Hi! I am an ex-prop shop equity trader. This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, everything else is secondary.
News: Murdoch’s $3.3 Billion Succession Deal Hands Lachlan Control
NBIS (Nebius)– Nebius said it signed a multibillion‑dollar agreement to provide Microsoft with artificial intelligence infrastructure. Ultimately spiked up to $110 yesterday and made a MASSIVE move afterhours, I'm primarily interested in seeing if we can continue that today. Watching $100 level. The Neocloud providers like Nebius (and CoreWeave) are benefiting from AI compute demand, and big tech is signaling that the AI party is continuing for now, overall a bullish sign for compute companies.
CRCL (Circle) / FIGR (Figure)– FIGR IPO has been upsized, so CRCL has reacted positively to the news, I'm currently watching both leading up to the IPO of FIGR. Does this have as much potential as CRCL? I'd say no, but I think that it is an interesting watch. The surge of crypto‑industry IPOs sparked by Circle’s $1.05 B listing has been part of the IPO market coming back. FIGR is aiming for an IPO that is half its size, and is decently profitable. Planning to write a DD on this. Main risk in this is that we get absolutely euphoric (we're already very euphoric in the IPO market lol).
FOX (Fox Corp)– Lachlan Murdoch has won the game of Succession and the stock has drifted somewhat lower on this news-but it was done on such little volume we’ll have to wait until the market opens to see if FOX will stay down 5%. Lachlan Murdoch has secured control of the family’s media empire through a $3.3 B settlement that ends the succession dispute, consolidating his leadership of Fox Corp and News Corp.
HOOD (Robinhood)– Day 2 of being added (or at least, notifying everyone it will be added) to the S&P 500! primarily interested in if it can continue the momentum and break ATH (~$117/~117.70). TLDR stocks go up when added to the S&P 500 because index‑tracking funds and ETFs are forced to buy in.
Earnings today: ORCL, SNPS, GME
(09/9) Interesting Stocks Today – The Real Winner of Succession is…
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Posted by WinningWatchlist
1 Comment
Solid watchlist. NBIS is definitely the eye-catcher — if it can hold above $100 with that Microsoft deal in the background, it might set up for another leg higher.
I’d also keep an eye on HOOD — S&P 500 inclusions tend to have multi-day flows, and breaking ATH could attract a lot of momentum traders.
FIGR/CRCL is interesting too, but I agree the euphoria risk is real — IPO fever’s hot, but it doesn’t take much for sentiment to flip :!