Monday watchlist

$PTON - YOY comps are tough but I still believe Peloton benefits from Xmas gifts/ New Years resolutions & I am a long term believer in connected fitness

$IONQ - Is a quantum computing hype cycle coming?

$HIMX - They manufactured the famed failure of Google Glasses… perhaps Apple finally makes AR glasses cool & HIMX is positioned to benefit from category growth?

$UHAL - I’ve anchored to price and watched it run up without a position. The company seems like a “#NeverSell”
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