Thankfully I haven’t jumped on any of the shorts that have triggered the last couple of days. I’m still finding a lot of potential shorts, so I don’t fully trust this move to new highs in the broader market. I get the feeling that the NASDAQ is going to roll over. But for now I’m staying long until I get stopped out.
Currently holding:
Long – AMTD, CKFR, CREE, HYSL, OPWV, ORBZ, PLXS, ROV
Short – None
Here’s the list for Thursday:
Longs
afci
altr
avy
brcd — gapping up post-earnings. I’m looking for a MaoXian ‘Trading for Dummies’ entry on this.
brcm
ffiv
glbc
ntgr
pmcs
pwav
tne
tqnt
una
Shorts
acs
amkr
arti
ascl
bow
ccmp
driv
fcn
flsh
gmt
oiim
powi
rdwr
rhi
scur
sivb
won