Conversations with Jaguars – July 22 ($MKTX, $MU, $OGZPY, $ISRG, $TSEM)
Gold/silver continue to run. Solid earnings from $MKTX. Looking for breakout in $MU through key resistance. Big long term bullish case on Gazprom $OGZPY. Another update on $ISRG with chart continuing to look constructive after earnings. $TSEM had bullish risk
Conversations with Jaguars – July 21 ($GLD, $SLV, $NEM, $GOLD, $TWTR, $AMD, $RBA)
Mentioned yesterday to keep an eye on gold and silver as they breakout from tight bull flag. This morning gold is up +1% and silver is up +5%. Combine this with relative strength in Russell 2000 Index, expect all gold miners to rip higher today: $GOLD $NEM $WP
Conversations with Jaguars – July 20 ($GLD, $MCFT, $BC, $HZO, $LAZY, $THO, $WGO, $SPR, $INTU, $IPHI)
$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. $LAZY points out June RV unit sales up +81% YoY, posi
Conversations with Jaguars – July 17 ($ROKU, $NFLX, $MNST, $FND, $BECN)
$ROKU down with $NFLX in sympathy but I am looking for red to green reversal given strong channel checks. $MNST with nice technical setup for breakout as company evaluates entering into high-growth seltzer market. $FND large call roll yesterday and $BECN with
Conversations with Jaguars – July 16 ($FSLR, $GT, $LPX, $DHI, $BLL, $CCK)
$FSLR likely to remain bid strongly into November elections given Biden’s double digit lead and $2 trillion pledge to go 100% carbon free by 2035. $GT sets up for more short term upside given improving auto trends sequentially. With lumber prices at new
Conversations with Jaguars – July 15 ($AZN, $FFIV, $IPGP, $RST, $FLIR, $TSM)
$AZN/Oxford will provide covid vaccine clinical data tomorrow, Thursday, and chart is breaking out ahead of that. $FFIV catches an upgrade, breaking out, added color on upcoming earnings. Looking forward to Chronicle starting a new series on JaguarMedia which