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Ashraf Eassa's  Instablog

Ashraf Eassa
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  • Intel Investor Day Thoughts

    - Intel is doing everything right

    - Significantly threatens TSMC and Samsung foundry businesses as it expands to a wider range of clients

    - Odds of Apple foundry deal just SKYROCKETED for foundry

    More thoughts coming...

    Nov 21 12:23 PM | Link | 2 Comments
  • Three "MUST FOLLOW" Authors

    The following three authors are, in my mind, representative of some of the best work that Seeking Alpha publishes. I follow them and I do my best to read as many of their articles as I can. If you think I am worth following, then I urge you to follow these individuals as well:

    1. Terrier Investing

    Brilliant individual, currently works as a fund analyst, and someone who has, on countless occasions, been great to discuss investment ideas. I'm not going to out this person's identity, but I am almost positive many of you have read his/her articles in the past and maybe even followed him/her.

    Do yourself a favor and follow Terrier Investing.

    2. Stephen Simpson

    Another astonishingly brilliant investor, and somebody who has served as a mentor/friend to me for quite a while now. He's no bullshit and will tell it like it is, something refreshing in this day and age of posturing. His ideas are deep and he is very gifted at finding gems that others have overlooked or simply don't understand. With years as a professional investor under his belt, and years as a professional writer, too, it's hard to not want to read Stephen's articles for some truly great insight .

    Did I also mention that he has an ungodly gift of being able to understand nearly every sector out there? I'm serious, I don't know how he does it, but he does it well.

    Follow Stephen and read (at least some) of his articles. I know I do.

    3. Bill Maurer

    This guy is really great. He can tell you what Wall Street is thinking about the most widely followed names on the market, and quite frankly, his calls - more often than not - will make you money. His ability to understand the numbers, cut through the bullshit, and provide insightful analysis about even the most widely covered stocks is invaluable. I read Bill's articles very often and I believe that you should do yourselves a huge favor by hitting the "follow" button under his avatar.

    Oct 24 1:29 PM | Link | 5 Comments
  • Follow This Author!

    As an prolific (and hopefully well-liked) author here on Seeking Alpha, I have built a fairly large following. When I first started writing here, I was a nobody - just some guy with a passion for intense tech company/stock research. While I still believe that investing is a life-long journey, I believe that I do pretty good work that helps readers make more informed decisions, and have proven it over my 602 articles published here.

    From time to time, I like to point out to my 6400+ followers via my instablog authors that I feel do great work. Whether it's younger folks with great ideas or seasoned pros, I am always on the hunt for authors that write interesting, thought provoking pieces. I'd like to highlight an author whom I believe to do excellent work and whom I believe is worth "following". His name is Tom Shaughnessy - he's just 19, but already produces great, well thought out articles. He's guided readers through the VirnetX (VHC) story, but has also has had great insights on names like Blackberry (BBRY), JPMorgan (JPM), and Apple (AAPL).

    You can follow this bright young gentleman by going to his profile here and hitting the "follow" button.

    Oct 21 2:58 PM | Link | 4 Comments
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  • When/if $INTC hits ~$30, I plan to begin reducing position.
    about 2 hours ago
  • $AMD if PC units down 4.4% per IDC, and $INTC PC units up 1% per report, then $AMD lost major share to $INTC.
    3 days ago
  • Nice results from $INTC.
    3 days ago
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