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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Cleveland-Cliffs Stock Forecast: Cleveland-Cliffs (NYSE: CLF) is Back to Basics

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

     

Summary

  • Cleveland-Cliffs focused the business back to the iron ore industry in North America

  • High demand for Electric Arc Furnace (EAF) is driving growth

  • With Chinese metals dwindling in the United States after Section 232 is implemented, CLF will only grow more

  • Currently, I Know First algorithm forecast is bullish for CLF in the long-term

 

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Amazon Stock Forecast (NASDAQ: AMZN): Why You Should Now Go Long On Amazon

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

AMZN Stock Forecast

Summary:

  • In spite of Trump’s attack against Amazon, I am endorsing the company as a good long-term investment.
  • Amazon Web Services is the undisputed leader in cloud computing infrastructure services. It has a good chance to win the $10 billion contract from the U.S. Defense Department.
  • The 100 million-strong Amazon Prime subscribers’ army also makes Amazon’s leadership in e-commerce invidious and indomitable.
  • Amazon doesn’t need Flipkart. It already has a strong presence in India. The new international shopping feature of the Amazon mobile app is also a global tailwind for Amazon.
  • AMZN has bullish 90-day and one-year algorithmic market trend forecast from I Know First.

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Twitter Stock Prediction: Twitter is Starting to Fly After Reporting its First Net Profit

The article was written by Vladimir Zaslavsky, a Financial Analyst at I Know First. Vladimir is completing a Bachelor of Commerce Scholars Program and Bachelor of Economics at Monash University – majoring in Finance, Economics and Accounting.

TWTR Stock Forecast for 2018

Summary
  • TWTR reports net profit for the first time
  • Shares soar to two-year highs
  • Social media platform performance comparison
  • TWTR and Trump's influence
  • I Know First stock forecast for TWTR based on Artificial intelligence

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Stock Price Valeant: Step by Step, Out of the Pit





This article was written by Mingyue Liu, a Financial Analyst at I Know First.

Valeant Pharmaceuticals International: Step by Step, Out of the Pit

"Medicine really matured me as a person because, as a physician, you're obviously dealing with life and death issues, issues much more serious than what we're talking about in entertainment. You can't get more serious than life and death. And if you can handle that, you can handle anything." (Ken Jeong)

Summary:
  • Debt divestiture through debt redemption and non-core business sales
  • Organic growth bolstered by potential launch of new drugs
  • Other tailwinds that may weigh on the company's growth

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Lockheed Martin Corporation: What’s So Wrong With Being a Pure Play?





This article was written by Mingyue Liu, a Financial Analyst at I Know First.

Lockheed Martin Corporation: What's So Wrong With Being a Pure Play?

"President Obama's reckless defense cuts that are hanging over our cloud, hanging over the horizon could put almost 44,000 jobs at stake right here in Pennsylvania. we are not going to let that happen. You know why? Because No. 1, national defense is the first priority of the federal government." (Paul Ryan)

Summary:
  • F-35 is the powerful support to Aeronautics segment's sales
  • Rotary and Mission Systems (RMS) segment is capable of dealing with varied missions
  • Space Systems segment is faced with increasing competition, yet is considered to be safe
  • Missiles and Fire Control (MFC) segment enjoys interesting growth opportunities

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US Steel Stock Price Outlook: US Steel Stuck In Industry Crisis

 This article was written by Anna Latini, a Financial Analyst at I Know First.

US Steel Stock Outlook

Summary:
  • Better Is Not Enough Yet
  • Why The Trump Administration Won’t Pull The Trigger
  • I Know First Is Bearish On X Shares

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