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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 earnings beat and raised guidance, yet the stock slid as investors focused on a slightly lighter-than-expected gross margin forecast and broader concerns about the durability of AI spending. Retail sentiment on Stocktwits remains heated, with bulls calling the selloff manipulation and bears pointing to margin guidance and circular financing worries.

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 strong quarterly results and raised outlook, along with a new Anthropic partnership, are fueling a sharp post-earnings rally as traders call an end to the 'SaaS is dead' narrative and bet on AI-driven software demand.

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's post-earnings surge is dominating discussions, fueled by a strong beat-and-raise quarter highlighted by record net new ARR and accelerated Falcon Flex growth, which has ignited a fierce debate between bulls celebrating the AI-security momentum and skeptics questioning the sustainability of its rich valuation. The buzz is amplified by the broader AI-cybersecurity narrative, with traders closely watching the stock's ability to hold gains and the potential ripple effects across the sector.

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 strong FY27 guidance, with traders buzzing over the AI identity security narrative and takeover speculation involving Palo Alto Networks. The move is lifting the entire cybersecurity complex as investors rotate back into software names on the back of the beat.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is in focus after beating Q4 estimates but issuing cautious guidance, with traders weighing Nvidia's $2B investment and AI-driven EDA growth against worrying China share losses and fears that open-source AI could disrupt design tools.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

MRVL is surging as traders position ahead of its earnings, riding the wave of Nvidia's AI momentum and a landmark Google custom-silicon deal that has Wall Street boosting price targets and fueling intense bullish speculation on the stock.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

All eyes are on SMH as the AI trade's bellwether, Nvidia, prepares to report earnings, with the sector's recent pullback from highs fueling intense debate on whether a post-earnings bounce or further downside lies ahead. Community chatter is focused on key technical support and the AI trade's growing divergence from the broader market.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

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 massive Q2 earnings beat, record sales, and a raised full-year outlook, but the Street is focused on the resulting short squeeze versus the one-time tariff refund boost, with retail traders split on whether the rally is sustainable as the apparel sector remains under pressure.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

$AVGO is trending as a battleground stock, with bulls citing the massive $60B+ AI chip debt financing for Anthropic and OpenAI's new Jalapeo chip as proof of exploding demand, while bears fixate on rising debt, the Marvell/Google deal, and the stock's prolonged slide. The community is sharply divided over whether this is a capitulation bottom or a warning sign ahead of earnings.

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$CTEV CEO purchased additional shares on the dip:

https://www.sec.gov/Archives/edgar/data/1793229/000184140926000007/xslF345X06/wk-form4_1779221252.xml

Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 4 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C.