Conversations with Jaguars – December 22 ($AMTX, $VLDR, $THO, $GNRC, $LESL, $HOG, $NEU)

Lots of stocks discussed today. $VDLR up another +12% in pre-market after rising +23% yesterday. Great for our March 15/35 call spread. $AMTX is only a $50M company that is now also getting into EV business with a partnership announced today, expect stock to run hard. $THO with sweet technical setup for a breakout after strong industry checks, competitor read through and tuck-in acquisition. Could $GNRC benefit due to disruption in nursing home business? Some out-of-box thinking here and the chart looks great. $LESL which was covered on homepage in Oct 30th posted strong earnings, breaking out. Closing $HOG short. Opening a new short in $NEU with a detail explanation provided.