March 31, 2015 by Dan • Commentary

Last night on CNBC’s Fast Money we played a March Madness themed game of “would you rather” in the semiconductor space between Intel (INTC) and Nvidia (NVDA), watch here: My choice was NVDA, primarily the result …

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December 2, 2014 by Dan • Commentary

A month ago, I put on a bearish trade in Google (read here), as it appeared the company’s mixed fundamental results in Q3, coupled with the stock’s inability to keep pace with the broad market, …

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