Conversations with Jaguars – February 11 ($PYPD, $MU, $WDC, $TRUP, $MIDD)

Polypid $PYPD another monster winner from Jay with position now up approx +60% in just three weeks. Giddy up! I now believe $MU is going to $100+ and $WDC is going to $80+ based on analysts finally starting to acknowledge rising DRAM and NAND prices but they still remain behind the curve. A quick review of $TRUP earnings and we are still waiting for large deals with insurance companies to materialize. Lastly, look out for a homepage article on $MIDD soon with early channel checks showing pick up in restaurant orders.