Being long - sort of?長期-排序的？ The index funds and QLD did turn a profit despite the last hour selloff today.指數基金和昆士蘭也扭虧為盈，儘管最後一小時賣壓今天。 I’m talking as if I sold out of my longs.我所說的作為，如果我出賣我的多頭。 I did.我本來。 I’m in complete cash.我在完成現金。 I hold no positions in any of my accounts right now.我認為沒有立場，在我的任何帳戶的權利。 100% cash across all accounts. 100 ％的現金所有帳戶。

MRVL - I got the upside pop I was expecting for a week now. mrvl -我得到的好處流行我期待一個星期。 The Aug 17.5 calls went out with a bang up 80%+ today. 8月17.5呼籲失控，與一幫高達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.我設法使14 ％的貿易，因為我是水下就選擇了數天內，並沒有平均下來-雖然我想太多。 Next time.在未來的時間。 Remember when I asked for opinions whether or not MRVL was bullish or bearish based on its big down day 3 days ago記得當我問及是否有意見或不mrvl是牛市或熊市的基礎上，大天下跌3天前 ? ？ This new chart shows why I held the calls through that rough spot.這個新的圖表顯示了為什麼我舉行了呼籲通過粗糙點。

所發生的事情，以mrvl ？

QQQQ Calls - Hey I sold out of the July 48 calls for breakeven this afternoon and it was a good thing. qqqq呼籲-嘿我售出走出7月4 8呼籲盈虧相抵今午，這是一件好事。 I saved myself a loss as the market went from being up big to being down big then near even.我節省了自己的損失，隨著市場從正在用起來很大，以正在下降，然後附近的大，甚至。 That would’ve been pain for the call options.這將一直疼痛為通話選項。

MOBE - I made a great sell on this today locking in 12% gain. mobe -我作出了巨大的銷售就這個今天鎖定在1 2％的漲幅。 Good for a 5 day trade.好一個五天的貿易。 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封閉3.77 。

HIMX - This one didn’t go my way. himx -此一沒有去我的方式。 I sort of panicked on the trade in a very unnecessary way too.排序的驚惶失措對業界在一個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，它是一個小舉行，並得真不是下降很多。 HIMX ended up closing flat to 5.77. himx結束了閉幕單位5.77 。 Bad trade for many reasons.壞的貿易有很多原因。

FCEL - I closed it up eeking out a small profit. fcel -我封閉起來e eking了一個小型的利潤。 I don’t have a reason for getting out of this other than panic.我不有充分的理由失控，這以外的恐慌。 Technically I should still be holding FCEL.我要在技術上仍持有fcel 。 No reason to get out today.沒有理由要擺脫今天。 BLDP has been performing quite well as of late. bldp已表演相當不錯，截至晚。 Same sector.同一部門。

QLD - I dumped all my QLD positions.昆士蘭-我傾倒我所有的昆士蘭的立場。 Gained small profits.獲得小的利潤。 In the neighborhood of 1%.在居委會的1 ％ 。

In the short term if we start to see comparisons of the “iPhone hype” being compared to the internet hype of 2000.在短期內，如果我們開始看到的比較研究“擁有炒作”相比，在互聯網上大肆宣傳的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.很多人已經作出比較，該時段的基礎上如何搞好市場已採取行動，進入5月歷史新高。 If that starts to become the billing of the financial press, then wait for the selloff and buy with both hands.如果開始成為結算的金融新聞，然後等待拋售和購買，兩手都要硬。 This is not the same as 2000.這是不一樣的2000年。 The iPhone is inspiring a huge technological shift.該擁有的是鼓舞人心的一個巨大的技術轉移。 So if someone wants to make comparisons, then start comparing to when Windows 95 was new.因此，如果有人想作一比較，然後開始比較，當Windows 95是新的。 A revolutionary change in computing followed.發生革命性的變化，在計算之後。 I think we have that change here now and we’re just seeing the tip of the iceberg.我認為我們必須改變在這裡，現在我們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.不要誤會我的意思，我認為我們可以看到，一拋盤，這一年，這可能是一個大的一個，但它不會因為高科技炒作。 Probably financial related.可能是金融相關的。

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