Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
A week ago I emerged blurry eyed at Heathrow off an overnight from San Francisco. Actually, I say overnight but in reality with the time difference it was more like I lost a full day. I guess I gained it all on the way there... Anyhow I had been lurking in Silicon Valley for a few days, meeting a few people and customers in order to try to get a handle on things. Yes, i was almost back to my old professional fund manager mindset.
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