Conversations with Jaguars – August 17 ($JD, $IDXX, $AAP, $DKNG, $GRWG)


$JD with impressive +33% YoY revenue growth this morning and stock is breaking out, good for our Sep 62.5 calls. $IDXX filled earnings gap and announced expansion of key products in late 2020 where penetration is low. $AAP is breaking out ahead of earnings this week with SSS growth sequentially improving and $2M bullish bet in Sep 150 calls remains in OI. $DKNG sold off on tax concerns despite strong beat on top line revenues and guidance raised, remains a buy on any pull backs. Fabulous quarter from $GRWG last week and massive +50% run in stock in just two days, now gapping higher again today up +7% in pre-market.