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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 is drawing attention after a sharp breakout to a 52-week high, with traders focused on heavy call buying and positioning ahead of the Q3 report. Buyout and short-squeeze theories are circulating, but remain speculation; others point to BRIUMVIs sales growth as the underlying driver.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Roots Hyundai Secure+ partnership is drawing attention after the product was identified as powered by Root, with traders focused on its potential to expand embedded, dealership-based insurance sales. Bulls see Hyundai and Kias vehicle sales as a significant distribution opportunity, while skeptics question how quickly the rollout can translate into policy growth amid recent concerns about declining policies in force.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons stronger-than-expected third-quarter results are driving the sharp rally, with traders highlighting growth in Dupixent and Eylea HD and the stocks breakout to a new high. The reaction is broadly bullish, though some note that declining legacy Eylea sales and biosimilar competition remain risks.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1983 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere is drawing attention after strong quarterly results, higher full-year guidance and a dividend increase, fueling bullish momentum and fresh-high chatter. Some traders are taking profits and options positioning is mixed, reflecting caution after the run-up.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is drawing attention ahead of its quarterly results, with traders focused on GMV and take rate as well as whether payments-heavy growth can offset margin pressure and rising credit costs. The discussion is split between hopes for a strong report and concerns about the recent pullback and earnings risk.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Stockholm, Sweden.

Spotify Technology S.A.

Spotifys shares are drawing attention after rising sharply on Q3 results and an upbeat Q4 outlook, with traders focusing on subscriber growth, improving gross margin and stronger guided operating income despite an EPS miss. The rally has prompted bullish reactions, while skeptics question the valuation and higher expenses.

TRON (TRX) is a cryptocurrency launched in 2018. TRON has a current supply of 95,022,365,191.094644 with 95,022,375,662.737444 in circulation. The last known price of TRON is 0.30232528 USD and is down -8.04 over the last 24 hours. It is currently trading on 1389 active market(s) with $1,465,217,312.79 traded over the last 24 hours. More information can be found at https://trondao.org/.

Tron

TRON is drawing attention for its perceived resilience and steady upward trend compared with other cryptocurrencies, with traders sharing bullish breakout setups and pointing to stablecoin activity as support for the network. Others remain skeptical, citing its long periods of sideways trading and warning that the recent advance could give way to a pullback.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa has put FDA acceptance and the review timeline at the center of discussion. Traders are split between optimism about the drugs potential and a possible partnership or acquisition, and concerns about regulatory risk, competition, and the cost of commercializing it independently.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,811.032761 with 281,866,747.320393 in circulation. The last known price of OFFICIAL TRUMP is 1.57555883 USD and is down -1.93 over the last 24 hours. It is currently trading on 744 active market(s) with $126,884,732.61 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

The Trump-themed meme coin is drawing attention amid its steep decline from earlier highs, with many traders calling it a pump-and-dump and pointing to losses among holders. A smaller bullish contingent sees the recent price strength as accumulation or a possible squeeze, while election-related speculation adds to the debate over demand.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owls Q3 results beat expectations, and traders are highlighting growth in assets under management, fee-related earnings, and managements outlook for future fee growth and dividend coverage. Bulls see room for a valuation recovery, while skeptics remain focused on private-credit redemption concerns and put-heavy options activity.

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Is First Trust Energy AlphaDEX ETF (FXN) a Strong ETF Right Now?

FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst 

Equity

Morningstar trimmed its estimated value for First Solar to $191, citing ending tax benefits and strong competition despite growing electricity demand from AI.  


Should You Invest in the First Trust Energy AlphaDEX ETF (FXN)?

