The Arora Report

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Stock Market News To Give You An Edge

Proven Track Record of Most Accurate Analysis

Stock Market News
To Give You An Edge​

Proven Track Record
of Most Accurate Analysis

COMPLETELY INDEPENDENT AND OBJECTIVE

The Arora Report, Ltd. is a rare publisher that does not accept advertisements. This way The Arora Report can not be influenced. The Arora Report also does not accept payments from any company that is the subject of the posts. The Arora Report has forsaken millions of dollars in revenues to avoid conflicts of interest. Our sole job is to help you. Read more.

COMPLETELY INDEPENDENT AND OBJECTIVE

The Arora Report, Ltd. is a rare publisher that does not accept advertisements. This way The Arora Report can not be influenced. The Arora Report also does not accept payments from any company that is the subject of the posts. The Arora Report has forsaken millions of dollars in revenues to avoid conflicts of interest. Our sole job is to help you. Read more.

ON A FURTHER DIP QUALCOMM INC (QCOM) WILL BECOME A BUYING OPPORTUNITY

February 6, 2026

By Nigam Arora As semiconductors go, Qualcomm Inc (QCOM) is an inexpensive stock.  A further dip in QCOM will become a buying opportunity. Here are the key points: QCOM licenses technology or provides chips for the vast majority of smartphones in the world. Demand remains strong. QCOM earnings are being hurt because smartphone manufacturers are becoming memory constrained.  Memory is being diverted to AI data centers. Sooner or later, a fair amount of AI will be done at the edge. QCOM is the leader in edge AI. QCOM products are beginning to gain traction in data centers. QCOM is expanding its

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GOOGLE JAW DROPPING CAPEX – AI STORY HAS MORE GAS; UNSTABLE MARKET STRUCTURES HIT SILVER, GOLD, BITCOIN, AND STOCKS

February 5, 2026

By Nigam Arora To gain an edge, this is what you need to know today. AI Cap Ex Please click here for a chart of Google stock (GOOG). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of GOOG stock is being used to illustrate the point. The chart shows the spike up when Alphabet released earnings.  Earnings were better than the consensus and whisper numbers. The chart shows steady decline in Alphabet stock after the initial spike up. The proprietary Arora Report VUD indicator on the chart shows net supply of Alphabet

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UNSTABLE MARKET STRUCTURES; $300B ERASED ON AI DISRUPTION FEARS; IS AI AGENTFORCE GOING BUST?

February 4, 2026

By Nigam Arora To gain an edge, this is what you need to know today. AI Disruption Fears (Fear Overtakes Greed) Please click here for a chart of Salesforce stock (CRM). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of CRM stock is being used to illustrate the point.  Salesforce is a component of the Dow Jones Industrial Average (DJIA).  Salesforce is the biggest giant in customer relationship software. The chart shows when the institutional crowd ran up CRM stock on AI euphoria. Salesforce has an AI driven platform called Salesforce Agentforce

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PALANTIR’S AI REVENUES SURGE, DATA CENTERS IN SPACE, SURPRISE PICK UP IN MANUFACTURING, INDIA DEAL

February 3, 2026

By Nigam Arora To gain an edge, this is what you need to know today. AI Revenues Please click here for a chart of Palantir stock (PLTR). Note the following: The chart shows the jump up in PLTR stock on earnings. RSI on the chart shows PLTR stock is not overbought even after the jump and has room to run. The chart shows that prior to earnings PLTR stock had fallen.  This drop was due to software stocks in general falling, as represented by software ETF (IGV).  As a member of The Arora Report, you have known since 2022 that AI

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MARGIN CALLS, NEGATIVE GAMMA, AND BUY THE DIP FORM UNSTABLE STRUCTURES IN GOLD, SILVER, BITCOIN, AND STOCKS

February 2, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Unstable Structures Please click here for a chart of silver futures (SI_F). Note the following: The chart shows a 41% drop in silver futures in less than three days.  The drop occurred when exchanges across the globe raised margin requirements and the momo crowd could not meet the new margin requirements.  This led to forced liquidation of many momo crowd accounts. In The Arora Report analysis, prior to the drop, the price of an average momo account on silver was around $105.  The chart shows silver

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TRUMP PICKED HAWK FOR EASIER POLICY – NOT A CONTRADICTION, BRILLIANCE PRUDENT INVESTORS NEED TO UNDERSTAND

January 30, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Fed Chair Please click here for a chart of gold futures (GC_F). Note the following: The chart shows yesterday gold had a $5.5T swing. This is an extraordinarily large swing. Retail momo crowd was going all in in gold ETF (GLD) and silver ETF (SLV) in the early morning before the major drop.  When retail buying was exhausted, that is when gold fell. The chart shows gold bulls aggressively bought the dip. The chart shows when speculation started building last night that President Trump would nominate

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GOLD AND OIL ROCKET ON SHORT SQUEEZE AND ‘MASSIVE ARMADA’ NEAR IRAN, COPPER BREAKS OUT

January 29, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Short Squeeze Please click here for a chart of gold futures (GC_F). Note the following: The chart shows gold rocketed in a vicious short squeeze. The chart shows when FOMC released its statement and left interest rates unchanged. The chart shows when Fed Chair Powell spoke. Wall Street was positioned for gold to pull back if Fed Chair Powell was hawkish.  In the press conference, Fed Chair Powell was decidedly hawkish.  Most importantly, Fed Chair Powell, for the first time this cycle, echoed what has been

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TRUMP DRIVES THE DOLLAR LOWER – GOLD, SILVER, AND STOCKS HIGHER; MEMORY SUPERCYCLE – MICRON ROCKETS

January 28, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Memory Supercycle Please click here for a chart of Micron stock (MU). Note the following: The trendline on the chart shows MU stock has gone parabolic on AI demand for high bandwidth memory. Disk drive maker Seagate (STX) reported earnings better than consensus and whisper numbers.  Comments from Seagate indicate the storage and memory supercycle driven by AI has further to go. The chart shows MU stock is gapping up on comments by Seagate. Earnings from NAND memory maker Sandisk (SNDK) and disk drive maker Western

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