The cloud megatrend is a significant positive force for Arista Networks (ANET), a pure-play high-speed datacenter switch vendor with a focus on software. Founded in 2004, the company shipped its first product in 2008. Since then, it has become a major disruptor in the switching market. I am adding Arista… Read More

The cloud megatrend is a significant positive force for Arista Networks (ANET), a pure-play high-speed datacenter switch vendor with a focus on software. Founded in 2004, the company shipped its first product in 2008. Since then, it has become a major disruptor in the switching market. I am adding Arista… Read More

Our foray into UBIO, the leveraged long biotech ETF,  got a rough start.  But those investors who have owned BIS, the inverse leveraged biotech ETF, especially simultaneously with UBIO have fared better overall since BIS shares have risen during the period in which UBIO has fallen. We still think that biotech… Read More

Our foray into UBIO, the leveraged long biotech ETF,  got a rough start.  But those investors who have owned BIS, the inverse leveraged biotech ETF, especially simultaneously with UBIO have fared better overall since BIS shares have risen during the period in which UBIO has fallen. We still think that biotech… Read More

Buy ProShares UltraPro Nasdaq Biotech ETF (UBIO) up to $27, with a stop loss at $23. Read More

Buy ProShares UltraPro Nasdaq Biotech ETF (UBIO) up to $27, with a stop loss at $23. Read More

I am upgrading FireEye to a ‘Buy’ from ‘Hold’ in the Next Wave Portfolio because of the company’s new focus on security subscriptions. Read More

I am upgrading FireEye to a ‘Buy’ from ‘Hold’ in the Next Wave Portfolio because of the company’s new focus on security subscriptions. Read More

Medidata (MDSO), crunches big data for health care companies at the research level. It not only has apps that help organize and study the research starting from the project stage to the clinical trial stage, but it also has an app that allows patient input… Read More

Medidata (MDSO), crunches big data for health care companies at the research level. It not only has apps that help organize and study the research starting from the project stage to the clinical trial stage, but it also has an app that allows patient input… Read More