MOMENTUM DESK: 7-Day Trade Shortlist (Dec 15-23, 2025)
Generated: 2025-12-13 16:30 EST
Budget: €1,288.11 (~$1,507 USD after commissions)
Trading Window: Dec 15-23 (7 trading days)
High-Volatility Week: CPI Dec 18, PCE Dec 19, GDP Dec 23
EXECUTIVE SUMMARY
Universe Screened: 30 stocks across 6 sectors
Passed Screening: 22 stocks
Earnings Conflicts Removed: 10 stocks (NKE, MU, FDX, ACN, LEN, CCL, GIS, KMX, DRI, PAYX)
Recommended Shortlist: 12 stocks for detailed trader analysis
Market Context (Dec 13):
- SPY: $681.76 (-1.08% day, -0.27% week)
- VIX: 15.74 (Moderate volatility)
- EUR/USD: 1.1739
TOP 12 SHORTLIST BY QUANTITATIVE SCORE
Tier 1: High-Conviction Momentum Plays (Score 10-14)
| Rank |
Ticker |
Company |
Sector |
Price |
Score |
Strategy |
Key Metrics |
| 1 |
WULF |
TeraWulf Inc. |
Financial Svcs |
$14.33 |
14 |
Short Squeeze |
Beta: 4.31, Short%: 29.9%, DTC: 2.48, Vol Surge: 46.1% |
| 2 |
SOUN |
SoundHound AI |
Technology |
$11.65 |
13 |
Short Squeeze |
Beta: 2.84, Short%: 29.81%, DTC: 2.52, RSI: 54.6 |
| 3 |
GEV |
GE Vernova |
Industrials |
$671.71 |
12 |
Short Squeeze |
Vol Surge: 46.1%, Mom 1W: +8.01%, Mom 1M: +16.15% |
| 4 |
NGD |
New Gold |
Basic Materials |
$8.38 |
10 |
Momentum |
Mom 1W: +12.33%, Mom 1M: +16.88%, RSI: 71.7, Catalyst ✓ |
| 5 |
PATH |
UiPath |
Technology |
$17.42 |
10 |
Short Squeeze |
Short%: 13.22%, Mom 1M: +24.16%, RSI: 76.9 |
| 6 |
CRWV |
CoreWeave |
Technology |
$78.59 |
10 |
Short Squeeze |
Short%: 14.16%, Vol Surge: 7.4%, Recent AI news |
Tier 2: Solid Momentum Candidates (Score 7-9)
| Rank |
Ticker |
Company |
Sector |
Price |
Score |
Strategy |
Key Metrics |
| 7 |
SANM |
Sanmina Corp |
Technology |
$160.63 |
9 |
Short Squeeze |
Short%: 7.09%, DTC: 3.21, Vol Surge: 11.6% |
| 8 |
SMCI |
Super Micro |
Technology |
$32.33 |
9 |
Short Squeeze |
Short%: 19.12%, Oversold bounce, Catalyst ✓ |
| 9 |
NFLX |
Netflix |
Comm Services |
$95.19 |
9 |
Short Squeeze |
Vol Surge: 29.3%, Recent split, Catalyst ✓ |
| 10 |
KGC |
Kinross Gold |
Basic Materials |
$27.92 |
7 |
Momentum |
Mom 1W: +5.52%, Mom 1M: +9.75%, Catalyst ✓ |
| 11 |
EXPE |
Expedia |
Consumer Cyc |
$274.21 |
7 |
Short Squeeze |
Short%: 7.35%, RSI: 71.4, Catalyst ✓ |
| 12 |
BKV |
BKV Corp |
Energy |
$28.38 |
8 |
Short Squeeze |
Short%: 14.85%, DTC: 4.5, Catalyst ✓ |
SECTOR DIVERSIFICATION ANALYSIS
| Sector |
Count |
% of Shortlist |
Budget Allocation* |
| Technology |
5 |
42% |
$635 |
| Basic Materials (Gold) |
2 |
17% |
$255 |
| Financial Services |
1 |
8% |
$120 |
| Industrials |
1 |
8% |
$120 |
| Energy |
1 |
8% |
$120 |
| Consumer Cyclical |
1 |
8% |
$120 |
| Communication Services |
1 |
8% |
$120 |
*Suggested equal-weight allocation across 8-10 final picks
PRICE RANGE ANALYSIS (Position Sizing)
| Price Band |
Tickers |
Min Shares |
Max Position |
| $10-$20 |
WULF, SOUN, NGD, PATH |
84-150 |
$1,500 |
| $25-$35 |
KGC, BKV, SMCI |
47-60 |
$1,800 |
| $75-$100 |
CRWV, NFLX |
15-20 |
$1,900 |
| $150-$200 |
SANM |
8-10 |
$1,600 |
| $250-$300 |
EXPE |
5-6 |
$1,650 |
| $600-$700 |
GEV |
2-3 |
$2,015 |
Budget Constraint: With $1,507 available, recommend 8-10 positions of $150-$190 each.
