So I'm glad I stuck to my bullish bent. A somewhat anxious day, but I think we might just have gotten the upside momentum I was looking for - and, finger still crossed on this, but it seems as if the Nasdaq might be leading it. Which would be friggin awesome.
Of course, we'll watch carefully on Monday, but given the upcoming holiday season, I think people will realize that people, especially people in Europe and the rest of the world, are still buying IMACS and IPhones and IPods.
AAPL, GOOG, FSLR, and RIMM - should rule. Fundamentally, they should rule. Here's why, in very, very brief, cause the wife wants to spend time with me.
Goog - Is bidding on wireless spectrum auction in Jan. And anyway, Goog has a PEG of 0.97. Case closed.
AAPL - Will be stepping into China, and then India soon.
FSLR - Check out the recent earnings.
RIMM - Already in China. Check out the analyst estimates. No, all the analysts aren't dumb. China demand will kill numbers.
Full disclosure: I own AAPL and RIMM calls, and GOOG shares.
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