Watch List for Aug 4, 2025
$RDDT
A big player in AI content generation.
Reddit reported Q2 earnings of 45 cents, which beat the Zacks Consensus Estimate by 25 cents.
Revenues of $499.63 million surpassed the Zacks Consensus Estimate by 16.9%. The reported figure surged 77.9% year over year.
Target: 195-210
$WK
Leading AI platform for financial, sustainability, and governance, risk, and compliance (GRC) data and reporting. reporting transparency, accountability, and trust.
Reported quarterly EPS of 19 cents vs 5 cents per share. Revenue rose 21.2% to $215.19 million from a year ago; analysts expected $208.89 million.
Target: 90-100
$BA
Solid earnings. Taking a pause. High relative strength over SPY and DIA
Target: 240-250
$MOD
Modine is into advanced thermal management systems that are in high demand in mission-critical industries including data centers. Just had excellent earnings.
Golden Cross just happened in high volume
Target: 145-150
Others in my watch list: $INDV $USAR $NRG $NVDA $TMDX $LNG
My recommendations on Aug 1st and how they played out. (updated 8/4/25)
|
Stock (as of 8/1/25) |
Comments (8/1/25) |
Target |
How it played out 8/4/25 |
|---|---|---|---|
|
$RDDT ($188) |
$RDDT |
195-210 |
Closed at $201.76 |
|
$WK ($84.3) |
Leading AI platform for financial, sustainability, and governance, risk, and compliance (GRC) data and reporting. reporting transparency, accountability, and trust. |
90-100 |
Closed at $82.43 |
|
$BA ($221.9) |
Solid earnings. Taking a pause. High relative strength over SPY and DIA |
240-250 |
Closed at $222.34 |
|
$MOD ($133.7) |
Modine is into advanced thermal management systems that are in high demand in mission-critical industries including data centers. Just had excellent earnings. |
145-150 |
Closed at $138.54 |
|
$INDV ($21.07) |
Closed at $21.22 |
||
|
$USAR ($13.94) |
Closed at $13.99 |
||
|
$NRG ($167.63) |
Closed at $173.91 |
||
|
$TMDX ($120.55) |
Closed at $128.5 |
||
|
$NVDA ($173.72) |
Closed at $180 |