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NICE Ltd: Seeking Value While Riding The AI WaveKey Rationale: Profitable technology firm with a track record of commercializing AI. World leader in two industries primed for significant growth, with a comprehensive suite of products and a treasure trove of historical data for AI training. Solid Growth profile and five-star valuation make it an ideal GARP investment. Company Profile: A tech powerhouse that’s quietly revolutionizing customer engagement and financial crime solutions. NICE Ltd., together with its subsidiaries, provides cloud platforms for AI-driven digital business solutions worldwide. Nice is an enterprise software company that serves the customer engagement and financial crime and compliance markets. The company provides data analytics-based solutions through both a cloud platform and on-premises infrastructure. Within customer engagement, Nice's CXone platform delivers solutions focused on contact center software and workforce engagement management, or WEM. Contact center offerings include solutions for digital self-service, customer journey and experience optimization, and compliance. WEM products optimize call center efficiency, leveraging data and AI analytics for call volume forecasting and agent scheduling. Within financial crime and compliance, Nice offers risk and investigation management, fraud prevention, anti-money laundering, and compliance solutions. NICE Ltd. was founded in 1986 and is headquartered in Ra'anana, Israel. Comments: One of the best available Ex-U.S. stocks. Narrow Moat, Exemplary Capital Allocation. NICE’s long-term vision aligns with the AI revolution. Recently beat on top-line and bottom-line estimates. Recently announced a New $500 Million Share Buyback Plan. 5-Star Valuation on Morningstar, NICE is trading at a 36% discount. Incessant selling is unwarranted and partially due to a CEO transition. Multiple industry analysts rank NICE as a major player with the best technology. Cloud Company with actual Profitable Growth, making NICE an intelligent investment in AI. Publicly traded since 1996, NICE is not some hot new flash-in-the-pan AI IPO, it's got staying power. CXone Mpower is the Ultimate CX-Aware AI Offering, Providing Continuous, Memory-Driven Human and AI Collaboration. They are developing a moat around their AI offering due to the sheer scale of the number of transactions they perform each month. Nice has strong user retention metrics, and cloud growth means greater recurring revenue. Cincinnati Emergency Communication Center Leverages NICE to Improve Operations. Italy’s Police Deploy NICE Inform at All Control Rooms Nationwide for Incident Intelligence. Named the Leader In 2024 IDC MarketScape for Contact Center as a Service Report. Named the Conversational Intelligence Market Leader in 2024 Opus Research Intelliview Report. Recognized as Category Leader in the Chartis 2024 CLM Solutions for Corporate and Investment Banking Vendor Landscape Report Proprietary Scores: GreenBlue Cumulative Rank: 196/2982 (Lower = Better) GreenBlue Current Rank: 509/2982 (Lower = Better) GreenRed Current Rank: 348/499 (Lower = Better) Gurufocus Score: 95/100 (Higher = Better) Stellar Profitability, Growth, and Quality scores for a foreign company in GreenBlue (138, 488, and 233 out of 2982) Competitors: CRM, INTU, NOW, CDNS, SHOP, ROP, ADSK, DOCU, GWRE, TWLO, FIVN, RNG Risks: Foreign companies have embedded geopolitical risk. Larger AI competitors eat their lunch. Microsoft's push into the contact center will increase competition. Nice is undergoing a cloud transition, and the timing of legacy customer migration and degree of success on this front remains to be seen. Prior personal investments in software application companies have been very risky. Failed investments include FIVN, RNG, and TWLO.
