The Arora Report

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November 21, 2011

NVIDIA (NVDA) KICKS AMD (AMD) OUT OF APPLE (AAPL)

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.… Please click here or the title below to read more.

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November 21, 2011

WHY I’M BUYING CHEVRON (CVX) AND TRANSOCEAN (RIG) BECAUSE OF THE BRAZILIAN SPILL

Headlines yelled, Big Oil Spill Off Brazil.   Complete with satellite images, reports of cover up by a super major oil giant Chevron (CVX), big police investigation, a rig by Transocean (RIG), and message boards abuzz with a spill bigger than the BP (BP) spill in the Gulf of Mexico, the media had a juicy story.

Conspiracy theorists were delighted to see market value of Chevron drop by about $17 billion.   Quick trigger fingers at large institutions went along for a ride by rapidly selling Chevron stock in large quantities before even asking a question.

The chart shows the ferocity of the selling.… Please click here or the title below to read more.

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November 21, 2011

AI is power hungry. Investors will make a fortune from nuclear power for AI.
Get the list of 12 nuclear power stocks to grab your share of the profits.

AI is power hungry. Investors will make a fortune from nuclear power for AI.

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