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📊 @Solana is the largest network by RWA holder count at 290,353, up 133.5% year-to-date Below is the breakdown by asset class and market share: 1) Stocks: 234.6K (80.8%) 2) Commodities: 27.2K (9.4%) 3) U.S. Treasury Debt: 8.9K (3.1%) 4) Specialty Finance: 8.1K (2.8%) 5) Asset-Backed Credit: 5.6K (1.9%) 6) Non-US Government Debt: 4.3K (1.5%) 7) Real Estate: 1.3K (0.5%) 8) Diversified Credit: 159 (0.1%) 9) Corporate Credit: 71 (0.02%) 10) Active Strategies: 27 (0.01%) 11) Private Equity: 20 (0.01%) 12) Cryptocurrencies: 12 (0.01%)

$PGR（Progressive） 5.8.1 快照与技术选股归属：现价222.88，市值129.58B，52周区间189.2到239.38，现金及等价物138.0M，短期投资10005.0M，流动性合计10143.0M，季度经营现金流3607.0M为正，跑道不适用（经营现金流为正，不依赖现金消耗），年度财报12/31/2025收入87671.0M，净利润11308.0M，研发无M，资本支出-348.0M，季度财报6/30/2026收入23609.0M，净利润3311.0M，流动比率nan%，毛利率17.18%，营业利润率16.54%（数据来源：个股基本面快照，2026-10-14）；技术选股D组硬条件命中，分数58.55，获利盘93.15%，套牢盘6.85%，90%集中度6.92（数据来源：技术选股，2026-10-14）。 5.8.2 主营业务与产品技术亮点：Progressive是美国车险龙头，主营个人汽车保险、房屋保险与商业保险。核心技术亮点包括直接分销与代理人双渠道，基于驾驶行为的UBI定价技术，理赔数字化与快速结算能力。本条不写数字。 5.8.3 事件促发点：2026-10-14 Progressive发布财报，预期EPS为4.46，涉及季度业绩，量级判断重大，方向待定（数据来源：未来5日财报日历，2026-10-14）。暂无其他已公开促发点。 5.8.4 大行研报与消息汇总：目标价均值无，买入无，持有无，卖出无（数据来源：Nasdaq分析师库，2026-10-14）。Barclays目标价246上调至247，上调0.4%，头部国际大行，距现价16.4%（数据来源：MarketBeat 2026-10-07）；HSBC目标价221下调至216，下调-2.3%，非头部，距现价1.79%（数据来源：MarketBeat 2026-10-07）。消息面：Zacks对PGR发出混合展望（Foreign Policy Journal 2026-10-13）。 5.8.5 关键价位、触发与失效：日线支撑筹码峰206.04距现价8.17%，日线压力20日高223.78距现价0.4%，周线支撑周线MA10为216.7距现价2.77%，周线压力52周高239.38距现价7.4%（数据来源：个股筹码四元组与关键价位，2026-10-14）。触发条件为放量突破20日高223.78，失效条件为跌破筹码峰206.04。资金共振同向项数2项（数据来源：3.1节，2026-10-14）。 5.8.6 情景：牛档239.38（周线压力52周高），基准档223.78（日线压力20日高），熊档206.04（日线支撑筹码峰）。从现价到周线压力空间7.4%。 5.8.7 结论：等触发，1到2周期望幅度至223.78约0.4%，赔率中性，建议观察，最大风险是财报不及预期。第一目标223.78，第二目标239.38。 5.9 $BIIB（Biogen） 5.9.1 快照与技术选股归属：现价228.9，市值33.82B，52周区间138.0到238.24，现金及等价物3008.5M，短期投资807.2M，流动性合计3815.7M，季度经营现金流448.9M为正，跑道不适用（经营现金流为正，不依赖现金消耗），年度财报12/31/2025收入9890.6M，净利润1292.9M，研发1778.6M，资本支出-153.8M，季度财报6/30/2026收入2736.0M，净利润97.5M，流动比率267.9%，毛利率75.69%，营业利润率18.83%（数据来源：个股基本面快照，2026-10-14）；技术选股D组硬条件命中，分数38.68，获利盘97.73%，套牢盘2.27%，90%集中度11.81（数据来源：技术选股，2026-10-14）。 5.9.2 主营业务与产品技术亮点：Biogen是生物技术公司，主营多发性硬化、阿尔茨海默病与神经科学药物。核心技术亮点包括神经科学管线深度，阿尔茨海默病抗体药物，与Eisai等合作伙伴的全球商业化能力。本条不写数字。 5.9.3 事件促发点：2026-10-12 JPMorgan升级至Overweight，目标价210上调至300，涉及评级与目标价，量级判断重大，方向利多（数据来源：MarketBeat 2026-10-12）。暂无其他已公开促发点。 5.9.4 大行研报与消息汇总：目标价均值241.96，区间175.0到300.0，买入17家，持有6家，卖出1家，下期EPS预测12.41（Dec 2026），近4周EPS上修2家下修1家（数据来源：Nasdaq分析师库，2026-10-14）。JPMorgan升级至Overweight，目标价210上调至300，上调42.9%，头部五大，距现价32.91%（数据来源：MarketBeat 2026-10-12）；UBS目标价240上调至270，上调12.5%，头部国际大行，距现价21.7%（数据来源：MarketBeat 2026-10-09）；BMO目标价未披露至220，来源弱，非头部，距现价-5.12%（数据来源：MarketBeat 2026-10-12）。消息面：无。 5.9.5 关键价位、触发与失效：日线支撑筹码峰217.12距现价5.43%，日线压力20日高238.24距现价4.08%，周线支撑周线MA10为221.97距现价3.03%，周线压力52周高238.24距现价4.08%（数据来源：个股筹码四元组与关键价位，2026-10-14）。触发条件为放量突破20日高238.24，失效条件为跌破筹码峰217.12。资金共振同向项数3项（数据来源：3.1节，2026-10-14）。 5.9.6 情景：牛档238.24（周线压力52周高，与日线压力同位），基准档217.12（日线支撑筹码峰），熊档221.97（周线支撑周线MA10）。从现价到周线压力空间4.08%。 5.9.7 结论：可买，1到2周期望幅度至238.24约4.1%，赔率中性偏多，建议半仓，最大风险是神经科学药物竞争加剧。第一目标238.24，第二目标无更高参照，突破后重算。

HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE TODAY Up: - Palo Alto $PANW +4.6% - CrowdStrike $CRWD +2.8% - Intuitive Surgical $ISRG +2.4% - Hilton $HLT +2.0% - Procter & Gamble $PG +1.9% - Philip Morris $PM +1.8% - Nvidia $NVDA +1.7% - Fortinet $FTNT +1.7% Down: - Qualcomm $QCOM -7.2% - Boeing $BA -6.9% - Intel $INTC -5.7% - Meta $META -4.8% - Regeneron $REGN -4.5% - Newmont $NEM -4.4% - Tesla $TSLA -3.9% - AMD $AMD -3.6% Qualcomm gave back all of Friday's +4.0% and then some. Meta fell for a second straight day after Thursday's +4.5%. Cybersecurity went from the worst group in the market on Friday to the best today.

Premarket movers: Mag 7 stocks are mostly higher (Tesla (TSLA) +1.1%, Nvidia (NVDA) +0.7%, Amazon (AMZN) +0.6%, Alphabet (GOOGL) +0.4%, Apple (AAPL) +0.1%, Microsoft (MSFT) little changed, Meta Platforms (META) -0.5%). Akamai Technologies (AKAM) rallies 20% after the cloud provider inked a seven-year $11.6 billion deal to provide computing power to Anthropic. Atlas Energy (AESI) gains 6.9% after it announced a purchase agreement with Wyoming Machinery Company for $340.5 million of Balance of Plant equipment for a power generation project. The companies also separately agreed to a 328 megawatt power deal under an agreement with Caterpillar Inc. Comcast Corp. (CMCSA) is down 1.9% after KeyBanc Capital Markets cut its recommendation to underweight from sector weight on weakness in broadband. Nike Inc. (NKE) is down 2% after BofA cut its recommendation on the athletic footwear and apparel company to underperform from neutral, and pushes the expectation for a sales turnaround into F2028. Nike reports 1Q earnings on Oct. 1. People Inc. (PPLI) jumps 9.9% on a report that MGM Resorts is discussing making a bid to purchase the Barry Diller-owned media giant. Twilio Inc. (TWLO) is down 3.5% as HSBC downgrades the communications software company to reduce from hold, seeing “limited evidence that Twilio will capture higher-margin AI software” revenue. Zscaler (ZS) falls 3.4% after the security software company announced the appointment of Ross Tackett as chief revenue officer, effective Oct. 1.

