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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

NVDA is trending after its earnings crush and 70% FY28 growth outlook, with retail turning extremely bullish on the AWS GPU expansion deal, while bulls debate bears over circular financing concerns.

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

The selloff follows a Reuters report that Trian had no plans to make a bid, fueling accusations of market manipulation and a split between retail traders betting on a short squeeze and bears calling the move a long-overdue correction.

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 (CRM) surged after delivering a strong earnings beat, raising guidance, and expanding its AI partnership with Anthropic via Claudeforce. Retail sentiment turned bullish as traders view it as validation of the software sector's resilience against AI disruption, sparking broader software rotation talk.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending on a wave of AI-infrastructure enthusiasm tied to its Supermicro collaboration within the Nvidia Secure AI Factory, which traders see as a major catalyst for networking and rack-scale demand. However, sentiment is split as retail investors express frustration over price stagnation and post-earnings volatility, even while bullish voices point to long-term AI upside and heavy institutional accumulation.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is trending on renewed bullishness surrounding its upcoming September announcements and a surge of institutional 13F filings, including Renaissance Technologies, while NVIDIA's strong earnings lifted the broader AI-photonics sector. The community sees the optical interposer story as undervalued with backlog and licensing potential, though short-seller pressure and volatility remain points of debate.

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 fiscal Q2 earnings beat and raised full-year guidance, with the company highlighting booming demand for AI agent security as a key growth driver. Community chatter is overwhelmingly bullish on the post-earnings pop and the broader AI cybersecurity theme.

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

Navitas Semiconductor is drawing heavy attention after announcing a planned acquisition of Claros to complete its grid-to-xPU power delivery chain and double its 2030 addressable market in AI data center infrastructure. Community chatter is split between bullish investors framing the deal as a strategic expansion tied to NVIDIA's power bottleneck narrative and skeptics flagging ongoing dilution concerns and prior patent litigation.

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

TMC is surging as traders pile in ahead of what they see as a pivotal regulatory window, with the recent NOAA application milestone and anticipated government funding deals fueling a breakout above the key $5 psychological level. The stocktwits crowd is overwhelmingly bullish, framing the move as the start of a major squeeze against shorts and pointing to sector-wide momentum in critical minerals as macro tailwinds align.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is drawing attention for its expansion into Medicare Advantage plans through a partnership with SCAN Group, a move seen as deepening its membership moat and creating new revenue streams beyond retail. The community is also focused on upcoming catalysts like August sales data and Q4 earnings, which could test the stock's premium valuation.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is surging as the retail trading community rallies around the company's legal momentum, highlighted by the recent Samsung settlement and upcoming court dates involving Micron, with many believing a major short squeeze and additional licensing deals are imminent. The stock's strong performance is also being tied to the broader AI memory shortage narrative following Nvidia's earnings, amplifying investor conviction that Netlist holds the key patents needed by the industry.

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