BLOODBATH IN JDS UNIPHASE (JDSU), FINSAR (FNSR) CIEN (CIEN) AND OTHER OPTICAL STOCKS

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 ...
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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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