Stocks in Play - September 30th 2025

Stocks in Play: PATH, CRWV, DPRO

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) UI Path (PATH) -

X-Ray PATH: Industry Group: Software - Infrastructure, Market Cap: 6.67B, Float: 404.30M Short Interest 12.93%, Days to Cover: 4.22, Exchange: NYSE

Announced several integrations and partnerships this morning. Partnerships include - OpenAI, NVIDIA, Snowflake & Google. Notable PR was the OPENAI Enterprise Agentic Automation. This is a lot of Press in one day and basically is all the same update just mentioning the different companies. Chart is in a big Base. $15 is a big Resistance area. We faded badly last time around in May but might break through today. Potential this works better on delayed reaction if it has a weak close today.

Honorable Mention:

DPRO - Announced that the U.S. Army has selected the company to provide its Flex FPV drone systems, including onsite manufacturing, training, and secure logistics support. Stock is a little extended on the daily for my liking and it up 4 weeks in a row. Still strong catalyst, High Short Interest, Low Float, Big base. In Theme (Drones).

X-Ray DPRO: Industry Group: Aerospace & Defense, Market Cap: 37.74M, Float: 5.41M Short Interest 36.40%, Days to Cover: 0.53, Exchange: NASDAQ

CRWV- According to Bloomberg they have signed a deal with META worth $14b. No Press release from either company yet, just the news report. Beware of fading on this name. Needs to push and fold about $135 today.

X-Ray CRWV: Industry Group: Software - Infrastructure, Market Cap: 59.86B, Float: 275.83M Short Interest 11.00%, Days to Cover: 1.32, Exchange: NASDAQ

Delayed Reaction Watchlist (click here Tradingview)

Market Awareness

Not much has changed from last week. Certain names working but we are still in a cautious market position. VIX was perky yesterday. Monitoring that again today, Could see a gap fill on QQQ. There are government shut down fears also which seem to be being ignored. It’s not something I’m following closely but I guess it could spark some selling if there is no breakthrough.

Focusing on Themes and being very selective with new positions. Looking to see if Cannabis can go Red to Green today also or if it was a one day wonder.

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.}