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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

ELECTRONIC ARTS (ERTS) EARNINGS DATA IS A TRIGGER TO SHORT SELL GAMESTOP (GME)

February 1, 2011

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 may go the way of Blockbuster. Blockbuster is the once mighty chain of video rental stores that ended up declaring bankruptcy. A trade to short sell GameStop has long passed all the screens of the ZYX Change Method, but we have been waiting for the trigger event. Now data from Electronic

QUALCOM’S $QCOM EARNINGS CALL HAS A MESSAGE FOR NVIDIA $NVDA FANS

January 27, 2011

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 the likes of QCOM. On Qualcomm’s earnings call, CEO Dr. Paul Jacobs, mentioned Microsoft’s MSFT plans to build the next version of Windows for ARM Holdings ARMH -designed processors, and Microsoft demonstrated Windows on Snapdragon processors at the recent Consumer Electronics Show. ‘œWe have a strong working relationship with Microsoft,’ he said.

MORE ON NETFLIX $NFLX

January 26, 2011

As per the prior post, earlier we sold 90% of our $NFLX position at $183. After the earnings, at this time the stock is trading at $201. Key driver of the stock’s up move is short covering prompted by rise of subscribers to over $20,000,000.00 . First resistance is around $225. We will carefully watch the price action if the stock moves to the resistance to decide on the remaining 10% position. We will also maintain a stop loss at $173.7 www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY