Nvidia (NVDA) - the graphics chip stock surged 4% after an analyst upgrade following the CES releases. Jeffrey's slapped a $125 target on the stock based on $6 EPS power 3-years out. The stock still appears set up for a slump as the news flow peaks, but the bounce off the 20-ema was predicted as a issue for anybody expecting a slump. Twilio (TWLO) - the stock still looks like a dog as the bounce on Monday left the cloud communications platform trading at only $28. The stock needs to get above $30 before the momentum turns. 3D Systems (DDD) - the 3D printing stock surged 16% on buyback speculation. While possibly a buyout target, Stratasys (SSYS) remains the better sector play trading at about half the market cap with a similar size and growth rate. The market always assigns a larger market cap to 3D Systems on invalid speculation. Mobileye (MBLY) - the stock slumped 4% as Alphabet (GOOG)(GOOGL) starts pushing into providing the software and hardware required for autonomous vehicles. As I've long projected, Mobileye has a market valuation of around $9 billion and spends a fraction of money on R&D allowing big players in the tech and automotive industry to enter the sector and compete. My biggest concern is margin pressure in the future. More research: Mobileye: Margin Pressure Remains The Big Risk Disclosure: No position