Microsoft to Buy First Solar...MicroSolar...Drops Yahoo

I don’t think this is just a rumor. I think Microsoft should and maybe finally will walk from Yahoo.

Instead, they might and should be buying First Solar, closing in on an all-time high.

I am not bullish or bearish but I am happy to see growth stocks with silly PE’s creeping back to all-time highs along with oil and gas stocks. That means confidence is creping back in. Trust me, that’s good.

Disclosure- Long FSLR, short China (FXP)