BUYING SOME PANIC

Added some HBM here at this sell-off. Base metals remain very strong and there's no reason for this dip other than some profit-taking (there's nothing wrong with it, I had done some myself). But I believe this will go up again to 16.5 level next week. Having said that, copper is almost too hot and I have to be really careful.

Major sell-off today, particularly in the tech area. I am looking to put together a list of names that I would like to add on: QCOM, ATHR, CKCM, BTUI, AKAM, WIRE.

Buying some QCOM, and XTRX at the end of trading day here. A bit of panic in the air. But this down turn could have legs and I would like to close the position on a bounce in the next few days.