Conversations with Jaguars – February 10 ($TWTR, $BNFT, $CASY, $BIGC)

$TWTR is trading above $65 after closing at $59 yesterday. Good for diagonal call spread we bought in webinar yesterday. Adding some color about pending launch of subscription business based on comments in earnings call. Bull case for $BNFT which has a sweet technical setup for a breakout and company is emerging with better growth with AI-powered recent product launch getting traction with large customers. Bull case for $CASY with discussion about channel checks, competition, among other things. Lastly, an update on $BIGC while addressing some of the common bearish arguments against the company. Chart sets up for a breakout through $90 an carries high 22% short interest.