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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

Jensen Huangs admitted affair with a woman suspected by U.S. authorities of being a Chinese spyand Nvidias board investigationhas fueled concern about leadership, national-security scrutiny and potential fallout for the company. Traders are divided between fearing a prolonged selloff or Huangs departure and viewing the reaction as overblown, with many buying the dip on the view that Nvidias AI-chip business remains intact.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under pressure after its quarterly report showed an unexpected loss, margin compression and a reduced profit outlook, despite strong revenue growth; traders also point to a sequential subscriber decline. Some investors see the planned Peptides+ launch and Andrew Hubermans board role as potential growth drivers, while skeptics question whether those initiatives can offset profitability and execution concerns.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines earnings beat and higher revenue outlook were followed by a sharp selloff as traders focused on gross-margin compression, unchanged profit guidance, and debt concerns. The community is split between viewing the drop as an overreaction to a growing business and seeing margins and profitability as real risks.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly results and earnings call have traders weighing debt reduction, a share-repurchase authorization and a GPU-services contract against a revenue miss and the lack of larger AI data-center tenant leases. Some see the contract and balance-sheet moves as progress beyond Bitcoin mining, while skeptics question execution and remain concerned about the companys exposure to Bitcoins swings.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks quarterly results beat expectations and its next-quarter outlook was stronger, but the post-earnings surge quickly faded as traders focused on declining year-over-year revenue, temporary revenue tailwinds and managements cautious tone. Bulls point to the buyback authorization and potential short squeeze, while skeptics question whether the business has returned to sustainable growth and note that the company had not recently repurchased shares.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

GTA VIs approaching launch and managements report of exceptionally strong preorders are driving attention, with traders betting on blockbuster sales and a boost to Take-Twos business. Others argue the launch may already be priced in and point to weaker bookings and unchanged guidance, raising sell-the-news and recurring-revenue concerns.

Pepe (PEPE) is a cryptocurrency launched in 2023and operates on the Ethereum platform. Pepe has a current supply of 413,772,350,095,630.40630647. The last known price of Pepe is 0.00000511 USD and is up 0.93 over the last 24 hours. It is currently trading on 729 active market(s) with $552,678,948.79 traded over the last 24 hours. More information can be found at https://www.pepe.vip/.

Pepe

A volatile rebound and perceived resilience while broader crypto markets are weak are driving attention to PEPE. Bulls see renewed meme-coin momentum, while skeptics point to past rallies fading and question whether the move can hold.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Q3 results, marked by sharply higher revenue and raised full-year guidance, are driving attention and a sharp rally. Many traders welcome the commercial progress, while others question whether it can offset ongoing losses and cash needs, and warn that gains may not hold.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

SITC data from Candels PrTK05 prostate-cancer study showing immune activation and transient vector detection are being viewed by bullish traders as supportive of the planned BLA for aglatimagene. Others remain concerned about the filing timeline, manufacturing readiness, and managements transparency, while the share-price weakness has tempered enthusiasm.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics strong Q3 results and raised full-year revenue outlook, driven by continued BRIUMVI growth, are the main focus; traders also discussed a sharp earnings-related dip followed by a recovery. Attention is shifting to the anticipated subcutaneous BRIUMVI Phase 3 readout, while buyout and short-squeeze talk remains speculative.

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$SHAK shake shack is amazing and they have market differentiation with their quality.  Profit margins are reduced due to macro conditions. Shake shack is not going anywhere.

Massive buying the dip opportunity

Johann Knets

StockTwits for iOS

Shake Shack Inc - Ordinary Shares - Class A

 shake shack is amazing and they have market differentiation with their quality.  Profit margins are reduced due to macro conditions. Shake shack is not going anywhere.

Massive buying the dip opportunity

EckDaddy

@EckDaddy1 mind me asking what do you think is different about their burgers, fries and soft drinks than the other hamburger shops in the world?

 mind me asking what do you think is different about their burgers, fries and soft drinks than the other hamburger shops in the world?

George Parker

@EckDaddy1 GL 
https://www.gurufocus.com/news/8896846/shake-shack-inc-at-td-cowen-future-of-the-consumer-conference-transcript?utm_source=marketwatch&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=4bf001661e6fdd88d0cd7a5659ff9748&amp;mod=mw_quote_news

Jun 02, 2026 / 02:15PM GMTAndrew Charles - TD Cowen - Analyst Okay great. All right, we're gonna get started. So I'm Andrew Charles, I'm TD Cowen's restaurant a