ATTENTION BEARS

A special message for my bear friends: “you better hold your breath.”

No one believes the rally can continue, which, incidentally, is exactly why it will. Traders are in a perpetual state of wrongness, betting against this rally, with misguided reasoning.

The banks have been cordoned off. If you haven’t figured that out by now, then you are a first rate idiot. Now, in an unbelievable twist of fuckery, those same people are selling short due to dollar weakness.

Asshole, stocks go up when the dollar dives. It is our first class weapon against foreign exporters. By way of fucking the little guy, via currency devaluation, U.S. corporations are enjoying large overseas profits. This is exactly what the Fed and Treasury have been trying to do: create a sense of inflation.

Believe me, inflation is a much better evil than deflation.

In short, with [[UUP]] (Dollar) knifing lower, it is your duty, as a tax cheating American, to get long in a very egregious way.

By the way, ARUN blew the doors off of quarterly numbers, which is one more piece of evidence that my theme is a correct one.

Bottom line: you hunched backed bear fuckers are about to be taught an unflagging lesson in stock market trickery 101.

Stay tuned.

UPDATE: I bought 10,000 SIFY @ $1.79

I bought 5,000 ENTR @ $2.25, 2,000 FSYS @ $19.54, 10,000 CROX @ $2.50 and 2,000 CUZ @ $8.68.

Disclaimer: If you buy the above stocks because of this post, you will become a fucktard within seconds of purchase. And, you may lose money.

Leave my blog and go slap yourself around with a powdered donut—that’s all. I’m sick of dragging you around, by the hair, helping you feed yourself. If it wasn’t for me, along with the other bloggers on iBC, you’d be eating dinner out of your car. Where’s the gratitude?

Answer: there is none, since most of you are internet leeches.

To be honest, I don’t feel like talking. My allergies are acting up and I am very busy.

People call me up, write me emails the length of love letters, saying “do you think it’s too late, should I, would I, oh could I get in the market?” Fuck off and cop a walk off your local pier. What the hell do I know? I’m just some space alien machine, who drives in a diamond encrusted time machine at night.

Go ahead say it, “oohh, oh, what about FTK?”

Early this morning, I bought a basket of biotech stocks and I added to my TWI position. Going into the long weekend, I want to press my hot blade against the butter necks of certain short sellers.

With that in mind, I will be placing a few new buy orders shortly.

UPDATE: The Official iBC Standard ^^

With regards to equity investments, mind you. If you recall, one week ago, I asked to “borrow your cancer,” research.

Well, much to my chagrin, CGRB got bought out, without my gentleman-like investment. So, in haste, I shall buy a basket of “cancer-lotto” stocks, first thing tomorrow morning.

I know what you are thinking: “how fucking insensitive this Fly guy is, with his joke-like references to cancer.” Hey bucko, we are made from stupid and water. I do not not make believe to be immortal. However, mind you, my words shall last forever, while your comments get deleted by my spam bots.

Here is my buy list:

MEDX, OXGN, EXEL, GHDX, PARD, ALTH, IMGN, CGRB, MDVN, ARIA and CYTK

For PPT subscribers, this screen is especially useful.

[youtube:http://www.youtube.com/watch?v=82EMQYcFwQk&feature=channel_page 550 400]

Coming soon to iBC, “Fuck You Bears, You’re Dead” funeral cards.

I’m bored. I don’t feel like schooling you fuckers any longer. It is just too tedious. Instead, I will talk to you all like children. If you understand what I am writing, nod your head (pause).

Good.

During most of the day, I was busy slapping people with hot slices of pizza, while chomping on sushi—until the fucking bottom fell out of treasuries. Into the gold bonanza, I sold out of my NGD position. And, at the end of the day, I added to ENTR, FTK and initiated a new position in GME.

From what I understand, GME is NOT accounting for a likely price reduction in the PS3, by SNE. With that in mind, I believe GME is sandbagging and will easily beat next quarters numbers. If Sony announces a price cut, which is likely, GME will run. Write it down.

Bottom line: you fucking bears are pathetic: you suck cockles. Go stick your heads in quicksand, with some FAZ certs sticking out of your back pockets, and call it a day.

I bought 10,000 ENTR @ $2.34, 5,000 FTK @ $2.04 and 3,000 GME @ $22.29.

