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  • Still Going Long And Strong With Micron Technology [View article]
    Where does this news figure into pricing?

    Micron's revolutionary Hybrid Memory Cube tech is 15 times faster than today's RAM


    Seems like it could have a big impact depending on how wide the moat is around the technology. But might have zero impact in next 12 months.

    Thoughts? Thanks.
    Jun 25 01:24 PM | 3 Likes Like |Link to Comment
  • Next Week Is Critical For Shorts [View article]
    Another great article. One potential piece of upside news would be a fed announcement Monday, pre market open, that it was deploying one of the instruments you detailed in a previous article. Not out of ammo yet, as you point out.

    What would precipitate such a move? Weekends can be scary times in a crisis. If the eurozone deteriorates on Sat/Sun, plus people's reaction to the news continues to deepen, Monday is a perfect day to pull out a Fed rabbit. Not saying it will happen, but it might. Then, when markets open, the first market response would be a reaction to that policy, whatever it is.
    Sep 2 02:56 PM | 1 Like Like |Link to Comment