Paulo Santos
Paulo Santos
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Paulo Santos
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View Paulo Santos' StockTalks BY TICKER:
A,
AAPL,
ACI,
ADSK,
AH,
AMD,
AMZN,
ANGI,
ANR,
ARNA,
AUD,
BBRY,
BBY,
BIG,
BIOF,
BPI,
BWEN,
CBOE,
CEO,
CIT,
CLF,
CME,
CPI,
CRM,
CTL,
CYOU,
E,
EBAY,
EIA,
EPS,
ES,
EU,
EXC,
FB,
FCEL,
FCF,
FED,
GDP,
GMCR,
GOOG,
GPU,
GRPN,
H,
HD,
HPQ,
I,
IACI,
IBKR,
IDC,
INTC,
JBSS,
JRCC,
LNKD,
MS,
NBY,
NQ,
NYT,
OMG,
OS,
P,
PCRFY.OB,
PCXCQ.OB,
PPT,
PSI,
PWRD,
QCOR,
RE,
RENN,
ROVI,
S,
SEE,
SFLY,
SHLD,
SLM,
STSI,
SVU,
TTM,
TV,
UBNT,
USD,
VRNG,
WLT,
YELP,
YHOO,
ZNGA
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wigit5: lol hilarious so more exchange goof ups? wonder if that'll be more normal... -
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Paulo Santos
Something bugs me in this artificial bubble: how can AAPL go down while it happens? - View all 79 replies
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marketquant: It is a money-velocity forcing mechanism, with the Fed "promising" to the banks that the money will get returned eventually. -
Whitehawk: Piggy bank for other spec'ed trades. Analogy: certain blue chips during the tech bubble.
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Sam Liu: could the money be coming out of AAPL, going into QCOM and CSCO also finally
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Paulo Santos
Lizard Capital today: we thinkzzz marginzzz are improvingzzz. We thinkzzz AMZNzzz Izzzz a Buyzzzz. - View all 1 replies
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Paulo Santos: (Many thanks to "Shorting_Amazon" for the "Lizard Capital" name)
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Paulo Santos
AAPL lost nearly 10% in a few days with zero market impact. - View all 10 replies
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PSalerno: Yes, but Bernanke is not a true money printer, it is just an amateur. -
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Paulo Santos
Seems like a bit of a reversion going on at GOOG. - View all 1 replies
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Paulo Santos
Perhaps CSCO is again a growth stock - that would explain the craziness. That would also be negative for AMZN. - View all 1 replies
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Paulo Santos
CSCO up 10% on the slight beat, now. And they didn't even guide higher! - View all 16 replies
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Sam Liu: I'm losing money on CSCO, talk about outing Ballmer, ar least currently I have a healthy profit. Not do with Chambers
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Paulo Santos
TSLA up AH on announcing a secondary and a convert. MS part of the issue, hence the $103 target price. - View all 2 replies
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Paulo Santos
It's somewhat weird ... many companies are doing as badly as AAPL, why is AAPL the only one that falls? - View all 5 replies
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captiankirkoptions: AAPL gets hamered this week and crap companies like SHLD rise. I say long AAPL short SHLD. -
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Paulo Santos
One could be short a pile of manure at a $1 billion valuation and one would still be taken to the cleaners in this market. - View all 21 replies
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Paulo Santos
The bots seemingly never run out of money to buy more. - View all 7 replies
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neobliviscar: ....professionally the QE3 / Infinity really disgusts me. Revived the patient, but the continuous adrenaline drip has longer term issues -
marketquant: Re QE3/infinity: I've come to the conclusion that energy is about the only thing to own.
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Paulo Santos
GOOG, along with many others, has gone vertical. - View all 11 replies
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mdesilvio: LNKD should change its symbol to HE (from the periodic table of elements)
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Paulo Santos
AAPL seems to show that when this market breaks, it will break 2-3% in a flash. Everything is loaded with leverage and trailing stops. - View all 1 replies
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Ray Lopez: When Paulo finally throws in the towel and becomes a bull, watch out below!
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Paulo Santos
FMNA and FMCC, those staunch fortresses of solidity, are also going crazy again. - View all 2 replies
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Paulo Santos: It's highly probably they are, but that was never an impediment in the Bernanke market.
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Paulo Santos: It's in Bernanke's pants, given the joy he must be getting from these markets. -
Whitehawk: Don't need volume when you have market moving block trading, primary dealers and the SAC Capitals.
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Paulo Santos
At LNKD, all is forgiven and forgotten - the short interest speaks louder in the Bernanke market. - View all 5 replies
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embryorambo: Its like the rally is based on driving the shorts out of their positions, look at short interest of SPY its 30%... -
krk: And PCLN, about which Barron's penned a bearish piece exactly a month ago..
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Paulo Santos
INTC strangely negative, given how positive it is for DELL not to meet its targets. - View all 5 replies
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Paulo Santos: At that point, everything was flying, particularly the stocks with bad news ... eheh
