Current Holdings

BWEN
IXYS
EXM
ASTI
SPWR
STP
SOL
AAPL
ESLR
ESEA
XIDE
N
MA
JASO
ENER
FSLR
SOLF
CSIQ

In addition, I have very short term positions in BIDU and JRJC.

I am worried about technical picture in Solars, however, I will let go the weakest first, in the order FSLR, SOLF, SPWR, JASO, ESLR, ASTI and CSIQ. I am positive on ENER, STP, and SOL at the moment. However, in the long run, I think all these solars are potentailly multi-baggers. BWEN is a speculative wind play, powered by Jim Cramer, and I am ok with it for now.

Tech is getting better technically. I hope to add some more tech tomorrow in pre-market.