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REPLAYroom_100003
Jul 28, 2026, 10:59:44 AM → Jul 28, 2026, 01:31:25 PM · 2h 28m 31s · 388 events
17 watchlistDFNS EHGO ENLV EX FIRY GMEX POLA QML +1
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0:002:28:31
388 of 388
0:00+6.7s"Top of the hour."
0:02+9.6s"Leading gap are only up 40%."
0:05+10s"So today, our gaps are a bit smaller."
0:10+9.5s"INF is INLF"
0:14+9.2s"is Chinese."
0:19+8.4s"With no news."
0:25+6.9s"So"
0:27+9.8s"it fits that current theme, I suppose."
0:31+8.2s"Below the volume weighted average price,"
0:34+8.2s"FIRY"
0:34+9.4sFIRY (FIRY mentioned)
0:37+8.3s"US company, not seeing any news."
0:41+6.2s"POLA,"
0:41+8.6sPOLA (POLA mentioned)
0:43+8.6s"pulling back a little bit."
0:47+9.5s"Yeah. DFNS, this made a pretty big move."
0:34+23s
0:41+16s
0:47+11sDFNS (DFNS, this made a pretty big move)
0:51+7.3s"In after hours yesterday."
0:47+16s
0:56+9.1s"Continuation,"
1:00+7.3s"It's possible."
1:06+10s"But spreads are a little bigger,"
1:10+7.6s"it's getting a little bit more expensive."
2:41+8.0s"Alright. We'll let them know."
7:35+8.3s"So just staying tight right now."
7:38+9.8s"Waiting for something to start to pop up and gain some momentum."
8:11+9.6s"So"
8:14+8.1s"stock gets a scanner. I click on it."
8:17+9.9s"I look at the chart. Is the chart interesting?"
8:21+9.7s"Check where the country, of origin is. Check to"
8:24+10s"if I can read the news headline, looking at the ten second, the one minute is"
8:28+9.2s"it moving quickly? If it is, then I'm looking for an entry."
8:32+10s"Pulling up the level two, confirming it's not"
8:36+10.0s"to borrow, checking the spreads, looking at the volume."
8:40+9.7s"And then from there, getting ready to go ahead and"
8:43+7.8s"that hot key to jump in if I have to get in very quickly."
8:59+9.4s"So leading gap right now is only"
9:04+7.6s"36%."
9:10+9.8s"The spreads, I'm looking at the level two."
9:15+9.4s"So the level two is where I can see how big the spreads are."
9:34+10s"Well, that's a good point. It won't take much for a stock to become"
9:39+8.3s"the most obvious stock."
10:03+9.2s"I do not filter my time in sales."
10:11+8.5s"And I do have, a"
10:14+10s"schwa or a, DAS account that I can use for"
10:17+9.9s"executing, the trades on my, thinkorswim"
10:22+6.3s"small account."
10:24+11s"So I will look at the level two there, but I'm mostly using Lightspeed speed."
11:22+9.5s"Yeah. I mean, I think that"
11:26+8.4s"AI or a bot"
11:30+7.7s"at this point,"
11:33+9.9s"isn't able to make the discretionary decision of which ones to jump on, which"
11:38+10s"ones to leave alone and when to"
11:42+10s"scale up and when to, you know, just take profit. There's a lot of very small but"
11:47+10s"important decisions that I think it would be,"
11:51+8.3s"at this point, not realistic to automate to AI."
13:23+10s"Each"
13:27+9.4s"EHGO high volume red candles. Yeah. It does. You're right about that."
13:27+10sEHGO (EHGO high volume red candles)
13:27+15s
13:53+10.0s"So the next resistance"
13:57+9.9s"point on DFNS would be up around twenty one seventeen."
13:57+12sDFNS $21.17 (point on DFNS would be up around twenty one seventeen)
14:02+9.3s"But because the spreads on this are a little bit bigger,"
14:07+7.7s"it's a bit riskier."
