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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 is surging after a blockbuster earnings report that crushed estimates and signaled explosive AI demand, sparking a wave of analyst price-target hikes and a broad chip-sector rally. The community is buzzing over the reported Hugging Face acquisition and Michael Burry's bullish hedge, while pushing back against concerns over potential US-China trade tensions and circular financing risks.

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

CSIQ is trending due to a sharp post-earnings debate: the Q2 loss and revenue miss are fueling bearish sentiment, while bulls pivot to the storage unit's strong growth and upcoming catalysts like 45X tax credits and U.S. manufacturing ramp.

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 a blowout Q2 earnings report and raised guidance, with the CEO declaring the 'SaaSpocalypse' narrative dead as AI drives demand. Retail sentiment is extremely bullish, with traders fueling the rally following the company's expanded AI partnership with Anthropic.

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

CRWD is catching a strong bid after delivering a quarterly beat and lifting its full-year outlook, with management framing AI-driven security demand as the largest market opportunity in the company's history and calling it the best quarter ever. A wave of analyst price-target hikes and an extremely bullish retail shift are fueling debate over whether the accelerated growth justifies the stock's premium valuation, especially as peers in the cybersecurity and AI-software complex also rip higher.

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 blowout Q2 earnings beat and raised full-year outlook, sparking a massive short squeeze and intense debate on whether the rally is sustainable or overextended. The community is split between bullish momentum traders and bears citing tariff refunds as a one-time boost.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is trending after its FQ3 earnings beat and raised guidance, but the market's reaction has been dividedbulls cite AI PC momentum and a solid dividend, while bears flag reliance on one-time tariff refunds and rising memory costs that squeeze margins. A BofA analyst's maintained sell rating despite a raised price target adds to the debate.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine is trending as retail sentiment stays extremely bullish on Tom Lee's aggressive ETH accumulation strategyincluding a reported $48.89M purchasewhile traders echo his 'ETH is inevitable' thesis and debate whether the stock's leverage justifies chasing it. The fervor is split between conviction in the Ethereum-treasury play as a superior alternative to Bitcoin proxies and warnings of overbought conditions and dilution risk.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech is surging after its strong Q2 earnings beat and raised Q3 guidance, with analysts like Morgan Stanley and Roth Capital boosting price targets on the back of accelerating AI data center demand and 160%+ YoY growth in that segment. The community is overwhelmingly bullish, with traders calling for a short squeeze and pointing to heavy call flow and record volume, though some caution that the stock's rapid run-up could invite a post-earnings pullback.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail traders focus on its AI infrastructure partnerships with NVIDIA and Nscale, viewing the company as a key player in the AI-RAN and data center buildout. The community is also buzzing about speculation regarding potential U.S. government investment and Nokia's complete exit from China, which is seen as a bullish national security angle.

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

Retail sentiment on TMC is intensely bullish, with the community laser-focused on an expected series of catalysts including regulatory milestones, potential government funding for the Brownsville plant, and a perceived setup for a short squeeze. The talk centers on the stock's recent strong volume and momentum as precursors to a major breakout, with a defiant tone against bears framing the current price action as the calm before a significant move.

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