Conversations with Jaguars – September 21 (AXSM, $RTX, $SHW, $PEGA, $NOW, $AYX)

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$AXSM nice looking bull flag and one of its key drugs is getting is FDA breakthrough designation this morning. $RTX is going to gap down with market sell off but looking for red to green reversal either today or better relative outperformance later this week after Goldman Sachs upgrades to Conviction Buy. Bullish views on $SHW business with underlying business trends strong and capacity rising. Gartner survey shows continued push into low coding environment which is bullish for $PEGA and $NOW.