13:57+22s
14:15+7.4s"FIRY."
14:15+8.4sFIRY (FIRY mentioned)
14:15+13s
14:18+12s"This one a little cheaper."
14:24+6.2s"But"
14:25+7.9s"is below the volume weighted average price."
15:08+10s"Yep. Fiery, f I r y is"
15:12+7.7s"also easy to borrow. Good observation."
15:08+11sFIRY (Fiery, f i r y is)
15:08+16s
16:17+10.0s"So in the sim, we don't have hard to borrow, easy to borrow status"
16:21+8.1s"We've looked into adding it."
16:24+7.0s"We don't have it yet. It would"
16:26+8.8s"it requires being connected to"
16:31+8.6s"some type of clearing firm."
16:34+10s"Because it's broker specific. It's not, like, exchange wide. It's"
16:39+10s"based on broker to broker, so you'd have to mimic the status of a,"
16:44+9.2s"you know, some broker. May maybe we would choose Lightspeed, but"
16:48+8.8s"we haven't been able to get that set up as of yet."
21:09+8.0s"Oh, I only use DashTrader for the small account."
21:13+9.7s"Because the small account is with Charles Schwab, and you can't use Lightspeed with Schwab."
26:38+9.7s"So f I r y being easy to borrow,"
26:43+6.7s"US company,"
26:44+8.0s"I just I don't think I see"
26:47+8.5s"this as a good, contender right now."
28:58+10s"Well, stock"
29:01+8.0s"are easy to borrow, are typically"
29:04+6.8s"going to see"
29:07+9.5s"a higher degree of short selling initially."
29:10+10s"Because it's free to borrow. It's free to short it. And so it's a stock popping up, so"
29:15+7.1s"it's free to short it."
29:17+9.2s"So I would prefer, now well,"
29:21+7.3s"so a stock that's easy to borrow"
29:23+8.3s"can turn into a short squeeze."
29:26+5.8s"If it"
29:27+7.9s"can finally pull away. But"
29:30+10.0s"they they don't always have that potential. So"
29:33+7.9s"a stock that another on the other hand,"
29:36+10s"is hard to borrow or very very expensive to borrow"
29:40+8.4s"may simply just not have that selling at all."
29:43+9.9s"And then it can make a bigger move initially. Although it may not experience as much of a"
29:48+10.0s"parabolic short squeeze, it can give a bigger base hit."
29:52+5.9s"Initially."
33:00+10.0s"Yeah. It may be a little later in the morning that we start to see"
33:05+7.7s"some momentum, and that's fine. It just"
33:07+7.3s"right now, it's quite slow."
33:11+9.0s"But what's also important is not to feed"
33:15+10s"you know, weakness by jumping into something that is"
33:18+9.9s"not really a good setup just out of boredom because then you're just kind of"
33:23+10s"you're you're buying right in the resistance where the shorts are maybe selling. It's"
33:28+6.6s"just doesn't feel like it's worth it."
42:50+9.5s"The"
42:53+8.5s"national best bid and best offer,"
42:56+8.4s"will basically show you"
42:59+10.0s"the top of the book, for the best bidder and the best"
43:04+10s"offer, but it will not show you the depth"
43:08+6.1s"of the market"
43:10+9.7s"and all the orders that are below the best bid and best offer."
43:14+9.3s"So to see the depth, you would need"
43:18+6.2s"their"
43:19+10s"the the other subscription that they offer."
43:23+9.9s"That other subscription also displays halt levels."
43:28+7.5s"And so"
43:30+10s"for that reason, most traders will pay for that"
43:35+9.6s"level TotalView subscription with, Webull."
55:42+10s"So I'm concerned that, DFNS is really not gonna be particularly interesting."
55:42+12sDFNS (concerned that DFNS is really not gonna be particularly interesting)
55:47+9.6s"The price is a bit higher. The volume is a bit lighter. It's"
55:42+20s
55:51+9.9s"just continuation on the previous move. A double top would be a"
55:56+7.2s"$21.17."
