Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
To gain an edge, this is what you need to know now. Worst Rout Please click here for a chart of S&P 500 futures (ES_F). Note the following: Stocks are experiencing the worst weekly rout since March. As we have previously explained, the selling going into yesterday was related to Wall Street’s positioning.
Those who were fast have nice profits on Marvell Technology (MRVL) in a short time. It is intended to be a medium-term position. However, if the market does not react well to big tech earnings after hours, this stock is likely to fall back into the buy zone. The
Marvell Technology (MRVL) is a semiconductor company. It is buying Inphi Corporation (IPHI). This will make Marvell a big player in data centers. Demand for the chips from IPHI is likely to increase as more data is stored in data centers due to 5G. Strategically this is a good
This is suitable only for aggressive investors. The buy zone is $34 to $35.76. It is trading at $35.33 as of this writing. The maximum recommended quantity is 20% of full core position size. Marvell (MRVL) is a medium-term position. More later so this post can get to you
To gain an edge, this is what you need to know now. Momo Cushions The Drop Please click here for a chart of Nasdaq 100 ETF (QQQ). Note the following: We have previously written several times that this momo crowd is likely to keep on buying until they suffer massive losses. This call
To gain an edge, this is what you need to know today. Pay Attention Please click here for a chart of Microsoft (MSFT). Note the following: The Morning Capsule is focused on the macro picture. Typically individual stocks are not discussed unless there is a major implication for the entire
Congratulations! Xilinx (XLNX) has become the 158th Arora Report portfolio company to be bought out. Long time subscribers to The Arora Report have made a fortune by the Arora Report’s propensity to identify companies that get bought out. We previously wrote: An offer in the zone of $135 to $140
Historically Buffett has not done well in technology stocks with the exception of Apple (AAPL). However, when he started buying Apple stock, it was a value stock. Buffett’s company Berkshire Hathaway (BRK-B) recently took a major position in Snowflake (SNOW). Snowflake is a data warehousing software company. By some measures,
To gain an edge, this is what you need to know now. A Must See Chart Please click here for a chart of S&P 500 ETF (SPY) which represents stock market benchmark index (SPX). Note the following: There has not been any positive news or rumors on stimulus today. The VUD