NASDAQ:NICELong
by RHTrading
💎( NSE:Wipro) - Chart of the week > Decent volume > Multi-year breakout > IT flavour of the market > Decent price action >>> About the company<<< > Wipro is one of the leading global IT, consulting and business process services company. > It is the fourth largest Indian player in the global IT services industry, in terms of revenue, after Tata Consultancy Services (TCS), Infosys Limited (Infosys) and HCL Technologies Limited (HCL). > Wipro was incorporated in 1945 as Western India Vegetables Product Limited and was predominantly a consumer care product manufacturer till 1980 after which it diversified into the IT services business. > With effect from April 1, 2012 (FY2013), the company demerged its other divisions (consumer care and lighting, medical equipment and infrastructure 4engineering) into a separate company called Wipro Enterprises Limited (WEL), to enhance its focus and allow both businesses to pursue their individual growth strategies. >Wipro’s operations can be broadly classified into IT Services, IT Products and India State Run Enterprise. Wipro derives most of its revenue from the IT Services segment (96.8% in FY2020) under which it provides IT and IT enabled services, which include digital strategy advisory, customer-centric design, technology consulting, IT consulting, custom application design, development, re-engineering and maintenance, systems integration, package implementation, cloud infrastructure services, analytics services, business process services, research and development and hardware and software design, to leading enterprises worldwide
NSE:WIPROLong
by Peaceful-Weekend-Investing
$IWM Outlook 05/30 - 06/02 @capgainsgroupAs the S&P 500 and the NASDAQ rally into the green for the year, the Russell 2000 (aka the small cap index) has lagged behind and is barely green at +1.03% YTD for 2023. One of the reasons why this index hasn’t been doing well can be attributed to the index’s 15.18% allocation in the Finance Sector. Failing regional banks such as Silicon Valley Bank ( NASDAQ:SIVB ) and Signature Bank ( OTC:SBNY ) haven’t helped the index much. Investors who would like to play the Russell 2000 should pay attention to the 5 major sectors that makes up 73.23% of AMEX:IWM : Health Care (17.62%), Industrials (16.66%), Financials (15.18%), Information Technology (12.74%), and Consumer Discretionary (11.03%). Technical Analysis: AMEX:IWM recently formed a Death Cross (50 SMA x 200 SMA) on the daily chart in mid April. Although not very clean, there is a support uptrend line dating back to October 2022. Also, it seems like we have a head and shoulders pattern, using the Daily 170.30 level as the neckline. Bulls will want price to reclaim the weekly 178.90 level as a support. I lean bearish on this index. If AMEX:IWM can’t reclaim the two daily gaps above, at 176.74 - 177.42 and 180.53 - 181.28, I expect it to come down and test the yellow uptrend line and potentially break it to the downside in the coming weeks. Upside Targets: 176.74 → 177.42 → 180.71 → 181.28 → 183.76 Extended: 186.91 Downside Targets: 174.09 → 172.33 → 171.41 → 170.30 → 169.32 Extended: 166.81
AMEX:IWMShort
by peterjames_6
Semiconductors are off to a HOT Start in 2023Semiconductors are off to a HOT Start in 2023…after a COLD 2022… As we begin 2023 looking at technology-oriented investments, a ‘consumer-slowdown’ and related macroeconomic factors are front and centre in investor considerations: Worldwide shipments in personal computers (PCs) totalled 286.2 million units in 2022, a 16% decline from 20211. Global Information Technology spending contracted 0.2% in 2022, dropping to a total figure of $4.38 trillion. It is rare to see this figure, which represents spending in many different categories of things, contract. PCs, smartphones and other devices are seeing the biggest cuts. Devices spending dropped more than 10% in 20222. Taiwan Semiconductor Manufacturing Co. (TSMC) has indicated that its revenue can drop as much as roughly 5% in the current quarter, and that it expects lower capital expenditures when measured against the 2022 figures. TSMC is the world’s largest contract chip maker, and it has set the capital expenditure budget at $32 to $36 billion, which compares to $3.3 billion 20223. However, the fact that semiconductors companies behave in a cyclical fashion, sensitive to the ups and downs of supply and demand is not new. There was a deluge of negative news and a downplaying of forward looking expectations in the second half of 2022. During earnings call, the CEOs of semiconductor companies put on a masterclass of seeking to lower forward-looking