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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 is experiencing a significant surge as investors cheer reports that the U.S. government has approved the sale of advanced H200 AI chips to major Chinese tech firms, effectively reopening a key revenue channel. The community is actively debating the stock's massive market valuation and geopolitical implications, with many traders leaning into a bullish momentum play leading up to next week's earnings.

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

Boeing is trending as investors react to a new deal for 200 jets from China, with the community actively debating whether the order size meets market expectations or represents a significant positive catalyst. Many traders are focused on the stock's volatility and the influence of geopolitical discussions between the U.S. and China on long-term production and order backlogs.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is rallying as a massive earnings beat and upward revenue guidance reinforce its status as a core infrastructure player in the AI semiconductor supercycle. The community is actively debating the company's long-term growth potential and durability of AI-driven capital expenditure, while traders closely monitor its role in enabling leading-edge logic, memory, and advanced packaging technologies.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors weigh the impending acquisition of Northern Data and its significant AI infrastructure assets against an upcoming earnings release. The community remains highly focused on the potential for a short squeeze, driven by high short interest and the company's shift toward becoming a sovereign AI and cloud compute powerhouse.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini Space Station is rallying following a $100M strategic investment from the Winklevoss Capital Fund and better-than-expected quarterly earnings. Investors and the community are actively debating the stock's massive short squeeze potential, fueled by high short interest and renewed optimism regarding the broader crypto ecosystem's regulatory tailwinds.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is capturing investor attention as it progresses through FAA certification phases while maintaining a significant cash runway to support its commercialization timeline. The community is actively debating the company's competitive standing, focusing on its strategic partnerships with major aerospace and technology firms, and closely tracking management's progress toward achieving key piloted flight milestones.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending as investors monitor Senate Banking Committee developments on the Clarity Act, which could serve as a pivotal regulatory catalyst for stablecoin infrastructure. The community is actively debating the stock's volatility and its price correlation with broader crypto assets like Coinbase, while many traders track institutional adoption and potential earnings catalysts.

Elicio Therapeutics, Inc. is a clinical-stage biotechnology company, which engages in the development of cancer immunotherapies. It focuses on its Amphiphile platform for trafficking lymph nodes. The company was founded by Darrell Irvine in August 2011 and is headquartered in Boston, MA.

Elicio Therapeutics Inc.

Elicio Therapeutics Inc

Elicio Therapeutics is trending as investors focus on the company's proprietary AMP technology and upcoming data readouts for its lead cancer vaccine candidate, ELI-002, which targets KRAS-driven tumors. The community is actively debating the company's long-term potential as an acquisition target versus the risks associated with the clinical-stage biotech's capital requirements and the potential for future share dilution.

Telcoin is a multi-national fintech company  integrating blockchain technology, telecommunications, and digital banking to revolutionize global finance. It aims to provide borderless, instant, and affordable financial services to mobile phone users worldwide. Telcoin offers the Telcoin Wallet, a multi-signature DeFi wallet supporting more than 100 digital assets and remittances to eWallets and bank accounts globally. Telcoin is regulated as a Virtual Asset Service Provider in the EU (Lithuania) and Argentina, a Major Payment Institution in Singapore, and a Money Services Business in the US, Canada, and Australia.   Telcoin is designed to complement telecom, mobile money, and e-wallet partners globally with both traditional fiat and blockchain transaction rails that underpin our fast and affordable digital financial service offerings. Telcoin combines the best parts of the burgeoning DeFi ecosystem with our compliance-focused approach to each market, ensuring that the company takes on a fraction of traditional financial counterparty, execution, and custody risks.  The Telcoin Association is a Swiss non-profit organization domiciled in Lugano, Switzerland and is governed by a decentralized group of Miner Councils that run the various aspects of the Telcoin Platform, including the management of the Telcoin (TEL) token. Read more about the Telcoin Association [here](https://www.telcoin.org).

Telcoin

Telcoin is generating significant community buzz as investors rally around its regulatory milestone of securing a U.S. Digital Asset Bank charter. Enthusiasts are actively discussing the potential for eUSD to bridge traditional finance and blockchain, with many viewing the current price as a key accumulation opportunity ahead of anticipated network scaling.

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 Technologies is rallying behind a new strategic partnership with Lumilens, which includes a significant initial purchase order and a multi-year framework that has sparked intense retail and institutional buying. The community is actively debating the stock's massive volatility, weighing the impact of performance-based warrants and revenue potential against concerns over share dilution and the company's past contract setbacks.

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Nifty 50

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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$GOOGL $AMZN $NVDA $SPY When does this end? 
 
 Watch out for 2 scenarios :  
 
1. Mediation shifts to an actual neutral country - Switzerland, for example. 
2. Actual escalation, not played down by &#39;love tap&#39; language extending a dead ceasefire.  
 
This is when the rally will start unraveling.

$GOOGL $AMZN $NVDA $SPY This is my strongest theory on the V-shape rally starting from March 30th.  
 
I can&#39;t prove it, but :  
 
1. Timeline on pakistan entering as mediator aligns (March 23rd) 
2. Shady Countries visiting US, blackmailing US and issuing unprovoked statements to guarantee Pakistan as mediator while saying nothing about either Warring party (They&#39;re likely not aware how shady this sounds to an outsider,  since they&#39;re operating neck deep within the scam).  
3. Pakistan has released ONLY POSITIVE statements - 16/16 (including the latest &quot;breathrough sooner rather than later&quot; which resulted in Trump&#39;s &quot;threw it in the garbage&quot; result). 
 
This will get ugly once the &#39;mediation&#39; channel closes or switches to a more scrupulous nation like Switzerland (None of the islamic nations count - Specially not Turkey, Qatar, Saudi, Oman or even China)

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John Doe

$GOOGL $AMZN $NVDA $SPY Finally, this rally needs :  
 
1. Sustained Ambiguity - War neither resolved not escalated. 
2. Corrupt node with Privileged information  - Pakistan, Turkey, Saudi, Qatar, Egypt, China 
3. Principals capable of extracting value - Sovereign wealth funds from China, Turkey, Qatar, Saudi

 When does this end? 
 
 Watch out for 2 scenarios :  
 
1. Mediation shifts to an actual neutral country - Switzerland, for example. 
2. Actual escalation, not played down by 'love tap' language extending a dead ceasefire.  
 
This is when the rally will start unraveling.