During the preposterous run-up in prices that terminated on March 29th, one of the first sectors I wanted to re-short was semiconductors. I got puts on AMD (July $130) and NVDA (July $300). How pleased I was yesterday morning to see Jim “I’ve out-Gartman’d Gartman” Cramer with this, the first of a number of tweets about him being an eager beaver about AMD.





