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I saw something recently that blew my mind and I need to share with you. A venture capitalist having to defend making a 31200%. In two years. Seriously, read this post from Ben Horowitz , Netscape founder Marc Andreeseen’s investing partner. They were seed investors in Instagram, recently sold for
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Good morning and welcome back. A couple quick hits here to start the day. I’m going to sell about 2/3 of my JNPR calls this morning for a double or so and hold onto the rest. The quarter was strong but guidance for next quarter was a bit
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Guys, Apple’s earnings report is up in about 25 minutes. The tension is tangible amongst tech traders and investors. I hope that you are not so leveraged to Apple and that you’ve been patient and that you sold some when it was above $600 as I repeatedly pleaded
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We got lucky on the Juniper pre-earnings gamble/trade and I’m glad we did it early this morning rather than missing it entirely by waiting til near the close…the company accidentally released earnings an hour before they were supposed to, which is after the market close. The stock
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Juniper was a tree long before it was the name of a router company. Get it? If a tree falls…? Sigh, not funny, huh? I tried. Anyway, I’m also buying some Juniper calls dated out into this summer, from June on, and with strike prices around $21 or so.
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If you really want something in life you have to work for it. Now quiet, they’re about to announce the lottery numbers. – Homer Simpson It sure got ugly in a hurry in tech, didn’t it? Just about the time that “tech feels safe” was about the time that
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Now we’re starting to get some pitches that I want to swing at as we start to re-build our longs. I also want to go ahead and sell the remainder of my APOL puts which expire this month so that I can “roll them down” and buy some longer-dated
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Here’s the transcript from tonight’s special night time Live Q&A. Q: Cody, great work and thanks again. Cody what is your comment and analysis on AAPL tomorrow 4-24-12, after closing. A: My comment is, I’m nervous as usual about Apple, because I’m always worried
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Well, the numbers were mostly “in line” with estimates, but Netflix is down after hours hard. Unless they can explain this kind of stupid commentary in their earnings press release in some miraculous way tomorrow, I’ll lose on my calls tomorrow: We see nothing new or particularly concerning this
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Netflix is hated, shorted, maligned, and down nearly 70% from its highs a few months ago. The bear case for the company, especially that of higher content costs and the brand/subscriber-growth hit that they took six months ago has been discussed endlessly in the mainstream media and on Wall
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Good morning and welcome back to the dog run, where it’s always better to play after a big rain. Does this pullback in the markets, which has now hit the lower end of my 5-10% pullback target that I started looking when the markets had rallied to multi-year highs,
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Here area some headlines and some important trends that all of us should be pondering this weekend. Don’t Just Sit There – Marcin’s cut-throat advice, “Sell something!” Speaking of which… Weekly Sector Update: Cash is King and Are stocks really cheap vs. bonds? and Looking Skittish out There – I
