Ashraf Eassa

Long/short equity, contrarian, independent research, tech
Ashraf Eassa
Long/short equity, contrarian, independent research, tech
Contributor since: 2012
Feb 3, 12:23 AM
Ashraf Eassa
I really like this new SA website format.
Feb 3, 12:52 AM
I really don't!
Feb 3, 1:41 AM
You are alone!
Jan 29, 4:02 PM
Ashraf Eassa
Bought some $SWKS today. Think this stock is easily worth $80+
Jan 21, 1:55 AM
Ashraf Eassa
I was literally about to buy some $SYNA early in the trading session and then decided against it. Holy crap did I fail big time :(
Jan 8, 3:22 PM
Ashraf Eassa
I miss my SA Pro subscription :(
12/30/15
Ashraf Eassa
What ever happened to Russ Fischer? I liked reading his articles.
12/31/15
That is terrible. Hope he recovers quickly
12/31/15
Very sad to hear that. Best wishes for him. I too love reading him.
10/28/15
Ashraf Eassa
Did somebody really just call $75.5B-$77.5B in projected revenue "anemic"? LOL $AAPL
10/28/15
What you up to Ashraf? you working at Intel now?
10/28/15
You can read Ashraf thoughts here http://bit.ly/1eQwhV7
9/20/15
Ashraf Eassa
So, $AAPL iPhone 6s buyers. What did you pre-order? Rose Gold iPhone 6s here.
Patience29 -- awesome!
9/22/15
I'm sure a lot of other people use this for their coming out
9/18/15
Ashraf Eassa
Jim Keller leaves $AMD. Can't wait to see how the bulls spin this one.
The best predictor for how someone will behave in the future is how they have behaved in the past
9/18/15
Me TOO LOL The Spin is funny
9/17/15
Ashraf Eassa
I plan to buy shares of $ARMH tomorrow.
9/18/15
welcome back...but the mobile growth phase is moderating; server growth tbd. isn't it a bit early to jump on $ARMH?
9/21/15
wouldn't do it right now, I just sold at $45 and waiting now for the next bottom to jump back in, will then stay till it hits $54 next year
7/21/15
Ashraf Eassa
$AAPL guide is light.
7/21/15
About time
time to add?
7/15/15
Ashraf Eassa
Let's call this post the (unofficial) $INTC earnings StockTalk. GLTA!
7/15/15
The real problem comes with 7nm. Everybody claims visibility but w/o EUV it isn't realistic.
7/15/15
Stacy confirmed that Intel is waiting for EUV for 7nm in the conference call.
7/6/15
Ashraf Eassa
$AMD warns.
... However, Intel has given revenue guidance for Q2 of $13.2Bil +- $500 Mil. Any chance results come below mid point guidance?
We'll see re: INTC. Very surprised that $AMD warned this close to the ER.
6/29/15
Ashraf Eassa
oh goodie, yet another $AMD buyout rumor.
Every time this happens, stock pops and then fades. So I'll only believe it when the stock tanks, as a result :)
"yet another $AMD buyout rumor." the whole industry is consolidating -AMD buyout much more likely these days
6/17/15
Ashraf Eassa
Loving my $AAPL Watch.
Waiting for the 2nd or 3rd iteration, but glad to hear you like it!
@J -- there's definitely a lot of work that needs to be done, but the form factor itself seems promising.
5/21/15
Ashraf Eassa
Carl Icahn has made more on $AAPL stock than Tim Cook's entire net worth...
Reports say he's made ~$3B on $AAPL; Tim Cook's net worth is reportedly ~$785M.
5/22/15
looks like Icahn is mumbling off blanks http://on.recode.net/1FJ22Mz
5/7/15
Ashraf Eassa
decent qtr for $NVDA, but that guide isn't so great...
5/7/15
but is confident enough to hike the dividend by 15%. THANK YOU NVDA!
5/9/15
Ashraf, you still like NVDA?
