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NEW INFORMATION FROM NVIDIA (NVDA) ANALYST DAY

March 9, 2011

The news is that there is no new information from the analyst day at Nvidia (NVDA) . We were erroneously giving credit to Nvidia for making good presentations — there was already so much lipstick on this pig that no lipstick was left for the analyst day. Nvidia claimed growth in core graphics would offset MCP roll-off this year, with a path to 55% gross margins. Most of the time was spent revisiting existing information, making the analyst day of little value to investors. Subscribers to ZYX SHORT SELL CHANGE ALERT will receive alert in real time, when it is the precise time to buy

BLOODBATH IN JDS UNIPHASE (JDSU), FINSAR (FNSR) CIEN (CIEN) AND OTHER OPTICAL STOCKS

March 9, 2011

Image via Wikipedia We have been negative on optical stocks led by JDS Uniphase (JDSU), Finsar (FNSR) and Ciena (CIEN) for two reasons: Irrational exuberance Stock prices far ahead of the fundamentals Now we have the following two fundamental pieces of data that the optical business is nowhere near as good as bulls would like to believe: ‘¢ Ciena (CIEN) reported earnings yesterday. An analysis of the earnings report clearly shows that the optical business is nowhere near the bullish projections. ‘¢ Today Finsar has provided weak projections. For the fourth quarter, Finisar expects a profit of about 31-35 cents

NVIDIA (NVDA): THE MAKE OR BREAK MOMENT

March 8, 2011

First a correction, analyst day at Nvidia(NVDA) is today. Prior report was in error. Trading in Nvidia yesterday, the day prior to the analyst day, was uninspiring — no run up prior to the event. In the premarket today, Nvidia is up $0.38. Yesterday, bears on Nvidia were out in force in the media making their case. This morning JP Morgan has upgraded Nvidia with a target of $21, about the level where the stock is trading. From a technical point of view, Nvidia is at a key juncture. Will Nvidia break support at $20 decisively or is a bottom at hand? Our

REAL WINNERS FROM WESTERN DIGITAL (WDC) ACQUISITION ARE MARVELL TECHNOLOGY (MRVL) AND SEAGATE (STX)

March 7, 2011

Western Digital (WDC), the largest player in the disk drive business, announced acquisition of the number three player Hitachi GST (HIT). The real winners are not Western Digital or Hitachi, but two other companies. Seagate Technology Seagate Technology (STX) is the second largest hard disk manufacturer with about 30% market share. Western Digital and Hitachi combined will have about 48% market share. Many of the large buyers of the hard drives, as a matter of policy, insist on a second source. The purpose of this policy is to maintain leverage against the vendors and not be severely impacted by supply

TWO CATALYSTS FOR NVIDIA (NVDA)

March 7, 2011

There are two catalysts for Nvidia (NVDA) in today’s trade. Today Nvidia is holding an analyst day. Expect plenty of hype. As we have written before, Nvidia is good at making great presentations and they have a good product road map.If any new material information comes out of this event, we will keep you informed. There is confirmation that Nvidia chip will be in Samsung’s Galaxy 2 tablet. Our new readers may benefit from reading our prior posts on Nvidia — simply type in NVDA in the search box and you will have easy access to the prior posts. www.thearorareport.com

SHORT SELLING SILVER (SLV) FOR A VERY SHORT TERM TRADE

March 3, 2011

We are bullish on silver for the very long term (SLV), (SI_F), (SIH1). However, in the very short term there is an opportunity to short sell silver right here around $34.50 in the front month silver futures. This trade is suitable only for experienced aggressive traders. We do recommend a tight stop loss. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions:

APPLE (AAPL) MAY TURN OUT TO BE A BLESSING FOR NVIDIA (NVDA)

March 2, 2011

We are taking partial profits on our Nvidia (NVDA) short position right here around $20.71. We will also tighten the stop on the rest of our position. iPad 2 from Apple (AAPL) uses a fast dual core processor with excellent graphics. This processor, although based on Arm Holdings (ARMH) design, is custom designed for Apple. In the very short term, competitors trying to compete with iPad 2 do not have many choices of equivalent processors other than those from Nvidia. This may turn out to be a short term blessing for Nvidia. This is a very short term call, in the long run, our negative thesis

SHORT SELLING ZAGG AROUND $8.30 ON APPLE (AAPL) INTRODUCING A CASE

March 2, 2011

www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING VERIFIABLE PERFORMANCE RECORD Every closed trade since 2007, without exception, is included in the performance results. Number of winning positions: 162 Number of losing positions: 10 Average annualized % return per position: 296.77% ………………Check out details .