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

Read More

REAL WINNERS FROM WESTERN DIGITAL (WDC) ACQUISITION ARE MARVELL TECHNOLOGY (MRVL) AND SEAGATE (STX)

Western Digital (WDC), the largest player in  the disk drive business, announced acquisition of the number three player Hitachi GST (HIT). The real winners are not Western Digital or Hitachi, but two other companies. Seagate Technology Seagate Technology (STX) is the second largest  hard disk manufacturer with about 30% market

Read More

SHORT SELLING SILVER (SLV) FOR A VERY SHORT TERM TRADE

We are bullish on silver for the very long term (SLV), (SI_F), (SIH1).  However, in the very short term there is an opportunity to short sell silver right here around $34.50 in the front month silver futures.  This trade is suitable only for experienced aggressive traders. We do recommend a

Read More

9 Winners. 9 Losers. Gold, Silver & AI Trade Zones.

9 Winners. 9 Losers.
Gold, Silver & AI Trade Zones.

A new market cycle is forming.

AI, Metals &
Memory Playbook

See where sophisticated investors are positioning across software, precious metals, and AI memory.

AI is power hungry. Investors will make a fortune from nuclear power for AI.
Get the list of 12 nuclear power stocks to grab your share of the profits.

Skip to content