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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 shares are trending as retail investors react to a blowout quarterly earnings report, aggressive forward guidance for the upcoming fiscal year, and reports of a major acquisition to expand its open-source AI ecosystem.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is gaining momentum as investors rally behind major quantum contracts, government initiatives, and international partnerships.

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 shares plunged following reports that Trian Fund Management is stepping back from takeover plans, while retail traders argue the sell-off sets up a potential short squeeze.

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 shares surged after a strong second-quarter earnings beat and an expanded partnership with Anthropic, sparking community discussion that enterprise AI is successfully monetizing software rather than destroying it.

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 shares rallied after posting a record quarter, beating top-line estimates and raising full-year guidance as demand for AI security accelerates. Retail sentiment surged to extremely bullish territory, with investors actively discussing how cybersecurity and software are becoming the next beneficiaries of enterprise AI adoption.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is under pressure as its wider-than-expected quarterly loss and soft full-year outlook contrast with bullish retail discussions about potential short squeezes and a long-term turnaround.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is surging past major resistance levels on strong network activity and spot ETF inflows, sparking heavy discussion among traders watching for a sustained breakout.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

Hyperliquid Strategies is rallying amid excitement over a major institutional stake disclosure, a regulatory push for US market entry, and surging token prices.

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 shares surged after reporting robust earnings and an improved outlook, driven by surging corporate demand for identity management solutions amid the AI infrastructure expansion.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Revolution Medicines is seeing high retail and institutional attention following the FDA's authorization of early access for its groundbreaking pancreatic cancer drug, daraxonrasib.

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$SLS$GSK $NUVL BO can happens anytime given GPS overwhelming Breakthrough CURATIVE Data:
Ex: GSK closed the Nuvalent, Inc. acquisition on 15th July. Jideytro had FDA approval days later.
That timing isn&#39;t a credit to fast integration; it&#39;s a feature of how these deals actually work that doesn&#39;t get discussed enough: the regulatory clock doesn&#39;t reset on a change of ownership.
The ARROS-1 data was already filed. The review was already running. GSK wasn&#39;t buying a bet on whether the science would work, Nuvalent had already derisked that. It was buying a position in an outcome that was, by closing, close to locked in.
That&#39;s a meaningfully different logic than the one usually applied to biotech M&amp;A. Buying pre-Phase Ill is a science bet.
Buying at this stage is a timing and distribution bet, the value is in being the company selling the drug the day it clears, not in the probability that it clears at all.
Here we are waiting for data but big pharma due to patent cliff has other plans. ✌️❤️‍🩹🙏

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$SLS Part 2. Big Pharmaceuticals Patent cliffs has led to more deals in the first half than entire 2025.
👇 ✌️🙏❤️‍🩹

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SELLAS Life Sciences Group Inc

Nuvalent Inc - Ordinary Shares - Class A

 BO can happens anytime given GPS overwhelming Breakthrough CURATIVE Data:
Ex: GSK closed the Nuvalent, Inc. acquisition on 15th July. Jideytro had FDA approval days later.
That timing isn't a credit to fast integration; it's a feature of how these deals actually work that doesn't get discussed enough: the regulatory clock doesn't reset on a change of ownership.
The ARROS-1 data was already filed. The review was already running. GSK wasn't buying a bet on whether the science would work, Nuvalent had already derisked that. It was buying a position in an outcome that was, by closing, close to locked in.
That's a meaningfully different logic than the one usually applied to biotech M&A. Buying pre-Phase Ill is a science bet.
Buying at this stage is a timing and distribution bet, the value is in being the company selling the drug the day it clears, not in the probability that it clears at all.
Here we are waiting for data but big pharma due to patent cliff has other plans. ✌️❤️‍🩹🙏