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S**********r
发帖数: 553 | 4 早上接了这3个飞刀，外加eqix,现在损失惨重。
这几个可以捂吗？ 印象中，CRM & AKAM是垃圾股。 |
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n***j
发帖数: 1747 | 5 昨天第一次接这种飞刀，10个DEC10的85 Call @1.25
刚刚1.95扔了，不贪，获利先
昨天看到一群人在yahoo说买了100个75的call，现在已经超过75了，牛！
但是个人认为站上了75应该还会冲一把
毕竟昨天降得太离谱了 |
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n***j
发帖数: 1747 | 6 这老外猛，10：30发的帖子
Bought 9000 share at 72.60 6-Oct-10 10:28 am
Made a KIA in just 10minutes, Thanks |
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a*****h
发帖数: 7463 | 7 我昨天70。3买了200股，$10000的利润。
他还会长的。昨天有点无力头 |
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a*u
发帖数: 2334 | 8 昨天69.79买的, 今天一大早73.75就跑了
俺只有25股, 青蛙跟大牛的差别啊 |
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k****r
发帖数: 5335 | 9 200股有1w的利润? 楼上那个也牛啊,72买了9000股,这就是近65w哪....靠 |
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a*****h
发帖数: 7463 | 10 昨天被3各机构连续降级。outlook又不差，就是华尔街在玩散户阿。昨天太多地作空了
。今天缓过来了 |
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a****b
发帖数: 3588 | 12 9000 X 3 = 27K
昨天买CALL的话，今天都翻倍了哦。MHP。 |
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n***j
发帖数: 1747 | 13 俺买的call远，1.25进，1.95出，70/125，不到60%
好像俺的12月份85call比11月份长得多 |
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A********d
发帖数: 52 | 15 The high vol sell off in the high growth tech sectors should raise a yellow
flag on the current market rally.
Whether the earning warning from EQIX caused an overblown to other peers or
it is the harbinger to much more selling in the weeks ahead remains to be
seen ... More cards need to come out of the market to say the up trend is
definitely dead.
As earning season is coming out and a favorable seasonality and potential
fed QE2, we should take a wait and see mode ...
I will continue to hold my ... 阅读全帖 |
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b******r
发帖数: 16603 | 16 转载大牛的整理
发信人: walstudio (午夜未眠人), 信区: Stock
标 题: Re: 谁敢接飞刀-eqix
发信站: BBS 未名空间站 (Wed Oct 6 16:12:05 2010, 美东)
Today's big losers are kind of related to the hot puppy pumped by WS
recently:
Data center/Cloud computing concept
Visualization: VMW: -9%, CTRX:-13%
SaaS: CRM: -8% N: -10%
Storage: NTAP: -6%
CDN: AKAM -8% |
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b******r
发帖数: 16603 | 18 接下来哪个相关公司先ER啊?
哪天又来次EQIX就不好玩了。 |
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a*u
发帖数: 2334 | 19 参见EQIX的模式, 105跳到70, 回到75左右, 走平\
现在APOL从50跳到38, 然后可望回到40左右 |
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b******r
发帖数: 16603 | 20 可能这次ER的suprise会很大吧。。再出个eqix
又是一轮好戏。
上straddle可能不错。 |
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g*****u
发帖数: 14294 | 22 Perhaps, the aftershock of EQIX is not over.
