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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 its blowout Q2 earnings and a stronger-than-expected 70% FY2028 revenue growth forecast, which traders are calling the ultimate validation of the AI trade. While the community celebrates the beat as a win against bears and a catalyst for the whole sector, some remain skeptical, pointing to circular financing concerns and supply constraints.

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 trending after posting a strong Q2 earnings beat and raising full-year guidance, while unveiling an expanded Anthropic partnership with 'Claudeforce'. Retail sentiment turned bullish as traders see this as validation of AI-driven software monetization and a potential shift in the 'SaaS-pocalypse' narrative.

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 tumbling after a Reuters report revealed Trian has dropped its take-private bid over valuation and performance concerns, sparking intense retail debate. The Stocktwits community is splitbulls are calling it a bear trap and doubling down on short-squeeze hopes fueled by high short interest and the CEO's turnaround plan, while bears are gloating that the buyout was the stock's only real support, leaving it exposed to further downside.

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 posting a record quarter and raising its full-year outlook, with the company framing AI-driven security demand as the core growth catalyst. Retail sentiment has turned extremely bullish, with traders highlighting the strong ARR growth and the broader sector rally in cybersecurity peers.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as retail traders focus on a dense pipeline of September investor conferences and a planned Q4 BLA submission, with excited chatter highlighting strong Phase 3 prostate data and a potential platform read-through from systemic immune activation. The community is highly bullish on a valuation repricing, with many calling it a coiled spring and anticipating a major buyout.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as a massive AI financing deal to support customer chip purchases signals surging demand, while the community buzzes over its upcoming earnings, potential for an AI beat, and debate over the strategic use of debt. Retail sentiment is mixed, ranging from bullish 'monster in making' calls to frustration over recent weakness, with the sector-wide AI narrative and comparisons to Nvidia dominating the discussion.

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

MRVL is trending as traders focus on its upcoming earnings, driven by the recent $12.2B Google custom silicon deal and a bullish read on Nvidia's strong data center results. The conversation centers on Marvell's positioning in the AI infrastructure buildout, with the community framing it as a key competitor to AVGO in custom chips.

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

LULU is under pressure after UBS warned of a possible annual earnings guidance cut amid weak US and China sales, echoing the broader retail slump that dragged the sector. Retail sentiment is splitbears highlight soft consumer spending and tariff headwinds, while bulls point to Michael Burry's recent buying and what they see as a compelling valuation.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge is surging after UBS upgraded it to Buy, citing FCC restrictions on foreign-made inverters as a potential driver of market share gains and pricing power, while traders highlight high short interest and a breakout above resistance levels for continued momentum.

Pump.fun

Pump.fun ($PUMP.X) is drawing intense trader chatter as the community zeroes in on its price recovery and buyback-driven tokenomics, though a lingering lawsuit and legal overhang keep sentiment sharply divided between bullish breakout calls and caution about further downside. The debate is unfolding against broader meme coin and Solana ecosystem volatility, with key support and resistance levels becoming a focal point for the next potential move.

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