The Arora Report

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January 7, 2021

267% GAIN ON MEMORY MAKER MU — 5G AND EV WILL INCREASE DEMAND

Micron (MU) is long from $21.77.  It is trading at $80.11 as of this writing in the aftermarket.  This represents a gain of 267%.

Earnings

MU reported earnings after the close. Earnings are above consensus but in line with the whisper number.

Demand Increase

MU is a producer of DRAM and NAND semiconductor memory.  5G, electric vehicles and autonomous driving will increase demand for memory.

The memory glut is over.  There is potential for MU to go higher.

Zones

Raising the very long term target zone $126 to $135.

The recommended position size for the core position is 25% of full core position size.… Please click here or the title below to read more.

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January 7, 2021

320% GAIN ON HYDROGEN FUEL CELL COMPANY PLUG POWER, STOCK JUMPS 23% ON KOREAN INVESTMENT

 

Hydrogen fuel cell company Plug Power (PLUG) is long from $10.25.   It is trading at $43.15 as of this writing in the premarket. This represents a gain of 320%.

The stock is jumping 23% on a $1.5 billion investment from SK Group, a Korean company.

Even though the company has bright prospects, investors need to be careful.  If everything goes right, the company may achieve $12 billion in revenues in 2030.  Note that is nine years from now.  Based on this optimistic estimate, the new target zone is $55 to $65.  However, a lot can go wrong and the stock can drop back to single digits.… Please click here or the title below to read more.

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January 7, 2021

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.

Get the list of 12 nuclear power stocks to grab your share of the profits.

Big Tech is investing billions

Making A Fortune
In Nuclear Energy

Golden Age of Nuclear Energy