expectations. Therefore, we could be in a position where, at the start of 2023, any news that does not represent the most bearish of possible outcomes is actually viewed positively. Semiconductor Companies have Rallied Strongly to Start 2023 When many investors think about ‘growth’ or ‘tech’, they first thing of the Nasdaq 100 Index. This index functions as a baseline, where the top holdings are some of the world’s largest companies driving what we think of as ‘information technology’ forward. In Figure 1a, we created a ratio chart, where, as the line moves from the left to the right of the page4: An upward or positive slope represents the outperformance of Semiconductors companies relative to the Nasdaq 100 Index. A downward or negative slope represents the underperformance of Semiconductors companies relative to the Nasdaq 100 Index. When we see that the overall trend going back to 2015, we know that Semiconductors companies have generally performed strongly—since the line is higher at the right of the chart than the left, we know that Semiconductors outperformed the Nasdaq 100 Index. However, the line is not stable or smooth, and it is characterized by sweeping upward and downward trends. We show those figures specifically in Figure 1b. This full period was strong from ‘tech stocks.’ The Nasdaq 100 Index was up 14.5% annualised, whereas Semiconductors were up 18.2% annualised. Our ‘recent memory’ is colouring our perception, so what we likely remember closely is how it felt to watch Semiconductors drop -34.6%, but at the same time the Nasdaq 100 Index dropped -32.6%. 2022, as we all well know, was a rough year for the returns of technology-oriented stocks. We would say that the 2022 experience was largely a result of what had come directly before—a massive expansion in near-term demand as many people shifted their working practices and purchased different types of hardware to allow them to work from anyway. From 17 June 2019 to 31 December 2021, Semiconductors returned 55.0%, annualised, while the broader Nasdaq 100 Index returned 36.4%. We find it interesting that, even with all the same headwinds, like higher interest rates and a higher cost of capital and a lowered expectation of global economic growth, Semiconductor stocks have risen 15.7% in the first 3 weeks of 2023, which compares with the Nasdaq 100 Index rising 8.5%. 3 weeks is not a significant length of time, but it’s notable that this period immediately precedes companies reporting their earnings results from the period ended 31 December 2022. Maybe there is an implicit assumption in these returns that the results could be ‘less bad’ than what the CEOs of the Semiconductor companies had guided toward in prior quarters. Conclusion: The Two Forces of 2023 that Determine the Semiconductor Return Experience No one knows how the performance of semiconductor companies will evolve over 2023, but we are watching two critical areas of the space. Even if 2022 was poor from a direct share price performance perspective, there was an enormous array of announcements of planned new plants to be built in different states in the U.S. There was also the passage of the ‘Chips Act.’ Even if it will take years before these plants will be making physical chips that can be sold, the signal that these companies are adjusting their supply chains to be less geographically reliant on Taiwan is an important one. As we stated, the general CEO of a semiconductor company was focused on lowering guidance for the upcoming quarterly earnings results. When this happens, the future reports become less about the number on the page and more about whether the number on the page is ‘less bad’ than the guidance. If there is a perception that things are ‘less bad’ it’s possible that share prices can rally even if the results in isolation do not look great. If Semiconductors can continue to outperform the Nasdaq 100 Index through the upcoming earnings season, this would lend strength to the concept that they may be able to hold onto this for the year, as opposed to us remembering that quick 3 week period of strong performance before the market gave it all back. Sources 1 Source: Jacob, Denny. “PC Shipments Drop Sharply in a Slump Expected to Last Until 2024.” Wall Street Journal. 11 January 2023. 2 Source: Loten, Angus. “Global IT Spending Decreased in 2022.” Wall Street Journal. 18 January 2023. 3 Source: Jie, Yang. “TSMC Warns of Possible Revenue Drop, Spending Cut.” Wall Street Journal. 12 January 2023. 4 When referencing Figures 1a and 1b, ‘Semiconductors’ is defined as the universe of companies within the MSCI ACWI Semiconductor and Semiconductor Equipment Index.
