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Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins selloff amid concerns over a reported Binance security breach is weighing on Strategy shares, with traders debating whether the crypto-market shock signals deeper trouble or a buying opportunity. Concerns about Strategys quarterly results and CFO transition add to the bearish discussion, while some investors expect a rebound.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCaths Medicare add-on reimbursement could decline sharply after the first quarter of 2027 has fueled concern about pricing and CorMedixs largest revenue driver, alongside a steep selloff. Traders disagree on whether the comments signal a lasting revenue threat or are preliminary, DaVita-specific estimates with limited visibility into future reimbursement and utilization.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX has reached fresh 52-week highs, with traders focused on an expected Q3 earnings report and debating whether the rally reflects BRIUMVI growth expectations or speculative buyout hopes and short covering. The buyout talk remains unconfirmed, and the earnings date has not been officially confirmed.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weak Q1 results, sharply reduced full-year outlook and dividend suspension have driven attention, as the company cited recession-level appliance demand and blamed the Iran war and collapsing consumer confidence. Many traders are alarmed by the worsening outlook and debt burden, while some see the selloff as an overreaction and are buying for a possible rebound.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

Weaker 2027 Medicare Advantage star ratings for Aetna are driving concern about lost bonus payments and future margin pressure. Traders are comparing CVSs weakness with Humanas rally on improved ratings, while debating whether the setback is already priced in.

Corvus Pharmaceuticals, Inc. engages in the development of product candidates for the treatment of cancer and immune-mediated and inflammatory diseases. Its product candidates include soquelitinib, an ITK inhibitor, ciforadenant, an adenosine A2A receptor antagonist, and mupadolimab, a B cell-activating anti-CD73 antibody. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Traders are focused on a possible update on Corvuss ALPS program around the ASH abstract release and a company call, though the timing and whether the data will be disclosed remain uncertain. Optimism about a potential catalyst is countered by concerns over past delays, managements limited updates and heavy short interest.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

RASONQUE (daraxonrasib), Revolution Medicines pancreatic cancer therapy, remains the main focus: traders cite its Phase 3 survival results and FDA approval as support for the companys commercial and broader RAS-drug pipeline prospects. Discussion is also divided over valuation and efficacy across KRAS subtypes, with some traders pointing to competition from selective G12D drugs such as Verastems VS-7375.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances updated NSCLC trial results and shift toward biomarker-selected lung-cancer studies are driving attention: the overall response rate was 24.6%, while a retrospective subgroup showed a stronger signal, but the lung-cancer filing is expected in 2027 and durability remains uncertain. Traders are divided between viewing the selloff as an overreaction to promising precision-treatment data and seeing a narrower, delayed opportunity compounded by managements confusing presentation.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal fourth-quarter earnings report is the focus, with traders debating whether its premium valuation can be justified amid memory-cost pressures and concerns about iPhone demand and upgrade cycles. Some expect a sharp post-report drop, while others view Apples restrained AI spending and relative resilience during the tech selloff as supporting its safe-haven appeal.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowheads interim ARO-MAPT resultsshowing substantial tau reduction and supporting subcutaneous delivery of RNAi to the central nervous systemare a major focus. Traders broadly view the data as encouraging platform validation, but many are frustrated that the share price has not reflected the positive results and debate whether the weakness is market-driven or a sell-the-news reaction.

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KKR Shares Rise – What’s With $15B UK Offshore Wind Project?

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Renewable energy firm RWE and KKR have agreed on a long-term partnership to jointly realize the Norfolk Vanguard East and Norfolk Vanguard West projects in the UK.


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<ul class="summary-bullets"><li>Under the agreement, KKR will acquire a 50% equity stake in each project.</li><li>A report from Reuters News said that KKR paid around $1.8 billion for the stake</li><li>KKR said the two wind farms will require more than $15 billion in total development and capital spending.</li></ul><p>Shares of KKR were in the spotlight on Wednesday after the UK government announced the results of the auction for the Contracts for Difference (CfD) Allocation Round 7 (AR7), the primary way by which the UK government secures its own sources of clean electricity like offshore wind.&nbsp;</p><p>RWE, one of the world’s leading renewable energy companies, and KKR have agreed on a long-term partnership to jointly realize the Norfolk Vanguard East and Norfolk Vanguard West projects.</p><p>Under the agreement, KKR will acquire a 50% equity stake in each project, with both partners jointly developing, constructing and operating the wind farms. Financial details were not disclosed in the statement.&nbsp;</p><p>The new windfarms will be located approximately 50km to 80km off the UK’s East Anglia coast in the North Sea and will comprise 184 turbines, offshore substations, and a connection to the National Grid.</p><p>“This investment underscores our conviction in the long-term importance of UK renewables, and the central role offshore wind will play in advancing the country’s energy transition,” said Vincent Policard, Co-Head of European Infrastructure at KKR.&nbsp;</p><h2 class="st-heading-2">$15 Billion Wind Project</h2><p>A <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/rwe-sells-50-stake-british-norfolk-offshore-wind-projects-kkr-2026-01-14/">report</a> from Reuters News said that KKR paid around $1.8 billion for the stake. KKR, in a separate statement, said the two wind farms will require more than $15 billion in total development and capital spending to make them operational by 2029 and 2030, respectively.</p><p>The offshore wind projects are expected to be able to power over 3 million UK homes with clean energy.</p><h2 class="st-heading-2">KKR’s Infrastructure Platform</h2><p>Since 2011, KKR’s Infrastructure platform has committed more than $31 billion into energy transition and renewables infrastructure globally. KKR’s portfolio also includes over 10 renewable energy developers.</p><p>In 2024, KKR invested in Encavis, a German renewable energy platform that owns and operates a diversified portfolio of onshore wind farms across multiple European countries.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around KKR trended in ‘bearish’ territory amid ‘high’ message volume.&nbsp;</p><p>KKR shares have fallen nearly 8% over the past year.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i><br><br>&nbsp;</p>

In this photo illustration, the KKR and Co company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Renewable energy firm RWE and KKR have agreed on a long-term partnership to jointly realize the Norfolk Vanguard East and Norfolk Vanguard West projects in the UK.

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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$FAS $XLF sold 1/3 today near the highs - simple reallocation based on the new risk/reward profile.

$FAS $DPST $XLF The financial sector rally is important for a broaad market rally.  Though it wasn't a big gain day, but  seeing all green financial finishes is very comforting to see.  
 
$BAC $JPM

Alpha Bull

I regret not reentering $FAS in the 130s couple weeks ago. I got scared. 

$BRK.B $V $MA $JPM share you’re getting w xlf x3 triple leveraged ETF

bob smith

Seeing modest gains in financials, most by banks, but credit cards and brokers are mostly red.  
 
$FAS  $XLF $DPST $BAC $MS

$FAS Unless market drop another -5% from here, I don't see $FAS dropping to $124 level, but if it does, I'll be buying there.  
 
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