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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 ahead of its earnings report, with the community dissecting expectations for a strong beat and forward guidance. Sentiment is split between bullish bets on an upside gap and bearish warnings about circular financing and OpenAI's new chip, while the broader AI sector looks to NVDA as the bellwether.

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

The stock is trending due to intense post-earnings debate, with bulls focused on the 99% revenue surge and raised 2027 guidance, while bears highlight widened losses and heavy dilution concerns. The community is actively discussing a potential short squeeze given high short interest, all set against the backdrop of the broader AI infrastructure sector.

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.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing intense attention as traders brace for Nvidia's earnings, which many see as the key catalyst for semis, while active debates swirl around a potential U.S. government share lock-up expiration, Nancy Pelosi's recent purchase, and the CFO's upbeat comments at the Deutsche Bank conference. Bulls argue the stock is oversold with strong institutional support, while bears point to persistent red days, short-selling pressure, and the overhang from the $20 billion secondary offering.

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.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

Biohaven is surging after licensing its epilepsy drug to SK Biopharmaceuticals. Traders are relieved the cash injection eliminates near-term dilution fears, with attention now shifting to the Phase 2 obesity catalyst later this year.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Revolution Medicines is surging on the FDA's approval of daraxonrasib for pancreatic cancer, with the community focusing on the drug's transformative potential in a notoriously difficult-to-treat disease and anticipating a major milestone in oncology.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is selling off sharply as the market digests Meta's massive teen-safety settlement, fueling fears that Snap faces similar legal exposure on top of its own ongoing addiction lawsuits and recent insider selling. Traders are split between calling it an overreaction and noting Snap's repeated pattern of giving back gains.

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Bloom Energy Corp - Ordinary Shares - Class A

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 congrats to all shorts. everyone who talked shit, better luck never.