Stocks in Play - August 1st 2025

Stocks in Play: FDMT, RDDT, RKT,

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Irish Born Investor
August 01, 2025 • Estimated Reading Time: 6 minutes

Stocks in Play - August 1st 2025

Stocks in Play: FDMT, RDDT, RKT,

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) 4D Molecular Therapeutics (FDMT) (Rating: B+, Multi-Day)

X-Ray FDMT: Industry Group: Biotechnology, Market Cap: 208.46M, Float: 41.55M Short Interest 8.71%, Days to Cover: 7.96, Exchange: NASDAQ

Strong looking Biotech candidate after presenting 60‑week SPECTRA Phase 1/2 data for 4D‑150 in diabetic macular edema (DME) . 4D‑150 shows sustained 60‑week efficacy in DME with no inflammation, reinforcing both safety and durability. This update complements previously reported data in wet AMD, marking robust progression across indications. Relatively Low Float, Nice Daily & Weekly Chart, Good Volume Pre Market, Good Short Interest. These Biotech’s can be disconnected from the market so today may be a good day for this.

Honorable Mention to:

RDDT : The stand out Earnings from last night. Strong Beat on EPS ($0.45 vs est. -$0.19), Strong Revs Beat (Revs + 78% YoY), All KPIs super strong - Ad Revs up 84% YoY. Most profitable quarter ever, DAUs up 21% YoY, Expanding Margins and Strong FCF Guide. This looks like it will be an excellent stock going forward, the only issue it has today is the rest of the market. May work but certainly should be top of everyone’s delayed reaction list if it stalls out. Nice looking Chart on Daily and Weekly. High Short Interest.

X-Ray RDDT: Industry Group: Internet Content & Information, Market Cap: 29.63B, Float: 114.44M Short Interest 17.17%, Days to Cover: 2.34, Exchange: NYSE

RKT: Reasonably Solid earnings, I am only including it here as it’s worth setting an alert for $16on this due to the very high Short Interest on it. Slight Beat on EPS, Beat on Revs (Revs + 9% YoY), Decent Weekly Chart. >50% Short Float.

X-Ray RKT: Industry Group: Mortgage Finance, Market Cap: 31.07B, Float: 143.96M Short Interest 56.34%, Days to Cover: 5.05, Exchange: NYSE

Delayed Reaction Watchlists:

Market Awareness

I’m always mentioning to be aware of the VIX. It can be a really could indicator of impending doom (or minor pullbacks ;)). Even small pops after a sustained run can give you some signals to slow down. Yesterday we were packed with good news and buoyant earnings from Big Tech and we still sold off. It’s been coming, there’s no doubt about it and there’s no excuse if you haven’t been at least taking the foot off the gas steadily in the past week or so. We’ve been having less follow through. My accounts have been chopping around since hitting equity ATH on July 23rd.

All that being said it will not pay you to get too bearish here. We are hitting the 20/21EMA Pre Market. This has held since mid April. A lot of minor pullbacks occur in 3 Day Down Cycles.

Here is an If, Then scenario: If we open on this relatively strong gap down this morning, the dip gets bought then we fade near the close this evening for a gap down on Monday. Then that is a nice place to think we bounce (around $550) and the bull resumes.

I’m not trying to trade that move because I trade catalysts but it is how I am thinking about new swings. Day Trade Mode/Conservative today. I think the Dip will be bought early but we may see some fading later on. Important to not get too bearish. This is a bull market.

Stay Safe out there and

Sources & Services I Use in my Trading:

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.

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