I'm inclined to wait and see if any Barcelona's are available before making a decision on shorting again. I don't find the claims of availability convincing. My fear is that we have already passed the peak.
Both Intel and AMD failed to advance on their respective good news !
The market ignored the Barcelona ! Well everyone knew that it was imminent, and so maybe that was already written into the stock price ?
The Intel new guidance of improved earnings was also ignored ! Was this expected and already reflected in the stock price ? Or maybe the analysts stayed put, and are waiting for the "Barcelona and the IDF" dust to settle, before changing their earnings estimates and recommendations ?
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