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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's post-earnings surge is fueled by a blowout Q2 that crushed estimates, highlighted by 70% FY28 revenue growth guidancefar above the Street's 44%and a massive AWS GPU expansion deal. Retail sentiment is intensely bullish, though the debate centers on whether the record demand signals a sustainable AI buildout or a circular-financing bubble, especially with Michael Burry's high-profile short positioning drawing heavy scrutiny.

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 is trending after a Reuters report indicated Trian is backing away from a take-private bid, reversing earlier buyout speculation and triggering a sharp selloff. Retail traders are sharply divided, with some dumping shares on the news while others view the drop as a bullish setup for a potential short squeeze or a fresh turnaround play.

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 reporting a strong earnings beat, raising its full-year outlook, and expanding its AI partnership with Anthropic through ClaudeForce, which has flipped the bearish 'software is dead' narrative. Traders are framing this as a potential turning point for software sector sentiment, with enthusiasm around AI monetization and a broader rotation back into SaaS names.

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 its massive $13.7B GPU services deal, with retail traders convinced the contract will fuel a major short squeeze as they speculate over the mystery client's identity and debate the company's valuation in the AI cloud space. The community is also drawing bullish parallels to Nvidia's data center demand outlook while dismissing today's sharp pullback as profit-taking and low-volume manipulation.

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 surged in after-hours trading after delivering a strong quarterly beat and raising its full-year outlook, with CEO George Kurtz calling it 'the best quarter in CrowdStrike's history' and crediting AI-driven security demand. The rally has ignited intense debate on Stocktwits, where bulls celebrate the company's record net new ARR and accelerating Falcon Flex growth, while skeptics question the valuation and argue the beat was only marginal. The move comes amid a broader software sector rotation after Salesforce and Okta also posted strong results, reinforcing the narrative that AI adoption is driving cybersecurity spending rather than disrupting it.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as the community rallies around a powerful catalyst stack: Nvidia's blowout earnings and accelerated AI infrastructure demand, a new Cisco partnership that validates SMCI's rack-scale liquid-cooling solutions, and anticipation of a clean 10-K filing that could clear the remaining overhang. Bulls argue the stock remains deeply undervalued versus peers like Dell and HPE given its massive backlog and growth, with heavy short interest fueling expectations of a squeeze.

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 retail traders zero in on a high-stakes battle at the $5 psychological level, fueled by expectations of imminent U.S. government funding and permit approvals for its deep-sea nodule projects. The community is buzzing with conviction around catalysts like the DIBC and DOE solicitations, Brownsville progress, and a broader rotation into critical mineral stocks, framing this as a pivotal moment for the company's trajectory.

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 stronger-than-expected Q2 earnings and a raised full-year outlook, driven by AI-agent identity security demand, ignited a sharp after-hours rally. The Stocktwits community is buzzing about the AI buildout tailwind and even debating whether unusual options activity and pre-earnings buying hinted at a leak.

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 on the biggest single-day gain in its history after a massive Q2 earnings beat, raised full-year guidance, and an expanded buyback program, triggering a violent short squeeze that has retail traders split between those celebrating the momentum and bears dismissing it as a one-time tariff-refund-driven pump.

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 is in focus as traders gear up for its earnings report, with Nvidia's strong AI data-center results and a new Google custom-silicon deal fueling optimism about MRVL's AI networking growth, though some warn of a potential sell-the-news reaction.

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