Stocks in Play - 6th February 2026

Today in Focus: ROIV, MAXN

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: QQQ Under MAs, VIX Elevated, Checkboxes for healthy market are negative.

Commentary: Short term bounce potential but unlikely to be sustained. Less is more here. Shorts likely to be difficult at this point and longs unlikely to have a lot of follow through unless trading a bottom bounce. Temptation here is to try to catch a bottom on stocks but you can get lost in the weeds by style hopping. I will continue on regular process and not give into temptation of the grass being greener elsewhere .

Trade Updates:

New: HIMS (Day Trade - Stopped)
Current Positions: INNV, MPC, GLW
Sells: NVO Short (Closed),

In Play

MAXN:  Patent License Agreement and Termination of Litigation

Key Metrics: Industry Group: Solar, Market Cap: 69.27M, Float: 6.77M, Short Interest: 4.89%, Days to Cover: 2.16, Sales Y/Y TTM: -54.68%, EPS Y/Y TTM: 63.56%, Earnings: -, Exchange: NASDAQ

Catalyst: Signed a patent licensing agreement with Shanghai Aiko Solar Energy, a major Chinese solar manufacturer. Under the agreement, Aiko gains licensing rights to Maxeon's entire Back Contact (BC) solar cell and module patent portfolio outside the United States, covering both existing patents and new patents filed over the next five years. Maxeon withdraws enforcement actions against Aiko, and Aiko withdraws all patent invalidation challenges against Maxeon's IP.

Potential Episodic Pivot here with Legal Hangover removed and converted into a Positive agreement. Recent strength in Solar names. Potential Theme. Chart has base and has already broken out of Trendline. Market condition not ideal but can make a sustained run.

ROIV:  Positive Phase 2 BEACON study results for brepocitinib

Key Metrics: Industry Group: Biotechnology, Market Cap: 16.83B, Float: 437.45M, Short Interest: 5.61%, Days to Cover: 3.49, Sales Y/Y TTM: -83.82%, EPS Y/Y TTM: -109.22%, Earnings: Feb 06 BMO, Exchange: NASDAQ

Catalyst: Priovant announced positive Phase 2 BEACON study results for brepocitinib (TYK2/JAK1 dual inhibitor) in cutaneous sarcoidosis (CS), a rare disfiguring autoimmune skin disease with no approved therapies. Very strong results. P<0.0001. Excellent Safety Rating. No previous treatments. Rare Disease. Stock has rallied into this but still capable of moving here. Quality Biotech catalyst.

Delayed Reaction Watchlist:

Monitoring:

• INTC - AI Infra, Strong Chart

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.}