 |
| the TWIT of CHI-NER! |
... with the $TWTR (twitter) IPO on the horizon and talks of a 20 billion valuation, the twitter of CHINA should go higher in anticipation, ... long the NOV 95 calls.
 |
| HUNGRY HIPPOS!? |
... Yelp is in the sweet spot of MOBILE and LOCAL with a "what's for lunch?" play on food.
... long the NOV 80 calls.
 |
| PRINTING PROPHETS! |
... i'm not sold on the whole 3D personal home printer idea, but i think the business use opportunities are HUGE.
... long NOV 60s.
 |
| CASH MACHINE. |
... the BOTD retail play of choice with a loyal (mobile) customer base that grows stronger by the day, Starbucks is unstoppable.
... long NOV 80s.
 |
SULTAN of SOFTWARE.
(king of cloud) |
... it's appropriate that Salesforce.com would have the best "salesman" as CEO
... long NOV 55 calls.
No hardware. No software. No boundaries.
full disc: Long ALL FIVE (via calls)
