As you watch everything go up on seemingly endless short squeezes, just close your eyes, click your heels three times and repeat, "ZIRP, DEBT, PRINT". Eventually you'll 'get it'.
Good luck. The Bernanke Superdebt Superbubble will dwarf all the old Greenspan Debt Bubbles by a long shot.
stocks trade on the value of future expectations. ACME addresses a huge market. There is no one quite like them out there. This is the backbone essential for next generation apps
mgmt set a baseline on their call. Was easy to see that they were too conservative in their expectations.
it's all about meeting expectations. Listen to the earnings call if you really want to know why this is happening. The short of it is - lower short term expectations but the long term story is fully intact. This is a play for 2013 and beyond but if you get in now- you get in at a bottom line price.