And I quote: “Our recent checks indicate the LCD supply chain is in full recovery mode,” Weeks said. “The LCD supply chain continues to replenish; glass supply and demand is very tight right now, much stronger than we anticipated. This has led to an imbalance in glass supply and demand that will likely last through the end of the third quarter. As a result, we are raising our second-quarter glass volume expectations.”
That was the CEO of GLW telling you to cover your shorts, yet you chose to listen to random internet fucktards. For the love of guns and bombs, the LCD market is on fire. How many fucking time need I remind you?
Aside from GLW, other plays include ASGLY, HIMX, DIOD, AUO, LPL, KOPN, TRID and maybe a little IMOS. That’s all. I help you too much already, and for what?
One more bone: with oil going higher, look towards the parts and service names; you will thank me later.
Today, my year to date gains surpassed 60%, thanks to just about everything. Going forward, I have not determined whether I will take some profits or add to positions. Either way, the market is going higher, so you better prepare to marvel at my market hand for quite some time.
Whether it be a matter of happenstance or true time machine magic, my skills are no longer up for debate. Instead, you need to think about personal solvency. “The Fly” enjoys the luxury of magic carpets and personal printing presses, amongst other things, while you struggle to pay for your cell phone service.
In short, “The Fly” wins again.
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