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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 earnings beat and guidance, along with an expanded Amazon GPU deal, have split the community: bulls cite accelerating AI demand while skeptics like Michael Burry argue the stock is overvalued, and the muted post-earnings reaction is fueling debate about whether the rally is sustainable.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as the community rallies around a powerful catalyst stack: a new Cisco partnership validating its rack-scale liquid-cooling tech, Nvidia's blowout earnings and accelerated AI infrastructure demand, and anticipation of a clean 10-K filing that could clear the remaining overhang. Bulls argue the stock remains deeply undervalued versus peers like Dell and HPE, fueling expectations of a short squeeze as the market reprices its growth trajectory.

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

Wendy's is trending after a Reuters report that Trian has dropped its takeover bid plans, sending shares sharply lower and sparking intense retail debatesome see a dip-buying opportunity or short-squeeze setup, while others expect further downside without the bid as a floor.

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 rallying around TMC's regulatory momentumparticularly the NOAA certification and public comment window for the USA-A applicationfueling a short-squeeze narrative as the stock pushes toward the psychologically key $5 level after months of selling pressure. The broader critical minerals sector is also gaining attention amid geopolitical supply chain concerns, with investors positioning for government funding and a potential multi-bagger re-rating.

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 ignited a sharp bullish reversal, with traders declaring the 'software-is-dead' narrative over and expecting a broader rotation into SaaS. The accelerating AI demand and confidence in enterprise software spending are the central catalysts, though a few caution that the surge may be overextended.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is trending as retail traders focus on the company's massive $13.7 billion GPU services contract and the mystery behind the unnamed cloud customer, with heavy speculation about a short squeeze given record short interest, while the stock experiences volatility after its recent surge.

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 a strong quarterly earnings beat and raised full-year guidance, driven by AI-powered cybersecurity demand and record new subscription additions, sparking debate over whether the rally is justified or if the valuation is too rich. The move is part of a broader software rotation, with traders comparing it to other AI names like Salesforce and Okta, though some call the market reaction overdone.

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 ripping after beating Q2 estimates and raising its FY27 revenue outlook, fueled by a surge in AI-agent-driven cybersecurity demand. Traders are buzzing about the ~20% after-hours pop and positioning for further upside as the identity-security narrative gains momentum.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Nvidia's blowout earnings and bullish guidance are fueling a tech rally that's lifting QQQ futures, but traders are split on whether it's a real breakout or another headfake in a market they call manipulated, with recurring 'V-shape' reversals and geopolitical headlines like the Iran tanker attack adding to the volatility.

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 trending as post-earnings trading shows a sharp divergence between the company's beat and raised outlook versus market disappointment over guidance and margin concerns. Traders are actively debating the drop, citing temporary memory chip costs, tariff refunds, and soft PC shipment volumes as overblown fears against a compelling valuation and dividend yield.

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Lilium N.V - Ordinary Shares - Class A

Daniel

@DoubleEagle12 I&#39;ve been laughing for months about the fairy tales that have been told here. In Europe, AI is now being used to hunt down manipulation in stock market forums.

 I've been laughing for months about the fairy tales that have been told here. In Europe, AI is now being used to hunt down manipulation in stock market forums.

Warchipper I

@Warchipper You’re still posting about this?  
 
It’s dead. We lost our money, move along.

 You’re still posting about this?  
 
It’s dead. We lost our money, move along.