DISCOVERY REASONS & CATALYSTS
Momentum Breakouts
- GEV: 90% YTD gain, dividend doubling announced Dec 9, $23.5B institutional inflows
- TSLA: Consolidating below $475 breakout zone near ATH
- NGD: 215% YTD gain, $7B Coeur Mining acquisition at $8.51/share announced
- NEM: 167% YTD gain, near 52-week high of $100.41, gold at 7-week high
Short Squeeze Setups
- WULF: 29.9% short interest, 32% short float, consolidating below 52-week highs
- SOUN: 29.81% short interest, AI momentum play
- SMCI: Deeply oversold (RSI 27), 19.12% short interest, recent catalyst news
- PATH: 13.22% short interest, RPA software at 6x sales (cheap for SaaS)
Oversold Bounce Candidates
- SMCI: RSI 27, down 45% from peak, analyst targets show 23% upside
- META: RSI 27, down 23% from September highs, approaching 200-day SMA
- NFLX: Post-split momentum, Warner Bros deal news, Vol Surge 29.3%
Sector-Specific Plays
- Gold Mining (NEM, NGD, KGC): Spot gold at $4,286/oz, rate cut expectations
- Energy (BKV, CNX): Natural gas +50% in Q4, largest quarterly gain since Q1 2022
- Utilities (NEE): Sector up 9.5% YTD, reclaimed 200-day SMA
RISK FACTORS
High-Volatility Week Ahead
- Dec 18 (Wed): CPI data release + Micron/Lennar earnings
- Dec 19 (Thu): PCE inflation data + Nike/FedEx earnings
- Dec 23 (Mon): GDP data release
Implication: Expect intraday swings of 3-5% on these days. Tight stops recommended.
Stock-Specific Risks
| Ticker |
Primary Risk |
Mitigation |
| WULF |
Extreme beta (4.31), crypto exposure |
Position size <10% of portfolio |
| SOUN |
High beta (2.84), AI hype cycle |
Trailing stop at -8% |
| GEV |
Expensive ($671), low liquidity for budget |
Max 1-2 shares, or skip |
| SMCI |
Recent accounting concerns |
Wait for confirmation above $35 |
| NFLX |
Post-split volatility |
Small position, tight stop |
| RETAIL (DDS, EXPE) |
Retail sales data Dec 17 |
Monitor closely, consider exit before data |
Sector Concentration Risk
- Technology: 5 of 12 picks (42%) - consider reducing to 3-4 for diversification
- Gold Mining: All 3 gold stocks highly correlated - pick 1-2 max
RECOMMENDED NEXT STEPS
For Desk Manager:
- Assign traders to Tier 1 stocks (WULF, SOUN, GEV, NGD, PATH, CRWV) for deep technical analysis
- Request 4-hour chart setups for entry points on Dec 15 open
- Set position size limits:
- High beta (>2.0): max 8% of portfolio
- Price >$500: max 1-2 positions total
- Single sector: max 30% of portfolio
For Assigned Traders:
Each trader should produce:
- Technical Analysis: Support/resistance, entry/exit zones, stop levels
- Red Flag Check: Recent insider sales, regulatory issues, earnings surprise risk
- News Catalyst Timeline: What could move this stock Dec 15-23?
- Position Recommendation: BUY / PASS / WATCH with specific entry price
For Portfolio Construction:
- Target: 8-10 positions from this shortlist
- Allocation: $150-$190 per position
- Sector caps: Tech ≤30%, Gold ≤20%, Other ≤15% each
- Risk management: Position stops at -7%, portfolio stop at -3%
EXCLUDED CANDIDATES (Earnings Risk)
These stocks were removed due to earnings during Dec 15-23:
- MU (Micron) - Dec 18
- NKE (Nike) - Dec 19
- FDX (FedEx) - Dec 19
- ACN (Accenture) - Dec 18
- LEN (Lennar) - Dec 18
- CCL (Carnival) - Dec 15-20
- GIS (General Mills) - Dec 18
- KMX (CarMax) - Dec 16-19
- DRI (Darden Restaurants) - Dec 19
- PAYX (Paychex) - Dec 19
DATA SOURCES & METHODOLOGY
Screening Criteria:
- PM CLI screening: 30 tickers, Dec 15-23 window
- Filters: Beta, short interest, volume surge, momentum, RSI, MACD
- Excluded: Stocks with earnings during trade window
- Prioritized: Quant score 7+, catalysts, breakout setups
Discovery Sources:
- Momentum breakout analysis (Yahoo Finance, Investing.com)
- Oversold bounce screening (CNBC, RSI <30)
- Short squeeze candidates (unusual volume, high short interest)
- 52-week high momentum (Zacks, MarketScreener)
- Sector strength analysis (Morningstar, Bloomberg)
Price Data: PM CLI + yfinance (Dec 12-13, 2025)
Earnings Calendar: MarketScreener, Nasdaq, Earnings Whispers
CONCLUSION
This shortlist provides 12 diverse momentum candidates ready for detailed trader analysis. The mix includes:
- 6 short squeeze plays with high short interest (15-30%)
- 3 gold mining momentum plays riding sector tailwinds
- 3 oversold bounce candidates with strong catalysts
Next deadline: Trader reports due Dec 14 EOD for Dec 15 market open execution.
Files Generated:
- Universe file:
/tmp/momentum_universe_dec15.txt
- Screening results:
/home/pengacau/pasar-malam/output/analysis/screening/screening_results.csv
- Market snapshot:
output/market-data/snapshots/2025-12/market_snapshot_20251213_162443.json