Stocks in Play - September 15th 2025

Stocks in Play: CRWV, GLUE

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 to:

GLUE: Entered into strategic partnership with Novartis. $120m upfront payment, Eligbility for up to $5.7b in cumulative milestone payments and tiered royalties on global net sales. Chart is not A+ for me but the catalyst is strong. Very high short interest.

X-Ray GLUE: Industry Group: Biotechnology, Market Cap: 297.07M, Float: 46.18M Short Interest 17.85%, Days to Cover: 20.20, Exchange: NASDAQ

CRWV: Announced a $6.3 billion order form with NVIDIA under their existing 2023 Master Services Agreement. The deal locks NVIDIA into buying all residual unsold cloud GPU capacity through April 2032, effectively creating a floor for CoreWeave’s datacenter utilization. NVIDIA is both a supplier (GPUs) and now a committed buyer of excess compute, ensuring CoreWeave won’t sit on idle capacity. NVIDIA is also a shareholder. This is more of a continuation play today.

X-Ray CRWV: Industry Group: Software - Infrastructure, Market Cap: 54.70B, Float: 275.10M Short Interest 10.55%, Days to Cover: 1.37, Exchange: NASDAQ

Delayed Reaction Watchlist (click here Tradingview)

Market Awareness

Strong open to the week on individual names. TSLA will be the big news today, I don’t think it’s a buy here, today is for the chasers. The entry was last week on the delayed reaction.

Short term bullish this morning, cautious into the FOMC Meeting Wednesday as it has potential to be a sell the news event. Intend to trim into strength today on some existing extended positions.

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.}