55:58+9.5s"I think that it's getting some attention for lack of anything else."
56:02+10s"But I'm also pretty confident that this is the type of stock where by the time it has the"
56:07+10s"I'm thinking about getting in, it's gonna be over. It'll be the top."
56:12+9.8s"So gen generally, though, once we're above $20,"
56:15+9.8s"things get riskier. And so breaking the ice,"
56:20+7.0s"on"
56:22+7.7s"a $20 stock."
56:25+9.4s"Moving up on day two continuation,"
56:29+7.4s"it's pretty risky."
56:35+10.0s"So, you know, if if nothing else"
56:39+7.8s"shows up between now and 9AM,"
56:42+10s"and this continues to hold in this"
56:45+9.8s"area of sort of a cup and handle. Maybe there'll be opportunities on it, but"
56:50+8.8s"it's a it's a maybe. I'm really not sure."
57:13+9.7s"So you see how it hits that"
57:17+9.4s"resistance and then drops almost a dollar a share."
57:21+10s"I don't I wouldn't say that"
57:25+8.9s"so with Internet speed,"
57:30+7.4s"there's just sort of a minimum"
57:32+9.8s"quality of Internet that you need. And then above that, I don't think it really makes any difference."
57:37+6.3s"So"
57:38+9.1s"you know, if you if you've got fiber Internet,"
57:42+10s"whether you have one gig or five gigs or more, it doesn't matter."
57:46+10s"It really doesn't. As and I've used"
57:49+9.8s"very high speed Internet, and I don't think it makes any difference at all."
57:53+10.0s"But there is a minimum, that's important, and the latency is important."
57:58+7.4s"So if you're in Australia,"
58:01+9.7s"you're gonna wanna use the fastest Internet available to you because it will"
58:06+9.8s"help reduce the latency between your orders and The US."
58:10+10s"If you're in Australia and you're using one of the"
58:13+6.8s"slower forms of Internet,"
58:15+10s"that latency could become noticeable where you"
58:19+9.6s"click and you have to wait and wait and then you see your order went through."
58:23+10.0s"Now if you're in New York and you're using"
58:28+10s"Internet that has some latency, it's probably not gonna be as bad"
58:31+9.1s"But I've actually been in hotels in New York City where"
58:35+10s"I've had worse latency because of the way the network was set up."
58:39+7.6s"Than I've had trading from Europe."
58:42+9.6s"Which is very bizarre, but it's"
58:45+10s"it's because of the way the network was set up in a building with, you know, probably hundreds of hotel rooms"
58:50+7.7s"And,"
58:52+10s"you know, being in a home in Europe,"
58:56+5.9s"I had"
58:58+9.6s"better quality internet. So, yeah, your internet choice"
59:02+7.7s"does make a difference, but"
59:04+8.9s"generally speaking,"
59:11+10s"With latency, I don't like to be more than a 100 millis"
59:15+8.4s"milliseconds, I think is what it is. And"
59:19+9.7s"that that's been kind of the worst that I've"
59:22+10s"had to deal with. I've gone up to 200 before"
59:26+7.2s"in certain parts of Europe."
59:29+9.6s"But that's been pretty rare. Right now, I'm only at eight milliseconds of"
59:34+6.7s"on my latency."
59:36+7.6s"Which is which is good."
59:47+8.8s"But"
59:51+7.4s"you know, it's"
59:55+8.6s"it's just a you know, it's just one of these things."
59:58+6.9s"I've traded on a 100. Yeah."
1:00:02+10s"So I"
1:00:07+9.7s"do, so let me see. Let let me set up the"
1:00:11+8.3s"the test. Hang on. I gotta let this one finish."
1:00:18+7.7s"Change server"
1:00:21+6.8s"Work."
1:00:25+9.5s"So you can do servers in New York City."
1:00:33+8.6s"Let's see. New York, New York. The problem is"
1:00:37+8.1s"a lot of servers. You don't always know which one to use."
