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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

Attention centers on Corvuss soquelitinib atopic dermatitis data, which bullish traders view as encouraging evidence for the drugs broader potential. The stocks sharp negative reaction to the presentation has prompted debate over whether investor expectations were overbuilt, with skeptics citing unanswered safety questions and longs blaming short selling.

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

Revolution Medicines positive Phase 3 results for daraxonrasib and its FDA approval for metastatic pancreatic cancer remain the main focus, with traders weighing the drugs commercial potential against concerns about weaker results in some KRAS subgroups and emerging competitors. Discussion also centers on the upcoming earnings report and whether early launch performance can support the companys valuation.

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.

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.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer LP Unit

Strong quarterly results and managements outlook are drawing attention, with traders focused on advanced negotiations to supply natural gas to data centers and other large power users. The reaction is broadly bullish on growth prospects and rising distributions, though some investors are frustrated that the unit price has shown a muted response.

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First Solar (FSLR) Tops Q3 Earnings Estimates

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FSLR Stock Heads For Its Worst Week In Over A Month — Roth Says US Polysilicon Crackdown Could Provide A Tailwind

Equity

Roth said First Solar’s recent selloff comes amid tighter U.S. import rules, but expects reduced stockpiling to support polysilicon and module pricing.

TE Stock Pops 9% After Norway Backs Data Center Plans For Idle Battery Factory

On Thursday, a committee of the Mo i Rana municipal government approved a permit to rezone 161,000 square feet of TE’s idle campus for industrial or data-center use.


Can T1 Energy's U.S. Solar Supply Chain Drive Its Next Phase of Growth?

TE's G2_Austin facility, domestic cell strategy and KORE Power acquisition could reshape its role in U.S. solar and storage.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Roth called current <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> levels a “very attractive entry point” despite concerns over weaker-than-expected solar-module pricing.</li><li>The firm also sees T1 Energy and Toyo as potential beneficiaries.</li><li>New U.S. rules target polysilicon stockpiling, with Roth saying more than 20 importer licenses have already been revoked. &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;</li></ul>First Solar (<a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a>) was on investors’ radar on Friday after Roth Capital said a crackdown on polysilicon stockpiling could tighten supplies and support higher pricing for domestic solar manufacturers.The call comes after <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> shares tumbled nearly 11% on Thursday and headed for their biggest weekly loss in six weeks. Roth attributed the selloff to concerns that solar-module pricing may not be as strong as previously expected.However, the brokerage sees the recent weakness as a buying opportunity, calling current levels a “very attractive entry point.”At the time of writing, <a href="https://stocktwits.com/symbol/FSLR">FSLR stock</a> was up 3.5%<h2 class="st-heading-2">Roth Says FLSR Could Benefit From Supply Tailwinds</h2>Earlier this week, the Commerce Department’s Bureau of Industry and Security <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.govinfo.gov/content/pkg/FR-2026-09-24/pdf/2026-19537.pdf">implemented</a> a temporary rule to prevent companies from stockpiling polysilicon and related products before new Section 232 import measures take effect on December 4. The rule allows the government to restrict companies that import significantly more polysilicon than their historical levels, while new importers are subject to weekly limits.The move follows President Donald Trump’s August <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.whitehouse.gov/presidential-actions/2026/08/adjusting-imports-of-polysilicon-and-its-derivatives-into-the-united-states/">proclamation</a> imposing minimum import prices on polysilicon, wafers, solar cells, and modules, as well as a 15% tariff on covered polysilicon derivatives beginning in December.Roth said its channel checks showed imports had increased more than expected and that it learned more than 20 importer licenses had already been revoked. The firm expects stricter enforcement to reduce stockpiling, restrict supply and ultimately support higher U.S. pricing.The firm sees First Solar, T1 Energy (TE) and Toyo (TOYO) as potential beneficiaries.<h2 class="st-heading-2"><a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a>’s Mixed Q2</h2>First Solar reported a mixed second quarter. While revenue fell 4% to $1.06 billion, partly due to customer contract terminations, earnings rose 23% to $3.92 per share.The company also maintained its full-year outlook, forecasting $4.9 billion to $5.2 billion in sales and adjusted earnings before interest, tax, depreciation and amortization (EBITDA) of $2.6 billion to $2.8 billion. The company ended June with a contracted backlog of 45.1 GW extending through 2030.<h2 class="st-heading-2">Retail Says <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> Is ‘Severely Undervalued’</h2>Retail sentiment surrounding <a class="mention" data-mention="$FSLR" data-symbol-id="FSLR" href="https://stocktwits.com/symbol/FSLR" target="_blank">FSLR</a> turned ‘neutral’ from ‘bearish’ over the past 24 hours.One user said the stock was “way oversold.”<stembedurl>https://stocktwits.com/PrinceLuka/message/665065157</stembedurl>Another user called it “severely undervalued.”<stembedurl>https://stocktwits.com/Turre/message/665086437</stembedurl>The stock is down 20% so far this year.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-s-optimus-reportedly-hits-production-snags-stone-x-stays-bullish-ahead-of-q3-vehicle-deliveries/cZMOQxNRBOa">Tesla’s Optimus Reportedly Hits Production Snags — StoneX Stays Bullish Ahead Of Q3 Vehicle Deliveries</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Workers are inspecting among large areas of photovoltaic solar panels in the Gobi wasteland.

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$ALAB, $TE, $WULF, and $CRML are pulling back hard today. Which are you most interested in buying right now?

Which pullback are you most interested in buying - $ALAB, $TE, $WULF, or $CRML?

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