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: [Trump's Trade War Puts Us Dollar Bonds Safe Haven Status At Risk](https://www.bloomberg.com/news/features/2025-04-21/trump-s-trade-war-puts-us-dollar-bonds-safe-haven-status-at-risk)
[**TSLA (Tesla)**](https://finviz.com/quote.ashx?t=TSLA&p=d) \- Tesla is set to report Q1 2025 earnings today after market close. Analysts anticipate EPS of $0.41 and revenue of $21.54B, reflecting a 13% YoY decline in deliveries to \~337K units. TSLA faces challenges from declining EV sales, brand damage, and potential impacts from new auto tariffs. I'm mainly interested in sub-$200 buys as a small reversal trade, not sure if I'll take a short position prior to earnings. Not interested in trading if the earnings are good. Risks include continued decline in deliveries, margin compression, and potential regulatory impacts from tariffs. Something else I'm interested in listening for is lessened political risk- if Elon is announcing an actual step down from DOGE then that might help the stock.
[**SEDG (SolarEdge)**](https://finviz.com/quote.ashx?t=SEDG&p=d) / [**FSLR (First Solar)**](https://finviz.com/quote.ashx?t=FSLR&p=d) \- The U.S. has finalized tariffs up to 3,521% on solar imports from Southeast Asia, targeting countries like Cambodia, Malaysia, Thailand, and Vietnam. Most of our solar capability is imported from SE Asian countries. This move is meant to protect domestic manufacturers like SEDG and FSLR. Not too interested in this as a day trade, more as a swing trade.
[**NOC (Northrop Grumman)**](https://finviz.com/quote.ashx?t=NOC&p=d) \- Northrop Grumman reported a 49% drop in Q1 profit, with EPS of $3.32 vs. $6.32 YoY, due to a $477M charge related to the B-21 stealth bomber program. Revenue fell 7% YoY to $9.47B, missing expectations. Overall, many defense companies are losers from tariffs due to rising production costs and shifting geopolitical dynamics. Companies like NOC are under pressure to manage expenses while maintaining strategic programs which are essentially impossible due to tariffs. Risks include escalating costs in defense projects, potential delays in government contracts, and geopolitical uncertainties.
[**JKS (JinkoSolar)**](https://finviz.com/quote.ashx?t=JKS&p=d) \- JinkoSolar, with U.S. manufacturing capabilities, stands to benefit from the new tariffs on Southeast Asian solar imports. Despite initial market reaction, the company's domestic presence positions it favorably in the current trade environment. FSLR and other domestic producers cannot manufacture the entire US's solar needs by themselves- JKS is likely to pick up the slack with their own manufacturing. But frankly, FSLR/ENPH/domestic producers are safer trades IMO.
Earnings today: TSLA!
