The Big Six

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NEWBookmarkLockedFalling Home Strategy
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martyc 11 550 by martyc
Jun 16, 2017 17:57:01 GMT -6
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NEWBookmarkLockedFalling Voice Recognition Accuracy
martyc 7 294 by martyc
Jun 18, 2017 10:41:58 GMT -6
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NEWBookmarkLockedFalling R&D Spend tracking
martyc 9 1,522 by martyc
May 9, 2017 15:00:57 GMT -6
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NEWBookmarkLockedFalling These companies have very different focuses
martyc 0 105 by martyc
Oct 7, 2016 9:45:26 GMT -6
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NEWBookmarkLockedFalling Investment returns
martyc 1 121 by martyc
Jul 12, 2017 10:22:40 GMT -6
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NEWBookmarkLockedFalling Data Center
martyc 0 24 by martyc
Jun 24, 2017 6:26:53 GMT -6
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NEWBookmarkLockedFalling App Stores Market info
martyc 2 106 by martyc
May 30, 2017 9:33:13 GMT -6
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NEWBookmarkLockedFalling BIll Gates still mixing is up at Microsoft
martyc 0 111 by martyc
Feb 16, 2017 9:08:46 GMT -6
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NEWBookmarkLockedFalling Google Moonshot projects cut back
martyc 3 50 by martyc
Feb 7, 2017 23:26:10 GMT -6
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NEWBookmarkLockedFalling Ann Winblad picks all Cloud
martyc 0 62 by martyc
Feb 7, 2017 13:42:36 GMT -6
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NEWBookmarkLockedFalling Partnership on #AI
martyc 4 112 by martyc
Jan 27, 2017 14:03:35 GMT -6
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NEWBookmarkLockedFalling Million-dollar babies
martyc 0 92 by martyc
Jan 26, 2017 19:25:39 GMT -6
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NEWBookmarkLockedFalling The race to monetize AI is on
martyc 0 103 by martyc
Oct 7, 2016 18:19:30 GMT -6
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NEWBookmarkLockedFalling MSFT vs GOOG understanding images with machine learning
martyc 0 84 by martyc
Sept 23, 2016 10:27:46 GMT -6
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NEWBookmarkLockedFalling Now You Too Can Buy Cloud-Based Deep Learning
martyc 0 96 by martyc
Sept 17, 2016 17:10:54 GMT -6
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NEWBookmarkLockedFalling Machine learning front and centre of R&D for Microsoft and G
martyc 0 97 by martyc
Sept 17, 2016 15:59:17 GMT -6
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NEWBookmarkLockedFalling Microsoft vs Google Who leads AI Race?
martyc 0 89 by martyc
Sept 17, 2016 11:25:13 GMT -6
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NEWBookmarkLockedFalling NYT evaluation Jun16
martyc 0 108 by martyc
Sept 17, 2016 10:47:57 GMT -6

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The Big Six
Companies investing heavily in the #IoT drivers
$AMZN $AAPL $FB $GOOGL $IBM $MSFT
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fozzo: Just to follow up, $TRTC now has four stores in NV with mj legalization implemented on 7/1/17. Seems like a legit operation. I think a trend is formenting. gl. Hope all are well. Jul 12, 2017 6:31:19 GMT -6
fozzo: marijuana stocks may become en vouge(sp?) again if sessions loses credibility in his hearing testimony 6/13/17. Jun 12, 2017 10:00:56 GMT -6
martyc: $HIMX is starting to come to life. 2H story very strong with multiple possible catalysts from iPhone to HoloLens Jun 1, 2017 9:10:31 GMT -6
fozzo: watched $PI at $28! didn't act. wish I did. $STM got away as well. on radar, tho. May 31, 2017 8:41:53 GMT -6
martyc: Next up might be $NTNX. Solid earnings AH with nice raise well above consensus. With test of issue price and lockup exp behind them this could be very nice set up. I've been buying and may add more tomorrow. May 25, 2017 18:46:12 GMT -6
martyc: Hope you rode $PI as well up 50% in past 2 mths May 24, 2017 16:50:19 GMT -6
fozzo: AAOI was a great buy! Especially if you built position in the latter part of 2016! #goodShow May 18, 2017 7:35:51 GMT -6
Under: Happy as can be with $SGMO. Thanks Masti and Marty! May 16, 2017 18:23:31 GMT -6
Gene Editing: didnt take so long as the last time May 12, 2017 9:05:00 GMT -6
fozzo: Congrats on SGMO call, guys! Hope it's nice and profitable for you all. May 12, 2017 8:50:54 GMT -6
Gene Editing: lots of shorts mobilized today could macke 5% or so risk it too high to keep short over night ... tik tok next partner knocking May 11, 2017 13:20:12 GMT -6
martyc: Really hoping shorts play their games this AM and try to sell this down before covering. Adding at $6. Note the $70m is about $1/sh. The pipeline is so undervalued that this should be up $3 on external validation IMO. May 11, 2017 7:00:56 GMT -6
Gene Editing: wedbush had a 30PT on SGMO last june with sandy already in the saddle.... Wedbush must upgrade now too May 11, 2017 6:37:35 GMT -6
Gene Editing: piper must upgrade now May 10, 2017 16:58:02 GMT -6
Under: I have a position on both. Glad PFE make the move. May 10, 2017 16:16:47 GMT -6
martyc: Even over $6 this feels like the best play out there in Gene Therapy/Editing all things considered May 10, 2017 16:00:21 GMT -6
martyc: SGMO just getting started. With those milestones and addl pipeline news, shorts will have to think harder about undercutting rallies May 10, 2017 15:59:17 GMT -6
Gene Editing: PAYDAY SGMO May 10, 2017 15:06:06 GMT -6
martyc: Reactions? I saw the FCF burn was pretty bad again but haven't analyzed May 10, 2017 8:02:27 GMT -6
Under: Should see some sell rating hitting. Going to listen to CC May 9, 2017 14:21:12 GMT -6
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