1.Advanced Micro Devices (AMD) stumbled in September, only to climb steadily. It starts this month close to $7.00. GPU sales figures, updates on the console refresh, anticipation for semicustom and Zen, and IP revenue all point for AMD moving towards $7.00 - $11.00. When? That’s TBD.2.Heron Therapeutics’ (HRTX) 8K shows trouble. Some executive departures and no product – yet – will worry bulls. Sustol sales do not start until Q4. HTX-011 clinical results were good. 3.Speculate on Qualcomm and NXP Semiconductor. The merger makes sense. Ignore valuations. The deal will happen.4.Oil and energy will move in October. Speculate with DWTI – or – UWTI. Do not hold both at once. For value investors, pick up Exxon or BP.Remember the BP oil spill? Deepwater Horizon will make you remember: 5.Bet that Germany and European central banks will not let DB fail. It cannot. It cannot allow a Lehman moment of 2007 in 2016. Argue that Brexit and DB failing will create a systemic risk that will permanently damage the financial system.Be a value investor. Join this group. 391 followers so far. Let's get to 400 followers.