MIRM is on the IBD buy list flat base early-stage flat base with a 78.54 trigger.  Also STOK right at the 50dma. 

Morgan has an interesting note on midcap banks 

We're buyers of the group into 2026. Steeper yield curve with rate cuts and accelerating loan growth, coupled with historically cheap valuations, is the ideal backdrop for Midcap bank stocks. Maintain an Attractive industry view with median 25% upside (34% for OWs). Most Preferred: VLY, FITB, CFG.

Just wait until the delisting at the end of the month 

Here’s a breakdown of some of the better-known companies in MSCI’s list, grouped by risk exposure(high / medium / lower), based on their crypto-treasury concentration, business model, and commentary from MSCI / analysts.

Just about read this: MSCI potential delisting of MSTR and companies that hold 50% of assets in cryptodecision 12/31/2025

Some Areospace is hanging in there.  RTX, HWM, EMBJ look solid.  Looking for a RKLB entry Neutron launch in early 26. 

Huge CME  Awesome pictures!

MCK McKesson looks like a slower growth bellweather.  Green today.   Morgan has a $916 target 

I though so.  He's been solid forever. 

Cobra?

KRMN down -6.  No news that I see report tomorrow 

S-4on CCCX to Inflecqtion.  Might play some LEAPS on this 

They trade closely with the computer infrastructure plays. I can't even really find a rival to their business.  FCEL maybe QS someday.   

That leaves HUT, RIOT, BITF.  Although it rumored that HUT has a deal in place. Also BTDR 

CIFR +15 on a 15 year lease with Amazon AWS 

RBLX -10 interesting l/t play 

We see RBLX as a clear leader in the next generation of entertainment platforms with a path to +1bn users by '30 and a bull case of $300/share. We see parallels to user-generated content winners like YouTube that along with RBLX's strong position in AI, leave us bullish on the opportunity ahead.

• We See RBLX Exceeding 1bn MAUs by 2030, With Multiple Paths to A Bull Case of $300 per Share: One of the most common investor debates on RBLX focuses on user growth, as some question whether the company is nearing a ceiling for engagement. We disagree. We see RBLX as a clear leader in the next generation of entertainment platforms and believe the company is still in the early stages of building its audience. We estimate that the platform now has 400mn total monthly active users (MAUs), which is 2x larger than the combined ~200mn installed base of PlayStation, Xbox, and Switch…and nearly one quarter the size of YouTube's audience, which itself is a key proof point that user-generated content platforms only deepen their moats as they scale. Ultimately, we estimate that RBLX is currently just 3% penetrated in its opportunity among 5-34 year olds (with room to expand demographics over time) and see a path to >1bn users from here. We believe that this creates room for sustained outperformance in RBLX shares and visibility to valuation of $300 per share, with potential paths via faster audience growth as well as success in advertising.

What about nVent Electric ( NVT)?  

AMSC +10 on no news that I see.  earnings after the close 

• Morgan raised BE target to $155

Raising our PT to $155 and remain OW. We are raising our estimates across 2025-2030. For 2025 the company indicated that results could exceed the high end of previous guidance. Going forward we have pulled forward the pace of volume shipments such that we estimate a 2 GW run rate of shipments by 2028 vs. 2029 in our prior model. We model 3 GW of shipments in 2030 vs. 2.2 GW previously. We are raising our PT to $155 which implies a ~30x EV/EBITDA multiple on 2027 MSe, at the high end of the 20-30x multiple range we've seen the stock trade over the past several years. We use a DCF to value the stock and the valuation increase came largely from the faster pace of revenue growth and volumes driving faster margin expansion between now and 2030, along with a modest decrease in the risk-free rate to 4% from 4.25% to reflect latest Treasury yields. We continue to see strong momentum and remain OW.

Bloom Energy: Highway to Direct Current Bloom is the only baseload power generation technology that natively outputs 800V Direct Current electricity, the voltage standard for next-gen AI servers from NVIDIA, AMD, and Google.That means AI datacenters powered by Bloom fuel cells can cut electrical + battery costs by >60% vs. other baseload electricity sources such as gas turbines, nuclear, or the grid.The future is Direct Current. Presentation here