Aug. 20 at 7:34 AM
$ARGX $MPWR $TRGP $CRH $TFC Argenx benefits from immunology drug demand and clinical expansion, Monolithic Power benefits from power-management and AI infrastructure demand, Targa Resources benefits from natural-gas and NGL volumes, CRH benefits from construction and infrastructure spending, and Truist benefits from banking activity. I'm watching prescription growth, AI power demand, energy throughput, construction spending, and credit quality.