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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

Ahead of the Q2 print, NVDA is trending as retail sentiment splits over whether a blowout will finally reward the stock after eight straight red sessions, with BofA defending the fundamentals as OpenAI's custom chip adds competitive noise.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is surging in stocktwits chatter after reporting H1 revenue up 99% to $78.4M and raising FY2026 guidance to at least $200M, yet the stock is selling off double-digits. The community is split between frustrated longs calling the drop a short-squeeze opportunity driven by 'fake math' headlines and skeptics flagging widened IFRS losses and heavy stock-based compensation. Eyes are now on the earnings call for clarity on margins and funding, with the broader AI-infrastructure rally in focus.

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 record Q2 beat and raised FY26 guidance, with a $100M tariff refund boosting EPS and a $500M+ buyback fueling heavy short-squeeze chatter. Traders are split between calling the move a momentum freight train and dismissing it as a tariff-windfall-driven one-off, while bullish sentiment dominates the tape.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as traders react to its first-ever reported revenue and the Groves reactor reaching criticality, fueling a sharp rebound after a prolonged decline. The conversation is split between bullish narratives tied to AI-driven nuclear power demand and short-squeeze potential, versus bears citing the low revenue relative to its market cap and ongoing insider sales, making it a high-volatility battleground.

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 is attracting heavy retail chatter after announcing its CFO's retirement, with traders split between viewing it as a bearish red flag tied to insider moves and a neutral transition, all while the broader quantum sector remains volatile and hyper-reactive to any headline.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending on renewed bullish sentiment centered on its upcoming September ITC hearing against Micron, which the community sees as the next major catalyst following the Samsung settlement. Traders are actively discussing technical support levels, short-seller activity, and the potential for another significant payout, framing the current price action as a consolidation before a major move.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is the center of attention following its upsized $270M convertible notes offering, which triggered a sharp selloff and intense debate over dilution versus growth funding. Traders are split, with some calling the drop a generational entry while others cite the complex capital structure, but the broader sentiment ties into the volatile AI infrastructure sector, where financing news is moving the entire neocloud complex.

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 under heavy fire after its Q4 report and weak FY27 guidance triggered multiple analyst downgrades and price-target cuts, though retail sentiment on Stocktwits has paradoxically turned extremely bullish as dip buyers fight the move. The core debate centers on whether the AI disruption narrative hitting TurboTax and QuickBooks is overdone, with active traders split between those expecting further downside toward $300 and others calling the selloff a manipulation-driven overreaction.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is currently trending due to intense retail debate surrounding the broader optical and photonics sector following recent earnings volatility, with investors closely watching the company's position as a key infrastructure beneficiary in the AI data center buildout. The community is actively discussing the stock's sharp price swings and analyzing how current production capacity and supply chain bottlenecks may impact its outlook compared to peers.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

ABBV is under pressure after failing to hold above the $267 resistance, with traders debating a potential dip toward the $250s while a large $300 call position signals long-term optimism. The broader biotech rally and ongoing speculation about AbbVie's potential entry into the obesity market via M&A keep the stock in focus.

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$SMCI $CSCO can provide $SMCI with some cheap financing. They’re sitting on $15BN cash

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 with some cheap financing. They’re sitting on $15BN cash