Image via CrunchBase According to LA Times, Disney (DIS) is raising its wholesale rate it charges Netflix (NFLX) for movies to $17.99 per movie. This is significant in that it throws cold water over bull’s argument that costs for Netflix are coming down. In our model for Netflix, this move
Netflix (NFLX) followed the script that we laid out in our prior post. As per the prior post, we took advantage of this up move and exited half of our remaining position at $247.00. We will look to exiting our remaining position, based on technicals on further move up. www.thearorareport.com THE
Image via Wikipedia Our long term readers know that we have been a fan of QUALCOMM (QCOM) snapdragon line of processors. An upcoming version will allow direct streaming from Netflix (NFLX) to mobile devices. At present, Netflix content can be downloaded, but not streamed, to mobile devices. This development also
As per the prior post, our first tight trailing stop hit on NVIDIA (NVDA) at 22.52. The stop on the remaining position hit at $23.02. Now we have successfully exited our short on NVIDIA with profit. Rumor of Intel (INTC) buying NVIDIA makes no sense as Intel already has a license
We are sitting on almost 125% gain on our remaining Netflix (NFLX) position. In a prior post, we mentioned that the next resistance is around $225 for Netflix . Today, we were knocking at the door of $225. After the close, there is news that the famous Netflix short Whitney
There are significant profits now in our NVIDIA (NVDA) short position. In keeping with the discipline imposed by the ZYX Change Method, we will take profits on one third of our position right here around $22.62 and tighten trailing stops on another third of the position. For the time being we will
NVIDIA (NVDA) is weak on the rumor that NVIDIA’s graphic processing units may no longer be designed into new MacBooks under 13 inches. Our regular readers were forewarned that NVIDIA’s traditional graphic processing business is in jeopardy. We are short on NVIDIA. We shorted in three tranches each worth 5%
Traditionally, NVIDIA (NVDA) is a manufacturer of graphics cards marketed under the name GeForce. Typically, low end PCs and notebooks offer graphics capabilities integrated with the CPU. The high end units offer better graphics performance by utilizing separate graphics chips from NVIDIA or Advanced Micro Devices (AMD). Unfortunately for NVIDIA,
Image by Rebecca Williamson via Flickr Electronic Arts (ERTS) earnings reveal that 30% of the revenues were from the games downloaded by the consumers. It appears that the era of shipping games on disks is coming to an end. The biggest retailer of video games on disks is GameStop (GME). GameStop
We have been writing on this blog about the competition that is coming to Nvidia’ Tegra chip. Lately, after the Consumer Electronics Show, investors have been enamored about NVDA adding graphics capabilities to an ARMH core. In their exuberance, investors and gurus have mostly ignored the upcoming graphics capabilities fro