IRRATIONAL EXUBBERANCE ON NVIDIA $NVDA

 Intel Sandy Bridge Processor Some exuberance on NVIDIA (NVDA) is justified based on the news that Dell  (DELL) will use a NVIDIA core in its phone. We do not argue that this development may be ...
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CAUTION AGAINST SHORTING SNDK ( SANDISK )

As our readers know, we have been very negative on SNDK and have made money shorting it.Today stock dropped $1.79 following cautious comments by Citi. Citi's comments today are similar to our concerns provided to ...
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