a long-term winner. TSMC’s U.S. factory is not coming soon.
  • There are other PC and smartphone vendors that could mitigate losing Huawei as a chip customer.
  • INTC is still an embodiment of a callous market and undervaluation.

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Nvidia Stock Forecast: Bullish Outlook for Nvidia in 2020

motek 1The article was written by Chloe Peng, Analyst at I Know First., Master of Science of Finance candidate at Brandeis University.

Summary:

  • Nvidia generates 178.61% return on its stocks in 1 year from Sep.10th, 2016 - Sep.10th, 2017
  • The industry is facing both challenges and opportunities under current situation, as e-sport events are cancelled but stay-at-home advice also caused increase in video gaming time. The overall influence is still unclear.
  • As the leader in its sector, Nvidia maintains its share in GPU market, as well as expands to new markets, for example systems for autonomous vehicles to seek for growth.
  • I hold a 1-year bullish outlook for Nvidia despite the current disruptions to the business due to the coronavirus pandemic.

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TER Stock Forecast: Teradyne Keeps Building Momentum, Tops Q2 Expectations

 

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

 

“And the growing silicon content enabling AI at the edge is driving up device complexity and test time. Whereas training algorithms usually get developed in the cloud, those honed algorithms are often deployed in the real world in edged optimized silicon for AI inference and decision-making in realtime. Teradyne is well positioned in this growing edge AI space.”

-Mark E. Jagiela, Teradyne, Inc. - CEO, President & Director

Highlights

  • A Phenomenal Q2 2018
  • Even More Momentum, What’s Still In The Pipeline
  • Current I Know First Bullish Forecast For TER

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AMD Stock Forecast: AMD Soars Beyond Optimal Buying Price

 

This article was written by Grant Goldstein, a Financial Analyst at I Know First

 

 

Highlights:

  • AMD's Expectation Beating 2018 Q1
  • The Company is Currently Overvalued
  • Cryptominers and Tariffs Could Affect Sales

I Know First.

 

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XLNX Stock Prediction: Neutral Times Ahead For Xilinx

 

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

 

Highlights:

  • Fiscal Year Financials
  • Looking Ahead
  • Current I Know First Forecast For XLNX

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AMD Stock Forecast (NASDAQ: AMD): Why AMD Is A Strong Buy Right Now

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

FB Stock Prediction

Summary:

  • AMD’s stock shot up more than 9% during the after-hours trading on April 25. AMD comfortably beat the EPS and revenue estimates of Wall Street.
  • The Q1 2018 earnings report of AMD also revealed that its Computing and Graphics segment has posted its 5th consecutive quarter of double digit Year-over-Year growth.
  • Thanks to stronger Ryzen processors sales, AMD posted an EPS of $0.11 (beats by $0.2), and revenue of $1.65 billion (+39.8% year over year) - beats by $80 million.
  • The reasons why AMD is beating estimates are the same. Cryptocurrency miners still bought many Radeon discrete GPUs. Ryzen APUs and processors are also finding more customers.
  • Do not worry about the forthcoming release of ASIC miners. They do not threaten the lucrative tailwind of AMD from Ethereum miners.

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Qualcomm Stock Prediction: Cloud Gaming Is Qualcomm’s First Incursion In The Server Market

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

QCOM Stock Prediction

Summary:

  • Qualcomm’s datacenter push gets a boost from its new contract to supply datacenter processors to Hatch, the pioneer in cloud-based mobile games on demand.
  • Hatch picked Qualcomm’s scalable 48-core Centriq 2400 to power its cloud gaming service.
  • Instead of players buying games or spending for in-app purchases, Hatch plans to offer unlimited game time for a fixed monthly fee.
  • This radical plan to offer mobile games-as-a-service could become a global-wide hit. Hatch will be buying many Centriq 2400 processors to support its global infrastructure.
  • I rated QCOM as a buy last August 9 when it closed below $52. The stock is now trading above $62. I am still giving it a buy rating. My 2018 year-end PT for it is $70.

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