Leveraged bets at the moment personally: Apple - great company, great management, rosy future Google - dominant market share, interesting new products expected

Leveraged bets at the moment personally: Apple - great company, great management, rosy future Google - dominant market share, interesting new products expected ARM and Qualycomm - processors for virtually all smart phones and tablets Was annoyed I missed some of the big security M&A's McAffee at al - so owning Juniper, Symantec and Checkpoint short term in case it continues Galaxy - lithium Newcrest - Gold Corning - gorilla glass for smartphones Would love to hear HN's readers thoughts the above, loving my trailing stops at the moment :)