Fly on WallStreet

I swear, investing in oil related stocks has to take years off ones lifespan. Yesterday, the sector looked like the dot com bust of 2000, today they look great. It's too much. Instead of being an asshat oil investor, I will focus on what has been working consistantly for more than a year: Tech.

Because of the increasing demand for bandwidth and video related services on the web, the Networkers will remain my favorite sector-- for the foreseeable future.

The only thing that can change my mind, is a potential price war between AKAM and LVLT.

Today, I am impressed with moves in DVW, LVLT, HLIT, SONS, AGR, NT, RVBD, NETL, and ANTP. However, long term, my favorite stocks are GLBC, EQIX, NETL and TLAB.

Aside from the Networkers, the market is mixed today-- with the assholes at AMD leading the losers.

Frankly, I do not understand why anyone owns AMD-- while a price war is ensuing with INTC. However, after today's decline, I wonder if AMD is near a bottom.

Finally, I am thinking STMP may be due for a bit of a run. They always perform well near Valentines day, and the stock has been beaten up.

The following Networkers have mojo:

ANTP +35%
VOCL +8.1%
TKO +6.4%
DVW +5.5%
RVBD +5.1%
LVLT +4.3%