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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA's blowout Q2, highlighted by record data center revenue and a surprisingly strong 70% FY28 growth forecast, has ignited a bullish frenzy on Stocktwits, with traders celebrating the beat while debating the sustainability of its circular financing model. The stock's surge is also boosting the broader AI infrastructure trade, stoking optimism for chip suppliers and neocloud partners despite lingering concerns over supply constraints and valuation.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

WEN is trending after a Reuters report that Trian/Peltz dropped take-private bid plans, triggering a 15% after-hours plunge and sparking intense retail debate over squeeze potential and buyout rumors.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce's blowout earnings, raised guidance, and expanded Anthropic partnership (ClaudeForce) have flipped retail sentiment bullish, with traders viewing it as definitive proof that the 'SaaS-pocalypse' narrative is dead and that AI-driven software monetization is real.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is surging after posting a strong earnings beat and raising its full-year outlook, driven by accelerating AI-driven cybersecurity demand. Traders are buzzing over the record net new ARR and Falcon Flex adoption, with sentiment overwhelmingly bullish as software and security stocks rally, though some question the valuation at these levels.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

OKTA is surging after its Q2 earnings beat and raised FY27 guidance, fueled by AI-driven demand for identity security as enterprises adopt AI agents. The stocktwits community is buzzing about the AI agent opportunity and strong backlog growth, with traders debating whether the 20% pop is justified or overextended.

We believe that there are significant, attractive investment opportunities that exist within industries that benefit from strong Environmental, Social and Governance (“ESG”) profiles. While investing in ESG covers a broad range of themes, we are focused on evaluating suitable targets that have existing environmental sustainability practices or that may benefit, both operationally and economically, from our management team’s commitment and expertise in executing such practices.

TMC the metals company Inc

Retail traders are buzzing about TMC's sharp breakout attempt and surging volume, with heavy focus on breaking the psychologically important $5 level. The community is trading with high conviction around anticipated government catalystsincluding permit progress, the Brownsville processing facility, and critical minerals fundingwhile framing the broader surge in rare earth and metals stocks as part of a sector-wide rotation. Bulls are calling this an institutional accumulation phase ahead of major announcements, dismissing bearish arguments as outdated.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

ANF is surging after a record Q2 beat with EPS boosted by a one-time tariff refund, a raised full-year outlook, and increased buybacks, triggering a massive short squeeze. The community is debating whether the move is fundamentally justified or overextended, with Jefferies raising its price target while bears call the stock overvalued.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Community chatter around NVTS is centered on the Claros acquisition, viewed as a strategic expansion of its AI power delivery portfolio that broadens its total addressable market. Sentiment is cautiously optimistic, framed by the broader AI infrastructure power bottleneck narrative and ongoing dilution concerns.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is drawing heavy options activity ahead of its Q3 earnings, with significant put sweeps and institutional hedging dominating the flow. Retail sentiment is split between value bulls banking on the AI PC cycle and traders bracing for a post-earnings drop amid concerns over memory costs and PC demand.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMC is trending as the market focuses on its strategic positioning in the co-packaged optics (CPO) race, a key next step for AI data center performance. Community discussions highlight TSMC's central role in the semiconductor supply chain, viewing its advanced manufacturing as critical to meeting AI-driven demand.

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