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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

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 (WEN) is under pressure after a Reuters report indicated Nelson Peltz's Trian Fund Management has abandoned its take-private bid, causing an overnight drop. However, the retail community on Stocktwits is polarized, with many traders framing the drop as a manipulation tactic and buying the dip in anticipation of a massive short squeeze, while others see it as confirmation of a failed meme-stock rally.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is climbing in after-hours trading as Nvidia's blowout earnings and a 70% FY28 revenue growth forecast ease fears over AI buildout costs, fueling a broad tech rally. Retail sentiment remains mixed, with traders weighing this optimism against persistent inflation and bond market concerns, while many view the move as a potential bull trap.

Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

KURA is surging as CEO Troy Wilson's second major open-market buy in a week reinforces confidence, following the strong KOMZIFTI launch and positioning the stock ahead of key AML data catalysts. The community is locking onto the insider buying as a high-conviction signal, with many viewing the recent pullback as a prime entry before potential buyout interest heats up.

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 Q2 earnings, raising its full-year outlook, and announcing an expanded AI partnership with Anthropic through Claudeforce. Retail traders on Stocktwits are celebrating a 'narrative-shifting' report that they believe ends the 'SaaSpocalypse' and signals software's comeback in the AI trade.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Traders are focused on Nvidia's earnings as the key sector catalyst, while the lingering Citadel/Situational Awareness liquidation overhang is cited as the main driver of recent volatility. The conversation reflects a split between frustration over the price action and conviction in the company's $36B backlog and the broader AI infrastructure demand story.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is the focal point of after-hours trading as Nvidia's blowout earnings and strong growth forecast fuel a rally, but traders are split on whether the AI trade can hold momentum amid skepticism about overvaluation, market manipulation, and geopolitical risks.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Traders are hammering GOOG, calling it a 'POS' and predicting a slide toward $300 despite NVDAs blowout earnings, which they view as a negative catalyst for hyperscaler margins. The dip is largely tied to fears over AI capex and debt, though some see Buffetts massive stake as a long-term floor.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

**Lululemon ($LULU) is in the spotlight today, driven by a convergence of high-profile investor moves, sector-wide retail panic, and a complex tariff situation.** The stock is down 1.7% to $116.98, with trading volume surging as the community wrestles with conflicting narratives.

**Whats Driving the Conversation:**

- **The Michael Burry Factor:** The dominant topic is Michael Burry's recent 13F filing, which revealed he significantly *increased* his long position in LULU at around $115, making it a 

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is under pressure as retail sentiment turns extremely bearish, with traders frustrated by persistent downside and sideways action despite the broader AI narrative staying strong. The immediate focus is on reports that China's Moonshot AI is in early revenue-sharing talks with Google Cloud over hosting its Kimi K3 model, a deal that could open new AI monetization avenues but also carries geopolitical risk. Community chatter highlights GOOGL's perceived underperformance versus Nvidia's explosive growth and questions the payoff from massive AI infrastructure spending, though some see the current valuation as a buying opportunity.

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$AAON needs a big announcement. Divided won’t move the needle much. Would love to see some government contracts. For reference just compare this to $CARR and you will see similar financial numbers respectively to each company’s market cap.

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AAON Inc.

Carrier Global Corp

 needs a big announcement. Divided won’t move the needle much. Would love to see some government contracts. For reference just compare this to 

 and you will see similar financial numbers respectively to each company’s market cap.