We’ve completely decimated this group of stocks in the last 2 months. These explosive moves have helped me to mend most of my wounds from last year.
MOMO, CMCM, JMEI, BABA, SFUN, YY, QIHU, VIPS, SINA, BITA, DSKY, WB and almost DANG had my broker not led me astray on when they report.
I love this trend to buy weakness in these all through the summer, but as these stocks are a little cooked here, this makes way for the next rotation to take place towards the end of this month.
Our other themes, cyber security and software still look amazing, but I am hunting for the next opportunity. It may be time for some solar names to make the next push.
More later,
OA
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really like this $CNET maybe time for the trash to move?
$JRJC finally went, so I’d watch it for sure.
$NQ is your canary
OA, thoughts on $FEYE eventually breaking through it’s 52 week high of $46.44 in June?
I own calls for such an opportunity.
which one here FEYE or CYBR or even PANW for that matter??? thinking of throwing some fresh paper..already have some feye
$CYBR. You missed the others.
Did the NONO MOMO boy grow up to be a burrito conductor? Looks like he lost weight too…
love that avatar. it’s been awhile since that video has been posted. 🙁
Did you bring up that video for ANGI, matt? I thought that was you…
I’m tracking this young man as he grows older. Just like the guy that makes love to solar panels and stands in the street with no pants.
No doubt both of these men are royalty of the highest order.
funny you say that. i was just looking at the FSLR chart this morning and thought there could be a buy set-up. a nice pop to 63-64 looks doable.
SPWR, VSLR are my top two here.
i’m balls deep in VSLR stock.
How do you feel about AMZN here OA? Or do you like googl better here short term? Thanks!
I sold my AMZN yesterday.
Anybody in $GPRO? Selling into this pop?
OA – There are 4 solar names on the Ouija this morning (insert groans). SCTY, SUNE, VSLR (all week) and SPWR. I’m likely wrong, but am guessing SPWR looks the best to you of the 4?
Should have refreshed my phone before posting. Sorry about that. At least the Ouija is in sync with you. A very good omen.
Indeud. SPWR moves a little slower. VSLR might be the best bet here.
Hey OA,
How do you feel about GOOGL here short term?
Thank ya!
Hard to chase here.
tankers