Japan just announced they will lend companies up to 4 trillion yen within the month. However. to counter such QE talk, Bill Gross confirmed rumors that the U.S. might lose its AAA status. I must say, these credit agencies are a fucking joke. Why do we even keep them around?

Of course the U.S. is not AAA rated. I really don’t understand why the fuckers at [[MCO]] have so much power.

Nonetheless, as a result of Treasuries getting routed, certain sectors (commodities) are rebounding. First and foremost, the [[TBT]] and [[TMV]] players are killing it today. I was long TBT for awhile, but somehow got caught up in the ol’ deflation story. Lo and behold, it appears the level of fuckery, via national debt, may come home to roost sooner than I originally thought.

So, yields are going up and the dollar is getting machined gunned. I think the sell off is too swift and would not chase treasury bear funds, at these levels. Instead, I would take positions in gold, via [[DGP]] or gold stocks, like [[AUY]], [[EGO]] and [[GG]].

As for stocks:

For the moment, they are in the “no buy zone,” unless of course your goal is to accumulate. I would add to my positions, providing the market dipped tomorrow.

My top picks are: IR, GLW, ENTR, FTK and RFMD.

CNBC is in the process of humiliating themselves, again, by way of highlighting “Nigerian investment opportunities.” From my vantage point, munitions and law enforcement seem like great “opportunities” there, to hell with building out an electricity grid.

As you can see, the market is selling off, which means, incidentally, all of the bears will be pounding their homo drums today, praying to Lucifer for a little taste of Armageddon. Unfortunately, for them, any and all sell offs will be met with frenetic buying, due to the idea of future growth.

Until proven wrong, my theme will be to buy “early cycle” tech names, due to stories like this.

If the semiconductor foundries ([[TSM]], [[UMC]], [[CHRT]], [[SMI]]) are rebounding, due to inventory shortages, I want to be long the companies who supply them or have a hand in the packaging and testing of wafers.

Such said companies include: [[AMKR]], [[KLIC]], [[ASX]], [[ATE]], [[SPIL]], [[TQNT]], [[CDNS]] and [[TER]]—just to name a few.

In addition, companies who deliver electronic parts to the foundries are worth investment, including: [[AVT]], [[ARW]], [[AXE]] and [[NUHC]].

After that, there are a myriad of stocks that may benefit from higher capacity utilizations. However, for now, I will stick to the early cycle names.

Separately, there is a boom in LCD sales, particularly in China. In my opinion, the best way to play it is through [[AUO]] (they make the LCD’s) and [[GLW]] (they provide the glass substrates).

And, finally, I am very interested in playing the 4g rollout, due to the emergence of smart phones. So you know, at the present, smart phones ([[AAPL]], [[RIMM]], [[PALM]]), represent less than 15% of the overall handset market. Without a doubt, that number is set to double or triple. A way to play the touch screen technology is through [[CY]], [[ATML]] or [[SYNA]]. The best way to play the internet connectivity aspect for handsets is via [[STAR]] and [[ATHR]].

As for the actual infrastructure, in my estimation, the best plays are [[ALU]], [[ERIC]], [[STAR]] and [[CIEN]]. If you want to roll dice, outlier plays include [[RFMD]], [[LVLT]], [[SONS]], [[ARUN]], [[AKAM]], [[EQIX]], [[SDXC]], [[SOAP]], [[VRGY]] and [[CAVM]].

Two things to note, [[BRCD]] appears to be taking share from [[CSCO]] and [[SONS]] may acquire the distressed assets of Nortel, which may be a huge win for them.

As an aside, LED technology is finally taking off. The big ticket items will come in the form of infrastructure contracts, for LED street lamps in China and possibly here in the states. Unfortunately, most of the LED plays trade Taiwan. Here in the states, there is one company worth investment, if you are interested in playing the LED craze: [[CREE]].

And, every once in awhile, I like to invest in companies with kick ass technologies that offer outsized gain opportunities. Two companies that come to mind: [[OVTI]] and [[ENTR]]. Do your own research, liver lips.

That’s my thesis and I’m sticking to it.

As you know, “The Fly” has been delving into the Dark World of Small Crap, as of late. I will have you know, the reason for this is because of my “calculator brain” and 155 IQ. Small caps always outperform big caps, coming off of a market bottom. The trick is knowing when to put the small cap crack pipe down, in exchange for bigger names. My sense, there is another 10-15% left in this market run. As a result, I deem it necessary to be long.