N
by aneekaguptaWTE
Siacoin - Filecoin's nemesis?? When is the best price to enter?For those who do not already know about this coin, it could be worth looking into.With a market cap of $665,700,000 at the point of publishing this piece some would say it will be hard to do anything amazing. We beg to differ as even if it doesn't go on to do amazing numbers in times to come, it is definitely a coin we can get some X's off of. The use case is pretty much the same as that of File but it is a cheaper proposition both in cost to use it to store information as well as price of coin. This one could be a longer shot and could take longer to reward us but $665m market cap (SIA) VS $4.4bn (FIL) and $0.13 (SIA) VS $30 (FIL) make it quite an easy choice if you have to pick between the 2 for investment purposes. Nonetheless there are opportunities on both to make some dollar. Without the full commentary on this one we are bullish on Siacoin already and if it can come down to our $0.033-$0.04 buy limits they will trigger big buys.(Green Vectors down there) We are waiting for triggers on this one We are looking at: E: $0.033-0.04 range T: 5X, 10X, 20X, 50X, 100X SL: Common Sense This is not financial advice and should be taken with a pinch of salt
Long
by Squeeezy-Trader
2
VISA About to start a historic Bull Cycle similar to post 2009This is Visa Inc. (V) on the 1W time-frame. The primary pattern since the July 26 2021 All Time High (ATH) has been a Channel Down with the price hitting yesterday the top of the pattern for the first time since August 15. The August 15 candle rejection was also made (after multiple attempts) on the 1W MA100 (green trend-line). The pattern is similar to the one Visa has been trading in since mid 2019. This idea compares the two eras: 2019 - 2022 and 2008 - 2011. In 2011, the stock was trading within a similar Channel Down as the accumulation pattern, with its Lows contained around the 0.5 Fibonacci retracement level. Following the break above the 1W MA100, the price made one last Lower High, pulled-back and then broke above the pattern aggressively. If the same formation continues to be repeated then we can have a break above the Channel Up by mid December. See also how the RSI and MACD patterns are similar. ------------------------------------------------------------------------------ ** Please LIKE 👍, SUBSCRIBE ✅, SHARE 🙌 and COMMENT ✍ if you enjoy this idea! Also share your ideas and charts in the comments section below! This is best way to keep it relevant, support me, keep the content here free and allow the idea to reach as many people as possible. ** ------------------------------------------------------------------------------- You may also TELL ME 🙋‍♀️🙋‍♂️ in the comments section which symbol you want me to analyze next and on which time-frame. The one with the most posts will be published tomorrow! 👏🎁 ------------------------------------------------------------------------------- 👇 👇 👇 👇 👇 👇 💸💸💸💸💸💸 👇 👇 👇 👇 👇 👇
Editors' picks
NYSE:VLong
by TradingShot
13
Infosys levels & strategy for coming days?Dear traders, I have identified chart levels based on my analysis, major support, and resistance levels. Please note that I am not a SEBI registered member. Information shared here for educational purpose. Please consult your financial advisor before trading. Dow Jones has taken nose dive and closed with deep cut of 1000 plus points and Nasdaq closed below 500 plus points based on outcome of Jackson Hole meeting. Is Infy trading in support zone & ready to take reversal to support index? or Will these negative market sentiments push Infy & other IT stocks further down? Is Infosys trading direction is negative? Infy has formed inverse flag & pole pattern. Will Infy achieve pattern target in coming days? Shall we look sell on rise strategy till global cues are negative? Shall we invest in Infy in small-small chunks for long term in case of decent corrections/near 52 W low from current levels? Please do share your comments as well. Wish you all a very happy, healthy & profitable days ahead!
NSE:INFY
by manishmgupta
3
(NSE:MPHASIS) - IT is in flavor......> Mphasis is a mid-sized IT company primarily engaged in providing IT / ITeS / BPO services catering to clients in the banking and capital markets, emerging industries, information technology, communication and entertainment and insurance. The company derives its revenues primarily from software services & projects, licensing arrangements & application services, infrastructure outsourcing services. > Headquartered in Bangalore, the company has presence across US, Europe, Australia, Asia Pacific, Japan and India. Mphasis was incorporated in August 1992, as BFL Software Limited. Its name was changed to Mphasis BFL Limited in July 2000 after the merger of the US-based IT consulting company Mphasis Corporation (founded in 1998) and the Indian ITservices company BFL Software Limited which was founded in 1993. In June 2006, Electronic Data Systems Corporation acquired Mphasis, and later EDS was acquired by Hewlett-Packard; thereby resulting in Mphasis becoming a 60.47% subsidiary of HP. However, in September 2016, global private equity major Blackstone Group acquired HP’s stake through its SPV –Marble Pte II Limited. During May 2018, Marble II Pte. sold off 8% of its stake in the company for ~Rs.1,400 crore, reducing its shareholding to 52.3%.
