Stocks in Play - 4th March 2026

Today in Focus: Delayed Reactions, Let it Play Out

Trading Services I Use in my Trading:

StockAnalysis.com - I’ve been using Stock Analysis as a super cheap but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use IRISHBORNINVESTOR they will give you another 10% Off.

Situational Awareness

Market Condition: Green Open, VIX Fading, Below major MAs

Commentary: Looks like a potential relief day for many names. I’m still well positioned and not seeing a lot this morning for my style in terms of New catalysts with good charts. Looking at some delayed reactions that are in Energy/Minerals Theme. Posted below.

Probably more wary here of a Green to Red fade than I was in the past two days. Happy to be positioned and not add a lot of new risk here. By sticking to rules I have withstood the volatility of the past few days. We’re still not out of the woods by any metric so caution still advised.

Upcoming Earnings:
After Hours: AEO, CBRL, REPX, REI, ATNI, IPI
Before Open: AMPX, KR, BURL, VSCO, OLPX, LXRX, LWLG, PDYN

Trade Updates:

Current Positions: FSLY, DELL, GLW, INNV, NKTR, PVLA, YOU, ROIV, VG, CRLC, UAMY

Delayed Reaction/Continuation Watchlist:

Monitoring:

AA - Chart/Theme

BE - Chart/Theme

SSRM - In Theme, Catalyst Mine Divest.

Delayed Reaction Watchlist (TradingView Link)

_{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.}