The Week Ahead : 29th June - 2nd July 2026
Today in Focus: Cautious Story Stocks
Trading Services I Use:
StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use IRISHBORNINVESTOR they will give you another 10% Off.
Situational Awareness:
Market Condition: Below 10/20EMA, Cautious, Short Week
Commentary: Market gapping up. I’m still cautious here. We’re still living below the 10/20EMA which is just about to cross and are sloping down.
Today I see three Story plays that are worth looking at NNBR announcing multi year product awards for parts that go into NVDA AI Data Center racks. (In the food chain, not direct connection to NVDA) and CHTR which has held talks with SPCX for a potential Mobile partnership. I don’t see anything strong than these today. CHTR chart is bad but it has high short interest. SRFM have (once again) released a PR about their PLTR partnership.
None of these overly excite me hence I’m not doing a full write up on them but for sure have potential to work and I will be watching them.
Short week this week. These are generally choppier and bereft of meaningful catalysts.
Trade Updates:
Current Positions: DELL, APPS, QURE, DFTX, BB
Macro Events (Eastern Time)
Major Economic Events this week.
Tuesday June 30 2026
10:00 AM - JOLTs Job Openings MAY (Previous: 7.618M, Consensus: 7.28M)
Wednesday July 01 2026
09:00 AM - Fed Chair Warsh Speech
10:00 AM - ISM Manufacturing PMI JUN (Previous: 54.0, Consensus: 54)
Thursday July 02 2026
08:30 AM - Non Farm Payrolls JUN (Previous: 172K, Consensus: 110K)
08:30 AM - Unemployment Rate JUN (Previous: 4.3%, Consensus: 4.3%)
Earnings Highlights
Tuesday After Hours: STZ
Wednesday Before Open: MSM, UNF
Wednesday After Hours: FC, BSET, GBX
Full Earnings Watchlist: TradingView Link
Biotech Catalysts
Flagged Charts: CTNM, NAMS, MBX, RYTM, BCRX, DNLI, IONS, PBYI
Note: Never front-run biotech catalysts. Wait for the catalyst to hit, then assess if the reaction is tradable. Dates are estimates and can shift.
Full Q2 Biotech Watchlist: TradingView Link
Stocks in Play Watchlist:
Not interested in delayed reactions this week. Market conditions are difficult. Lot’s of fakeouts. Waiting for fresh catalysts. That being said there are plenty of solid setups forming.
Have a Great Week!
Sean Sharpe
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.
