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Nice call and getting ontop of WYNN pullback, not bad on PCLN GOOG NFLX and no doubt OM must have seen the recent fund unload of the bios & IBB that was in bubbleland ala JAZZ PCYC ISIS CLDX BIIB REGN ICPT etc etc.
Wash rinse repeat.
Nice bounce again though for DDD off that most obvious of pivot
lows so far at 55.50, NUS too far this am at 101.
What a recent route for WDAY SPLK CRM FEYE and sell offs Chinese dragons BIDU QIHU YY SFUN YOKU from alt tops , now for the bounces.
DDD pay day
pounded the table before on VJET (short) up at 70, DDD up at 97 near 100 all during CES Show, reviews on AMZN for the 3D cube being turned into doorstops.
Barron's finally caught on, overhyped, way overvalued sector, tons of competition coming online.
(General Electric, they have real deal inhouse 3D printing)
ANIK what a fade at 52 (2nd tag) it was too, SPY was going to roll later (quad top at 185.5) & longs saw what happened to ITMN from 38 tday.
http://stocktwits.com/ronin245/message/20408751
ISIS rolled right back down too, tho they ramped ACAD up with ICPT early , seems everyone worried about SPY correction again.
Really saw ANIK ready to roll later, ITMN too, and JAZZ.
Watch JAZZ off 20ma tomorrow 158, was great $10 pop off there tday.
YELP no go past 100+ this am....TSLA, looks like China going green, KNDI nice move
YELP here's $100's
SFUN CYOU & SOHU reports out this am, YELP early pop with YHOO news,
PCLN wow, just like last time , the EXPE train set things in super motion in the booking sector, always seems to coincide with mid ER season jitters after AAPL , SPY pullback primed & poised for squeeze comebacks, TRIP also a power move too.
AAP ORLY & old friend AZO pulled strong pops as well last week, and YELP monster which waas never a short in my book.
Maybe time to play caboose~short now on ORLY, step in after bleeding shorts cover there last, such an opportunist, cant help myself, learned long time ago not to short this one too early
$PCLN trading in typical fashion, kill all call holders friday, then run like a beast monday - $EXPE news could really spark shares imho
past was prologue wasnt it?
$CMI Cummins upgraded to Outperform from Market Perform at Wells Fargo
Wells Fargo upgraded Cummins citing expectations for a positive inflection in end market demand and the company's above market growth. Wells raised its price target range for shares to $168-$171 from $133-$136
DDD was almost a 10 bagger off the lows yest when i mentioned that "55" tag , you had the right idea.
LNKD -$27 @ 196 (will this hold?)....LNKD 206 almost $10 bounce, not bad ...make that $208
TWTR now LNKD -$27 @ 196 (will this hold?) , misses guidance, , had them leaning wrong way again
sees FY14 revenue $2.02B-$2.05B, consensus $2.16B
sees Q1 revenue $455M-$460M, consensus $470.27M
What about China? Growth? Not yet...
AKAM....networks sure came thru this latest period TF, JNPR RVBD FFIV PANW & AKAM today...Icahn a holder.
Well BWLD got punished but still has march madness to run up into, good bouncer.
GMCR was a bit overdone, SODA DCB
CMI...classic bargain hunting day on the Dow, GMCR gave back some gains.
TWTR, this mostly useless birdie got pooped on, 7% decline in stream views, FY14 guidance flat, almost $40B MC? <laughable>
GMCR did well over $1Bil, Einhorn got gored, partner with KO on cold homemade soda unit without the CO2 can?
Who really needs to buy SODA now? Nothing proprietary, maby it'll bounce, never saw SODA as anything but a gimmick, Einhorn would have done alot better with it.
DDD down $10 more, heres 55 test right on que (still overvalued)
early gold pop winding down from 1272
pounded the table before on VJET up at 70, DDD up at 97 near 100 all during CES Show, & was the first to mention the reviews on AMZN for the 3D cube beiung turned into doorstops.
They're also breeding like rabbits, space is being overrun.
DDD now 20% haircut---> losing $60 , great call $DB
XONE SSYS VJET, lots of bagholders.
