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Tag Archives: #LED

A Good Week to Be Bullish LEDs

I was able to advance my portfolio by seventeen percent to start the month pressing my high water mark while the market consolidated/traded lower.  As the month continues, the risk continues.  This is a risky environment and stock picking continues to be paramount.

I love open water swimming.  It is explorative by nature and makes me feel small.  Perhaps I feel the same enjoyment trading in the futures.  And although I enjoyed swimming in the /ES these last 6 months, the /NQ has a much better feel.  /ES is like catching the shore pounding waves in Huntington Beach California where /NQ is like the warm rollers down in Costa Rica.

We will however continue profiling the /ES as it bakes the finest contextual cake in town.

Tesla came out and defended his technology like a true gentlemen after the bell today.  Much like Henry Ford would stop and repair any broken down Model T’s he passed, Musk came to the modern day rescue, producing a detailed report on the event.

I do not know any CEOs who are behaving as fantastic as this guy.

I like my book of stocks and I only wish I wasn’t sidelined on ADHD.  Everything else about this week was perfect.

LEDs will continue to be a disruptive tech.  Keep your eyes peeled for them and do not hesitate to report your findings to Raul.  Better yet, use your AMBA cameras to gather intelligence.

Signing off,


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They’re showing up more and more.  Look around.  Check out the latest municipal project in a town near you.  Keep an eye on the businesses that you consider innovative and on the cutting edge, the LEDs are coming.

As you know, I’ve made my bed with CREE.  I’ll ride this stock to zero if need be.  The stock is up 85 percent year-to-date.  Don’t say I didn’t warn you, bang the drum, and play along for the duration.

We’ve played around with some other names, diddling really, trading the pumps in RVLT and LEDS.  That’s all I’ve conjured the conviciton to do because I find the companies to be shit, for lack of a better word.  But I’m getting the craving to commit more capital to an intermediate term idea.

With that in mind, I would like to turn your attention to Aixtron, ticker AIXG.  There is a lot to like here, so we’ll go through the following bullet points then we’ll look at the lovely charts:

  1. They’re German
  2. They have Chinese factories or “Training Facilities”
  3. They have a sales office in California, where the gold is
  4. They have a sales office in Israel, where the Israelites live
  5. They don’t have a hovel website like other LED companies (cough, cough, LEDS)

All of that is nice, but you know what really matters most to me, the price charts.  Price is lining up on both the daily and weekly timeframes.  These foreign stocks trade awful intraday and often gap all over the place, but if you accept that, we’re looking at a nice risk entry.  This one also may be too thin for some of you bigger players.  Nevertheless, have a look:

aixg_daily_06172013 aixg_weekly_06172013

You have to give it risk to $15, but PPT members, have a look at the proprietary statistics…we may not see much opportunity lower.  Either way, a smaller position size until the position starts to work or offers better entry for a double down may be the best way to play this name.

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