I've been giving a talk titled "Learning About the Future in 50 Minutes" and the talk spends quite a bit of time on the topics of High Performance Computing (HPC), 21st century Informatics, and robotics. When the markets closed yesterday (02012.04.25) the top three stocks in the GDT::Portfolio were Google #1, Cray #2, and iRobot #3 (i.e. Informatics, HPC, robotics).
Speaking of Cray... The company reports 1Q'12 results today (02012.04.26).
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