Stocks in Play - October 29th 2025

Stocks in Play: CMBM, BBNX

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

CMBM: Story stock, announced the integration of its Cambium ONE Network platform with Starlink’s LEO satellite internet, enabling centralized management, security, and performance optimization for Starlink-based deployments. Good volume pre market. Microcap. Likely 1 Day play.

X-Ray CMBM: Industry Group: Communication Equipment, Market Cap: 17.45M, Float: 12.65M Short Interest 12.60%, Days to Cover: 7.03, Exchange: NASDAQ

BBNX: Q3 results substantially exceeded Street expectations, with accelerating revenue growth (+63% YoY), improved gross margins, and a second consecutive full-year guidance raise. The business is scaling rapidly toward breakeven while maintaining a strong cash position ($274 M). Reasonably high short interest, Recent IPO. This will be IPO Breakout. Narrowing Losses and strong KPIs. Could make a sustained move. Negative is Marketing costs ballooned but this is not uncommon.

X-Ray BBNX: Industry Group: Medical Devices, Market Cap: 1.06B, Float: 32.75M Short Interest 12.73%, Days to Cover: 5.22, Exchange: NASDAQ

Market Awareness

Cautious on new risk today. This is the 4th QQQ Gap up in a row. Highly likely we get a fade or shakeout soon. There are lots of names with good earnings and the market feels like it wants to go higher, however I think I need to be very selective and not chase any names.

Big stocks like NVDA (which I’m long) are trading like a Mid Cap. Gapping up several days in a row also. I’m trimming strength and protecting my gains while keeping myself exposed to the upside. I’m bringing my timeframe in on new positions and peeling faster in the short term. More selective.

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.}