Fly on WallStreet

Like a prissy bitch, I sold out my GMCR position at $52-- because I didn't like their IR department. So much for my smell testing skills.

With Michael Dell coming back to run DELL, I like the stock here and feel HPQ is a sell. I know, it's very early to make such bold predictions. But, last year AMD looked as if it were going straight to $100, until INTC kicked them in the shorts. INTC is also a buy.

Bottom line: DELL is a compelling turnaround story.

Also, I like the Semi's for a trade. ONNN, UCTT, FORM, TSRA and SIMO have good momentum.

Basically, I expect we will enjoy a short covering rally today-- as the sellers poleax themselves into oblivion.

Finally, MVIS is very weak-- as the buyers lose interest-- the sellers gain courage. The great part about owning MVIS is knowing they could announce a major cellphone deal for their Picop, literally any day. The fucktarded part of owning it, is not knowing when it will come.

It's a classic damned if you do, damned if you don't scenario-- where it doesn't make sense to buy or sell right now.

With my money, I will sit back and collect shares-- as the little people lose interest. Any selling will hit the stock hard, since there aren't any momentum players left. I'd look to back up the truck in the $3.20's.

NOTE: Good call to a certain broker who gave me ITWO yesterday.

UPDATE: MVIS bottomed here and looks impressive.