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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

Wendys prolonged decline and doubts about a turnaround dominate discussion, with traders citing weak traffic, falling earnings, franchisee distress and the dividend cut. Bulls point to potential operational improvements, while buyout and short-squeeze hopes around Nelson Peltz and Trian remain speculative.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods quarterly results triggered a selloff as revenue and earnings fell short of expectations, while weaker crypto activity and profit pressure overshadowed record revenue and growth in prediction markets, options and customer assets. Traders are split between calling the decline an overreaction and buying opportunity, and expecting further weakness because of slowing crypto revenue, valuation concerns and softer profitability.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynixs record quarterly results, AI-driven demand for HBM and DRAM, and shareholder-return plan are driving attention; traders point to production committed through 2029 and expected shortages extending into 2030. Bulls see signs of a durable AI-memory growth cycle, while skeptics warn memory remains cyclical and some investors question the muted share-price reaction.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings quarterly results and outlook disappointed investors, with the 737 production ramp taking longer than expected and cash-flow improvement pushed further out, driving a steep selloff. Traders are criticizing management and questioning the turnaround, while others see the drop as overdone and point to Boeings large backlog and defense business.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertivs quarterly results beat expectations and the company raised its full-year outlook, citing strong data-center demand and sharply higher orders, fueling a rally in shares. Traders largely welcomed the report as evidence that AI infrastructure spending remains robust, though some cautioned against chasing the gap and noted valuation and volatility risks.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases quarterly results missed expectations and its weaker fourth-quarter outlook, reflecting soft residential solar demand amid elevated interest rates and expiring tax incentives, have fueled a sharp selloff. Most traders are bearish on near-term prospects, while some see dip-buying potential and point to the IQ solid-state transformers data-center opportunity as a longer-term, still-distant catalyst.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics Q3 report and weaker-than-expected outlook are the dominant focus: management cut its full-year forecast again after a cyberattack disrupted operations and projected a Q4 sales decline. Traders debate whether the weakness is mainly a temporary cyberattack hangover or a deeper slowdown, with frustrated sellers countered by some who see the selloff as a buying opportunity.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernovas quarterly results beat expectations and the company raised its outlook, with traders pointing to strong orders and demand for power and grid equipment tied partly to data-center growth. The reaction is broadly positive, but some question whether the Trench Group acquisition is worth its high price and how it will be financed.

Jersey Mike's Subs, Inc. engages in franchising fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company was founded by Peter Cancro in 1956 and is headquartered in Tinton Falls, NJ.

Jersey Mike`s Subs Inc. - Ordinary Shares - Class A

Jersey Mikes earnings drew attention after traders cited better-than-expected results and growth guidance, yet the stock remained under pressure. The debate pits optimism about store expansion and the franchise model against concerns over valuation, debt, and the IPOs insider share sales.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure triggered a sharp selloff, with traders debating whether the leadership change signals deeper financial concerns or is an overreaction. The company said the departure involved no disagreement over operations or finances and indicated fiscal Q1 revenue and adjusted EBITDA would exceed the high end of guidance, prompting some dip-buying while others remained wary of managements communication.

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$NBIS The biggest risks to being long here are the invention of chips better than NVDA&#39;s and oversupply of compute, and neither of those look remotely close to happening.

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 The biggest risks to being long here are the invention of chips better than NVDA's and oversupply of compute, and neither of those look remotely close to happening.

Kernel Bomb

@Kernel_Bomb And there’s no oversupply of energy for data centers either. I’m going to take a closer look at the electricity providers, many of them have pulled back recently and are sitting right on support levels.

 And there’s no oversupply of energy for data centers either. I’m going to take a closer look at the electricity providers, many of them have pulled back recently and are sitting right on support levels.

@Bommel1 FRVO might be good, they&#39;re a geothermal company

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 FRVO might be good, they're a geothermal company