Being long - sort of?长期-排序的？ The index funds and QLD did turn a profit despite the last hour selloff today.指数基金和昆士兰也扭亏为盈，尽管最后一小时卖压今天。 I’m talking as if I sold out of my longs.我所说的作为，如果我出卖我的多头。 I did.我本来。 I’m in complete cash.我在完成现金。 I hold no positions in any of my accounts right now.我认为没有立场，在我的任何帐户的权利。 100% cash across all accounts. 100 ％的现金所有帐户。

MRVL - I got the upside pop I was expecting for a week now. mrvl -我得到的好处流行我期待一个星期。 The Aug 17.5 calls went out with a bang up 80%+ today. 8月17.5呼吁失控，与一帮高达80 ％ +今天。 I managed to make 14% on the trade because I was underwater on the options for a few days and didn’t average down - as much as I wanted too.我设法使14 ％的贸易，因为我是水下就选择了数天内，并没有平均下来-虽然我想太多。 Next time.在未来的时间。 Remember when I asked for opinions whether or not MRVL was bullish or bearish based on its big down day 3 days ago记得当我问及是否有意见或不mrvl是牛市或熊市的基础上，大天下跌3天前 ? ？ This new chart shows why I held the calls through that rough spot.这个新的图表显示了为什么我举行了呼吁通过粗糙点。

所发生的事情，以mrvl ？

QQQQ Calls - Hey I sold out of the July 48 calls for breakeven this afternoon and it was a good thing. qqqq呼吁-嘿我售出走出7月4 8呼吁盈亏相抵今午，这是一件好事。 I saved myself a loss as the market went from being up big to being down big then near even.我节省了自己的损失，随着市场从正在用起来很大，以正在下降，然后附近的大，甚至。 That would’ve been pain for the call options.这将一直疼痛为通话选项。

MOBE - I made a great sell on this today locking in 12% gain. mobe -我作出了巨大的销售就这个今天锁定在1 2％的涨幅。 Good for a 5 day trade.好一个五天的贸易。 I got out at 3.93 near the highs of the day.我得到了在3.93附近的高一天。 MOBE closed at 3.77. mobe封闭3.77 。

HIMX - This one didn’t go my way. himx -此一没有去我的方式。 I sort of panicked on the trade in a very unnecessary way too.排序的惊惶失措对业界在一个非常不必要的方式太。 First it was a small holding and it really wasn’t down that much.首先，它是一个小举行，并得真不是下降很多。 HIMX ended up closing flat to 5.77. himx结束了闭幕单位5.77 。 Bad trade for many reasons.坏的贸易有很多原因。

FCEL - I closed it up eeking out a small profit. fcel -我封闭起来e eking了一个小型的利润。 I don’t have a reason for getting out of this other than panic.我不有充分的理由失控，这以外的恐慌。 Technically I should still be holding FCEL.我要在技术上仍持有fcel 。 No reason to get out today.没有理由要摆脱今天。 BLDP has been performing quite well as of late. bldp已表演相当不错，截至晚。 Same sector.同一部门。

QLD - I dumped all my QLD positions.昆士兰-我倾倒我所有的昆士兰的立场。 Gained small profits.获得小的利润。 In the neighborhood of 1%.在居委会的1 ％ 。

In the short term if we start to see comparisons of the “iPhone hype” being compared to the internet hype of 2000.在短期内，如果我们开始看到的比较研究“拥有炒作”相比，在互联网上大肆宣传的2000年。 Many people have already made comparisons to that time period based on how well the market has acted up into the May highs.很多人已经作出比较，该时段的基础上如何搞好市场已采取行动，进入5月历史新高。 If that starts to become the billing of the financial press, then wait for the selloff and buy with both hands.如果开始成为结算的金融新闻，然后等待抛售和购买，两手都要硬。 This is not the same as 2000.这是不一样的2000年。 The iPhone is inspiring a huge technological shift.该拥有的是鼓舞人心的一个巨大的技术转移。 So if someone wants to make comparisons, then start comparing to when Windows 95 was new.因此，如果有人想作一比较，然后开始比较，当Windows 95是新的。 A revolutionary change in computing followed.发生革命性的变化，在计算之后。 I think we have that change here now and we’re just seeing the tip of the iceberg.我认为我们必须改变在这里，现在我们正在看到的只是冰山的一角。

Don’t get me wrong, I think we could see a selloff this year, and it could be a big one, but it won’t be because of tech hype.不要误会我的意思，我认为我们可以看到，一抛盘，这一年，这可能是一个大的一个，但它不会因为高科技炒作。 Probably financial related.可能是金融相关的。

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