I was going to mention one of my bigger positions, AMBA. However, I just heard that Rev Shark is pumping it this morning, which is why the stock is spiking. Nevertheless, I still like it.
Here are some other names crossing my radar:
WFR
ANFI
GTAT
RBCN
SKUL
I also like Japanese stocks, which are ripping this morning: TM, HMC, SNE, NMR, MTU, KUB, MFG. Interestingly enough, CAJ has yet to move.
As I type this, the market is selling off. If you are a believer in the laws of POMO, this is where you buy: on dips.
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I think $P should be in that list.