The stocks covered in this story are AAPL, ARMH, AVGO, OVTI, QCOM, SNE, SWKS, TOSBF.PK, TQNT. Apple (AAPL) has now become one of the largest users of semiconductors. Every time Apple introduces a new product, it pays to understand its impact on semiconductor manufacturers. In the past, such analysis
FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI). The data is most negative for Nvidia (NVDA). The data is also negative for Broadcom (BRCM), Altera (ALTR), and Texas Instruments (TXN).
There are reports the next Google (GOOG) phone will not contain Nvidia (NVDA) chip. It appears that Google is planning to use a chip from Qualcom (QCOM) instead of a chip from Nvidia. This appears to be the reason for break of the support at $17.00 of Nvidia.
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
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,
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
Barron’s just made a case for Nvidia stock price doubling. We are a fan of Barron’s and its mostly thoughtful content. However, Barron’s has been known to be wrong at times and if past is the prologue, one more time Barron’s is providing an opportunity to short sell NVDA at
On a fundamental basis we remain bullish on QCOM, however our proprietary money flow indicators are not keeping up with the bullish sentiment on Wall Street on this stock. Risk averse accounts should sell QCOM right here at $40.95 www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE
After analyzing NOKIA (NOK) results just reported, consider buying QCOM right here at$ 36.31 and add if the stock goes lower. If the stock opens over $37.5, consider scaling in lightly. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE UNIQUE ZYX CHANGE METHOD DEDICATED SOLELY TO PROFIT FROM CHANGE BY
QCOM was down yesterday on its COO Sanjay Jha leaving to become co-CEO of Motorola. Contrary to market reaction, we see the development as positive for QCOM. This will deepen the relationship between QCOM and MOT. Add to QCOM positions in $52 range. On a quick pop over $ 56,