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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 trending after a blowout earnings beat and a surprisingly strong guidance forecast, with traders optimistic about a continued rally and potential short squeeze, though some debate the sustainability of circular financing and supply constraints.

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

The selloff follows a Reuters report that Trian had no plans to make a bid, fueling accusations of market manipulation and a split between retail traders betting on a short squeeze and bears calling the move a long-overdue correction.

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 (CRM) surged after delivering a strong earnings beat, raising guidance, and expanding its AI partnership with Anthropic via Claudeforce. Retail sentiment turned bullish as traders view it as validation of the software sector's resilience against AI disruption, sparking broader software rotation talk.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending on a wave of AI-infrastructure enthusiasm tied to its Supermicro collaboration within the Nvidia Secure AI Factory, which traders see as a major catalyst for networking and rack-scale demand. However, sentiment is split as retail investors express frustration over price stagnation and post-earnings volatility, even while bullish voices point to long-term AI upside and heavy institutional accumulation.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

The community is rallying around Navitas' $232.8M acquisition of Claros, viewing it as the missing piece to complete its grid-to-xPU power chain for AI data centers and double its 2030 market opportunity. While sentiment is bullish on the expanded total addressable market and strategic positioning, traders remain wary of ongoing dilution, patent litigation, and the stock's volatile price action.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is trending on renewed bullishness surrounding its upcoming September announcements and a surge of institutional 13F filings, including Renaissance Technologies, while NVIDIA's strong earnings lifted the broader AI-photonics sector. The community sees the optical interposer story as undervalued with backlog and licensing potential, though short-seller pressure and volatility remain points of debate.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is drawing attention for its expansion into Medicare Advantage plans through a partnership with SCAN Group, a move seen as deepening its membership moat and creating new revenue streams beyond retail. The community is also focused on upcoming catalysts like August sales data and Q4 earnings, which could test the stock's premium valuation.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

ENPH is drawing attention after Trumps executive order restricting foreign-built power equipment raised hopes for U.S.-based inverter makers, with traders debating whether the ban is a genuine tailwind for domestic solar and storage names. Sentiment is splitbulls see a supply shift in Enphases favor, while others remain frustrated by the stocks volatile, politically driven swings.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is surging on renewed AI infrastructure enthusiasm, with traders citing high short interest, Nvidia earnings as a catalyst, and a Needham note praising a $5.2B hyperscaler deal. Community chatter focuses on a potential short squeeze, with options activity showing bullish call buying.

We believe that there are significant, attractive investment opportunities that exist within industries that benefit from strong Environmental, Social and Governance (“ESG”) profiles. While investing in ESG covers a broad range of themes, we are focused on evaluating suitable targets that have existing environmental sustainability practices or that may benefit, both operationally and economically, from our management team’s commitment and expertise in executing such practices.

TMC the metals company Inc

TMC is surging as traders pile in ahead of what they see as a pivotal regulatory window, with the recent NOAA application milestone and anticipated government funding deals fueling a breakout above the key $5 psychological level. The stocktwits crowd is overwhelmingly bullish, framing the move as the start of a major squeeze against shorts and pointing to sector-wide momentum in critical minerals as macro tailwinds align.

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