Image via WikipediaWe have been negative on optical stocks led by JDS Uniphase (JDSU), Finsar (FNSR) and Ciena (CIEN) for two reasons:Irrational exuberanceStock prices far ahead of the fundamentalsNow we have the following two fundamental ...
SELLING OUR LONG ON ARM HOLDINGS $ARMH AND SCALING IN A SHORT ON NVIDIA $NVDA
After ugly F5 Networks, Inc. FFIV results, the long awaited correction may start here. It is time to not be a pig and take our 250% profits on our long term position on Arm Holdings ...
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