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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 as its earnings report delivered a decisive beat and robust forward guidance, triggering a short squeeze and sharp rally. Retail sentiment is overwhelmingly bullish, with traders celebrating while bears, including Michael Burry, face mounting pressure.

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

Retail traders are buzzing about a potential Nelson Peltz/Trian buyout and a high short interest, framing any dips as a setup for a squeeze as they aggressively accumulate shares and options. The sentiment is overwhelmingly bullish and combative, fueled by speculation over new management hires and falling commodity costs, with bears dismissed as trapped and facing a mounting squeeze.

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 a blowout earnings beat, raised full-year guidance, and a landmark 'Claudeforce' AI partnership with Anthropic that strengthens its Agentforce story. The community is declaring the 'SaaS apocalypse' over and cheering the software sector rebound, while a skeptical minority argues the rally is tied more to buybacks and a fading doomsday narrative than pure organic acceleration.

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

CRWD is surging after a massive Q2 earnings beat with record net-new ARR and raised full-year guidance, igniting a fierce valuation debatebulls see AI-driven cybersecurity demand as a game-changer, while bears argue the stock's rich multiple is unjustified despite the strong numbers.

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 traders debate whether the stock's sharp pullback is a buying opportunity or a warning sign, with attention split between concerns over Google's expanded Marvell partnership and bullish catalysts like the reported $100B AI financing package and OpenAI's Jalapeo chip benchmarks. The community sees the upcoming earnings report as a key inflection point that could determine if the recent 14-day slide reverses.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is surging after getting a direct shout-out on Nvidia's earnings call, fueling speculation about a major partnership and intensifying the battle between bulls and Michael Burry's disclosed short position.

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

Marvell Technology is gaining attention ahead of its Q2 earnings, with traders focused on the expanded Google custom-silicon partnership and a wave of analyst price-target raises. The broader AI-chip rally, led by Nvidia's earnings, is also fueling bullish sentiment on MRVL's AI networking and data-center prospects.

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Traders are focused on Nvidia's earnings and the upcoming PCE inflation print, with geopolitical headlines on a possible US-Iran ceasefire also driving sentiment. The community is debating whether the AI trade can decouple from the broader market, while key support and resistance levels are being watched.

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 is surging after a Q2 beat-and-raise, with revenue/EPS and FY27 guidance topping estimates while management highlights agentic identity as a key growth driver. Traders are buzzing over AI security momentum and possible takeover talk, though some question valuation and flag suspicious pre-earnings options activity.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is trending as the semiconductor sector awaits Nvidia's earnings, with analysts expecting strong results but traders debating whether the market will reward or sell the news amid AI infrastructure concerns and sector momentum.

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$META $BITS $NVDA $VRT $CYBR Yes, everyone is holding their breath for what Iran will do, as if they weren&#39;t doing things for the last 46 years terrorizing the world with impunity. Now they&#39;re not, and the smart money is buying and the bull market for the next four years is climbing the wall of worry. The bad news is always baked in. Trillions of cash just sitting on the sidelines while the smart money is buying tech, A.I., quantum, uranium, bitcoin, power storage, Tesla, cyber-security, defense and aerospace, and more. Buy, buy, buy. I am buying America with faith in a proven entity and leaders. Iran is down, and Russia is going down, and China is now becoming a paper-tiger and going down like all Communist countries have done since Marx wrote his flawed Communist Manifesto. Invest in China? No thanks.

David

Geff Axp

John Kreilich

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 Yes, everyone is holding their breath for what Iran will do, as if they weren't doing things for the last 46 years terrorizing the world with impunity. Now they're not, and the smart money is buying and the bull market for the next four years is climbing the wall of worry. The bad news is always baked in. Trillions of cash just sitting on the sidelines while the smart money is buying tech, A.I., quantum, uranium, bitcoin, power storage, Tesla, cyber-security, defense and aerospace, and more. Buy, buy, buy. I am buying America with faith in a proven entity and leaders. Iran is down, and Russia is going down, and China is now becoming a paper-tiger and going down like all Communist countries have done since Marx wrote his flawed Communist Manifesto. Invest in China? No thanks.

@geffaxp amazing analysis. I couldn&#39;t of worded it better myself!

 amazing analysis. I couldn't of worded it better myself!