PULL BACK IN PRIVATE EQUITY FIRM KKR & CO. INC (KKR) — SOFTWARE FEARS — LIKELY AN ATTRACTIVE OPPORTUNITY BUT HEADLINE RISKS

By Nigam Arora Editor’s note: This signal was published on February 19, 2026, in ZYX Buy Alert for paid members. KKR is long from $15.68, it is trading at $99.72 as of this writing.  Even after a major pullback, there is 535% gain on KKR. Software Fears All private equity firm

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WALL STREET WRONG ABOUT SUPREME COURT TORPEDO – SMART MONEY SOLD THE RALLY – STATE OF UNION AND UNCERTAINTY AHEAD

By Nigam Arora To gain an edge, this is what you need to know today. Contrary Arora Call Please click here for a chart of Nasdaq 100 ETF (QQQ). Note the following: The chart shows a rally in tech stocks when the Supreme Court decision came out striking President Trump’s tariffs.

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NEW OPPORTUNITY IN AI SOFTWARE COMPANY PALANTIR (PLTR)

By Nigam Arora PLTR is the most expensive software company.  However, considering it is an AI native software company and its growth rate, PLTR deserves a higher multiple, but not as high as it is even after a valuation reset.  The stock has fallen from a high of $207.52 in November

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BIG OPPORTUNITY AHEAD IN SOFTWARE – HERE IS HOW TO TELL SOFTWARE STOCK WINNERS FROM LOSERS, FED MINUTES AHEAD

By Nigam Arora To gain an edge, this is what you need to know today. Disruption In Software Creating Opportunities Please click here for a chart of software company Atlassian stock (TEAM). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of TEAM

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LONG-TERM STRATEGIES IN SILVER & GOLD VOLATILITY, SOFTWARE SELL-OFF

By Nigam Arora Nigam Arora returns to the Schwab Network following the volatile short squeezes in gold and silver and shifts the focus to what comes next for precious metals investors. Nigam explains why he remains constructive on the longer-term trajectory of gold and silver, even after sharp swings that have

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WEEKLY STOCK MARKET DIGEST: WHAT PRUDENT INVESTORS NEED TO KNOW NOW

By Nigam Arora 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

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2218% GAIN ON AMAT — BLOWOUT EARNINGS CONFIRM STRENGTH IN SEMICONDUCTOR EQUIPMENT — TARGET INCREASED

By Nigam Arora 2218% Gain AMAT is long from $16. It is trading at $370.95 as of this writing. This represents a gain of over 2218%. On earnings, the stock jumped more than 10%. Earlier this morning, AMAT traded as high as $376.32. This type of long-term performance is not the

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TO BALANCE AI HEAVY PORTFOLIOS SMART MONEY QUIETLY SHIFTING INTO FOREIGN MARKETS – TECH STOCKS UNDERPERFORM

By Nigam Arora To gain an edge, this is what you need to know today. Smart Money Shifting Please click here for a chart of Nasdaq 100 ETF (QQQ) compared to South Korea ETF (EWY), Brazil ETF (EWZ), Mexico ETF (EWW), Japan ETF (EWJ), Thailand ETF (THD), and Euro Stoxx 50

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BLOWOUT JOBS REPORT DRIVES STOCK MARKET TO MAGNET, IRAN RISK, BITCOIN WHALES STEPPING IN

By Nigam Arora To gain an edge, this is what you need to know today. Blowout Jobs Report Please click here for a chart of S&P 500 ETF (SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows the stock market is moving up

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TECH STOCKS ADOBE AND SALESFORCE BEATEN BY WALMART AND HERSHEY – FOBO (NOT FOMO) HITS TECH HEAVY PORTFOLIOS HARD

By Nigam Arora To gain an edge, this is what you need to know today. Tech Heavy Portfolios Hit Please click here for a chart comparing Walmart (WMT), Hershey (HSY), Adobe (ADBE), and Salesforce (CRM) stocks. Note the following: The chart shows year to date, stocks of retailer Walmart and chocolate

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9 Winners. 9 Losers. Gold, Silver & AI Trade Zones.

9 Winners. 9 Losers.
Gold, Silver & AI Trade Zones.

A new market cycle is forming.

AI, Metals &
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See where sophisticated investors are positioning across software, precious metals, and AI memory.

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