Fundamentals are definitely improving. Especially for my paradigm changers: all four of them managed to beat estimates in the last quarter. Not only did they beat on profits, but what's more important, on revenue as well.
Google (GOOG), Intuitive Surgical (ISRG), Netflix (NFLX), VmWare (VMW) are all looking great!
So far, three stocks are up after earnings reports; only Google looks like it's going down, because of a quarrel with the government of China. I don't see it as a big problem. As for rumored talks between Apple (AAPL) and Microsoft (MSFT) to replace Google on iPhone with Bing, these are just rumors. In any case, if Google drops more, I am a buyer.
Full disclosure: at the time of publication author had long positions in GOOG, ISRG, VMW and NFLX. Positions can change any time.
