Stocks in Play - July 28th 2025

Stocks in Play: VWAV, CELC

Author

Irish Born Investor
July 28, 2025 • Estimated Reading Time: 4 minutes

Stocks in Play - July 28th 2025

Stocks in Play: VWAV, CELC

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) Celcuity Inc (CELC) (Rating: A, Multi-Day)

X-Ray CELC: Industry Group: Biotechnology, Market Cap: 521.42M, Float: 30.85M Short Interest 7.74%, Days to Cover: 11.38, Exchange: NASDAQ

Celcuity today released topline results from the PIK3CA wild-type cohort of the Phase 3 VIKTORIA‑1 trial in HR + /HER2– advanced breast cancer following prior CDK4/6 and aromatase inhibitor therapy. Best in class efficacy. This looks like a major catalyst from my understanding. Beware, as always of equity offerings on this. Highly likely. Biotechs carry a lot of risk but they are moving recently and this is the strongest catalyst I’ve seen in a while. Low float, relatively high short interest.

Honorable Mention to:

VWAV: Defense tech company specializing in AI-enabled autonomous systems, has secured up to $55 million in funding through a new financing agreement. This includes a $50 million Standby Equity Purchase Agreement (SEPA) with a prominent institutional investor, providing VisionWave with the ability to sell common stock over 24 months at its discretion, and a $5 million convertible note funding commitment, with $3 million funded immediately. In Theme - Drone stock, recent De-SPAC. Should have potential to have a solid run.

X-Ray VWAV: Industry Group: Aerospace & Defense, Market Cap: 33.54M, Float: 3.03M Short Interest 0.01%, Days to Cover: 0.00, Exchange: NASDAQ

Delayed Reaction Watchlists:

Market Awareness

Wary of some selling the news on the EU/US Deal after the open. I think it will be bought up later in the day but intending on taking some profits on well established positions.

It’s a bull market, not much to say until we see what happens with this monster week of Macro and Earnings. I am managing my open positions but I am 100% sure I will be long at the top, I’m not going to try to pre-empt it.

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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