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" ... Another reason that was popular in the last couple of weeks was the fact that, all of sudden, the darkside was chattering that the big DCI customers like Amazon, Google, Apple etc were all going to build their own data-centers and, therefore, business for the likes of Applied Optoelectronics and the rest of the players in the sector would suddenly go to zero. Think about that for a minute. Can the likes of Amazon et al suddenly become component manufacturers? However insane that possibility, given the negative overall market environment we have been going through, with the darksiders pressing, and the sellsiders cowering under their desks, the shares in the sector were hammered hard the last couple of weeks. ... "
" ... At 46X lowered estimates for FY17, shares of Palo Alto are still expensive and more than likely present a good darkside opportunity, even after the costly haircut last week. ... "
" ... Most investors get that part of the risk. But a more insidious darkside lurks as well, which I call yield to maturity (YTM) risk. In practice, we see a lot of folks that own bonds they’ve bought at prices higher than the bonds will mature to. Such investments are sometimes induced by brokers who make inappropriate coupon yield pitches. ... "
" ... The darkside has been forever blasting Alibaba and Chinese companies in general as not worthy of investment, due to a combination of outright fabrications and dubious and vague assumptions. ... "