Conversations with Jaguars – July 9 ($BDX, $BILI, $PLCE, $HELE, $PNR, $MRVL)

Reiterating bullish view on $BDX which sets up for breakout and anticipating positive news around covid-19 antigen test. $BILI joins other Chinese companies to list shares in Hong Kong. Bearish view in $PLCE ahead of earnings. Fantastic bullish call by Jay in $HELE which posted strong quarter and stock is higher by +7%. $PNR catching double upgrade from BAML. $MRVL 5G base stations and relationship with Samsung in Texas continues to be strong.