Hi Leon, thanks for the reply, I value your insights greatly. I asked about some of the rockets because Zeev has had OBs on AMAT, XLNX, and MXIM in the past - see these posts:
I have noticed you trading XLNX here, and would be very interested in some of your indicators on the long side. I trade in an IRA, and can't short. Also do you ever trade ALTR? Thanks.