Conversations with Jaguars – July 7 ($CONE, $IQV, $MANH, $CTSO, $IOVA)

$CONE sets up for breakout through $77.50 with need for colocation services rising from hyperscalers. $IQV is benefiting from $75B YTD R&D budgets by pharmas and biotechs. $MANH benefits from secular positive shifts. Preview of $CTSO before Jay publishes his article on home page. $IOVA Sep call accumulation continues with catalyst coming up.