Stocks in Play - July 16th 2025

Stocks in Play: Stocks in Play: DPRO, CEPO, RGTI, BMNR

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Irish Born Investor
July 16, 2025 • Estimated Reading Time: 5 minutes

Stocks in Play - July 16th 2025

Stocks in Play: DPRO, CEPO, RGTI, BMNR

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) Draganfly Inc (DPRO) (Rating: B, Multi-Day)

X-Ray DPRO: Industry Group: Aerospace & Defense, Market Cap: 19.60M, Float: 5.36M Short Interest 17.38%, Days to Cover: 0.80, Exchange: NASDAQ

Catalyst: Commander3 XL ("Swiss Army Knife" drone) has been selected by a major branch of the U.S. Department of Defense for advanced reconnaissance and ISR missions. No financial terms disclosed but very much in theme. Low float, high SI (low DTC). Has had two Highest Volume Days Ever in the past few weeks. A break above $4.50 and this thing can keep going. I expect an equity raise after hours. If financials were disclosed this would be a stronger catalyst. Defence contracts if reoccurring could cause an EP event for this company.

Honorable Mention to:

CEPO : FT Article - Cantor Fitzgerald close to $4bn Spac deal with bitcoin pioneer Brandon Lutnick in late-stage talks with Adam Back in latest move to use blank cheque vehicles to buy the cryptocurrency. The stock had a big spike in the last minutes of market yesterday. After some research (I know nothing about crypto) Adam Back is a major name and I would be surprised if this doesn’t have a big move in it. In the SPAC boom it was all about the people involved and this is in Theme and has one of the most famous early Bitcoin pioneers involved. If not today, then worth monitoring this. Adam Back - Wiki.

X-Ray CEPO: N/A

RGTI : Rigetti Computing announced it has achieved a significant technical milestone: 99.5% median two-qubit gate fidelity on its new 36-qubit modular system, marking a 2x improvement in error rate over its prior best 84-qubit Ankaa™-3 system. Nice daily chart on all the quantum stocks, which has me watching this today, Reasonable SI but low DTC and high Float. These stocks can run and these seems like a reasonable catalyst for a story stock. Note I expect an equity raise after hours if the stock runs today.

X-Ray RGTI: Industry Group: Computer Hardware, Market Cap: 3.72B, Float: 275.83M Short Interest 20.67%, Days to Cover: 1.18, Exchange: NASDAQ

BMNR - I consider this more of a delayed reaction, but Peter Thiel 13G filing showing him as a shareholder last night is likely to move this one.

Delayed Reaction Watchlists:

Market Awareness

PPI cooler than expected. I’m just focusing on the individual names. I expect the same choppiness and intraday pulls to occur. Watching VIX for any spike. A pullback is getting more likely to occur soon but the indices could easily continue to just chop then higher.

Nothing more to say until we have some sort of defined pivot in the markets. Crypto & Drones still in theme with Quantum potentially wanting to start a run too.

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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