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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 (NASDAQ:GOOG), Intuitive Surgical (NASDAQ:ISRG), Netflix (NASDAQ:NFLX), VmWare (NYSE: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 (NASDAQ:AAPL) and Microsoft (NASDAQ: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.

Source: 4 Paradigm Changers Beat Estimates