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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

NVDA is trending after its Q2 beat-and-raise, highlighted by a ~70% FY2028 revenue growth forecast that exceeded expectations, sparking heavy retail debate over the sustainability of AI demand. The community is split between bulls citing the strong guidance and AWS GPU expansion as confirmation of the AI trade, and bears like Michael Burry who see the stock as overvalued amid concerns over circular financing and peak capex fears.

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

WEN is plunging after-hours as a Reuters report indicates Trian and Nelson Peltz have dropped plans for a take-private bid, citing performance and valuation concerns. The move has triggered a frantic retail debate, with bulls dismissing it as a 'short and distort' manipulation or a negotiating tactic to secure a cheaper buyout, while bears see the removal of the bid floor as the start of a slide toward fresh 52-week lows.

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 earnings and raising full-year guidance, with the expanded Anthropic ClaudeForce partnership fueling the bullish sentiment. The stock's blowout report is seen as a major catalyst for a software sector rotation, with traders celebrating the end of the 'SaaSpocalypse' narrative and expecting a broader rally in AI software names.

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

CrowdStrike is surging after its 'best quarter in company history,' featuring record net new ARR, a massive guidance raise, and CEO George Kurtz's bullish 'Mythos moment' framing that AI adoption makes security essential. Traders are actively debating the stock's valuation after the post-earnings jump, with many also citing a sector-wide software rotation following strong results from peers like Okta and Salesforce.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta's better-than-expected earnings and raised full-year outlook ignited a sharp post-market surge, prompting intense trader debate over whether the double-digit pop is justified. The rally underscores a broader cybersecurity revival centered on AI-agent identity security, with investors viewing AI as a tailwind rather than a threat, even as some call the move an overreaction and eye profit-taking.

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 exploding after a massive Q2 earnings beat, raised full-year guidance, and an increased buyback target, triggering a historic short squeeze as traders pile into calls while skeptics call the run a one-time tariff-refund-driven pump.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is surging on a massive multi-billion-dollar GPU services deal, which has ignited intense retail speculation about the mystery customer's identityranging from Tether to major hyperscalersand fueled debates over a potential short squeeze. The contract positions the company to compete in the AI infrastructure space, but the community remains divided on the implications of future financing needs and dilution.

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

The stock is gaining attention due to a JPMorgan upgrade highlighting its undervalued AI and cloud potential, alongside a major strategic shift to exit mainland China, which traders view as a win. This has fueled heavy speculation about a U.S. government investment and a partnership with Nvidia, while the community remains divided between seeing a major multi-year turnaround and dismissing it as a manipulated, high-float stock.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

The community is buzzing ahead of Marvell's earnings, seeing it as the next AI winner after Nvidia's blowout report, which is fueling expectations for a massive upside move. Sentiment is overwhelmingly bullish on the back of the new Google TPU custom silicon deal and a wave of analyst price target hikes, though some traders warn of a potential 'rug pull' or sell-the-news event after the report.

Sharplink, Inc. is an institutional-grade Ethereum treasury platform that provides public market investors with exposure to Ether. It operates through the following segments: ETH Treasury Management and Affiliate Marketing. The ETH Treasury Management segment focuses on the accumulation and active management of ETH as a long-term treasury asset. The Affiliate Marketing segment focuses on performance-based customer acquisition services for sportsbooks and online casino gaming operators worldwide. The company was founded in 2019 and is headquartered in Miami, FL.

Sharplink Inc.

SharpLink Gaming Ltd

SharpLink Gaming is trending as traders highlight its Ethereum treasury trading at a notable discount to net asset value, with attention on a potential regulatory catalyst from the Clarity Act vote that could boost crypto prices. Sentiment is divided, with bulls pointing to institutional ownership and discounted ETH-per-share value, while bears express frustration over the stock lagging Ethereum's recent price strength and ongoing dilution concerns.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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$DXJ $GE $NEM $SPY 

Who cares we buy more

Jason

Paolo Pinkel

It&#39;s clear how volatile the markets like $SPY is right now. We keep having these 1-2% swings for every major index almost on a daily basis. I am glad I have shifted my portfolio a bit with about 20% in cash for now. Aka for quick in and out trades or something short-term with interest like a CD. 
 
Rest has been hedging into less voaltile investments like $GE, or $DXJ for exposure to Japan, and some broader funds. $NEM is probably my riskiest holding since I axed anything tied to the AI plays minus a couple broader funds with exposure to those trades, and those funds don&#39;t drop 3-5% like the stocks do.