AKAM and CRM seemed to have reversed the course as well. |
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I****m
发帖数: 771 | 23 Earnings: Tuesday Before Open
ArcelorMittal (MT): Q3 EPS of $0.89 may not be comparable to
consensus of 0.41. Revenue of $21B (+30%) vs. $21.3B. Shares -
5.8% premarket. (PR)
CIT Group (CIT): Q3 EPS of $0.66 beats by $0.17. (PR)
Coach (COH): Q3 EPS of $0.63 beats by $0.08. Revenue of $912M
(+19.7%) vs. $847M. Shares +0.5% premarket. (PR)
DuPont (DD): Q3 EPS of $0.40 beats by $0.06. Revenue of $7B
(+13.7%) vs. $6.7B. Shares +0.7% premarket. (PR)
Enterprise Products Partners L.P. (EPD): Q3 EPS of ... 阅读全帖 |
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w******s
发帖数: 16209 | 25 本来chip in down bet，现在实在太牛了。 只好追高了。 |
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w******s
发帖数: 16209 | 27 hehe feel lucky。
我cut 了这个的betting down。 turned to bet again on ffiv |
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l******n
发帖数: 9344 | 29 eqix ER出来，轻松赚10%， 75$c 基本10X
还是看具体情况 |
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S**********r
发帖数: 553 | 30 托08,09牛市的福，累积了点点资金。
也不是什么都疯买的，之前我只建议过BAC/JPM
大部分飞刀我都接。 AXP,GMCR,HPQ,EQIX,HAL说不完。。。。 |
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b******r
发帖数: 16603 | 31 哈哈俺已经被帮主神武的一闷棍打晕了。。。
那就接着跳大神吧。
打开CRUS, EQIX, adbe这些类似的跳低又爬回来的看看，DF向上跳空的缺口很小，应该
比较扎实，不过也没有一举冲破强阻力。看上去至少到9左右碰下50MA，触及跳下来的
那个缺口应该希望很大。8.1 stop保险应该不错。我自己可能会把stop再往下挪点，给
多点时间空间。 |
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b******r
发帖数: 16603 | 33 看到FNSR，立马想到了EQIX
这些日子的光通信，就是半年前的云计算啊。
不知道FNSR能不能拿到这个重新做牛的机会。 |
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s******v
发帖数: 4495 | 34 不好说，这个sector涨得太多了，我估计和eqix一样，就在下面晃荡一阵，等下个ER吧
。估计下个
ER之前，可能会有一个pre-er run？ |
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L**********y
发帖数: 2525 | 36 but how do you define 明星股票 neh? i remember you called EQIX when it
dropped significantly last Oct., which was a brilliant call
i'm guessing your criteria include:
1. company in a hot sector with a good story
2. company is profitable
3. volume is ok
4. drop is an over-reaction to some news. no change in the company's
fundamental status. the drop is not across the market either.
however, all of the above require some judgement call. could you please
share share if you use any objective indicator... 阅读全帖 |
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w********1
发帖数: 3492 | 37 best gain is AKAM 35 put 4times
best stock gain is ggg up 10%
most unlucky one is idcc, beat on both reve and earning but drop 5% more.
uncertain one but probably wise bidu put spread 150/145 and 150/140
worst option bet is LZ, bid/ask is like 0.20 : 0.95. can't exit anything
nomatter right or wrong
other bet yesterday include xlnx ebay fisv eqix re wll srcl sbux.... |
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M*****8
发帖数: 17722 | 38 股票符号 日期 最后价 跌幅 百分比
AAR, 20110520, 24.4999, -0.1624, -0.7
AAUKY, 20110520, 23.8300, -0.0513, -0.2
AAWW, 20110520, 63.9700, -1.4313, -2.2
AAXJ, 20110520, 62.6625, -0.3633, -0.6
AB, 20110520, 21.5300, -0.0545, -0.3
ABAX, 20110520, 30.8500, -1.4335, -4.6
ABB, 20110520, 26.3200, -0.0229, -0.1
ABCO, 20110520, 50.9300, -0.4103, -0.8
ABFS, 20110520, 25.3500, -0.7916, -3.1
ABW-A, 20110520, 25.2... 阅读全帖 |
