I think it is still coming. In the meanwhile, in the last fifteen minutes, I launched a "late lunch" tactic ere with the Q, BRCD at $24.40, BRCM at $35.59, QLGC at $46, EMLX at $28.93 and GNSS at $27.20. Also got INVN at $42.73. JNPR at $11.38, and QCOM also got bought here at $39.64. DRIV was bought as a swing here at $15.82.
Zeev
In edit, got more AGM here at $40.06 and NVDA at $47.60.
In reedit, now added TYC here at $32.70. With this, cash is down to 30%
In rere QLTI just got bought at $18.51, an old favorite, I was hopin for $17.51, but we are barely 30 points from my expected bottom, so it s time to increase deployment (without the trades) to the 70% level or so. |
