Conversations with Jaguars – February 17 ($ALSN, $KRNT, $HUYA)

$ALSN earnings preview ahead of report tonight after market close, with discussion about Class 8 truck order trends and long term opportunity for modernization of US Army vehicles. Jag Top Pick from Q1 Outlook $KRNT is blasting higher by +13% in pre-market after fabulous quarter, and based on today’s discussion we believe this still has more room to run. Lastly, an update on $HUYA after we fielded client questions in chat room who are long since we presented the bull case in August last year.