Sean O'Shaughnessey on March 26th, 2017
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NVIDIA Corporation [[NVDA]] is driven by “specialized computing,” that is, the transforming of specific software tasks into physical silicon chips instead of depending on an ever-faster do-it-all CPU, or central processing unit. It has existed in some form or another for decades, but it has lately become the driving force behind pretty much everything cool […]

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Continue reading about How Chip Designers Like Nvidia ($NVDA) Are “Bending” Moore’s Law

Sean O'Shaughnessey on July 31st, 2016
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Tech investors are a discerning bunch these days—a harsh reality that is pressuring Apple Inc. [[AAPL]] more than it deserves. In this yield-starved environment, stock investors are attracted to steady income. This would benefit Apple, except that like other former highfliers, it has been tossed out by investors. The iPhone giant’s shares have slid 6% […]

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Continue reading about Apple ($AAPL) Is Ripe for a Rally

Sean O'Shaughnessey on July 25th, 2016
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Company name Facebook Inc Stock ticker FB Live stock price [[FB]] P/E compared to competitors Good MANAGEMENT EXECUTION Employee productivity Good Sales growth Good EPS growth Good P/E growth Poor EBIT growth Good ANALYSIS Confident Investor Rating Good Target stock price (TWCA growth scenario) $193.14 Target stock price (averages with growth) $213.15 Target stock price […]

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Continue reading about Facebook Inc ($FB) Possible Buy to $146 Confident Investor Rating: Good

Sean O'Shaughnessey on May 28th, 2016
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Facebook [[FB]] has set out to power all advertising across the Internet.To that end, the social network and online advertising company said Thursday it will now help marketers show ads to all users who visit websites and applications in its Audience Network ad network. Previously Facebook only showed ads to members of its social network […]

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Continue reading about Facebook ($FB) Wants to Help Sell Every Ad on the Web

Sean O'Shaughnessey on April 28th, 2016
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Facebook Inc. [[FB]] is emulating the playbook of Alphabet Inc., with a new class of stock that keeps the company in the control of its founder so he can continue to make big bets of the type that are paying off on Wall Street. Like Alphabet’s Google [[GOOGL]] business before it, Facebook is becoming an Internet […]

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Continue reading about Facebook is the new Google

Sean O'Shaughnessey on April 28th, 2016
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Facebook [[FB]] has reported its first quarter 2016 earnings with $5.38 billion in revenue and earnings per share of $0.52. Much of the revenue ($5.2 billion) came from advertising — a 57 percent annual increase — of which 82 percent was through mobile. The social networking company now counts more than 1.65 billion monthly active users. The company’s financial results […]

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Continue reading about Facebook reports $5.38 billion in revenue, 79% from mobile advertising 

Sean O'Shaughnessey on January 28th, 2016
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Facebook [[FB]] is doing a darn good job of living up to lofty expectations. The social network reported fourth-quarter earnings and revenue that handily exceeded estimates. Indeed, Facebook’s sales rose 57% from a year earlier to $5.6 billion—their fastest growth rate since the third quarter of 2014. Mobile advertising was 80% of total advertising revenue, […]

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Continue reading about Facebook ($FB): It’s Hard to Argue With Results Like These