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P**H
发帖数: 2272 | 39 这几天稳定straight up的列表（市值都在1B以上而且几乎没波动）
恭喜RENN排第一位，顺序分先后
RENN,XG,TZOO,ATHN,TAM,VHI,TIBX,KRO,PII,SVN,SFLY,ANF,RAX,CHSI,AVB,PANL,AGP,
GPOR,CY,AIR,FUN,CMG,BANR,SATS,HBI,ELS,FWRD,SHOO,PVH,JOSB,ROC,CNS,BMA,HUN,
FINL,CLH,COHR,NUAN,AMZN,DFT,DDS,DCT,WDR,PPO,EGP,EW,AAPL,AIV,FSP,G,WTW,CHTR,
GDI,TIN,HAE,MORN,ARE,FRT,SPN,UMBF,BXP,CBT,SLG,TWTC,PRX,ALGN,ALR,ESS,WLK,CPT,
OII,ACN,IBM,EPR,BRE,ARCO,GMCR,LRY,QCOM,WRI,RRD,BMR,MAA,PPS,NHI,CLB,EQY,BRCD,
WLL,PSA,HIW,MAC,LXP,CODE,PLCE,SSS,ADTN,AGNC,MDRX,UNFI,VRSN,RYN,WDC,... 阅读全帖 |
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u********e
发帖数: 4950 | 41 GT: UP 5.4%
EQIX: UP 6.9%
BSX: UP 7.3%
CROX: UP 9.6%
LSI: UP 11.8%
SKX: UP 11.9%
LIZ: UP 19%
GMCR: UP 19.3%
TQNT: DOWN -19%
AKAM: DOWN -15%
ALU: DOWN -15%
S: DOWN -11%
LOGI: DOWN -8%
RCL: DOWN -6%
CLF: DOWN -6% |
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b******r
发帖数: 16603 | 42 随便选都不错啊。整个sectcor猛的很。
crm/vmw/eqix/akam/ffiv |
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G*******s
发帖数: 10605 | 43 不知道IBD现在排在什么位置，反正在我的list上面很靠前了 |
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w***n
发帖数: 1519 | 45 很久没进IBD50了，现在这个板块的当红炸子鸡是SWI 和WWWW |
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w***h
发帖数: 273 | 46 I just felt the data center stuff is almost over. If you bought 3 years ago,
good for you. If you chase now. Good luck. |
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w***n
发帖数: 1519 | 47 Thanks for the heads up, but I will be careful.
Sure, I could have bought it 3 years ago, but I wouldn't as this industry
then hadn't proven to me its strength. It now looks more like a sustainable
trend than a fad to me. Call me crazy, but I'm enjoying the ride till it
stops and turns.
I'm long MLNX and SWI.
ago, |
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w***h
发帖数: 273 | 48 08/20/2012 AAPL $665.15 21,876,300 Personal Computers
08/20/2012 EQIX $191.00 1,355,900 Telecom Services Domestic
08/20/2012 SPY $142.19 78,216,300 Closed End Fund Equity
08/20/2012 TDG $138.53 423,900 Aerospace Defense Products
Services
08/20/2012 MLNX $113.19 1,287,300 Semiconductor Broad Line
08/20/2012 LMCA $103.66 617,900 Entertainment Diversified
08/20/2012 AGU $101.16 1,567,600 Agricultur... 阅读全帖 |
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w***h
发帖数: 273 | 49 08/21/2012 EQIX $191.07 1,398,600 Telecom Services Domestic
08/21/2012 MLNX $114.00 1,333,000 Semiconductor Broad Line
08/21/2012 LMCA $104.32 550,200 Entertainment Diversified
08/21/2012 LMT $93.80 1,868,700 Aerospace Defense Products
Services
08/21/2012 SBS $90.85 171,000 Foreign Utilities
08/21/2012 WAB $81.54 210,900 Railroads
08/21/2012 KSU $78.42 1,056,900 Railroads
08/21/2012 CNQR ... 阅读全帖 |
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w***h
发帖数: 273 | 50 08/22/2012 GOOG $677.18 1,909,200 Internet Information Providers
08/22/2012 AAPL $668.87 20,141,400 Personal Computers
08/22/2012 EQIX $192.69 1,038,700 Telecom Services Domestic
08/22/2012 WFM $97.00 1,215,600 Grocery Stores
08/22/2012 SBS $91.48 271,600 Foreign Utilities
08/22/2012 AMGN $83.87 3,696,200 Biotechnology
08/22/2012 RGLD $83.19 673,000 Gold
08/22/2012 HSY $72.53 1,056,... 阅读全帖 |
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