1:00:40+10s"So I'm at ten milliseconds going to spectrum in New York City."
1:00:56+10s"So ENLV, this might end up being one of those ones that just makes a really big move."
1:00:56+12sENLV (this might end up being one of those ones that just makes a really big move)
1:01:00+10s"And then comes back down because it's on lighter volume right now."
1:00:56+19s
1:01:07+9.9s"And what sometimes happens with these is you get a a just a"
1:01:12+9.7s"skyrocket move and then shorts are like, oh, that move is too big. They"
1:01:17+6.7s"short it, and it just crashes."
1:01:17+8.8s(short it, and it just crashes)
1:01:19+8.8s"And longs are nervous to jump in when it's that extended."
1:01:17+15s
1:01:31+10s"So high there was eight thirty seven."
1:01:36+10s"It's not, easy to borrow, which"
1:01:40+8.6s"is good, but now it's only up 10% on the day."
1:07:30+10s"An"
1:07:33+10s"had a big move, back in June."
1:07:36+7.9s"But now is on the backside of that move."
1:10:23+9.7s"It won't the spread being 10¢ won't cause an issue with your hot"
1:10:27+10s"keys because your offset is"
1:10:31+7.3s"buying above the ask,"
1:10:31+9.9s(buying above the ask)
1:10:33+10s"and then selling below the bid slightly. So for those offsets,"
1:10:38+6.5s"it's not gonna be a problem."
1:10:31+19s
1:11:45+12s"Well, I'm using a 10¢ offset, but whether you use 5¢ or 10¢, it doesn't really make a big difference with smaller share size."
1:12:30+9.7s"Yeah. That's a good point on ENLV that this is not"
1:12:34+10s"typical private placement. It's a private placement to fund the purchase of"
1:12:38+7.1s"RAIN tokens."
1:12:40+7.4s"So"
1:12:42+8.0s"part of a treasury strategy"
1:12:52+10s"July isn't"
1:12:56+8.2s"necessarily slow, but typically August is slow."
1:13:00+8.8s"And the beginning of September can be slow as well."
1:13:18+11s"I I very rarely go and adjust my hot keys"
1:13:23+9.4s"to accommodate spread. I almost I almost never do that."
1:13:31+10s"That's interesting about Nasdaq spreads"
1:13:35+9.9s"being bigger. You know, that's not something I've really looked at super close"
1:13:42+7.0s"But I suppose here,"
1:13:44+8.9s"Arca has the tightest spread."
1:13:48+14s"On ENLV Currently, EdgeX has a tighter spread."
1:13:48+15sENLV (On ENLV Currently, EdgeX has a tighter spread.)
1:13:57+10s"So if you route to Nasdaq,"
1:14:00+10s"it would reroute your order to EDGX or to whoever has the best bid or best offer."
1:13:48+23s
1:14:05+9.6s"But, it would be slightly faster to direct your order"
1:14:09+10s"straight to the market maker that actually has"
1:14:14+9.9s"the order or the shares."
1:14:17+9.9s"So in this case on DFMS, maybe that would be"
1:14:21+9.5s"ARCA, but"
1:14:25+10s"but I think that, again, with small share sizes"
1:14:28+7.7s"is a very this is not a very big issue."
1:14:42+9.9s"Yeah. I don't know about brokers saying they don't respect and"
1:14:47+10s"BO during premarket. I would think they would have to, so"
1:14:51+6.7s"I'm not totally sure on that."
1:14:56+7.4s"So just staying tight right now."
1:15:06+9.7s"I'm not using smart super smart orders,"
1:15:09+7.1s"but my routing"
1:15:12+9.6s"is chosen for Nasdaq. So I'm I'm sending my buy orders through"
1:15:12+11s(I'm sending my buy orders through)
1:15:16+6.1s"by default."
