Conversations with Jaguars – March 11 ($SMH, $KERN, $TRIT, $WIMI, $OMER, $BSY)

$SMH Semis is going to be the hottest sector in the market today after US-China announced collaboration to fix chip shortages. $KERN is spiking hard with tuck-in acquisition. $TRIT is also announcing an acquisition in Dubai. $WIMI is spiking hard after further increasing collaboration with China Telecom. Bull case for $OMER after recent pull back ahead of PDUFA on July 17th. Discussion about unmet need, high mortality rate, high efficacy rate and the FDA has set a low bar to clear the hurdle. Lastly, bull case for $BSY as a play for infrastructure and construction spending with organic growth expected to be double digits this year.