Aug. 20 at 7:36 AM
$FERG $NTRA $EXC $FER $RVMD Ferguson benefits from plumbing and construction demand, Natera benefits from molecular diagnostics adoption, Exelon benefits from regulated utility demand, Ferrovial benefits from infrastructure and transportation activity, and Revolution Medicines remains focused on oncology pipeline development. I'm watching construction activity, test volumes, electricity demand, infrastructure projects, and clinical milestones.