NSE:MPHASISLong
by Peaceful-Weekend-Investing
Filecoin Weekly - Are you invited to the pump party?So Filecoin to many is a coin that had a great promotion campaign at one point and it went on to do some great numbers. The hype died down as some people couldn't seem to justify it's high price. It peaked at $231 from Feb 2021 - Mar 2021 doing just over 10X from the $20+ is started from. At this point we didn't even know about this coin or it's use case. Information storage is and will be even bigger going forward so this makes Filecoin worth acknowledging at least. When File took a dump with the rest of the market it held the $39 level but crucially recovered most of the (Green) Manipulation candles that too it to the 200's and then proceeded to make a trip to the 100's peaking at $111. Once again using manipulation candles to complete the latter part of the journey. The top green instantly recovered by a red, followed by a failed retail candle and a Purple, indicating further downward movement. 2nd Aug-9th Aug We entered at $50 and was out at $75 (50% gain) called it a day and missed the rest of the run to $111. But what we saw was worth way more than enjoying more "fake pump." What we did instead is label up the chart to see where we could possibly get a very Special entry price for if Filecoin is invited to the next pump party. The only reason we are sharing this idea is that after waiting patiently for 4.5 months, Price is finally approaching Our "FLOOR FLOOR FLOOR" buys line. (blue line at $24.30) Furthermore, it is recovering a Green Vector candle ($24.2-$33) from where it took of in the first place and lastly we have a double green dot on the VMC indicator (weekly). (Beware of weekly embedded to the downside since NOV) I meeeean, just saying, we would much rather be in at a price close to the one that it did 10X from early 2021 then be trying to FOMO in like most people. It worked at $50-$75 but it will not always play out like that. So in summary, There are some confluences telling us that if File is to pump,we can at least expect it to try and recover the (Red) Vector candle at the HL ($110-$113) But in Crypto, especially as most if not all depend on BTC/ETH/BNB,etc to do well for them to follow suit. It is always a waiting game when the beast that is BTC is sleeping or retreating(barring a few exceptions here and there) We are potentially looking at: E: $23-$28 (if it cannot break $30 we will settle) T: 1) $50 2) $75 3) $100 4)$140 5) $160 SL: Common sense Now this is definitely not financial advice and should be taken with a pinch of salt!
Long
by Squeeezy-Trader
3
Amadeus IT Group S.A.(AMS.mc) bearish:The technical figure Pennant can be found in Spanish company Amadeus IT Group S.A. (AMS.mc) at daily chart. Amadeus IT Group, S.A. is a major Spanish IT provider for the global travel and tourism industry. The company is structured around two areas: its global distribution system and its Information Technology business. Amadeus provides search, pricing, booking, ticketing and other processing services in real-time to travel providers and travel agencies through its Amadeus CRS distribution business area. It also offers computer software that automates processes such as reservations, inventory management software and departure control systems. It services customers including airlines, hotels, tour operators, insurers, car rental and railway companies, ferry and cruise lines, travel agencies and individual travellers directly. The Pennant has broken through the support line on 21/10/2021, if the price holds below this level you can have a possible bearish price movement with a forecast for the next 8 days towards 51.72 EUR. Your stop loss order according to experts should be placed at 61.00 EUR if you decide to enter this position. Risk Disclosure: Trading Foreign Exchange (Forex) and Contracts of Difference (CFD's) carries a high level of risk. By registering and signing up, any client affirms their understanding of their own personal accountability for all transactions performed within their account and recognizes the risks associated with trading on such markets and on such sites. Furthermore, one understands that the company carries zero influence over transactions, markets, and trading signals, therefore, cannot be held liable nor guarantee any profits or losses.
