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Tilson Is Now long NFLX

Money manager Whitney Tilson was famously the lone man willing to say the Netflix emperor had no clothes. Now, he sees the emperor in all his finery. Full Story

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FSLR Down on Heavy Volume

CEO stepping down.

Update: First Solar, Inc. (NASDAQ: FSLR) today asked its Chairman and company founder, Mike Ahearn, to serve as interim Chief Executive Officer. Ahearn has accepted. Effective immediately, Rob Gillette is no longer serving as Chief Executive Officer, and the Board of Directors thanks him for his service to the company.

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Today’s Industry Highlights

Via Yahoo Finance

Top Performing Industries % Change
Appliances +2.38%
Silver +2.00%
Semiconductor – Broad Line +1.70%
Gold +1.55%
Medical Laboratories & Research +1.13%
View Leaders & Laggards…
Worst Performing Industries % Change
Music & Video Stores -34.48%
Regional – Southeast Banks -3.87%
Foreign Regional Banks -3.71%
Photographic Equipment & Supplies -3.27%
Building Materials Wholesale -2.93%

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Mining Stocks Rally: Chinese Demand Looks Strong

Mining companies jumped in morning trading Monday as metals prices rose. New data shows that Chinese manufacturing activity grew in October for the first time since March, pouring cold water (or perhaps just delaying) the expected “hard landing” in that country. FULL STORY

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$FIO Top Tech Pick for 2012, Barron’s

Fusion-IO, Inc. (NYSE: FIO), is ripping higher out of the gate, Monday morning. The move could be related to Barron’s calling Fusion-IO its top tech pick for 2012. Barron’s also has a 12-month price target of $52 on Fusion-IO, indicating about 100 percent of growth. From street insider

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Asia Trades Higher

SYDNEY (MarketWatch) — Most Asian equity markets gained sharply on Monday after European leaders indicated progress on a plan to resolve the region’s debt crisis and preliminary data showed Chinese manufacturing is improving. Full Story here

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YHOO: Leaked Memo

After Yahoo fired CEO Carol Bartz, cofounder Jerry Yang told employees that the company had not begun a sales process.

Since then, reports here and elsewhere have suggested that is a bunch of malarkey and that Yahoo’s board is very much putting the company up for sale.

Full story here

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