Midweek Stocks in Play Report 7.16

Documenting the state of the market, stocks in play, and current leaders.

Jul 17, 2025

Hey folks,

I’m finally able to start writing again. For those that don’t know, I moved across the country, and now am settled in our new home.

I began a new venture and opened a small discord room. It’s nothing I’m going to market to get very big, but thought it would be a great opportunity to build a community around momentum swing trading. In the room I share my current holdings, and share what stocks I’m focused in on for the day. Also share thoughts I have for the markets, resources, scans, layouts, and a lot more.

My goal is to be dialed in on the strongest stocks at any given time that are moving on good catalysts (earnings/eps), track themes, and the market leaders. I execute on those stocks on setups I understand and have a systematic approach to take profits, and stop placement. That’s the way I’ve traded for the past 4 years, and understand it very well. If this is something that interests you, you can find the sign up page here: https://whop.com/stocksinplay

Onto the markets..

Indexes

QQQ — at this point in time, I like to ignore what the index is doing. There are so many stocks, themes, and sectors performing so well, its safe to not even look at what the index is doing. Focus right now is on the strongest stocks, whether in them or not. We have just been chopping around, and the nasdaq does not tell you the type of action we’ve been seeing under the hood.

SPY — same thoughts as the QQQ

IWM — over the 200ma last week, and retested the 20ma today and got bought back up. Trending..

ARKK — steadily moving up since the b/o in June

Individual Stocks

Stocks are doing very well, and that itself is an understatement.

CRCL — very nice breakout today on an increase in volume

JOBY — has been on a tear since it’s news a few weeks ago. EVTOL name. One to keep on watch for the future if it gives a set up.

RCAT — big developments for the drone theme as the white house has stated they would want to accelerate the production of drones. RCAT seems to be the liquid name with highesst ADR to trade. Will be on watch.

SMR, OKLO, LEU — good follow through from these from their recent entries. I own SMR, OKLO.

Quantum names got picked up a bit today on the RGTI news. Watching to see what QBTS, QUBT do from here as think they have the best looking dailies out of the rest.

$RGTI $RGTIW Rigetti Demonstrates Industry Largest Multi-Chip Quantum Computer; Halves Two-Qubit Gate Error Rate.