In the comments yesterday, Brian commented that I was long Synpatics even though I knew what was coming. So true. What separates the amateurs – me, from the pro’s – self proclaimed :) – is their ability to flip quickly. I was smart enough to scale out of Synaptics as it rose to $60, but …
Tagged: Akamai
Dudes…I Can Short!
I put on a short today. Yep. Correct. Akamai (AKAM). Yes we’ve Wallstripped Akamai (I was a star at the end of it ) and yes I made a lot of money riding it up on this blog the last few years, but I was stopped out. It’s obvious why the trend ended. Akamai’s business …
Getting Off Margin into Earnings Season…
Oh man – the bears are just getting rinsed and cleansed. They need to for this market to really start going down. The other thing this market will need to go down is – BAD NEWS THAT PEOPLE CARE ABOUT. It is absolutely giddy out there in stockland. MOOD is what matters. All that said …
Remember Hill Street Blues – "Let's be careful out there"
In tomorrow’s Wallstrip interview with trading guru and Minyanville founder Todd Harrison, one answer stands out to me. He notes that despite the Dow being at all-time highs, the average investor does not feel richer. I agree with him on this view and that we are losing a middle class here. Just a feeling though …
Akamai – Their CACHE is also green
This has been one of my most written about trend stocks in my blog. Here is an excerpt from a post I wrote on March 26: Cache is king – and the Motley Fools In the real world, cash is king. In the internet world, CACHE as in CACHEING is king. Inktomi was probably a …
There are SIX companies left for Google to acquire – Apple, Adobe, Akamai, Zillow, Ebay and RIMM
No joking. If I was a competitor to Google, I would stop freaking out over YouTube (mini tsunami), because you may miss the REAL TSUNAMI. I don’t know the order of acquisition, but if I was in charge of Google, I would be going for the FREAKING JUGULAR of TECH and the Consumer. 1. To …
In the Google/YouTube aftermath – What stocks benefit the most?
I think Akamai and Adobe are the big winners. Flash and Speed are the winners in the video age. This deal just amplifies it by 10. I like this thought post from Arrington on Fox and other possible outcomes . This is nuclearthermaltacticalvideo warfare. Read it! Sweet for Akamai and Adobe Disclosure – Long Akamai …
Google and YouTube SHOULD be on everyone's minds and SPEED (Akamai) wins all the time.
This could be one hell of a week in MEDIA. If Google is really chasing YouTube (they should), rest assured that this weekend saw huge firings at News Corp, all-night meetings with bankers and all kinds of backstabbings (always a silver lining :) ) If there is a deal and it isn’t firm, the price …
Anglian trumps Ambien and other morning buzz…
My bottomfish Ebay has now crossed $30 for the first time in 3 months and no one believes. Good. Akamai passes $52. Rimm is near $110 Doesn’t matter. Did not sleep worrying about my Anglian account. I m making calls to get a picture of my client’s investment. I see another letter in my inbox …
Adobe is FLASHING its Muscle
That is a cheesy headline. It’s the Jewish New year so I can start with some Cream Cheese. I like Video, I have talked endlessly about it. I like buying strength and have talked endlessly about that. Today both those themes worked beautifully. Apple, Adobe, Akamai and Webx were all up 3-8 percent – just …