Summit Midstream Stock Discussion

I was chatting in the group
shamless plug 🤣 but I thought. why not put these thoughts in a post.
So here are iam with Random Thoughts by NOT Jack Handy 😁
I'm still long, but I'm going to start accelerating my rotation from tech and comm services and really focus on materials and energy. I will start on Monday.
here are some randos I peeked at scanning my watchlists.
in no particular order
$Intrepid Potash(IPI.US)$
$ZIM Integrated Shipping(ZIM.US)$
$Vale SA(VALE.US)$
long cons...

Gainers:
• $Cogent Biosciences(COGT.US)$ +7.9% (announces positive initial clinical data from ongoing phase 2 APEX trial evaluating bezuclastinib in patients with advanced systemic mastocytosis)
• $Univar Solutions(UNVR.US)$ +7.2% (expands distribution partnership with BASF)
• $Vail Resorts(MTN.US)$ +6% (In reaction to earnings/guidance)
• $BeiGene(BGNE.US)$ +5.4% (highlights growing portfolio and pipeline targeting hematologic mali...

$Summit Midstream(SMLP.US)$ yes

$Summit Midstream(SMLP.US)$ here she blow