- Semis stocks for H2 of 2007
- Energy and materials working now
- Global wireless boom: ALVR, CHL, VOD, AMX, NIHD
- MCD is doing particularly well due to Japan
- TM, NTODY, HMC, SNE plays on weak Yen
- Gold breaking out
- DXC and HMC plays on diesel
- MU will probably won't be participating in the tech rally due to squeezed margins
- Final trade: MCD, NYB, EMC
Thursday, July 12, 2007
Fast Money Recap July 12
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