1.Bulls felt some scare when Advanced Micro Devices (AMD) dipped slightly. The stock ended up flat on the day. Watch the Ryzen 5 release and worry not about the share price.2.Every biotech mentioned this past weekend jumped: Synergy Pharmaceuticals (SGYP), Exact Sciences (EXAS) on the insurance win. Gilead Sciences (GILD) continued its under-performance. Some investors hope for a GILD-VRX deal but that’s not likely. GILD does not need the debt.3.Aurinia Pharmaceuticals (AUPH), after more than doubling in the last month, is not a regularly covered Value Stock Pick. It is now on the watch list.4.Snapchat (SNAP) appears set to trade towards $25/sh. This is a trade. Buy the stock but get out first before everyone else sells it.5.In the basic materials sector, $AKS $CLF $FCX $X $AA all erased their losses on Monday. The failure of the government to repeal the ACA put doubt in markets about policy. Like it or not, this government will spend and cut taxes. Infrastructure spending will be back on the list. This will benefit AK Steel, Alcoa and Cliffs, especially.6.Freeport missing out on the rebound is due to worries over copper prices. Its outlook depends on the metal AND on oil prices. OPEC may cheat and boost output, hurting FCX’s outlook.7.Micron Technology is poised to rally back to $30 a share. Strong ER and stronger memory prices ahead.8.Though Valeant Pharma is a wait and see, our favorite generic drug maker, Endo International is back above $10/share.--> Like” this post to “ping” members on the Value Stocks group. Login via StockTwits to post your move in the comments, below. This group is just TWO users short of 600 members! <-- Stocktwits login required.