Seeking Alpha
  • Andrei Volgin
    The air starts to come out of the bubble names ($P, $PLUG, $AMZN, $TWTR, $TSLA, $SCTY). When easy money stops, so does the music.
    3/21/14
    Reply (9)
    • ReligiousWacko: Don't forget $CRM as well...
      3/21/14
    • Andrei Volgin: And $NFLX. $NOW - there is a long list. We see the early stages of a big rotation out of speculative names.
      3/21/14
    • ReligiousWacko: Options and futures expiration today as well might add to volatility.
      3/21/14
    • Bassem Jam: $TWTR is in no bubble. the potential are tremendous. Imagine every new phone has a twitter app, future looks very bright. IMO
      3/21/14
    • cking6178: Bassem - how are they monetizing that "customer" base...
      3/21/14
    • Grant Payne: not to mention $NFLX and $DDD. They really ought to make a growth/bubble stock ETF
      3/21/14
    • buyandhold???: its amazing how you only emerge on days the stock drops....where were you when amzn was $380 3 days ago?
      3/21/14
    • Andrei Volgin: I was busy adding to my short position :)
      3/21/14
    • buyandhold???: andrei at your success rate you would be a billionaire by now......always right on your short calls!
      3/21/14