$GLD is breaking out again. Boatsetters checks show June boat peer-to-peer boat rentals up +74% YoY, highest in company’s history. Positive for $MCFT $BC $HZO that haven’t reported earnings yet. $LAZY points out June RV unit sales up +81% YoY, positive for $THO and $WGO. Bearish view on Boeing supplier $SPR. Added bullish thoughts on $INTU which was covered in Weekend Research. Spotted call roll last week in $IPHI which continues to benefit from higher data center spending by hyperscalers.