Ambarella’s (AMBA) rebound, ARM Holdings (ARMH) and Twitter (TWTR) bouncing back helped sustain the ROI for the bottom fishing for value strategy. Fears over ARM facing competition from other chip markets were unfounded. Twitter, Ambarella, and laggard Intel (INTC) all benefited from markets moving higher, but they have deep value. Twitter and Ambarella’s valuations are unfavorable for value investors at this time, but there’s hope for upside. The future income potential depends on strong management execution. Ambarella’s a pricey stock but it has a visible product line and plan through 2020.

The dramatic rebound in stock markets that began in mid-February held up at the start of this month. This hurt the micro-cap value ideas strategy. In particular, Green Dot (GDOT), a $1.1 billion firm continued climbing higher after an analyst, Mark Palmer, set a $23 price target. Fourth quarter earnings and revenue beat estimates. In the biotech sector, markets i still like Inovio Pharmaceuticals (INO) due to its positive pre-clinical data for its vaccine drug for Zika virus.

On a more favorable note, Advanced Micro Devices (AMD), is a speculative turnaround idea, which buyers found out after the company bundled its AMD 390 GPU with free games and continued to boost GPU performance for 4K games. Its long term goal is lowering its reliance on PC markets and selling more semi-custom chip solutions.

Investors took profit on mobile game maker Glu Mobile (GLUU). The development of a Taylor Swift game will succeed, but time is of the essence. Taylor Swift is hot right now, but the popularity for songs on the 1989 album will eventually fade.