I am not liking how lots of China names are getting whacked like MOMO, BITA, SOHU, etc. Still think huge upside ahead but might be best to see some consolidation first. I trimmed off 1/2 BIDU and will be watching closely.
Still long FCX, SKX, RMBS from a while ago
I wanted to see this move
BIIB has a great setup
TWTR long courtesy of Jeff Kohler at Trading Addicts. If you haven't tried his service, very good stuff, highly suggested.