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

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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 stocks: $KEYS $VIAV and $ANET which sets up for breakout. $DG with sweet breakout with improving product mix, lean inventory and potentially rising margins and also beneficiary of people trading down during period of high unemployment. Bullish view on $CCI.