BME:AMSShort
by legacyFXofficial
$Z HUGE upside*Before reading the information in this please understand the risks associated with both the stock market and investing as a whole. ALWAYS do your own research; invest with conviction, rather than emotion.* *Please understand I am in no way a professional and offering investment advice, all ideas shared are simply opinion.* *I work with a team of individuals that does research into potentially undervalued publicly traded companies. We use a mix of fundamental and trend analysis to formulate a trading plan for our securities.* I heard any interesting fact from a relative this past week; going forward, there will be no new-house listings under $300,000 in my city of Charlotte, NC. I did some research on that in my free time, and found that he was 100% correct. The housing market is oversaturated currently, both locally to me and nationally; there are more buyers than sellers. This oversaturation is causing any houses "worth buying" to be sucked off the market within a week of being listed; sometimes closing same-day! This paradox of houses closing sales so much quicker than average is a family may be able to sell their house within a week of listing, but unless said family has another residence lined up, they face the same trials and tribulations buyers currently face in the market; finding a good house before a sale is reached. This holds many families, including my own, from selling their house. Being a buyer in the housing market in its current state is nothing short of a headache. On the opposite end of the coin, Zillow ($Z) is doing more than helping consumers in the housing market find houses for sale, as well as apartments for rent. This information-technology company is actively buying property all over the United States, offering cash for consumers' houses. Zillow also has recently unveiled their own team of real estate agents, allowing Zillow to buy (and a lot of times flip) land and property and sell them directly to their customers through their real estate team, rather than agents reaching private agreements with landowners to sell. Zillow's operations are set up thrive in current real estate market conditions, they are making the home and property buying processes seamless for their customers. Zillow had total revenue of $1.22B in 2021 Q1, where industry average was $268M; their Q1 net income $51.96M compared to industry average $5.94M. Zillow appears to be “leaps and bounds” ahead of their competition. $Z saw an all-time high share price of $208, and currently sits at a price of $115.29. Zillow could have seen their struggles on the chart this year due to the metal and lumber price spike, as well as the buying conditions listed earlier. Construction supply prices are coming back to normal, and Zillow’s recent announcement of their team of real estate agents is set to help consumers on the buying side of the real estate market. These two factors could allow for Zillow to formulate a reversal. I like buying $Z at this price level a lot, the fact that it has hit a share price of $200 in 2021 shows the stock has potential to go back to that price level. I am hunting an entry this week there is active support at the $100 price point, and I am seeking a long-term entry in the $105-$110 range. Price points are as follows: ENTRY: $107.50 STOP LOSS: $100 TP1: $160 TP2: $200 There is 81% upside on this trade, and a 9 risk-reward ratio (!!!). This is a very high potential, low-risk trade that could potentially double in a medium-term holding. I like Zillow as a long-term hold, and think securing an entry after this dip from $200 has potential to reward an individual for the next few years. Be sure to follow me @bigshotrob for future updates and posts.
NASDAQ:ZLong
by tradebuckets
1
LUMINAR finally seems to want to go backMy advisor Marketmiracle gave an input signal on the stock LUMINAR $LAZR at the price of USD 21.05 with a target of 44.26 USD and a potential profit of 110 % A definitely succulent dish supported by the fact that LUMINAR is in fact a fast growing company in the field of new technologies that produces automatic systems for motor vehicles. The stock was targeted by large funds and was sold at a low price for months. Now a return of interest taken over by Marketmiracle that is based on capital flows could well lead to a short squeeze with a rapid rise in prices. I expect at least a price trend similar to the one I designed with two possible targets but also the possibility of reaching the target indicated by the advisor or 44 usd I went in there. This idea is based on a signal generated by the advisor Marketmiracle, down on this page you will find the link to the page of signals of the advisor that you can see for free without any cost or registration
NASDAQ:LAZRLong
by MarketMiracleAdvisor
1