First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund

Neutral Sentiment

<ul class="summary-bullets"><li>The lower valuation reflects expectations that solar panel sales could weaken as tax benefits start ending in the early 2030s.&nbsp;</li><li>While U.S. manufacturing policies support First Solar’s market position, higher production costs and strong competition remain challenges.&nbsp;</li><li>Though strong cash reserves support expansion, reliance on U.S. tax credits and policy changes creates financial uncertainty.&nbsp;</li></ul><p>First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth opportunity.&nbsp;</p><p><a href="https://stocktwits.com/symbol/FSLR">First Solar stock</a> edged 0.7% lower overnight, ahead of Tuesday, after a 1% climb in the regular session.&nbsp;</p><h2 class="st-heading-2">First Solar Valuation Reflects Concerns Over Future Incentives</h2><p>Morningstar analyst Bischof lowered his fair value estimate for the solar panel maker to $191 per share from $206, saying the stock was trading close to its estimated worth as of Monday.</p><p>The firm maintained its no-economic-moat assessment and ‘Very High Uncertainty’ Rating for First Solar. The analyst believes intense competition and pressure on manufacturing costs prevent the company from building a lasting competitive advantage.</p><p>The revised valuation reflects weaker expectations for solar panel sales after tax incentives begin expiring in the early 2030s. However, Bischof said First Solar could benefit from growing electricity needs associated with artificial intelligence, data centers and advanced manufacturing.</p><h2 class="st-heading-2">Thin-Film Technology Sets First Solar Apart</h2><p>Unlike most solar companies that use silicon, First Solar makes panels with a thin-film material called cadmium telluride. Its manufacturing process reduces dependence on Chinese suppliers, and its panels can perform better in hot and humid weather.&nbsp;</p><p>The company is also the largest solar module manufacturer headquartered in the Western Hemisphere. Its strong position in the U.S. utility-scale market, where Morningstar estimates it has historically held about 30% market share, gives it an edge as domestic manufacturing policies favor local production.</p><p>Still, the firm cautions that First Solar's manufacturing costs per watt remain somewhat higher than those of silicon-based competitors. The broader industry has become price-driven as manufacturing capacity expands and technological differences become less durable.</p><h2 class="st-heading-2">First Solar’s&nbsp;Backlog Provides Visibility Despite Decline</h2><p>First Solar’s pending orders fell to 45.1 gigawatts in June from 50.1 gigawatts at the end of 2025, as it delivered more panels than it secured in new deals. However, existing orders still give investors an idea of the company’s future sales.&nbsp;</p><p>Morningstar expects First Solar to increase its production capacity to 22 gigawatts by the end of 2027, with investments in the U.S. and India. The firm also expects panel prices to rise slightly in the next few years before falling as tax benefits are reduced. The firm's valuation includes U.S. production credits worth $0.17 per watt. These incentives remain important to profit, making future policy decisions a major risk for investors.</p><p>First Solar held approximately $1.7 billion in cash and investments at the end of June. Bischof views the company's conservative spending approach and early investment in U.S. manufacturing positively.&nbsp;</p><p>However, Morningstar warns that the company's dependence on U.S. policy, concentrated sales markets, and an uncertain overseas manufacturing outlook could lead to widely varying financial results. While rising power demand could drive growth, the analyst believes the current share price already reflects First Solar's estimated value.</p><h2 class="st-heading-2">FSLR Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.</p><p>A user&nbsp;<a href="https://stocktwits.com/Tom_Stockholm/message/666319896">said</a>, “big mixed bag here. I remember the last time solar companies went through a rate hike cycle... it was ugly.&nbsp; On the other hand, the policital headwinds in the U.S. could ease after the mid-terms.”</p><p>FSLR stock has cratered 31% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvts-stock-unveils-24-kw-nvidia-ai-power-board-targeting-97--percent-efficiency/cZxBeWcRBoe">NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

First Solar Inc. (FSLR) stock slipped overnight after Morningstar slashed its fair value estimate, warning that expiring U.S. solar tax credits and fierce competition could squeeze profits even as surging AI data center power demand creates a new growth o

FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst

First Solar Inc

First Trust Exchange-Traded Fund III - First Trust Energy AlphaDEX Fund

Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$25.00
Prev Close	$24.60
Open	$24.77
Dividend Yield	N/A
50-Day Moving Average	$23.57
Beta	N/A
Avg. Volume	522,225.40
PE Ratio	N/A

52-Week High	$25.08
52-Week Low	$15.64
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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