The Big Six

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NEWBookmarkLockedFalling Home Strategy
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martyc 11 590 by martyc
Jun 16, 2017 17:57:01 GMT -6
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NEWBookmarkLockedFalling Voice Recognition Accuracy
martyc 8 312 by martyc
Aug 22, 2017 6:08:40 GMT -6
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NEWBookmarkLockedFalling R&D Spend tracking
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martyc 11 2,046 by martyc
Jul 29, 2017 17:21:50 GMT -6
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NEWBookmarkLockedFalling These companies have very different focuses
martyc 0 123 by martyc
Oct 7, 2016 9:45:26 GMT -6
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NEWBookmarkLockedFalling Blockchain as a Service BaaS
martyc 8 236 by martyc
Sept 11, 2017 10:38:05 GMT -6
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NEWBookmarkLockedFalling The End of nonGAAP Earnings?
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martyc 15 221 by martyc
Sept 5, 2017 6:34:22 GMT -6
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NEWBookmarkLockedFalling Investment returns
martyc 2 173 by martyc
Aug 28, 2017 12:11:44 GMT -6
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NEWBookmarkLockedFalling Data Center
martyc 0 39 by martyc
Jun 24, 2017 6:26:53 GMT -6
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NEWBookmarkLockedFalling App Stores Market info
martyc 2 119 by martyc
May 30, 2017 9:33:13 GMT -6
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NEWBookmarkLockedFalling BIll Gates still mixing is up at Microsoft
martyc 0 127 by martyc
Feb 16, 2017 9:08:46 GMT -6
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NEWBookmarkLockedFalling Google Moonshot projects cut back
martyc 3 56 by martyc
Feb 7, 2017 23:26:10 GMT -6
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NEWBookmarkLockedFalling Ann Winblad picks all Cloud
martyc 0 72 by martyc
Feb 7, 2017 13:42:36 GMT -6
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NEWBookmarkLockedFalling Partnership on #AI
martyc 4 128 by martyc
Jan 27, 2017 14:03:35 GMT -6
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NEWBookmarkLockedFalling Million-dollar babies
martyc 0 109 by martyc
Jan 26, 2017 19:25:39 GMT -6
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NEWBookmarkLockedFalling The race to monetize AI is on
martyc 0 111 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 94 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 0 117 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 0 111 by martyc
Sept 17, 2016 15:59:17 GMT -6
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NEWBookmarkLockedFalling Microsoft vs Google Who leads AI Race?
martyc 0 100 by martyc
Sept 17, 2016 11:25:13 GMT -6
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NEWBookmarkLockedFalling NYT evaluation Jun16
martyc 0 120 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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Shawn: Love your site wow, this is so good Sept 2, 2017 6:59:49 GMT -6
martyc: markets are pretty boring these days. Just hoping we continue to tread water until we get into sept. Aug 25, 2017 13:34:28 GMT -6
martyc: MO was down 14% on FDA news. AMZN down on AWS and miss. SBUX getting hammered on guide. IP/MULE both hit hard on pretty good earnings. steel stocks getting hit on analyst reports and import news. Might have to hit the links. Jul 28, 2017 11:11:16 GMT -6
martyc: Hard to hide today despite minimal index movement. skinny healthcare failure and N.kor news combined set table for inc vol. Jul 28, 2017 11:07:42 GMT -6
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
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