Posts Tagged ‘NVDA’
Apple supplier gold mine
January 17, 2012
There is more than one way to skin a cat. To make money from Apple Inc., it is not necessary to buy Apple stock.
Over the years, at The Arora Report , we have benefitted from the rich gold mine of opportunities that Apple /quotes/zigman/68270/quotes/nls/aapl AAPL +1.28% suppliers have offered. Going forward, Apple suppliers are likely to prove more lucrative, both on the long and short sides, than the stock of Apple itself.
Apple has always been very tight-lipped about its suppliers. All subscribers are required to sign agreements that prohibit them from announcing contracts with Apple.
In a historic release, for the first time ever Apple has published a list of suppliers . We have traded 33 of the companies listed on Apple supplier list. Here are some of the noteworthy insights from the list:
Sony and OmniVision
Apple had been relying on OmniVision Technologies /quotes/zigman/82509/quotes/nls/ovti OVTI -1.27% to supply imaging sensors for cameras in its devices. For a long time there were rumors that Sony /quotes/zigman/197524/quotes/nls/sne SNE -1.69% was heavily courting Apple to supply it with image sensors.
The working assumption on the part of analysts has been that Apple would split its image sensor business between Sony and OmniVision. The speculation turned into reality when a tear down of an iPhone 4S showed an image sensor manufactured by Sony. Clearly OmniVision had lost its monopoly. OmniVision’s stock tumbled.
Interestingly, OmniVision is not on Apple supplier list. The reasonable conclusion is that OmniVision has either lost all of its business to Sony or its business with Apple…Read More at MarketWatch
NVIDIA (NVDA) KICKS AMD (AMD) OUT OF APPLE (AAPL)
November 21, 2011
Nvidia (NVDA) has kicked out AMD (AMD ) from Apple (AAPL) MacBooks. Previously AMD had kicked Nvidia out of MacBooks. It appears that Apple is playing the game to get the best pricing. There does not seem to be any performance issues with AMD or Nvidia.
Nvidia stock is strong on the news, however, the news is not material. GPU sales from Nvidia to Apple may be only in the range of $50 million. If Nvidia continues to move up, it may form a good short.
If and when six screens of the ZYX Change Method are satisfied, we will issue a short signal on the Real Time Feed of the ZYX Short Sell Change Alert.
CRAY (CRAY): BIG SUPER COMPUTER ORDER
November 14, 2011
Cray (CRAY) stock is trading strongly higher after it was announced that University of Illinois’ National Center for Supercomputing Applications has struck a $188 million multi-year deal with Cray.
Cray will provide XE6 and XK6 models. These computers will incorporate Opteron CPUs from Advanced Micro Devices (AMD) and Kapler GPU from Nvidia (NVDA). Historically, Cray moves up on big announcements and then drifts down unless there is a short squeeze.
ANDROID BOMBSHELL: GOOGLE BUYS MOTOROLA (IDCC, AAPL, DELL, GOOG, HPQ, MMI, MSFT, NOK, NVDA, RIMM)
August 15, 2011
The biggest beneficiaries of this announcement will be Microsoft. Microsoft has stepped up its battle for the smart phone market with the release of Mango update for its Windows Phone operating system. In view of Google buying Motorola, Mango is likely to gain some traction. However, Microsoft’s close relationship with Nokia (NOK) may cause other smart phone vendors to hesitate.
If Nokia can get its act together, Nokia will also benefit.
An indirect beneficiary will be the chip maker Nvidia (NVDA). Nvidia supplies chips to Motorola.
This announcement may be a life line for Research In Motion (RIMM). Now a window is open for an Asian company to buy RIMM. In the alternate, RIMM can make its operating system open and start licensing it to other vendors.
It goes without saying that the biggest beneficiary will be Apple (AAPL).
This news has just broken. We will be analyzing in detail and will provide actionable signals in ZYX Buy Change Alert and ZYX Short Sell Change Alert. We will provide signals only when all six screens of ZYX Change Method are met.
On the losing side, expect the biggest loser to be Interdigital (IDCC). There has been a lot of speculation that Google will buy this company for its patents.
Also expect Google to trade down.
NVDA BOUNCES
July 21, 2011
Earlier in the day, NVDA broke below $14.00. The break was not sustained and NVDA bounced sharply taking out the stops of short sellers.
NVDA plateaued around $14.70. Going into the close money flow has been negative in NVDA. Fundamentally NVDA is a weak stock bouncing from an oversold condition.
If there is an actionable signal it will be provided on the Real Time Feed of the ZYX Buy Change Alert or the Real Time Feed of the ZYX Short Sell Change Alert.
