Tom Petty: Don’t Come Around Here No More (live)

[youtube:http://www.youtube.com/watch?v=f85DJ-lud6w 616 500]

I see the comments section is riddled with funny guys, more apt for a juggling routine than at a trading desk. Don’t fuck with me, else I will track you down at your favorite restaurant and throw a gallon of paint in your face.

Here are some things to consider:

The boom in LCD production/sales will benefit LG Display Co Ltd. (ADR) [[LPL]] , AU Optronics Corp. (ADR) [[AUO]] and Corning Incorporated [[GLW]] . However, smaller companies stand to benefit as well, such as Advanced Energy Industries, Inc. [[AEIS]] and MKS Instruments, Inc. [[MKSI]] . Do some fucking research, chart-boy.

The LED craze will soon hit a street lamp near you. Take a look at Aixtron AG (ADR) [[AIXG]] or Cree, Inc. [[CREE]] .

People hardly talk on the phone anymore. Instead, people type little messages to one another, via “text messaging” service. Do you know who helps provide this service? Of course you don’t, since your head is stuck inside of a moving average.

Take a look at TEKELEC [[TKLC]] and TeleCommunication Systems, Inc. [[TSYS]] .

I’m buying Advanced Micro Devices, Inc. [[AMD]] because margins are expanding. How do I know this? Answer: I just do.

Will the stock shoot higher immediately?

Answer: I don’t know or care.

See folks, unlike you, I am patient enough to wait a quarter or two for a story or a thesis to materialize. When I was younger, I was hamstrung with impatience, always looking for the next grand slam. When in reality, the grand slam can be achieved through an agglomeration of doubles and triples.

In short, while “The Fly” is winning, in epic fashion, I insist that you refrain from using a mocking tone with me. It is uncouth and represents your lineage very badly.

I bought 20,000 Advanced Micro Devices, Inc. [[AMD]] @ $4.03 and 3,000 Flotek Industries, Inc. [[FTK]] @ $1.78.

Disclaimer: If you buy the above stocks because of this post, the next time you are at the zoo, a wild ostrich will break loose and peck away at your eyeballs. And, you may lose money.

Goon squads are combing through the streets of Wall, searching for losers who are short stocks. Upon finding them, the shorts are being arrested and thrown into 80’s style limousines, where they are slapped, and slapped again, with hot slices of pizza and drenched with sugary sweet florescent green soda. Despite their best efforts to annihilate the market, the bears have lost the initiative, and as a result, find themselves in a very onerous bankruptcy situation.

Naturally, the market is not going to power forward on a daily basis. However, during bull markets, such as this, the bears shall be given no quarter or respite. Instead, as some of you know, they are offered “the black flag,” where only roach motels offers lesser amenities.

Over the last 6 hours, Senor Tropicana has been dealing with internet connectivity fuckery, an obvious ploy by his enemies to slow down his winship efforts. With a little demonic-style screaming and luck, I am now connected to the internets, where I intend to enjoy the pleasures of telling random people to “fuck off,” and boast about present and future victories.

Do not blame “The Fly” for your impotent investment prowess. Blame your parents for passing on inferior genes.

At any rate, with my money, I will wait until 3:45 to execute several buys.

Stay tuned.

I particularly enjoy short squeezes in the worst stocks. It just pisses off the bears to no end, seeing pure bullshit rocket ship higher. With that in mind, with the help of The PPT, I developed a custom screen to help identify low priced stocks, primed for a short squeeze.

Here are the results:

Headwaters Incorporated [[HW]] , Hovnanian Enterprises, Inc. [[HOV]] , [[GSI]] , Hecla Mining Company [[HL]] , Beazer Homes USA, Inc. [[BZH]] , [[HEB]] , Zale Corporation [[ZLC]] , Sinclair Broadcast Group, Inc. [[SBGI]] , Advanced Micro Devices, Inc. [[AMD]] , Incyte Corporation [[INCY]] , MBIA Inc. [[MBI]] and AMR Corporation [[AMR]]

As an aside, “The Fly” has been actively pursuing the whereabouts of numerous villains, wanted by the cognoscente for crimes against bloggery. Any information, pertaining to the locale of such persons shall and will be forwarded to the office of your local magistrate for thorough investigation.

Thank You.

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]]