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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 earnings are the market's main event, with traders bracing for a potential beat-and-sell-off given the stock's recent slide and historical post-earnings dips. Sentiment is sharply divided, mixing bullish hopes for a surge with bearish warnings of an AI bubble, making this a high-stakes test for the entire sector.

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 massive post-earnings beat-and-raise, with a record Q2 and strong full-year guidance sparking a fierce debate. Bulls are calling it a short squeeze with more upside, while bears dismiss the move as a pump-and-dump inflated by a one-time tariff refund and flag concerns about unsustainable momentum.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending on a $17B settlement with state attorneys general over teen social media addiction, which removes a massive legal overhang and fuels bullish retail sentimentmany traders see the fine as far less than feared and view the news as a catalyst toward $600+.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

Space investors are reacting to SpaceX's Falcon 9 wind-down and its implications for launch capacity across the sector, with ASTS traders also funneling frustration over satellite shipment delays and questioning management's credibility. The broader space complex remains pressured by macro-driven correlation selling, while catalysts like the Japan J-LEO award and FCC spectrum testing are being weighed against execution risks.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike's slide deepened after weak Dick's Sporting Goods results triggered a Truist downgrade questioning the turnaround, though retail traders are aggressively disputing that analyst's credibility and splitting between calling this a capitulation bottom versus predicting further downside amid a broader athletic footwear demand slump.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

INTU is plunging after Q4 earnings beat but weak FY27 guidance sparked analyst downgrades and AI disruption fears, with retail traders split between dip-buying and shorting the volatile post-earnings action.

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.

DJT is surging in social chatter amid escalating U.S.-Canada trade tensions and Trump's tariff threats, with traders parsing the political fallout while some bullish voices point to revenue growth and key $10.55 resistance. The stream is dominated by bitter partisan debate over Trump's policies, including the Iran standoff and alleged distractions, as retail sentiment remains sharply divided.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is down sharply as traders react to Meta's massive child-safety settlement, fueling fears that Snap's own legal overhangincluding ongoing addiction lawsuits and insider sellingcould lead to similar financial pain. The chatter is split between those calling the drop an overreaction and a buying opportunity ahead of the Specs launch, and those who see it as confirmation of the stock's structural problems.

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 ($QBTS) is trending as traders buzz over the CFO's retirement announcement, with a replacement already named, while the community remains sharply divided on valuationbulls citing surging bookings and a long-term adoption thesis versus bears pointing to the Q2 revenue miss and lofty market cap. Broader quantum sector sentiment, especially relative performance against peers like $IONQ and $RGTI, continues to drive daily swings and speculative trading activity.

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 a hot topic as traders debate the market's tepid reaction to a massive $131B F-15 contract and a strategic deal to sell Wisk Aero, SkyGrid, and Insitu to Archer Aviation for a ~20% stake. The community is sharply split; bulls see these as undervalued catalysts for a long-term recovery, while bears argue the stock's failure to rally confirms deep-seated issues with execution and delivery.

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$NKE industry wide discounting is the problem. Everyone is taking a beating because of it. $LULU $ONON $ADDYY $DECK . Just agree with each other not to destroy each other via discounting. In the end, the companies that survive such a self inflicted wound are the big ones like Nike and Adidas.

Miguel

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Lululemon Athletica Inc

On Holding AG

Adidas

Deckers Outdoor Corp.

 industry wide discounting is the problem. Everyone is taking a beating because of it. 

 . Just agree with each other not to destroy each other via discounting. In the end, the companies that survive such a self inflicted wound are the big ones like Nike and Adidas.

Toby S

JOSEPH SAPRANO

@So_quiet_it_is_loud at least Nike and adidas make products.  $DKS is directly competing with the whole internet; plus it has to pay retail rent

Dicks Sporting Goods, Inc.

 at least Nike and adidas make products.  

 is directly competing with the whole internet; plus it has to pay retail rent