FFIV

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

Image via Wikipedia We have been negative on optical stocks led by JDS Uniphase (JDSU), Finsar (FNSR) and Ciena (CIEN) for two reasons: Irrational exuberance Stock prices far ahead of the fundamentals Now we have the following two fundamental pieces of data that the optical business is nowhere near as

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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 ARMH right here around $25.70 . As per our prior posts, it is time scale

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