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I am a contrarian indicator.

|Includes: BIDU, Cypress Semiconductor Corporation (CY), NTAP, RVBD

Well folks, all the fuss about the overvaluation and "unsustainable" rally has finally caused me to capitulate on my bearish views on Q4 earnings. that being said, i tend to view myself as a contrarian indicator. thus i am now long CY, NTAP, BIDU,and RVBD. 

Expect a severe correction anyday now, probably in excess of 5%, enough to get me hosed out of some of my call options, and scale back my equity positions. 

My track record for picking tops is impeccable, with large losses in UNG, LVS among others.

So either way, id say go ahead and short this as the fools rush in. 

Im keeping track of something, not sure what.