Here's a look at how they've fared since.

AAPL +7.3%
AMZN even
AKAM +2.3%
AZO +4.6%
BIDU +12.3%
CRM +3.6%
FSLR +7.3%
GOOG +6.3%
MA -5.7%
NTES +11.6%
SNDA +13.7%
SPWRA +10.2%
STP +5.4%
V -3.3%
VMW +9.6%

Overall, on a weighted scale, these stocks are up 5.7%. Not bad for just two weeks! I like most of these, too, especially AAPL, BIDU, FSLR, GOOG, SPWRA, V and VMW. Not holding any of these yet, though. The risk/reward in these stocks is pretty favorable, held down only by the credit card guys (MA, V), and they'll recover eventually.

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