Stocks in Play - October 28th 2025

Stocks in Play: CCJ, WGS, AGYS, PYPL, W

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) Cameco Corporation (CCJ)

X-Ray CCJ: Industry Group: Uranium, Market Cap: 37.71B, Float: 433.00M Short Interest 2.71%, Days to Cover: 2.55, Exchange: NYSE

Announced $80b Government Nuclear Partnership with Brookfield. The stock is certainly not neglected but has a reasonable rising base since August. In a huge theme - Nuclear. This is a big partnership with big numbers and linked to AI Datacenters. Potentially might work better as a delayed reaction given it’s a mid-cap but certainly worth watching here today. Right at the $100 Psych level. Major catalyst, ticks the boxes. Negative is the stock has doubled since April.

1) GeneDx Holdings (WGS)

X-Ray WGS: Industry Group: Diagnostics & Research, Market Cap: 3.75B, Float: 25.18M Short Interest 11.92%, Days to Cover: 4.49, Exchange: NASDAQ

Traded this on last earnings, Another stellar quarter for the company, Revs + 57% YoY, KPIs up and Gross Margins @ 72%. Revs are accelerating. Rising theme of Genomics. Still within a big base. I like this today to move out above $135 and trend upward.

Honorable Mention

Some secondary names I’m looking at today: W (Strong earnings, High Short Interest), AGYS (Strong Earnings, Nice Chart), PYPL (Reasonable Earnings + Chat GPT Partnership

X-Ray W: Industry Group: Internet Retail, Market Cap: 11.21B, Float: 96.50M Short Interest 20.19%, Days to Cover: 4.81, Exchange: NYSE

X-Ray AGYS: Industry Group: Software - Application, Market Cap: 3.23B, Float: 25.62M Short Interest 7.33%, Days to Cover: 9.26, Exchange: NASDAQ

X-Ray PYPL: Industry Group: Credit Services, Market Cap: 67.12B, Float: 954.32M Short Interest 4.05%, Days to Cover: 2.95, Exchange: NASDAQ

Market Awareness

All time highs here, some strong earnings coming in. Hard to be bearish here. Keep control and don’t chase extended or fully appreciated stocks even if they have strong earnings. Good setups only. Strong chart patterns. This is the way to not get caught with your pants down in any volatility. Everyone looks like a genius currently and it’s hard to feel any other way but holding firm to your setup and keeping standards up helps a lot.

I think big liquid names are wanting to push higher so I am willing to enter some slower movers to capture that. This earnings season, as I’ve mentioned I see far more bigger names (large market cap tech) setting up. These can trend really nicely with the right report and many have Leveraged ETFs now which helps with capital.

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.}