Fahad Khalid

Chinese Tech Demystified – Huya ($HUYA)

Second episode of Chinese Tech Demystified with discussion on Huya. What does the company do, how it carries the commanding market share of digital video game streaming, what do financials look like, and lastly future growth prospects with rising user base. &n

publish August 8, 2020 | 2:08 PM 64

Conversations with Jaguars – August 6 ($IWM, $MAXR, $MMS, $PGNY, $SITM, $VIPS, $NTNX)

With macro data showing sequential QoQ improvement, look for a breakout in Russell $IWM. Impressive quarter $MAXR and stock guided higher by +10% as book-to-bill ratio improves and we are still waiting for NRO orders. $MMS continues to benefit from contact tra

publish August 6, 2020 | 3:00 PM 17

Conversations with Jaguars – August 4 ($MIME, $TDOC, $CRNC, $LILAK, $FIVN, $CARR)

$MIME out with strong quarter and stock is breaking out, see if it pushes towards $50. CMS new guidance in conjunction with President’s Executive Order yesterday are making lots of parts of healthcare permanent to be used for telehealth services, good fo

publish August 4, 2020 | 1:22 PM 16

Conversations with Jaguars – August 3 ($PD, $EQR, $ZVO, $CHGG, $GBT)

$PD breakout setup and last quarter they posted +33% YoY revenue growth as the company benefits from providing critical decision making software for IT managers. Reiterating bearish view on stocks impacted by eviction moratorium including $EQR $AVB $ESS. Impre

publish August 3, 2020 | 2:09 PM 27

Conversations with Jaguars – July 30 ($NOC, $AY, $AYX, $WKHS)

Digging deeper into $NOC earnings this morning and there are many positives to like, see if it breaks out through $320 resistance that opens the door for $340. Bullish view on a renewable energy stock $AY that we have never covered before. Bullish channel chec

publish July 30, 2020 | 1:38 PM 24

Conversations with Jaguars – July 29 ($SPOT, $EQR, $AVB, $ESS, $SBUX, $PRGX, $DBX)

Drilling into $SPOT earnings to shed light on mega trends that we are seeing instead of just headline numbers. Bearish view on residential REIT stocks $EQR $AVB $ESS with looming threat of eviction moratorium while bickering continues between Republicans and D

publish July 29, 2020 | 1:33 PM 20

Conversations with Jaguars – July 28 ($AMKR, $SHW, $ROKU, $FCFS, $COWN, $BLKB, $SLB, $IQ, $INMD)

Little bit longer than normal but lots of great discussion this morning. We love doing this each morning and I hope clients enjoy it. Provided bullish earnings preview in $SHW and $AMKR yesterday in chatroom and both are spiking sharply higher this morning. Ta

publish July 28, 2020 | 1:31 PM 35

Chinese Tech Demystified – Pinduoduo (PDD)

First of JaguarMedia series to discuss the bullish case for Pinduoduo. What is the company about? How is it different than other e-commerce plays both in China and the US? How has it been performing fundamentally particularly during Covid-19 and what does the

publish July 27, 2020 | 8:35 PM 111

Conversations with Jaguars – July 27 ($BTC, $GLD, $PGNY, $BLL, $HUYA, $ATGE, $SQ)

Strong rally in Gold/Silver and fantastic technical breakout in Bitcoin. Two charts with improving fundamentals and technical setup for breakout: former Top Pick $PGNY likely to see rebound in reproductive elective surgeries and $BLL benefits from strong deman

publish July 27, 2020 | 8:29 PM 19

Conversations with Jaguars – July 23 ($MSFT, $NTGR, $TWTR, $KEYS, $VIAV, $ANET, $DG, $CCI)

Lots of great discussion today. See if $MSFT makes red to green reversal. Looking at $NTGR chart and quality of earnings report, this likely has a long runaway ahead. $TWTR says its new subscription product will launch in 2021. Bullish view on networking stock

publish July 23, 2020 | 2:20 PM 26

Conversations with Jaguars – July 22 ($MKTX, $MU, $OGZPY, $ISRG, $TSEM)

Gold/silver continue to run. Solid earnings from $MKTX. Looking for breakout in $MU through key resistance. Big long term bullish case on Gazprom $OGZPY. Another update on $ISRG with chart continuing to look constructive after earnings. $TSEM had bullish risk

publish July 22, 2020 | 9:07 PM 19

Conversations with Jaguars – July 21 ($GLD, $SLV, $NEM, $GOLD, $TWTR, $AMD, $RBA)

Mentioned yesterday to keep an eye on gold and silver as they breakout from tight bull flag. This morning gold is up +1% and silver is up +5%. Combine this with relative strength in Russell 2000 Index, expect all gold miners to rip higher today: $GOLD $NEM $WP

publish July 21, 2020 | 2:18 PM 14

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About Fahad Khalid

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