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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 Q2 earnings report due after the bell is the key event, with Wall Street expecting ~$92B revenue; retailers are split between a beat-and-sell-off and a rally, amid rising competition from custom chips like OpenAI's Jalapeo that could pressure future growth.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares tumbled after fiscal 2027 revenue guidance fell short of expectations, with management admitting that high TurboTax pricing is driving quality DIY customers to cheaper alternatives. The market is expressing significant concern over the company's slowing growth pace and the potential for generative AI to disrupt its core tax and accounting business model.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending as reports of settlement talks in the teen social-media addiction trial are seen by traders as removing legal overhang, with retail sentiment flipping bullish on hopes the payout will be far below worst-case estimates.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

SMMT is surging on positive Phase 3 HARMONi results published in The Lancet Oncology, showing ivonescimab plus chemo nearly halves progression risk in EGFR-mutant NSCLC, while Chinas NMPA approval and an upcoming FDA decision (PDUFA Nov 14) fuel speculation. Community chatter is split between bullish insider buying (CEO added $1.46M) and bearish concerns about FDA OS requirements and a recent STAT article on worsening PFS benefit.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

CRML surged as the U.S. government's $1.55B rare-earth funding package fueled sector-wide optimism, with retail traders turning bullish on talk of a short squeeze and a 45M share cancellation. The broader critical-minerals rally, driven by policy support to cut China reliance, is pushing the stock higher.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is trending as traders position ahead of key PCE inflation data and Nvidia earnings, which could sway rate expectations and risk appetite. The Russell 2000 has been outperforming recently, but options flow shows heavy put buying for protection, reflecting a divided communitysome see small-cap strength continuing, while others anticipate a pullback amid mixed macro signals.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's is moving on its Q2 earnings report, where an EPS beat and raised full-year guidancebolstered by one-time tariff refundsclash with another drop in sales and a weak top-line forecast. The community is sharply split, with bulls framing the beat and buyback as a turning point while bears argue the profit gains mask deteriorating demand, fueling the stock's volatile reaction.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech is surging after a massive earnings beat and aggressive Q3 guidance, fueled by record-breaking data center (Signal Integrity) revenue and accelerating AI-driven demand, which has spurred multiple analyst price-target hikes. However, the community remains sharply divided on the stock's price actionbulls anticipate a short squeeze and further upside, while bears warn of a potential fade or pullback following the initial post-earnings pop, creating a high-stakes tug-of-war over the stock.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom's post-earnings selloff reflects a mixed reception: quarterly results topped estimates and AI-driven enterprise momentum impressed, but the lukewarm FY27 outlook has retail debating whether the Anthropic stake, buybacks, and analyst price-target hikes make the dip a buying opportunity.

Dick's Sporting Goods, Inc. engages in the retailing of an extensive assortment of authentic sports equipment, apparel, footwear, and accessories. It also offers its products both online and through mobile applications. The company was founded by Richard T. Stack in 1948 and is headquartered in Coraopolis, PA.

Dicks Sporting Goods, Inc.

DKS is trending after a record single-day plunge and wave of analyst downgrades tied to a weaker-than-expected quarterly report, with the Foot Locker acquisition and soft athletic footwear demand fueling debate over whether the selloff is an overreaction or a sign of deeper sector woes. Retail traders are split between dip-buying opportunities, short-squeeze hopes, and calls for more downside, while the weakness is also dragging down names like Nike.

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$ALB I never put much weight into JP Morgan’s negativity after Jamie Dimon’s “Economic Hurricane” failed to turn into a catagory 1 storm. We’ll find support at the 50 day and follow lithium prices, and lithium prices will sniff out a peak in rates and inflation. End of year, $200 🫡

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Albemarle Corp

 I never put much weight into JP Morgan’s negativity after Jamie Dimon’s “Economic Hurricane” failed to turn into a catagory 1 storm. We’ll find support at the 50 day and follow lithium prices, and lithium prices will sniff out a peak in rates and inflation. End of year, $200 🫡

@BPID but PT at 220$ / 250$ are staying. Lol