Stocks in Play - August 14th 2025

Stocks in Play: DLO, WULF, SNOA, XPON

Welcome to today's Stocks in Play report. Below are the key stocks to watch, along with brief x-ray and analysis.

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1) D-Local (DLO) (Rating: A, Multi-Day)

X-Ray DLO: Industry Group: Software - Infrastructure, Market Cap: 3.34B, Float: 58.78M Short Interest 25.92%, Days to Cover: 10.59, Exchange: NASDAQ

Solid Revs Beat (50% YoY), Adjusted EBITDA up 64% YoY, Beat on EPS, FCF up 156% YoY, Strong on all KPIs, Rapid Expansion in LATAM, High Short interest and Days to Cover, Solid chart. Has the potential to make a Sustained Move. Neglected.

2) TeraWulf Inc. (WULF) (Rating: B+, Multi-Day)

X-Ray WULF: Industry Group: Capital Markets, Market Cap: 2.14B, Float: 289.67M Short Interest 30.42%, Days to Cover: 1.90, Exchange: NASDAQ

Large 200+ MW 10 Year AI Hosting Agreement with Fluidstack. With a backstop on the contract by GOOG who are also taking an 8% stake in WULF. In Theme, Datacenters - AI. Chart is fine, not exactly neglected but still has plenty of room to move out of a range that it has been in since IPO. Above $9 and it can go wild. Contract values are large, max $8.7b over 10 Years. Warrants are issued to GOOG and they are still likely to do an equity raise soon.

Honorable Mention to:

SNOA: Announced that their Diaper Rash gel is now available in 3600 Walmart Stores and Amazon. Low priced microcap. Genuine catalyst, Neglected chart, Strong gap up pre market and volume. Has the ability to run. Chart somewhat choppy.

X-Ray SNOA: Industry Group: Drug Manufacturers - Specialty & Generic, Market Cap: 5.02M, Float: 1.62M Short Interest 1.18%, Days to Cover: 0.14, Exchange: NASDAQ

XPON: Story stock battery company. Strong revs Growth (134% YoY), Gross Profit up 91% YoY, Very low liquidity on the balance sheet. HIGHLY LIKELY to do a large stock offering today. Chart looks great and it’s moving really well pre market but I am cautious of it. It’s worth trading if there is a setup but be careful for a dump.

X-Ray XPON: Industry Group: Electrical Equipment & Parts, Market Cap: 4.42M, Float: 3.27M Short Interest 11.48%, Days to Cover: 0.28, Exchange: NASDAQ

Delayed Reaction Watchlist (click here Tradingview)

Market Awareness

Small Caps working really well yesterday. IWM as can bee seen below working on a Breakout. Expect some chop here especially with the NQ sitting right at the top of this channel. Any overshoot of this should be treated with caution.

Looking for the gap down in small caps to be bought up. If IWM gets going then we are in full Stonk mode. Stay patient. If this becomes a real B/O then opportunities will be plenty. I had my highest P&L day ever yesterday. Usually when that happens there is a rug pull around the corner. Peeled account and placed two hedges yesterday PLTZ & SQQQ. When you have a lot of open positions I am more than happy to sacrifice 1R each on these leveraged ETFs to give me some stability overnight. Trade with your brain not with your ego.

A shake out of the weak hands would make sense here. Caution on forcing too much today. Watching the VIX as always.

Sources & Services I Use in my Trading:

• Finviz - Short Interest, Float, Articles, Fundamentals (Free)

• Benzinga Pro - News Source + News Squawk + Earnings Data (Paid)

• Tradingview - Charting & Scanning (Paid)

• Koyfin - Fundamental Data (Paid)

• EarningsWhispers - Earnings Calendar (Free)

• Tradersync - Trade Journal (Paid)

_{PS: There are many ways to trade stocks in play. It does not have to be the one that keeps going straight up and sometimes it doesn’t even have to be day one of the catalyst. Everyone must find a setup, timeframe and method that works for them. This list is supposed to educate on the criteria I use and the methods in which I find Stocks in Play. Yours may differ and that is completely okay.}