Apple’s down again this morning and I’m not liking the trading action in that stock much at all now. There’s a relentless selling pressure that’s weighing down on the stock and the stock’s faded $20 since the pop after earnings. In some sense, I think the biggest culprit and reason for the selling is that [...]

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Here’s what I wrote about FIO heading into its report: FIO’s another long-term bet that I plan to own for a long-time as long the market they are developing continues to grow and they continue to execute. This company is just so new and their product is still so new to the marketplace that it’s [...]

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(Cue cheesy instrumental music and waterfall backgound) You ever stop? I mean, just step back and catch your breath? Or is every day at the market a battle? When I ran a hedge fund for five years, I never missed a market open or a market close (except one day when I had no power [...]

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I saw something recently that blew my mind and I need to share with you. A venture capitalist having to defend making a 31200%. In two years. Seriously, read this post from Ben Horowitz , Netscape founder Marc Andreeseen’s investing partner.  They were seed investors in Instagram, recently sold for $1 billion to Facebook. I’ll let @bhorowitz explain why he’s feels [...]

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Please indicate below the emails to which you want to send this article: Some updated thoughts on the “App Bubble” (and don’t forget today’s chat!)

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Good morning and welcome back. A couple quick hits here to start the day. I’m going to sell about 2/3 of my JNPR calls this morning for a double or so and hold onto the rest. The quarter was strong but guidance for next quarter was a bit soft and it’s not until the second [...]

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Guys, Apple’s earnings report is up in about 25 minutes. The tension is tangible amongst tech traders and investors. I hope that you are not so leveraged to Apple and that you’ve been patient and that you sold some when it was above $600 as I repeatedly pleaded with you all to do…and that you [...]

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