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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 reported acquisition of Hugging Face for $12.9B is fueling discussion, with retail investors viewing it as a strategic move to strengthen its AI ecosystem beyond chips, though some are weighing the potential competitive pressure on cloud partners like Microsoft.

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 ripping on a Q2 blowout that crushed EPS estimates and fueled a sharp FY26 guidance raise, igniting intense bullish momentum and a massive short squeeze as traders pile in on the back of the strong beat and Jefferies' fresh $175 target. Community sentiment is split between those calling the tariff-refund-boosted quarter a one-time sugar high and betting on a fade, and momentum traders who see this as an explosive breakout with more upside to come.

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 is trending as retail traders react to the reported collapse of a potential Trian take-private bid, which triggered a sharp selloff and fueled intense debate over whether the drop is a manipulation-driven gift or a sign of fading upside. The community is split between those framing it as a fresh squeeze setup due to high short interest and others warning the fundamental turnaround story remains weak.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

# GEV Stock Trending: AI Power Demand Sparks Volatile Moves

**The Core Catalyst:** A major news cycle is driving GEV's current attention: a **Microsoft-Chevron 20-year natural gas power deal** to supply West Texas data centers, explicitly using **GE Vernova turbines for on-site generation**. This reinforces the narrative that hyperscalers are locking in power supply chains, positioning GEV as a primary beneficiary of the AI infrastructure buildout.

**Community Sentiment:** The social chatter is intensely polarized. Many traders are **bullish**, referencing GEV's fully-booked gas turbine backlog through 2030, a Fitch credit upgrade to A-, and the view that power is the ultimate AI bottleneck. Others are **bearish and frustrated**, complaining about sharp intraday selloffs, alleged market manipulation, and comparing recent price action to a "pump and dump."

**The Bigger Picture:** Beyond daily noise, GEV is widely discussed as a core holding in the **"AI power trade"** alongside names like VRT, BE, and CEG. The stock's volatile swingsfrom triple-digit drops to rapid recoveriesare a direct reflection of its high-profile status as the key supplier for the electrification and grid modernization theme driving the broader market narrative.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

ORCL is trending as Michael Burry's newly disclosed short position in the stock, alongside other AI names, has ignited intense debate among retail traders. Bulls are framing this as a contrarian buying opportunity ahead of earnings, while bears are citing the same disclosure as validation for their bearish thesis on the AI trade.

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

Retail sentiment on Stocktwits flipped sharply bullish after Salesforce crushed Q2 estimates with EPS of $5.90, raised full-year guidance ~20%, and unveiled its Claudeforce partnership with Anthropicsparking chatter about the 'SaaSpocalypse' narrative being dead and fueling expectations for a continued melt-up. Traders are hyped on the AI-driven momentum and a potential reversal toward prior highs, with many eyeing $250-$300.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

CMPS is trending on a federal SAMHSA report signaling that COMP360 is likely to be the first FDA-approved psychedelic medicine, fueling community speculation about an imminent buyout and sector-wide momentum following recent big pharma deals.

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

SPY is riding the post-earnings wave as Nvidia's blockbuster results and 70% FY28 revenue outlook fuel overnight index futures, yet traders remain sharply split between chasing the momentum and calling it the biggest bull trap ahead of Jackson Hole. The community is watching whether the gap holds or fades into Thursday's open, with bond-market jitters and hawkish Fed fears tempering the AI-driven euphoria.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment (AVAV) is trending as it announced a $51M U.S. Army order for Switchblade 600 systems, fueling retail debate over the stock's severe recent volatility and whether it's a buying opportunity before upcoming Q1 earnings. Community discussions are closely weighing the company's strong contract momentum against concerns about its steep price decline.

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 after its $17B state settlement over teen safety removed a major legal overhang, but retail sentiment turned mixed as the stock spiked at the open and reversed sharply, with traders debating whether the resolution is a clear positive or a 'sell the news' event.

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