5/7/15
Ashraf Eassa
$AMD in 2012-2014: "We're not competing with Intel." $AMD in 2015: "just kidding, we're still trying!"
5/7/15
I guess you could call that a tactical withdrawal :)
yeah they are not competing... thats for sure... instead they are helping $INTC hahahaha
4/27/15
Ashraf Eassa
nice results from $AAPL.
4/28/15
Stock's up 1.3% after hours. I think AMZN might have been the better buy.
4/27/15
Ashraf Eassa
what are YOU expecting from $AAPL tonight? post your thoughts here!
4/27/15
MB might act differently than he predicts, so the opposite of whatever Michael Blair predicts or does?
4/27/15
@wheelz only 50? Probably a bit conservative.
4/19/15
Ashraf Eassa
can't believe it, but I just pre-ordered an $AAPL Watch.
Apple Watch Sport, 42nmm, black.
4/20/15
good quality is assured with primo after-sales service!
4/16/15
Ashraf Eassa
$AMD just terrible guidance.
4/17/15
News item today ab/AMD abandoning the SeaMicro dense server brand. The technology is evolving too quickly for AMD to keep up with it.
Ashraf kinda wish I took your advice back when you placed article about AMD being a Value Trap. Seems like this ride comes with no airbag.
4/13/15
Ashraf Eassa
Switched from an iPhone 6 Plus to an iPhone 6 today. I missed being able to use a phone with one hand. $AAPL.
4/13/15
About the 6 Plus tho'... I found out at the store last fall that it was just too big for my small hand to wrangle comfortably.
4/13/15
After 2 fails, I'm now using Ravierri's Clear, Slim, Anti Slip Skin made of Soft Silicone... your 6 looks naked but is protected. Works!
4/1/15
Ashraf Eassa
looks like a big guidance miss on the top line for $MU.
4/1/15
a lot of the bad news was priced in...25 is an obvious number
4/1/15
STX reports later in the month too...you guys like that name?
4/1/15
Ashraf Eassa
Strong $MU results it seems. Interested to see how the co. guides.
3/19/15
Ashraf Eassa
I think I'm going to sell my $QCOM stock...to buy $QCOM LEAPs :)
joelkatz, I actually ended up adding to my $QCOM common position a while ago (at higher prices than current trading prices).
3/15/15
Ashraf Eassa
I really appreciate that a lot of people take the time to "like" my comments here that they find useful! Thanks, everyone!
3/16/15
mea culpa AE you were right all along... thesis might be changing now not sure but you made a great call and stuck to your guns dspite harsh
3/16/15
criticism on the call. Like Dr. Joseph said respect would be more appropriate.
3/12/15
Ashraf Eassa
Maybe this $INTC warning had already been priced in somewhat based on the BMO report of weaker-than-expected February PC sales?
3/12/15
Hardest part of investing in short term is knowing what is priced in and when. Weak sales, LTE modem, Xeon D at OCP.
3/12/15
http://cnet.co/1EEmwEI What about tablet chip orders. In 2009 & 10, (-) spring announcements, + fall results
3/12/15
Ashraf Eassa
$INTC warns. Ugly.
It's already my largest position; I have enough $INTC.
3/4/15
Ashraf Eassa
plan to double my $QCOM stake once I am able to.
3/5/15
wow, yes, the $MU ride from $5 was "good" I would even say amazing here at $29. Still expecting some PE expansion to $40 but we shall see.
Ashraf, thanks for sharing.
3/1/15
Ashraf Eassa
Galaxy S6 uses 14nm FinFET Exynos chips all around. Very interesting.
3/2/15
Don't bother, fangirls only care about design
2/21/15
Ashraf Eassa
$INTC Haswell chief architect Per Hammarlund is no longer at Intel.
My guess is that he's either retired or he's been snapped up by a competitor. We'll know in due time which.
3/16/15
Snapped up by AAPL
2/11/15
Ashraf Eassa
Solid qtr + guide for $NVDA.
I think it had upside to $7, but will post any transaction in realtime.
2/11/15
Thank you Ashraf