Conversations with Jaguars – July 8 ($NTES, $WMT, $IBKR, $TTWO, $ATRC)


Some great discussion today. To start off, expect all Chinese stocks to be strong again today given Shanghai was up another +1.7% overnight and now up +7% in 3 days. Looking at $NTES to make a move to $470. Bullish view in $WMT as I believe multiple expansion should carry the stock to $140. $IBKR great technical setup for breakout driven by strong trading out of Asia and huge presence in Hong Kong, India and other markets. $TTWO April and May channel checks very strong, good for upcoming Q2 earnings. Looking for $ATRC to pull back to $40 before making an entry.