ALLEGION $ALLE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.17B (Est. $1.14B) 🟢; +9.6% YoY 🔹 Adj. EPS: $2.60 (Est. $2.50) 🟢; +13.0% YoY 🔹 Organic Revenue Growth: +7.2% YoY 🔹 Adj. Oper Margin: 24.7% FY26 Guide: 🔹 Adj. EPS: $9.05-$9.10 (Est. $8.98) 🟢 🔹 Revenue Growth: +9.5%-+10.5% YoY 🔹 Organic Revenue Growth: +5.0%-+6.0% YoY Segment Revenue (YoY): 🔹 Americas: $942.4M; +11.7% (+9.1% organic) 🔹 International: $230.2M; +1.8% (-0.2% organic) Other Q3 Metrics: 🔹 GAAP EPS: $2.59; +18.8% YoY 🔹 Adj. Oper Income: $289.7M; +12.5% YoY 🔹 Americas Adj. Oper Margin: 30.1%; +20 bps YoY 🔹 Intl Adj. Oper Margin: 13.9%; -40 bps YoY Key Updates: 🔹 Restructuring charges and acquisition and integration expenses: $8.0M 🔹 Amortization of acquired intangible assets: $17.0M 🔹 IEEPA tariff refunds: $19.9M benefit 🔹 Non-operating investment: $4.1M gain 🔹 Net earnings adjustments: $0.1M, or $0.01/share 🔹 Repurchased ~0.8M shares for ~$120M and paid quarterly dividends of $0.55/share (~$46M) Comments: 🔸 “I am pleased with our Q3 performance as we delivered high-single digit organic revenue growth and low teens adjusted EPS growth led by our Americas non-residential business.”

Good Morning from Germany, where the govt is hosting its first investment summit in Berlin, taking a page from France’s “Choose France” playbook. Since end-2019, real capital investment has FALLEN 6.9%, while govt consumption has RISEN 15.2%. GDP is up just 1.9% over the same period, through Q2 2026. More state consumption, less investment in future growth. Quite a backdrop for “Invest in Germany.”

$VKTX vs $LLY in terms of Safety and tolerability so far based on available data. Conclusion- $VKTX 17.5 mg Is the best Commercial Dose (de-risked PH3) with best tolerability-to-efficacy ratio and is competitive with retatrutide in efficacy and best in class in safety vs retatrutide. Data here ⬇️⬇️ Retatrutide- Safety TRIUMPH‑1 shows: Nausea: 4 mg: 28.6% 9 mg: 38.4% 12 mg: 42.4% Diarrhea: 4 mg: 25.2% 9 mg: 34.1% 12 mg: 32.0% Placebo: 13.5% Constipation: 4 mg: 23.8% 9 mg: 25.9% 12 mg: 26.1% Placebo: 10.9% Vomiting: 4 mg: 10.6% 9 mg: 22.8% 12 mg: 25.3% Placebo: 4.8% Dysesthesia: 4 mg: 5.1% 9 mg: 12.3% 12 mg: 12.5% Placebo: 0.9% Keep in mind- Skin sensitivity event is not a class-wide GLP/GIP feature, could likely be linked to this molecule. Discontinuation due to AEs 4 mg: 4.1% 9 mg: 6.9% 12 mg: 11.3% Placebo: 4.9% Basically, a double-digit discontinuation at 12mg dose a real risk for commercial take. $VKTX Based on Maintenance data reported last week. My focus is primarily on $17.5mg dose Nausea Placebo: ~10–12% 10 mg: ~15–18% 15 mg: ~18–22% 17.5 mg: ~20–25% 20 mg: ~22–28% 22.5 mg: ~25–30% Vomiting Placebo: ~2–3% 10 mg: ~4–6% 15 mg: ~5–7% 17.5 mg: ~6–8%20 mg: ~7–10% 22.5 mg: ~8–12% Diarrhea Placebo: ~8–10% 10 mg: ~10–12% 15 mg: ~12–14% 17.5 mg: ~12–15% 20 mg: ~14–17% 22.5 mg: ~15–18% Discontinuation Due to AEs Placebo: ~3–4% 10 mg: ~3–4% 15 mg: ~4–5% 17.5 mg: ~4–6% 20 mg: ~5–7% 22.5 mg: ~6–8% Key point: The 17.5 mg discontinuation rate is essentially placebo‑like safety.