Nvidia (NVDA) - the dip below $100 might be all the pullback the stock needed. $20 off the highs and $100 as a reference point provides a good entry point for a trade. The stock remains relatively expensive with even the 3-year EPS view of $6 earnings potential still places the stock at nearly 17x those estimates. Acacia Communications (ACIA) - closed back above $60 and got a small bounce in after hours following raised guidance from competitor Oclaro (OCLR). The company raised the lower end of guidance from $146 million to $153.5 million. The news would appear bullish for Acacia, but Oclaro trades for about 2.5x '17 sales and Acacia is up at 3.5x sales. One key to whether the stock heads lower is how it trades off what appears as bullish news. Not holding $60 would be the ultimate bearish sign. CSX Corp. (CSX) - the stock of the railroad operator is soaring 11% in after-hours trading. Canadian Pacific (CP) CEO is leaving early to pursue other opportunities in the rail industry leading to speculation that CSX might become a target in a partnership with activist investor Paul Hilal. For those chasing the stock in after hours, Trump as President has shown that he isn't a big fan of consolidation either. No reason exists to expect outside of railroad consolidation that this partnership could pay in excess of the $41 after-hour price for CSX. Time to take the profits and rotate into the airlines. More research: United Airlines Vs. CSX Corp. Disney (DIS) - BMO Capital backed my view today that investors are now downplaying the negatives of ESPN, The risk/reward is clearly negative now and the analyst slapped a $88 target on the $108 stock. The analyst even sees downside to $70, if the movie slate for 2017 underperforms. Disney ended flat for the day so the market doesn't agree, but now is the time to runaway from this overpriced stock. Click on the Sign in/Sign up button in the top right corner to join for free to comment on your stock moves for Friday, January 13 and enter the discussion.Click on the Follow button to get the daily blog posts from Out Fox The $treet. Disclosure: