AAPL, GOOG, AAPL, GOOG, AAPL, GOOG. . .

the difficult thing for guys like cramer and the fast money dudes (and gal) is that they need fresh content every day.

they can't talk about the same stocks all day, every day. . .

those that know me from my Merrill days know that i've been pitching these two darlings for 3 years.

i also pitched DNA (-25%) Red Hat (-40%) and ADM (-35%), so yeah, i'm a regular nostradamus. . .

any who, sold my Nov AAPL and Nov GOOG calls today. a small gain on apple and a monster GOOGinator. still hold a ton of AAPL -just further out. oh yeah, small pos. long MER puts.

why sell? because i was nervous. why was i nervous?

well, that's psychology/ behavioralism. call it loss aversion or fear of death or whatever, just please don't make up some rational reason after the fact.

keep it real, please.

thank you.

fed day tomorrow. got some cash, where can i get some of that alibaba?? and no, no yoohoo for me. i'm a google.

much love,
yt