Nirvana: The Man Who Sold The World

This one goes out to all you bearshitters

Just to recap:

I held all of my positions and enjoyed another up day. Flotek Industries, Inc. [[FTK]] is moving higher now and it’s only a matter of time before I salsa dance on your face.

Into the bell, I bulked up on Advanced Micro Devices, Inc. [[AMD]] , for reasons unbeknownst to you, but quite apparent to me. Keep a close eye on ATHR‘s earnings, scheduled this week. They are a key player in the wifi craze and will serve as a good tell for a number of other tech names. And, be sure analyze AVT‘s earnings too, for they are the number 1 distributor of electronic parts to the foundries. Think cellphones, think LCD’s.

Throw your fucking charts out and party like it’s 2006. We’re going higher, bitches.

Off to partake in a rudimentary form of entertainment.

I bought 150,000 Advanced Micro Devices, Inc. [[AMD]] , $4.10ish.

I hate to interrupt your Great Depression with a technology revolution, but that’s exactly what I am going to do. While you fuck around, in and out of FAZ to FAS, “The Fly” is preparing the ground, positioning himself, to benefit from the ongoing revolution. Instead of musket fire, I am interested in bandwidth and the companies that help improve capacity. I am interested in smartphones and whoever stands to benefit from egregious market shares gains.

If smartphones represent just 13% of the entire cellphone market, what stock will spiral higher when market share reaches 50%? Moreover, if smartphones are bandwidth hogs, what companies stand to benefit from big telco dollars, flooding the market, in order to build out capacity?

Investing is not a fucking game, assholes. You cannot take a ruler to a piece of paper and make a billion dollars. You need to partake in cognitive thinking, in order to “get it.” Don’t take my word for it. For all you know, “The Fly” is some retard blogging out of the back of a pizzeria, somewhere in Brooklyn.

After done making money in this market, “The Fly” will retire to some quiet place, unknown to anyone, where he will hire people to make him tea and fetch his morning cannolis.

As for now, there is much work to be done and many victories to claim. At the moment, I am 90% long, with 10% cash. I am long a variety of stocks, ranging from garbagio to celestial.

For good or for worse, the bulk of my investment dollars are tied up in the following

Corning Incorporated [[GLW]] , OmniVision Technologies, Inc. [[OVTI]] , Flotek Industries, Inc. [[FTK]] , [[UNG]] , [[ENTR]] , TEKELEC [[TKLC]] , TeleCommunication Systems, Inc. [[TSYS]] , [[ARMH]] , ADTRAN, Inc. [[ADTN]] , Ciena Corporation [[CIEN]] , salesforce.com, inc. [[CRM]] , Abercrombie & Fitch Co. [[ANF]] , Atmel Corporation [[ATML]] , STMicroelectronics N.V. (ADR) [[STM]] , ON Semiconductor Corp. [[ONNN]] and Brocade Communications Systems, Inc. [[BRCD]]

Over the weekend I ate some of my “end of the world, OMG, the Earth is doomed rice.” I had company at the house; and much to my chagrin, we ran out of rice. Stored in my garage, in some dumbass plastic bin, I have enough rice to feed my entire island. You remember, back in the old days of 2008, when everyone was stockpiling food, like idiots? Yep, Le Fly was one of them, stockpiling food, water and ammo, as if dustbowls were sweeping through the country.

Fast forward a few short months later, I’m eating some hedonistic dessert, decorated with edible gold.

See folks of the internet, life is all about emotions. One second you’re ready to cut your neighbors eyeballs out for a quick meal, the next you’re sharing a 2 1/2 inch thick rib eye with him.

As for the markets:

It’s non-stop fun, as “Le Fly” smashes jelly donuts in the faces of those who bet against him. To be candid, I am enjoying numerous wins today, yet my mind is already on vacation. In about one week, I depart for Disney World, where I will laugh and laugh, frantically taking pictures of Mickey Mouse and his friends. So, as you could imagine, the stock market is the least of my concerns right now.

Nonetheless, if forced to buy a new stock today, I’d buy General Cable Corporation [[BGC]] or Switch & Data Facilities Company, Inc. [[SDXC]] .

Once again, we are in the midst of the biggest technology revolution since the gilded era of dot coms. And still, you sit there like a fucking paradiddle, shorting the market because a few banks are retarded? Geez, who taught you how to invest, Bill Miller?

Top picks: Corning Incorporated [[GLW]] , OmniVision Technologies, Inc. [[OVTI]] , TEKELEC [[TKLC]]

Developing…

Religious Update: God Loves Corning.

Bible Thumper Newz: God loves broadband & China.

[youtube:http://www.youtube.com/watch?v=wmXyB-LWWls 616 500]

[youtube:http://www.youtube.com/watch?v=txcPW7G3rrg 616 500]

You stupid fuckers need to understand something (pause); never bet against slow, grinding markets, on a “hot as fuck” Friday afternoon.

Closing out the week, “The Fly” sacked up large bags of cash, then proceeded to put them inside of his vaults. If you are interested in knowing what I am long; fuck off, I don’t have time for your requests.

While living the life of a champion, on occasion, the subject of “winship” is called into question. Let it be known, my winning ways go unparalleled north of the South Pole.

Off to drink myself stupid.

I am making some changes here.

Sold out of [[ERX]] , north of $29.60

Sold 25% of Corning Incorporated [[GLW]] , $16.60ish

Sold 30% of OmniVision Technologies, Inc. [[OVTI]] , north of $12.80

Sold 50% of Atmel Corporation [[ATML]] , about $4.08

Bought 25,000 Brocade Communications Systems, Inc. [[BRCD]] @ $8.35

Bought 20,000 ADTRAN, Inc. [[ADTN]] @ $23.60

Bought 15,000 Ciena Corporation [[CIEN]] @ $9.95