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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

NVDA is trending after its earnings crush and 70% FY28 growth outlook, with retail turning extremely bullish on the AWS GPU expansion deal, while bulls debate bears over circular financing concerns.

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 the center of intense retail debate after a Reuters report revealed Trian Partners has no plans to make a take-private bid, triggering an after-hours plunge that traders are now calling a manipulated shakeout designed to trigger stop losses and reset the stage for a potential short squeeze, with bulls and bears locked in a heated war over whether the buyout thesis is dead or simply delayed.

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 is surging after crushing earnings, raising full-year guidance, and unveiling a deeper Anthropic partnership with ClaudeForce, which has flipped retail sentiment to bullish as traders see the software sector rebounding from the 'SaaSpocalypse' narrative.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending on a wave of AI-infrastructure enthusiasm tied to its Supermicro collaboration within the Nvidia Secure AI Factory, which traders see as a major catalyst for networking and rack-scale demand. However, sentiment is split as retail investors express frustration over price stagnation and post-earnings volatility, even while bullish voices point to long-term AI upside and heavy institutional accumulation.

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 and sharply raised full-year guidance, but the community is split, with some pointing to a short squeeze and others arguing the one-time tariff refund masks underlying weakness and predicting a pullback.

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 is trending on renewed bullishness surrounding its upcoming September announcements and a surge of institutional 13F filings, including Renaissance Technologies, while NVIDIA's strong earnings lifted the broader AI-photonics sector. The community sees the optical interposer story as undervalued with backlog and licensing potential, though short-seller pressure and volatility remain points of debate.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is drawing heavy attention after announcing a planned acquisition of Claros to complete its grid-to-xPU power delivery chain and double its 2030 addressable market in AI data center infrastructure. Community chatter is split between bullish investors framing the deal as a strategic expansion tied to NVIDIA's power bottleneck narrative and skeptics flagging ongoing dilution concerns and prior patent litigation.

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

TMC is surging on heavy volume and bullish sentiment as it pushes toward the psychologically key $5 level, with traders highlighting technical breakouts, institutional accumulation, and a potential gamma squeeze. The broader critical minerals sector is rallying on U.S. government funding momentum and geopolitical supply concerns, fueling expectations that long-awaited catalysts like permits and contracts are nearing.

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-hours on a Q2 earnings beat and raised full-year guidance, with CEO comments framing AI agents as a major growth catalyst for identity security. Traders are locked in a heated debate over whether the rally is justified or a 'pump,' while peers like CRM and CRWD also popped on strong results, reinforcing the sector's AI-driven momentum.

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 surged after a blowout Q2 that beat estimates and lifted full-year guidance, with retail sentiment turning extremely bullish on the AI security narrative  the idea that AI adoption is creating more attack surfaces, not less. The beat, coming alongside strong prints from $CRM and $OKTA, is fueling a broader software/cybersecurity rotation as traders debate whether the rich valuation justifies the accelerating ARR growth.

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