Slow start this morning as last night's watch list did not come into play.
Long AKAM, and MRVL.
Update 12:08 EST: Sold 50% AKAM and MRVL. Long AAPL and BRCM.
Update 1:49: The market has peaked for the time being (awaiting FOMC minutes) and I have been stopped out profitably on all four positions.
Interesting item on CNBC - Susquehanna analyst on CNBC says NVDA options trading, noting they have seen investors buying April options, positioning for some sort of mkt moving information in NVDA over the next four days.
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