Fly on WallStreet

Well, it looks like the Semi's, led by the fuckers at LRCX, are rolling over. Investors are going to need that fucking office depot box, with the real hand inside, to point them in the right direction. Frankly, I haven't liked the Semi's for more than a year and have periodically shorted them-- with evil intentions to drive their respective shares below zero-- if possible. However, much to my chagrin, they never go below zero. Moreover, after getting "earnings fucked," they usually rebound quite nicely.

So, with that in mind, I suggest selling all Semiconductor stocks now-- with the intent to buy the bastards back-- after earnings. As you can see with today's action in LRCX--earnings season is not fun.

Instead of being a degenerate river boat gambler, I will continue to load up on conservative names like LMT and WU, while discarding the battle ground stocks.

All in all, I am still bullish and feel the market will march higher and "machine gun" the short sellers. However, before that happens, the market may need to pause and punish the dicktarded underperformers.

NOTE: Currently, LMT is my top pick.

The following Semiconductor stocks are screwed:

LRCX -11.5%
NVEC -10.5%
VSEA -9.2%
NETL -5.6%
MTSN -4.8%
NVLS -4.7%