Sep. 1 at 8:27 AM
$ELDN $FSLR $NAK $RYCEY $ALOY Eledon is biotech catalyst-driven, First Solar benefits from utility-scale solar investment, Northern Dynasty is tied to mining permitting, Rolls-Royce benefits from aerospace and engine demand, and ALOY remains speculative. I’m watching clinical data, solar policy, permitting, aircraft utilization, and funding.