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

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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 reversal bought ahead of earnings.