: 3D Systems lowers FY13 EPS view to 83c-87c from 93c-$1.03, consensus 96c
Reports preliminary FY13 revenue $513M-$514M, within previous view of $500M-$530M, consensus $514.24M.
lol...could see this coming, great call $DB!
Google price target raised to $1,500 from $1,350 at Bernstein <heh>
Bernstein raised Google's price target to $1,500 from $1,350 based o expectations search revenues will growth at least mid-to-high-teens rate for several years, headcount growth will slow resulting in opex leverage, and that immature and fast growing businesses such as YouTube, Google Play, Google Apps for Enterprise and Business and Google Compute will grow materially in value. Shares are Outperform rated.
$BA , bounce came in as expected,an $BEAV tagging along off lows
$92s so far stopping KORS so not to feel bad selling early there, not giving up much either
this is one difficult site to post on =IHUB
AAPL never really did suffer thru the swoon much & bouncing , WYNN, solars, 3Ds , FOSL in symp to KORS
whipy dipy, dipy whipy
TTWO was definitely semi falling knife/good short, BA nice reversal off 1rst swoon off 120s but nothing getting far including the SPY just yet.
GS a lil bounce, YUM got a pass last night frustrating shorts but already down an did good enuff, massive buyback.
AMZN AAPL & early bounces off lows for $DDD & $SSYS
GMCR trying to act like a short squeeze is coming
TTWO was definitely semi falling knife/good short, BA nice reversal off 1rst swoon off 120s but nothing getting far including the SPY just yet.
GS a lil bounce, YUM got a pass last night frustrating shorts but already down an did good enuff, massive buyback.
AMZN AAPL & early bounces off lows for $DDD & $SSYS
GMCR trying to act like a short squeeze is coming
TTWO definitely falling knife/good short, BA nice reversal off 1rst swoon off 120s but nothing getting far including the SPY just yet.
GS a lil bounce, YUM got a pass last night frustrating shorts but already down an did good enuff, massive buyback.
AMZN AAPL & early bounces off lows for $DDD & $SSYS
GMCR trying to act like a short squeeze is coming
Motherless Children~ Clapton
Love Steve's song, really soulful from sad times, funny had just posted Miller's tune just the other day to someone who had posted this by Clapton.
TTWO getting no respect from last night, downgraded at 3firms , make that 4...
Take-Two upside sustainability questioned, says Brean Capital
Brean Capital noted Take-Two Interactive beat Q3 estimates and raised guidance but said earnings were helped by stock buybacks. The firm believes the company needs to create a model for digital revenue growth as well as a migration plan for next gen consoles and without it sees little upside from current valuations. Shares are Hold rated.
GME also hated from a relentless squeeze that amounted for naught if this keeps up, what they pull off in bull markets
KORS this hitting the $1bil rev# was no small beat, a full $140mil higher than 90c expected, always happy to share in an early muscle~squeeze, KORS is punishing like this, sad for the shorts doing the full 20% to 92s .
Be kicking myself if goes for more, outted most all too soon at 91.50/92 this is an alt reached in this market, very impressive
Fedspeak is on tap from Richmond Fed hawk Lacker
Fedspeak is on tap from Richmond Fed hawk Lacker (non-voter) who will be speaking on the "Economic Outlook, February 2014" from 8:30 ET. He will be followed by Philly Fed hawk Plosser (voter) who will be discussing the economic outlook from 12:30 ET. Atlanta Fed dove Lockhart (non-voter) will balance things out with a speech on the economic outlook as well from 12:40 ET.
Nu Skin sees Q4 EPS $2.00-$2.02, consensus $1.91
Sees Q4 revenue $1.08B, consensus $1.05B; Due to the current review of its business in China, the company is rescheduling the earnings release and investor call to later in the month.
KORS +$15 did pick a good day to blowout ests, even another $4.50 bounce off initial pop to $88 earlier, early short-roast-toast,extra charred.
wonder GMCR can be so lucky to maintain that magic $1bil+ rev number weds it posted last qtr?
KORS $1000M rev hit , a mild to warm reception so far, beats by $140.06M (blew away ests)