NETFLIX (NFLX) DODGES FACEBOOK BULLET–MICROSOFT (MSFT) ACQUISITION

 Here are the exerpts of the article on Netflix (NFLX) and Microsoft (MSFT) by Nigam  Arora.  Netflix Dodges Facebook Bullet Most investors, including me, have been very concerned about the threat that Facebook poses to Netflix (NFLX). I am long on Netflix from $101.00. I carry a heavy weight on

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ASIA CHECKS: NVIDIA (NVDA), MARVELL (MRVL), QUALCOM (QCOM), LSI (LSI), BROADCOM (BRCM), ALTERA (ALTR), SILICON LAB (SLAB), AND TEXAS INSTRUMENTS (TXN)

FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI).   The data is most negative for Nvidia (NVDA).   The data is also negative for Broadcom (BRCM), Altera (ALTR), and Texas Instruments (TXN).

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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 &
Memory Playbook

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

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