Tags: NVDA
NVIDIA (NVDA) BACK TO BULL BREAK POINT
June 27, 2011
Nvidia (NVDA) is one of the worst performing stocks in NASDAQ 100 today. Nvidia has not performed in spite of receiving an upgrade.
Now Nvidia has retraced to the level where the bull breakout started. From a technical perspective such a level often acts as a major support. But if this level is broken, expect Nvidia to move down rapidly.
December 2010 bull breakout point is $15.33.
Tags: NVDA
ASIA CHECKS: NVIDIA (NVDA), MARVELL (MRVL), QUALCOM (QCOM), LSI (LSI), BROADCOM (BRCM), ALTERA (ALTR), SILICON LAB (SLAB), AND TEXAS INSTRUMENTS (TXN)
June 20, 2011
FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI).
The data is most negative for Nvidia (NVDA). The data is also negative for Broadcom (BRCM), Altera (ALTR), and Texas Instruments (TXN).
All of these stocks are on our watch list and we will provide actionable signals in the ZYX Buy Change Alert and the ZYX Short Sell Change Alert.
NVIDIA (NVDA) LEFT OUT OF GOOGLE (GOOG) PHONE –QUALCOM (QCOM) WINS
June 16, 2011
There are reports the next Google (GOOG) phone will not contain Nvidia (NVDA) chip. It appears that Google is planning to use a chip from Qualcom (QCOM) instead of a chip from Nvidia.
This appears to be the reason for break of the support at $17.00 of Nvidia.
What to do now?
To learn what to do now with Nvidia, Google and Qualcom, please see ZYX Buy Change Alert, or ZYX Short Sell Change Alert.
NVIDIA (NVDA) WINS AWARD
May 24, 2011
Nvidia (NVDA) today won the Computex Best Choice award for smart hand held devices from the Taipei Computer Association.
Nvidia won this award for its Tegra 2 chip.
For actionable signals on Nvidia, please see ZYX Buy Change Alert and the ZYX Short Sell Change Alert.
Tags: NVDA
DELL (DELL) TABLET TO USE NVIDIA (NVDA)
May 18, 2011
Dell (DELL) will be introducing a new 10″ tablet. The tablet will be powered by Nvidia (NVDA) Tegra chip. Nvidia has moved up on the news. Any bigger up move in Nvidia may be sold short.
ZYX Short Sell Change Alert will provide the signal in real-time when the time to short is ripe.
Dell may be bought on weakness. ZYX Buy Change Alert will provide the signal in real-time when the time to buy is ripe.
NVIDIA (NVDA): WHAT TO DO NOW
May 13, 2011
Please see the earlier post for reasons behind the drop in Nvidia (NVDA).
What to do now?
Those holding the stock and are long term investors, may consider holding half the quantity and selling the rest on any bounces towards the $20.00 mark.
Those holding the stock and are traders, may consider selling all of the position on any bounce.
Those not holding the stock, may consider short selling the stock on any bounce towards the $20.00 mark.
Tags: NVDA
Nvidia Bulls Got It Wrong Again
May 13, 2011
Nvidia (NVDA) is a short on any major bounce and when all six screens of ZYX Change Method are met.
Subscribers to the ZYX Short Sell Change Alert will receive actionable signal on the Real Time Feed if it materializes. Here are the exerpts from my article published on Seeking Alpha this morning. Nvidia Bulls Get It Wrong Again
A simple question begs to be asked, “What does smart money know that is not known to the bulls?” The answer lies in my past writings on Nvidia on my blog and Seeking Alpha. My trade was done from cradle to grave in the public eye, and it is well documented that the trade tied up full capital for an average of 19 days and produced 443.86% annualized return.
First of all, the best criteria of measuring the success of an investment is annualized return and not how long it is held. In my upcoming book, I advocate diversification between very long-term, long-term, medium-term, and short-term trades as a new paradigm of reducing portfolio risk.
I am a proponent of long-term investing when there is reasonable clarity. Perhaps it is my background as an electrical engineer and an entrepreneur who founded two Inc. 500 companies that makes it obvious; Nvidia is in a “me too” business with no long-term sustainable edge. It is difficult for me to see anyone making a long-term investment in a company where the long-term is cloudy.
Tags: NVDA
INTEL (INTC) TO POWER CHROMEBOOK
May 11, 2011
Google (GOOG) has just announced a new set of devices called Chromebook. According to GOOG Chromebook boots in eight seconds and resumes instantaneously. Chromebook is also designed from ground up to defend against malware.
One of the criticisms of Intel (INTC) has been that it is not scoring design wins in new generation devises. The first two Chromebooks from Samsung and Acer will be powered by INTC. This is positive for our new long term position in INTC.
Chromebook will also fully support flash from Adobe (ADBE). This is positive for our position in ADBE.
This development is negative for Microsoft (MSFT) and Nvidia (NVDA).
