IBM finally beat consensus estimates and rallied ~ 8%. Start accumulating IBM and switch out from MSFT, CSCO, ORCL, AAPL. Transeterix (TRXC) will give in to profit-taking. Avoid. $TRXC, TransEnterix, Inc. / H1 Micron (MU) is back on track to rally toward $45. DRAM/NAND pricing is strong and demand keeps groing. Ignore bearish analysts. AMD must hold $14 ahead of ER. JD.com is on the uptrend. BABA is a solid hold but JD has rebound potential. Volatility does not exist. Avoid VXX but hold XIV. CREE is in break-out mode. $35+. Didn't expect that. Transocean - RIG - dipped after it accepted lower rates from BHP. Better to have cash flow than none at all. Accumulate. Teva Pharma (TEVA) is not done falling. Valeant (VRX) is under-performing despite the company's B+L announcing new contact lenses. Accumulate both. INTC broke $40. It will hold. NVDA is stalling as it gets to $200/sh. Another blowout quarter is imminent. Sell MannKind - MNKD, an October top biotech pick. Easy gains made. Now sell/avoid.