NVIDIA (NVDA) GETS ANOTHER DOWNGRADE

UBS lowered Nvidia (NVDA) estimates citing GPU weakness and aggressive marketing by Intel (INTC).   UBS has lowered Nvidia price target lowered to $20.ZYX Change Method Quantitative Analysis screen still shows fair value of Nvidia to ...
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EXITED NVIDIA (NVDA) WITH PROFIT ON INTEL (INTC) RUMORS

As per the prior post, our first tight trailing stop hit on NVIDIA (NVDA) at 22.52. The stop on the remaining position hit at $23.02. Now we have successfully exited our short on NVIDIA with ...
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QUALCOMM (QCOM) TO COMPETE WITH NVIDIA (NVDA) ON GRAPHICS

Traditionally, NVIDIA (NVDA) is a manufacturer of graphics cards marketed under the name GeForce. Typically, low end PCs and notebooks offer graphics capabilities integrated with the CPU. The high end units offer better graphics performance ...
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MISPLACED CASE BY BARRON’S ON NVIDIA $NVDA

Barron's just made a case for Nvidia stock price doubling. We are a fan of Barron's and its mostly thoughtful content. However, Barron's has been known to be wrong at times and if past is ...
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MORE ON NVIDIA $NVDA SETTLEMENT WITH INTEL $INTC

As we predicted, $NVDA price has spiked after the halt.  We have added another tranche short sell at $22.00.   The tentative point for adding the next tranche is $22.73, but technicals will take precedence. www.thearorareport.com THE ARORA REPORT, ...
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INTEL $INTC TO PAY NVIDIA $NVDA $1.5 BILLION

Nvidia $NVDA trading has been halted.  News is that Nvidia has signed a 6 years cross licensing agreement with Intel and Intel will pay $NVDA $300 million each in 5 annual installments.  This amount is ...
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IRRATIONAL EXUBBERANCE ON NVIDIA $NVDA

 Intel Sandy Bridge Processor Some exuberance on NVIDIA (NVDA) is justified based on the news that Dell  (DELL) will use a NVIDIA core in its phone. We do not argue that this development may be ...
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ADD TO $NVDA SHORT SELL POSITION

On December 7, 2009 we lightly scaled in a short with a 5% full position size at $15.18. Since then, the stock has moved up as high as $18.95 based on rumors that $INTC will ...
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SHORT SELL ON $NVDA (NVIDIA)

$NVDA has spiked higher on $INTC (INTEL) news. The INTEL news will have no material positive impact on $NVDA's numbers over the next 4 quarters. Consider lightly scaling in shorts right here at $15.18 and ...
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OUT OF THE REMAINING $INTC (INTEL) SHORT POSITION WITH A PROFIT

The plan was to keep on lowering the stops and progressively tightening them. As INTC approached $20, it was either going to spike down through it on panic selling or bounce higher, thus making a ...
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