After Adobe crushed their earnings today. I believe that Cloud based stocks will see a significant rally tomorrow. I have $SPLK and $WIN myself but there is literally a ton of different names that one could use to play this move. IMO
Pandora continues to be one of the most interesting stocks in the Market. From a M&A standpoint as well as mobile Ad rev. Somewhere near $30 in the near term is not absurd. If there is a merger? $P for $50? lol Never say never.
Solar has been having a massive rally on the back of stiffer tariffs on China made solar products and a need for energy independence. My two favorite names in the space continue to be SUNE and SPWR. Both have had big moves and there will be a time for profit taking but now is not it. Further upside in near term is possible.
$UA has become one of my best trades for 2014. Sold my last call as we have just had a massive run in a very short time period. I entered my trade in the $40's and using Call options made a killing as $UA touched $60 today. I am waiting for this recent move to be digested where I will look to re-enter.
I think I am getting close to my word limit so stay tuned for another InstaBlog as to the rest of break down!!
Disclosure: The author is long SPWR, P, SUNE, ADBE, UA.