Most dangerous to be short: BRCM MXIM KLAC We saw how these were favored in snap back yesterday. I do have puts on MXIM and KLAC for momentum point moves which should go a couple of more days. If MACD's do not give a sell on time, top will be suspect, so you have to watch these to see if money is really 'pouring' into semis - or not!
BRCM will be my #1 buy when the buy comes MXIM #2 as it broke above Apr high [so did INTC]
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