Christopher Laudani is the founder and president of ShortIdeas.com, a short-only equity research firm.

Right now, business is tough in the storage world.
Based on this expectation, Applied Materials will likely report positive quarterly earnings tonight.
With far-too-conservative estimates all around, I think this stock is going higher.
Electric automaker Tesla's first-quarter earnings results have left the shorts eating its dust.
| May 08, 2013
| 4:16 PM EDT
Web host -- whoops, I mean "cloud computing" -- company Rackspace (RAX) misses by $0.02. Adj EBITDA declined sequentiall...
Driven the blockbuster Iron Man 3, it is expanding at a breathtaking rate.
| May 02, 2013
| 4:55 PM EDT
Whew! Escaped disaster on that one...(See my article from Tues.) Co guides Q2 below consensus. Q2 looks like $345 mln v...
Here is my take on how this weekend's meeting could go down.
Trading at 142 times estimates, investors are giddy indeed.
| Apr 25, 2013
| 4:43 PM EDT
Lite revenues. Up just 21.9% y/y. Q2 guidance 13-26%, which works out to $14.5-16.2 bln. Consensus at $15.9 bln (or 23.8...

Columnist Conversation / Market Updates

| Jun 19, 2013
| 4:49 PM EDT
I posted earlier that the Fed's positive comments concerning economic growth since last fall are disturbing. This the ge...
| Jun 19, 2013
| 4:34 PM EDT
The Fed had a more optimistic take on things - particularly its change in stance that it now sees "the downside risks to...

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