Stocks in Play - July 25th 2025

Stocks in Play: Stocks in Play: TSLA, FIX, SAM, SBET

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Irish Born Investor
July 25, 2025 • Estimated Reading Time: 5 minutes

Stocks in Play - July 25th 2025

Stocks in Play: TSLA, FIX, SAM, SBET

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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Honorable Mention to:

TSLA: Tesla to launch Robotaxi in San Francisco this weekend. Also I believe there have been sightings of Robotaxis testing in NYC. None if this exactly a huge surprise but this is the stock that can’t go down. 8% Drop yesterday on earnings and bounce at Key Trendlines gives this a good chance at being a solid SIP today. (TSLL is the Leveraged ETF of choice for me)

X-Ray TSLA: Industry Group: Auto Manufacturers, Market Cap: 984.73B, Float: 2.80B Short Interest 2.86%, Days to Cover: 0.73, Exchange: NASDAQ

FIX: Huge EPS Beat ($6.53 vs est. $4.84). Up 75% YoY. Solid beat on Revs (+20% YoY). Huge surge in backlog, up 40% YoY up to $8b. Beat on Operating Margins, Strong FCF. Stock is absolutely not neglected but this is still a very strong beat with a stock with a lot of tailwinds. I expect it to have a sustained run from here. If not today then a solid Delayed reaction High priced stock.

X-Ray FIX: Industry Group: Engineering & Construction, Market Cap: 19.85B, Float: 34.76M Short Interest 2.24%, Days to Cover: 2.11, Exchange: NYSE

SAM: Large beat on EPS ($5.45 ves est. $4.09) Big beat on Gross Margins, Revs inline. Full Year Guide reiterated. Nothing spectacular here but very beaten down name. Very low float, high priced stock. 11% SI and 4 DTC. Very neglected. Stock capable of having strong moves.

X-Ray SAM: Industry Group: Beverages - Brewers, Market Cap: 2.25B, Float: 8.27M Short Interest 11.08%, Days to Cover: 4.16, Exchange: NYSE

SBET: Speculative and more like a delayed reaction but they’ve announced that a Senior Blackrock Exec will become Co-CEO of the company. Chalom was responsible for Blackrock ETH ETFs. May be enough to get it moving today. Worth setting alerts on for sure.

X-Ray SBET: Industry Group: Gambling, Market Cap: 2.33B, Float: 99.27M Short Interest 5.42%, Days to Cover: 0.26, Exchange: NASDAQ

Delayed Reaction Watchlists:

Market Awareness

Seeing a lot of fading intraday and seeing less and less follow through in trades. This can change on a dime but I’m trading conservatively today. My holdings opened strong pre market yesterday and took a hit during the day. Being more selective and careful regarding size on anything new.

Overall though the market is still grinding higher and it’s very difficult to time the eventual pullback of that. I’m likely going to be long at the top but that’s fine. Continue to sell strength and protect the downside. A market reset would be very welcome here but I feel like we will just continue to chop around for another while. Peak earnings week next week will hopefully bring some opportunities. Likely in different sectors to what has been hot for the past few months. I think Healthcare should be a focus for people.

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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