Conversations with Jaguars – November 11 ($CRWD, $ONEM, $CYRX, $KRNT, $BABA, $DAO)


N’s over R’s. After Russell outperformed by 8 ppts over Nasdaq in past two days, Nasdaq is leading the charge higher this morning. $CRWD at $120 support provides low-risk entry with hard stop and catching an upgrade from Baird analyst today. Former Jag Q3 Top Pick $ONEM is posting a fabulous quarter and stock higher by +10% in pre-market and expect that to continue towards $45+ over time. Look out for a new update on hot stock $CYRX by Jay to be published on home page later. Third time covering $KRNT since August, posted strong quarter today with large deals signing and peak season to continue well into 2021. $BABA sell off is reaching exhaustion and antitrust is just noise. Lastly, exiting $DAO with chart breaking down and will wait for better entry.