Stocks in Play - 28th January 2026

Today in Focus: QRVO, PDYN

Sources & Services I Use in my Trading:

• Finviz - Scanning, Short Interest, Float, Fundamentals

• Benzinga Pro - News + Squawk

• Tradingview - Charting & Scanning

• BiopharmaIQ - FDA Calendars & Upcoming Biotech Catalysts

• Koyfin - Fundamental Data

• Tradersync - Trade Journal

Situational Awareness

Market Condition: Indexes are at Highs, Follow through on positions has been patchy. Choppy conditions despite positive day yesterday.

Key Events: FED Interest Rate Decision @ 2pm EST

Commentary: No surprises expected today from the FED however Powell commentary will be closely watched. Some strength in speculative names yesterday. Monitoring for follow through. Big earnings in tech tonight.

Upcoming Earnings:
After Hours: META, MSFT, TSLA

In Play

PDYN:  Government Contract

Key Metrics: Industry Group: Software - Infrastructure, Market Cap: 274.08M, Float: 29.16M Short Interest 25.13%, Days to Cover: 4.10, Exchange: NASDAQ

Catalyst: Palladyne AI announced it has been awarded a contract by the Air Force Research Laboratory. No financials disclosed. In Theme. Lots of Drone news today ONDS also had news along with SPAI. High Short Interest. Tradable chart. Strength in spec names yesterday RR, RDW despite mediocre announcements.

QRVO (SHORT):  Weak Guidance Miss and Loss of iPhone content in next cycle

Key Metrics: Industry Group: Semiconductors, Market Cap: 7.67B, Float: 91.86M Short Interest 3.67%, Days to Cover: 2.30, Exchange: NASDAQ

Catalyst: Weak March guidance shocks Street: Q4 revenue guide $800M (midpoint) vs Street $905M — -11.6% miss; EPS guide $1.20 vs Street $1.37 — -12.4% miss. Implies significant sequential deterioration. Loss of iPhone content in next cycle: Company disclosed lower share in ultra-high band (UHB) module for upcoming iPhone models. Apple represents 53% of Revs to QRVO.

Delayed Reaction Watchlist:

Monitoring:

• JBL - AI Infra

• SIDU - Space Theme

• SGML - Rare Earth

Delayed Reaction Watchlist (TradingView Link)

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_{Note: This is my methodology for identifying stocks in play. There are many valid approaches to trading catalysts—find the setups, timeframes, and risk parameters that align with your strategy.}