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February 9, 2011

NVIDIA (NVDA) WEAKNESS ON MACBOOK RUMOR

NVIDIA (NVDA) is weak on the rumor that NVIDIA’s graphic processing units may no longer be designed into new MacBooks under 13 inches. 

Our regular readers were forewarned that NVIDIA’s traditional graphic processing business is in jeopardy.  We are short on NVIDIA.  We shorted in three tranches each worth 5% of the full position from $26.10, $24.80 and $22.40.  The position is now profitable.

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February 9, 2011

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