Stocks in Play - November 6th 2025

Stocks in Play: DDOG, SKYT, SES

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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Today’s Picks

1) Datadog Inc. (DDOG)

X-Ray DDOG: Industry Group: Software - Application, Market Cap: 54.05B, Float: 313.54M Short Interest 3.43%, Days to Cover: 2.33, Exchange: NASDAQ

Strong Earnings, Solid Beat on EPS ($0.10 vs est. $0.06), Modest Beat on Revs, Strong GMs and FCF. Notable strength in important KPI Enterprise Companies (+$100k ARR) acceleration up 16% YoY vs previous +10% Q), Raised Guidance. Rollout of AI Observability which is helping acceleration and growth. Strong chart. I’m finding better results in Large & Mega caps at the moment and DDOG is a quality name. May potentially work better as delayed reaction.

Honorable Mention

SES & EOSE: Both had earnings, nothing remarkable but they are both in battery tech. SES had the better report but considering there is strength in the group and SLDP had a huge day yesterday I am watching both.

X-Ray SES: Industry Group: Auto Parts, Market Cap: 813.46M, Float: 221.80M Short Interest 3.67%, Days to Cover: 0.58, Exchange: NYSE

X-Ray EOSE: Industry Group: Electrical Equipment & Parts, Market Cap: 4.15B, Float: 269.12M Short Interest 30.67%, Days to Cover: 4.39, Exchange: NASDAQ

SKYT: Double catalyst, announced a collaboration with deep-tech startup Quamcore to co-develop Single Flux Quantum to accelerate the scalability of quantum computers. the deal positions SKYT as a key quantum foundry supplier — potentially unlocking non-dilutive engineering revenue and future production contracts if QuamCore advances. Also reported earnings up 61% YoY (helped by fab acquisition). Quantum Computing Revs up 30% YTD, Gross Margins up.

This is a quantum play. Chart isn’t 5* but I think it has potential and is in theme.

X-Ray SKYT: Industry Group: Semiconductors, Market Cap: 708.66M, Float: 29.66M Short Interest 12.85%, Days to Cover: 2.11, Exchange: NASDAQ

Market Awareness

Difficult spot at the moment. We’ve had a few choppy days and have had some significant sell offs in individual names. VIX seems to be fading and the market is looking somewhat more constructive. Or potentially so at least. That being said I think caution is advised. Today is a good observation I’m seeing a lot of names gapping up on strong but not groundbreaking earnings. A test will be where these are by the close on Friday. This is very much worth monitoring.

We are in a bull market so I am programmed to be optimistic but cautiously so. I’m trimming on Day one (which I haven’t done in months) until proven otherwise. Once I start to see follow through then my confidence will build.

Delayed Reaction Watchlist (click here Tradingview)

Sources & Services I Use in my Trading:

• Finviz - Short Interest, Float, Articles, Fundamentals (Free)

• Benzinga Pro - News Source + News Squawk + Earnings Data (Paid)

• Tradingview - Charting & Scanning (Paid)

• Koyfin - Fundamental Data (Paid)

• EarningsWhispers - Earnings Calendar (Free)

• Tradersync - Trade Journal (Paid)

_{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.}