1:15:12+15s
1:15:54+10s"Yeah. I have seen that rule. I'm I'm curious how many"
1:15:58+10s"stocks are gonna be actually subject to being delisted, through that."
1:16:20+12s"Failure to meet this minimum for thirty consecutive business days triggers immediate action."
1:20:04+9.6s"Did that"
1:20:07+8.3s"very interesting. Which broker is that from?"
1:20:16+7.7s"Very interesting."
1:20:20+8.5s"I don't know."
1:20:28+9.4s"I guess that would mean"
1:20:32+9.0s"I don't even know what that means you're supposed to do."
1:20:36+7.9s"But"
1:20:39+6.9s"I currently route"
1:20:41+10s"to Nasdaq and I'm not"
1:20:45+7.0s"super inclined"
1:20:48+9.7s"You know, I I mean, in the past, I've done orders where I send"
1:20:52+8.6s"three or four ECNs at the same time."
1:20:55+10s"And that incurs more commissions, because they're separate orders."
1:21:00+10s"I didn't actually find that I was getting better fills, so I I stopped doing that."
1:21:05+6.5s"And"
1:21:06+8.4s"so right now, I just send the whole order to Nasdaq."
1:21:19+8.8s"I don't know that EdgeX is slightly faster."
1:21:27+9.7s"I mean, I guess I could try to time it but they're"
1:21:31+8.9s"I think they're so similarly fast. It would be hard to"
1:21:36+9.0s"be hard to know."
1:21:43+14s"Yeah. I mean, I've been I've been using Nasdaq for a while. I'll I could switch to EdgeX today and, you know, we'll see if"
1:21:52+8.3s"it feels different. And if it does, then I'll switch back."
1:22:20+10s"QMLS does have a slightly higher float at 17,000,000 shares and the volume"
1:22:25+6.3s"very light."
1:22:20+12sQMLS (QMLS does have a slightly higher float at 17,000,000 shares and the volume)
1:22:26+8.0s"Only a 127,000 shares so far."
1:22:20+20s
1:23:59+10s"Highest volume candle on QML"
1:23:59+12sQML (Highest volume candle on QML)
1:24:03+8.4s"kind of oscillating between being green and red."
1:24:06+8.3s"Closing right now, it appears as green."
1:24:09+10s"But sort of only just barely. You've got these"
1:23:59+21s
1:24:14+6.7s"topping tail candles"
1:24:17+9.8s"one's funny because it's it's kinda lighter on volume."
1:24:20+11s"And so there's fewer traders participating in the price action."
1:24:24+9.9s"If we scroll back on our chart, you'll see that there was a day"
1:24:28+10s"last week where this popped up to about $11.66."
1:24:33+7.3s"And then reversed and sold off again."
1:24:51+13s"Yeah. So being easy to borrow at some brokers you know, means traders are gonna short it. It's only up 22%."
1:24:59+8.2s"So I don't see anything here to trade."
1:27:44+14s"Yeah. I think that QMLS is a somewhat recent IPO. I noticed that as well."
1:27:44+16sQMLS (QMLS is a somewhat recent IPO)
1:27:52+10.0s"July 16, but it IPO ed and then it sold off"
1:27:57+6.5s"quite a lot."
1:27:58+7.3s"So"
1:28:00+7.4s"it doesn't feel like"
1:28:02+7.3s"it's"
1:28:05+6.8s"it's really"
1:27:44+33s
1:28:09+10s"I don't know. Doesn't feel like it's really safe down here."
1:28:12+10s"Sometimes I could go for an a nice reversal, but the float's a little higher."
1:28:17+6.1s"I don't know."
1:28:25+9.3s"So let's see if we get any news at the bottom of the hour."
1:29:04+10s"I was just looking at the daily candle"
1:29:10+7.6s"to see the date of that first candle."
1:29:33+10s"So if we have news at the bottom of the hour, then"
1:29:36+10s"we'll probably see attention shift even further off of QMLS."
