Conversations with Jaguars – February 5 ($COO, $SLAB, $U)

Two breakout setups. $COO is cornering the $5 billion myopia (nearsightedness) market in children by having a MiSight contact lens that has been on the market for a one year and it was discussed by Jay on the homepage article in December. This week’s announcement with Luxottica for myopia glasses enhances that bull case. We have fielded lots of client questions this week about how to play chip shortage and often times I have used the term “Bookings in Excess of Billings” as a way to read into strong future growth, and that’s what $SLAB earnings showed this week. Lastly, deep dive into $U Unity Software earnings report that is gapping down and presenting a buying opportunity.