Conversations with Jaguars – November 24 ($XOP, $YNDX, $ATVI, $REMX)

$XOP was up +9% yesterday and up another +5% in pre-market. Energy sector is now up +42% since election day. Hugely profitable for Jag clients with 5+ ideas issued in webinars in energy in the last 4 weeks. But after a run like this I don’t see a reason to be complacent into the OPEC meeting on Nov 30th, so I’ll be trimming today and tomorrow. Our $YNDX Jan 40 calls are going to pop today after BAML upgrades the stock, look for a breakout through $65. Look for an update on $LUNG on the homepage soon. High level discussion for $ATVI and other game publishers. An update on $QRTEA which is up +40% since the bull case was presented a month ago. $GME ridiculous short interest keeps getting squeezed. Lastly, a high level view of rare earth metal etf $REMX.