I just sold MBLY, you are partially correct; however CITRON's call on AMBA, GPRO has been spot on as well as their call 3D printing stocks. These companies are in a major decline way after they announced their short thesis, with that said I took my $9K profit and will let the things settle on this one. I do love the technology, but sometimes the market will crucify a stock based purely on valuation and based on this uncertain market, the risk is very high. The technical pattern looks broken too, usually stocks don't bottom with V its more like a W.
I agree I've been holding baidu since $95 smacker already making a ton. Bidu has a huge market potential. I think its totally undervalued and that the stock market has it totally wrong. Bidu @ $66.6B market cap, come on people use your brain its a no brainer, Baidu is worth over $100B+. I think the stock easily gets to $300. I will wait patiently for another huge payday. Go baidu!