2018 so far. Nasdaq closing at another record, its really the tech underdogs taking over. A number of stocks down double digits over two weeks are surging today. Check out oracle, micron, all leaving the charge do these beatendown names have room to run . Which will be the next to break out . I think its micron tim said last night thats the aggressive pick, he liked it, but micron sticks out like a sore thumb micron is trading 6 1 2, 7 times forward earnings they had a great quarter but the stock sold out people are coming to the realization that nand pricing is still in there micron, which went from 36 to 50 seemingly overnight, retraced back to 39 i think if you look at one of those names on that list, micron sticks out to me ibm note takers here . I actually own ibm but i dont believe the story of what i was hearing today. You own it i do own it but i dont see the upside of that kind oftrajectory for ibm i still think they have to work through a lot of Different Things they were tal