3:30 continuing breakout TASR et al to 80. CTX and select plays today are soaring! If you sneezed on Wednesday/Thursday wasting time prognosticating when you could have been buying, the best part of the rally passed you by! Positions taken for earnings plays as well. Former bears are bulls while bears might hibernate for a while, still a little light on semiconductors but we did choose the best of the bunch for a very diversified trading portfolio (QCOM churned out and a few others replaced, CTX entered... lovely RIMM, TASR, MAGS (profit taking 75%) and NFLX still IN PLAY along with others from today's newsletter as well as continuing longs from Friday (now actually 35% invested on long side and only 7% on short side from Thursday) all the cash from Wednesday's final short covering is put to good use.