Stocks in Play - October 7th 2025

Stocks in Play: TMQ, LXEO

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) Trilogy Metals Inc (TMQ)

X-Ray TMQ: Industry Group: Other Industrial Metals & Mining, Market Cap: 343.26M, Float: 99.34M Short Interest 0.25%, Days to Cover: 0.44, Exchange: AMEX

US Government set to take 10% Stake in TMQ. Similar to the other recent stories involving rare earths. Additionally President Trump has officially reversed the Biden Administration’s 2024 “No Action” ruling and granted full federal authorization for the Ambler Access Project — a 211-mile industrial road critical to unlocking Alaska’s Ambler Mining District. This decision reinstates key federal permits (BLM, NPS, Corps of Engineers, and others) within 30 days, restoring legal right-of-way access first granted in 2021. The Ambler District hosts Trilogy’s flagship Arctic and Bornite deposits — world-class copper-dominant polymetallic assets co-owned 50/50 with South32.

Stock is up a lot. But if you look on the monthly it’s breaking out of a holding pattern since IPO. Possibly better to watch on Delayed reaction but we’ve been having some really huge moves so no reason this can’t run on strong game changing catalysts.

2) Lexeo Therapeutics (LXEO)

X-Ray LXEO: Industry Group: Biotechnology, Market Cap: 349.39M, Float: 42.60M Short Interest 13.83%, Days to Cover: 11.55, Exchange: NASDAQ

Lexeo Therapeutics announced significant regulatory and clinical progress for LX2006, its AAV-based gene therapy for Friedreich ataxia (FA) cardiomyopathy. The FDA has indicated openness to pooling data from ongoing Phase I/II studies with a forthcoming pivotal trial to support a BLA submission under the Accelerated Approval pathway—a material regulatory de-risking. Mean reductions of 18% at 6 months and 23% at 12 months, exceeding the FDA-aligned target of ≥10%. 14/16 patients saw >25% reduction. LX2006 holds Breakthrough, RMAT, Orphan, Fast Track, and Rare Pediatric Disease designations.

High Short interest, good float. Stock is in a short bull flag. Strong candidate to move upward.

Honorable Mention

I usually try to keep my lists short and intentionally force myself to leave out names. Today it’s pretty close between a lot of names. Just flagging 3 names that ‘‘didn’t make it’’ for me this morning that I’ve got some alerts set for COCH (Cochlear Implant Positive FDA Advancement), ZNB (Crypto Treasury Partnership, REKR (Traffic Management Contract, AI). All could work today.

Market Awareness

Another bullish day. Small caps still running. Lots of spec names moving. Keep making hay while the sun shines. Follow rules, no fomo, no chasing.

Keeping it simple.

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.}