LTUM Crashes the Nasdaq 100 Party While mRNA Goes Full Outbreak Mode — Here's Who's Actually Winning

Let's talk about the three tickers that have finance Twitter, Reddit's r/wallstreetbets, and every Bloomberg podcast host talking over each other this morning. $LTUM is up 5% pre-market after being named a new Nasdaq 100 component — replacing $CSGP, which got yeeted ~6% lower in response. Index inclusion is basically the stock market equivalent of making varsity, and the forced-buying wave from passive funds is very, very real.

Meanwhile, $MRNA is doing its best 2020 impression, surging 7.5% pre-market on hantavirus vaccine research news tied to a cruise ship outbreak. Former FDA Commissioner Scott Gottlieb — the man who actually knows what he's talking about — told CNBC he thinks it won't spiral out of control, which is either reassuring or exactly what you'd say right before it does. YouTube sentiment is split: biotech bulls are salivating, skeptics note a 40-50% fatality rate disease with limited spread may not justify mass vaccine deployment.

And quietly in the corner, $CEG is up ~2% pre-earnings, feeding off the AI data center power demand narrative that just refuses to die. Paul Tudor Jones thinks the AI bubble has 1-2 more years of runway — and CEG is basically the landlord collecting rent the whole time.