Conversations with Jaguars – July 20 ($GLD, $MCFT, $BC, $HZO, $LAZY, $THO, $WGO, $SPR, $INTU, $IPHI)

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$GLD is breaking out again. Boatsetters checks show June boat peer-to-peer boat rentals up +74% YoY, highest in company’s history. Positive for $MCFT $BC $HZO that haven’t reported earnings yet. $LAZY points out June RV unit sales up +81% YoY, positive for $THO and $WGO. Bearish view on Boeing supplier $SPR. Added bullish thoughts on $INTU which was covered in Weekend Research. Spotted call roll last week in $IPHI which continues to benefit from higher data center spending by hyperscalers.