Conversations with Jaguars – October 20 ($KEYS, $SNA, $VCEL, $BILI)


$KEYS long term weekly chart sets up for a breakout through $110 and the catalyst likely be next earnings in which I expect to see order growth rebound from negative to positive YoY. $SNA reports on Thursday morning, stock forming a bull flag, and debit/card spending checks how healthy +16% YoY growth as auto cycle recovers. Brief high level view of $VCEL that develops therapies that enable the body to repair and regenerate damaged tissues and organs to restore normal structure and functions. Lots to like about the pipeline, will follow up with more detailed research. $BILI checks are out showing strong user metric trends with DAU hitting new record high in Aug.