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NETFLIX (NFLX) STOCK HURT BY DISNEY (DIS) PRICE RAISE

February 16, 2011

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 by Disney does not materially change the dynamics for Netflix . We will maintain our remaining long position and exit per the prior post. 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

NETFLIX (NFLX) FOLLOWED OUR SCRIPT

February 15, 2011

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 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

QUALCOMM (QCOM) SNAPDRAGON WILL ALLOW INSTANT STREAMING FRON NETFLIX (NFLX)

February 14, 2011

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 extends lead of Netflix over competitors. We are long Netflix and expect Netflix stock to trade higher today. We will maintain the discipline imposed by the ZYX Change Method and proceed with our exit strategy as outlined in the prior post. We will wait for a pullback before entering a

EXITED NVIDIA (NVDA) WITH PROFIT ON INTEL (INTC) RUMORS

February 11, 2011

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 to NVIDA’s graphics intellectual property.We will use technicals to establish a short position again 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

TILSON’S LOSS ON NETFLIX (NFLX) IS OUR GAIN

February 10, 2011

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 Tilson of T2 Partners has thrown in the towel and covered his Netflix short position. This news may propel Netflix stock higher. We will take advantage of any up spike and take profit on our remaining Netflix position. We will look for exhaustion on a parabolic move to exit. www.thearorareport.com

PROTECT PROFITS ON NVIDIA (NVDA)

February 10, 2011

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 hold on to our core position which is only 5% of our full position size. If NVIDIA goes higher we will add to our short position based on technicals. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND

NVIDIA (NVDA) WEAKNESS ON MACBOOK RUMOR

February 9, 2011

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% of the full position from $26.10, $24.80 and $22.40. The position is now profitable. 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

QUALCOMM (QCOM) TO COMPETE WITH NVIDIA (NVDA) ON GRAPHICS

February 2, 2011

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, Intel (INTC) is introducing in its new Sandy Bridge processor integrated graphics capabilities, which are on par with NVIDIA chips. NVIDIA is expected to lose as much as half of the traditional business as the new chips from Intel become widely available. In spite of the foregoing harsh reality, NVIDIA’s stock