1:29:36+11sQMLS (attention shift even further off of QMLS)
1:29:36+16s
1:29:48+10s"INLF"
1:29:51+8.2s"earlier was looking kind of interesting near the VWAP."
1:30:17+9.4s"So just watch and see if there's any news."
1:45:52+9.8s"So GMEX, it's got a news catalyst."
1:45:52+12sGMEX (GMEX, it's got a news catalyst)
1:45:56+9.5s"But, as we've seen, some of these news catalysts, while they"
1:46:01+7.8s"you know, could be decent, don't end up"
1:46:04+9.8s"really giving us the the move that we'd like. So"
1:45:52+22s
1:46:07+7.7s"just sitting on the sidelines for right now."
1:53:43+8.5s"So just staying tight right now."
1:54:08+10s"It only takes one, so we're just waiting to see if we're gonna get that one today."
2:01:03+10s"No. I I don't think"
2:01:06+9.8s"GM EX is gonna do anything. I don't. It popped up"
2:01:11+6.4s"sold off,"
2:01:06+11sEX (EX is gonna do anything. It popped up)
2:01:12+6.3s"That's it."
2:01:06+18s
2:01:32+9.7s"Nmax is easy to borrow at light speed."
2:01:39+9.7s"This one, had popped up"
2:01:42+8.6s"at the IPO, made a huge move."
2:01:46+8.4s"And then, pulled back quite a bit."
2:03:26+9.2s"You know, I hadn't really thought too much about that IPO. I'll have to look into it."
2:11:58+10s"We've traded CODX before. It doesn't"
2:12:01+8.2s"typically give us clean price action."
2:16:07+10s"Seems like today is a no trade day."
2:16:11+8.5s"Two and a half hours sitting, watching,"
2:16:14+7.9s"holding discipline,"
2:16:17+10s"Gonna come back empty handed today, but"
2:16:21+11s"it's better to be empty handed than subject myself"
2:16:26+6.0s"to"
2:16:27+10.0s"you know, unnecessary losses trading something that just doesn't look that great."
2:16:31+10.0s"You know, yeah, there were a few stocks that moved, but none of them felt safe."
2:23:44+9.9s"Yeah. There's, there's women's, sizing for the green"
2:23:49+6.9s"shirts in the merch store."
2:26:58+13s"I've used Interactive Brokers before and I personally don't like them and I wouldn't use them again."
2:27:07+8.1s"Order execution was slow."
2:27:10+8.8s"They sometimes would block your orders from executing entirely."
2:27:14+10s"And if you try to trade with big positions,"
2:27:19+7.7s"they can also"
2:27:21+10s"essentially block lock yeah. Lock"
2:27:24+10.0s"your account and you can't trade. It's very frustrating."
2:27:29+5.9s"So"
2:27:31+9.9s"you've got about two and a half minutes to the opening bell,"
2:27:34+10s"FIRY is continuing a bit higher on this court victory headline, but"
2:27:34+12sFIRY (FIRY is continuing a bit higher on this court victory headline)
2:27:39+8.7s"it's easy to borrow. I'm not that interested in it."
2:27:34+18s
2:27:42+10s"B I y a also moving a little bit higher."
2:27:47+9.8s"Cayman Islands company with, operations in China,"
2:27:51+14s"Kinda been trending higher for a couple days from two now up to five. You know, maybe it starts to open up, but it's had a number of days with high volume."
2:28:00+10s"So not really interested in that. I'm just gonna accept that today is a no"
2:28:04+10s"trade day. Nothing really came together, and it's better to sell"
2:28:07+10s"sidelines and not trade when the market isn't providing good opportunities."
2:28:11+10s"John is gonna come on here at 09:30 and walk you guys"
2:28:15+10.0s"through the opening range. He'll provide more market commentary, and"
2:28:19+10s"I will be back at it first thing tomorrow morning at 7AM."
2:28:23+7.8s"So I will see you guys in the morning."
2:28:25+9.4s"Enjoy, the rest of your day, and make sure you manage your risk."