Conversations with Jaguars – September 9 ($QRVO, $SWKS, $V, $MYOV, $JBHT, $QURE)

Expect Semis $SMH to provide leadership today after fantastic strong pre-announcement from $QRVO. Positive for $SWKS and $AVGO as well that are benefitting from 5G mobile trends. $V and $MA have pulled back to support, looking for a bounce from here with both out with strong August card spending trends showing sequential improvements. Preview of a bullish article to be published on the home page on $MYOV by Jay later today. Trucking trends are improving with pricing strong, good for $JBHT. Lastly, bullish risk reversal bought in $QURE yesterday ahead of the company making several presentations in coming weeks.