Here is a breakdown of my current holdings, still net long here:
AAPL – Would still buy it here
FSLR – Still like it here
GMCR – Will be out if it takes out the morning’s lows, 106.75
MCP – Needs to hold 4.60
SPLK – Bought a starter position today
TRLA – New positions as of today, now looks like a failed breakout
TWTR – down nicely on this, but will not sell here.