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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 earningsa double beat on revenue and EPS with strong Q3 guidancehave sparked intense retail debate as shares initially dropped despite the numbers, fueling recurring 'sell the news' frustration and speculation over a possible bear trap or manipulation ahead of CEO Jensen Huang's call. Community chatter centers on the classic post-earnings paradox, with many bulls calling the dip a shakeout while bears cite overvaluation and slowing QoQ growth.

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 trending as its Q2 earnings beat on EPS and revenue, with AI/Agentforce momentum and raised guidance fueling bullish sentiment, though traders remain divided on valuation and the broader AI-driven software disruption narrative.

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

All eyes are on CrowdStrike's upcoming earnings, with the community sharply divided between bullish AI-security optimism and bearish warnings on valuation, heavy insider selling, and aggressive stock-based comp. The broader cybersecurity and AI trade is in the spotlight, but CRWD's recent underperformance versus key peers like PANW adds an extra layer of tension to an already high-stakes report.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media stock is trending amid heated social media debate over Trump's escalating trade war with Canada and his broader economic policies, with traders and political commentators clashing on the stock's outlook. The small price uptick is secondary to the intense political discourse dominating the conversation around DJT.

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 trending after its earnings beat and raised outlook, with analysts boosting price targets and the acquisition of Permiso Security strengthening its AI identity security narrative. The community is focused on the growing demand for securing AI agents, fueling bullish sentiment.

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 on a record Q2 earnings beat, raised full-year guidance, and an increased buyback plan, triggering a massive short squeeze. The community is split between treating the move as a genuine re-rating or a temporary squeeze fueled by a one-time tariff refund, with heavy debate over whether the stock's momentum can hold.

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

D-Wave Quantum is under heavy fire as the CFO's retirement announcement triggers a sharp selloff and intense debate, with bulls calling it an overreaction and bears pointing to it as another red flag for the unprofitable company. The stock is a focal point of broader quantum-sector chatter, with traders also eyeing Nvidia's upcoming earnings as a potential catalyst for the group.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPT is trending as retail traders view the dramatic collapse of DMD competitor Capricor (CAPR), whose FDA briefing documents were released before an AdCom vote, as a direct positive catalyst for Sarepta's Elevidys franchise. The community is also reacting to the appointment of new CEO Michael Severino, which traders see as fresh leadership and a potential setup for a stock recovery.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

BHVN soars as retail cheers the SK Biopharmaceuticals licensing deal for its epilepsy drug, which injects $400M upfront without dilution and shifts focus to upcoming obesity and degrader catalysts.

Everpure, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.

Everpure Inc. - Ordinary Shares - Class A

Everpure Inc

Everpure ($P) is surging to record highs as traders and analysts highlight a second top-five hyperscaler design win and a potential Oracle partnership, with upgrades driving intense call activity and bullish speculation about S&P 500 inclusion, though some caution that the move is overbought and unsustainable heading into earnings.

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$NVDA  $INTU $ZM $APP $BTC.X Good morning, today&#39;s podcast is below. Tune in for the Nvidia earnings live stream later today. https://youtu.be/RVIY8orIEXA?si=BtdYUmEOXnDcRzxE

Nvidia reports tonight and I'm planning to live stream the call so we can go through it together. What I want to hear is a catalyst for 2027 and 2028, some sense of where the next super cycle comes from once the hyperscalers own all the chips they need for this one.

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NVIDIA Already Won. So What's the Catalyst for 2027?

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Intuit Inc

Zoom Communications Inc. - Ordinary Shares - Class A

Applovin Corp

Bitcoin is trending as it consolidates near the key $80,000 level, with traders focused on $6.4 billion in options expiring Friday and strong ETF inflows, while debate continues over the CLARITY Act's potential impact on crypto adoption.

 Good morning, today's podcast is below. Tune in for the Nvidia earnings live stream later today. 