Today First Second and Third Runners

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Find out what happening right now and get all the pieces of the puzzle on important data activity before the major news sources break the story and see what are the trends
 

•  22 Jan 2026
 

•   LMND  
   
  -2.45%
•   SSRM  
   
  +1.72%
•   TMC  
   
  -9.57%

$TMC is my Today First Runner. The stock is up 12.12% to $9.16 with volume surging to 20.44 million shares versus an 8.13 million average, a clear sign of institutional participation rather than retail noise. The catalyst is regulatory momentum around deep seabed mining, including revisions to exploration and commercial recovery rules.

For a company whose valuation hinges on access and legal clarity, this is not a minor headline. It directly impacts the probability-weighted value of its resource base. With RSI at 67.13, the stock is approaching overbought territory but not yet extreme, suggesting momentum traders still have room to press. At 80.7% of its 52-week high, there is technical headroom. Strategically, TMC is positioned as a critical minerals supplier tied to the EV and battery supply chain narrative.

If policymakers accelerate domestic or allied sourcing of nickel, cobalt, and manganese, TMC becomes a geopolitical asset, not just a mining story. The broader implication is clear: governments are willing to revisit regulatory frameworks to secure battery metals, reinforcing the long-term electrification theme.

For investors, sustainability depends on follow-through in permitting and financing. Without capital discipline, mining equities can dilute shareholders quickly. But the price action reflects a market recalibrating regulatory risk.

$LMND stands as the Today Second Runner, advancing 12.27% to $95.90 on 3.80 million shares versus a 2.19 million average. The stock is trading at 96% of its 52-week high with an RSI of 69.75, flashing short-term overbought conditions. The debate sparked by public criticism of autonomous insurance models has ironically amplified attention on Lemonade differentiated underwriting approach. Offering reduced rates during FSD-engaged driving reframes insurance pricing around real-time risk segmentation.

From a strategic standpoint, LMND is leveraging AI-driven underwriting and behavioral data to compete against legacy carriers burdened by slower actuarial cycles. For investors, the key question is credit quality and loss ratio trajectory. Lemonade is not a traditional lender, but underwriting discipline is its equivalent of credit control. If autonomous driving reduces frequency but increases severity through manufacturer liability shifts, Lemonade model could benefit from more precise pricing.

The broader industry implication is that auto insurance margins will be reallocated toward data-rich platforms. However, sustainability hinges on consistent improvement in gross loss ratios and path to GAAP profitability. Momentum is strong, but valuation leaves little room for execution missteps.

$SSRM earns the Today Third Runner position, climbing 12.28% to $25.97 with 2.68 million shares traded, roughly in line with its 2.84 million average. Notable options activity, with over 16,000 contracts traded, suggests speculative positioning or hedging ahead of a potential catalyst. RSI at 65.85 signals strong momentum without extreme overheating, and the stock is trading at 99.54% of its 52-week high, testing resistance. As a gold producer, SSRM benefits from macro hedging flows when investors seek protection against inflation volatility or geopolitical uncertainty.

Operational leverage in mining means that a 5% move in gold prices can translate into double-digit EBITDA shifts, depending on cost structure. Investors should assess all-in sustaining costs and balance sheet strength to gauge resilience.

Unlike financial stocks, where credit quality is measured through loan books and capital ratios, mining balance sheet health centers on liquidity buffers and debt covenants during commodity downturns. Broader market context matters: persistent central bank uncertainty and currency volatility tend to favor precious metals. If gold sustains upward momentum, SSRM could see margin expansion, but sustainability depends on disciplined capital allocation and operational stability.

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