selling GOOG now makes perfect sense... too fast run-up! Diversification is the name of the game. An ideal mix could be: Long these four: AAPL, BVSN, HERO and HNSN. And even better may be: to additionally short AMZN and small chunks of NFLX. NFLX went-up too fast and will sell-off big-time, as the whale exits, opening up the float. AMZN is going to 180 shortly, can be shorted now north of 260!