Elazar was launched in 2004 by Chaim Siegel and has served famous hedge fund clientele who demand a keen understanding of drivers of individual companies and financial markets. Chaim twice worked for renowned trader Steve Cohen of then-SAC Capital (now Point72). He was also a partner at JLF Asset Management which was funded by George Soros. Previously he was one of seven analysts on a $13B mutual fund at Morgan Stanley Asset Management. Elazar Advisors publishes its research into the Reuters/Refinitiv Institutional Platform and Factset where Elazar's earnings estimates are factored into the Street earnings numbers.  Elazar's research is used regularly by fundamental and algorithmic traders and investors at some of the largest mutual fund and hedge fund managers in the world. Chaim has been a 5-Star top ranked analyst in Tesla and other big cap tech companies. Try us with a  free trial here . All investments have many risks and can lose principal in the short and l

Intel's 2019 Guide Not Conservative

Intel (NASDAQ:INTC) missed on revenues and guided below the Street for Q1. The guide assumes no growth for revenues.

The issue is in their 2019 guide. It's not conservative. Their 2019 guide calls for flattish growth but if you know quarterly models you have to look at the year-ago comparisons.

The year ago quarters got stronger through 2018 meaning to say flat through 2019 will get harder.

If Intel is already seeing a slowdown in Q1 it's going to be tougher to maintain that flattish growth through the year which can make their just released estimates too high.

Intel's datacenter slowing from 25% to 9% in one quarter could have negative implications for Nvidia (NASDAQ:NVDA) that was already slowing in datacenter and AMD (NASDAQ:AMD) who needs to do well in datacenter later in the year. If hyperscalers are slowing it's not good for tech.


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