Stocks in Play - October 31st 2025

Stocks in Play: GETY, TWLO, CTM

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) Getty Images Holdings (GETY)

X-Ray GETY: Industry Group: Internet Content & Information, Market Cap: 833.77M, Float: 116.20M Short Interest 8.77%, Days to Cover: 15.24, Exchange: NYSE

Getty announced a multi-year global licensing partnership with Perplexity. The deal integrates Getty’s premium creative and editorial image library directly into Perplexity’s AI tools via Getty’s AP. Good Chart, High Short interest. No $ figure mentioned which is a negative but high short interest and DTC. Seems like a big catalyst for the stock to me.

2) Castellum Inc. (CTM)

X-Ray CTM: Industry Group: Information Technology Services, Market Cap: 95.79M, Float: 67.59M Short Interest 4.57%, Days to Cover: 1.27, Exchange: AMEX

Small-cap cybersecurity and defense contractor, announced its second-largest contract ever—a $66.2 million, five-year full and open award from the Naval Air Warfare Center Aircraft Division (NAWCAD) Lakehurst. This follows a $103M+ contract win in February, confirming tangible momentum in organic growth.

Honorable Mention

TWLO: Very strong earnings, Strong Rev Growth and EPS Beats. Highest FCF Margins in Midcap Software. Strong KPIs and Raised Guidance across the board. Chart has been choppy but essentially it’s been in a range for a year. Recent Acquisition brings them into the AI Identity theme.

X-Ray TWLO: Industry Group: Software - Infrastructure, Market Cap: 17.32B, Float: 146.45M Short Interest 4.32%, Days to Cover: 1.77, Exchange: NYSE

Market Awareness

The market is reversing yesterday’s selling with AMZN and AAPL pushing the market higher. We’re definitely due a rug pull but setups are still there and trades are still working. Very little for me to think about other than that. As always watching the VIX as the best indicator I have to slow down for a day or so.

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.}