Stocks in Play - July 18th 2025

Stocks in Play: Stocks in Play: UAVS, BZAI, TELO

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Irish Born Investor
July 18, 2025 • Estimated Reading Time: 5 minutes

Stocks in Play - July 18th 2025

Stocks in Play: UAVS, BZAI, TELO

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) Blaize Holdings Inc (BZAI) (Rating: A, Multi-Day)

X-Ray BZAI: Industry Group: Software - Application, Market Cap: 308.10M, Float: 66.15M Short Interest 1.32%, Days to Cover: 1.72, Exchange: NASDAQ

BZAI announced a collaboration with Starshine Computing Power to deploy its graph-streaming-processor (GSP)-based hybrid AI infrastructure across Asia. The minimum $120 million contract runs over 18 months starting in fiscal Q3 2025 through 2026. Initial deployment targets smart-city surveillance, with expansion into retail, industrial automation, and agtech use cases. From my research this is a massive Revs jump for this company YoY and it isn’t included in Guidance so could easily constitute an Episodic Pivot here. Really nice Cup base also. Neglected.

Honorable Mention to:

UAVS: AgEagle Aerial Systems eBee TAC Drone Receives Blue UAS Clearance From Department Of Defense. I don’t think this is a major surprise but this has been somewhat of a laggard in the Drone plays. Low market cap and Float. Has ability to make a strong move in Theme. Resistance around $2.50

X-Ray UAVS: Industry Group: Computer Hardware, Market Cap: 20.47M, Float: 13.22M Short Interest 9.04%, Days to Cover: 0.37, Exchange: AMEX

TELO: Preclinical data in a PC3 prostate cancer xenograft model show Telomir‑1 fully reverses STAT1 promoter hypermethylation. High Volume Pre Market, neglected. I am mainly including this as it ticks the boxes for something that can be a great SIP. $3 is a major resistance point however.

X-Ray TELO: Industry Group: Biotechnology, Market Cap: 36.01M, Float: 17.25M Short Interest 8.40%, Days to Cover: 1.94, Exchange: NASDAQ

Delayed Reaction Watchlists:

Market Awareness

We continue to grind upward. Below is a weekly chart of the market for context. The second chart shows 2019/2020 into the covid crash and the Covid bubble afterward. I’m absolutely not saying that is going to happen but it’s worth taking in what is possible.

In the short term I think the market (QQQ) will likely go to $600, maybe not in a straight line but it would make sense for it to hit the top of the channel and the psychological round number. In Covid the market topped at exactly $400. Round numbers are powerful. I’m not thinking any further ahead than that.

But back to today. I’ve had an amazing week and been in all of the themes - Drones, Rare Earth & Crypto. I hope many of you have benefitted from this weeks picks! I’m going to go into the week happy. Careful opening new risk and cautious on OPEX Day not to get chopped up.

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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