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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

All eyes are on NVDA's post-earnings reaction, with retail sentiment split between those expecting a massive beat to finally spark a breakout and a wary camp anticipating a post-report fade as traders debate the 'sell the news' setup versus a bull trap, all against a backdrop of heavy speculation on the mettle of the broader AI capex trade.

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 as its Q2 earnings beat on EPS and revenue, with AI/Agentforce momentum and raised guidance fueling bullish sentiment, though traders remain divided on valuation and the broader AI-driven software disruption narrative.

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 a primary focal point as it reports earnings, with traders locked in a heated debate over whether its recent selloff is a buying opportunity or a warning sign. The community is closely monitoring the CEO's stock sales and the stock's stretched valuation, all while anticipating a significant post-earnings move in the cybersecurity sector.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as social media chatter remains hyper-politicized, with the stock serving as a lightning rod for both staunch MAGA supporters and vocal critics debating Trump's business ventures, ongoing trade disputes, and midterm election implications. The conversation is heavily focused on the company's financial trajectory and the political scrutiny surrounding it, making it a high-volatility battleground for retail investors.

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 ripping on a record Q2 beat, raised full-year guidance, and a bigger buyback, with social sentiment focused on a short squeeze as shorts scramble to cover.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPT is trending as retail traders view the dramatic collapse of DMD competitor Capricor (CAPR), whose FDA briefing documents were released before an AdCom vote, as a direct positive catalyst for Sarepta's Elevidys franchise. The community is also reacting to the appointment of new CEO Michael Severino, which traders see as fresh leadership and a potential setup for a stock recovery.

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 drawing attention ahead of its August 26 earnings report, with multiple analyst firms raising price targets on the cybersecurity stock while speculation swirls that Palo Alto Networks may acquire the company. The broader AI-driven identity security theme and recent acquisition of Permiso Security are also fueling trader enthusiasm.

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 is selling off after its CFO announced retirement and Q2 revenue came in flat, while a bookings surge has bulls calling it an overreaction and bears pointing to extreme valuation. The broader quantum sector is also on edge heading into Nvidia's earnings.

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 following a licensing deal with SK Biopharmaceuticals for its epilepsy drug opakalim, providing $400 million in near-term cash and extending its runway. Retail sentiment is highly bullish, viewing the deal as removing dilution risk while pivoting focus to upcoming obesity data readouts.

Everpure, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.

Everpure Inc. - Ordinary Shares - Class A

Everpure Inc

A second top-five hyperscaler design win for its DirectFlash tech is driving the rally, with multiple analyst upgrades and activist interest adding fuel, while the community debates further hyperscaler deals and an imminent earnings catalyst.

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$ZYME $JAZZ ziihera approved in 1l GEA as doublet and triplet. $250M milestone payment triggered.

https://www.prnewswire.com/news-releases/us-fda-approves-ziihera-zanidatamab-hrii-with-and-without-tislelizumab-plus-chemotherapy-in-first-line-her2-advanced-gastroesophageal-adenocarcinoma-302859470.html

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Tony Tony

PRNewswire/ -- Jazz Pharmaceuticals plc (Nasdaq: JAZZ) today announced that the U.S. Food and Drug Administration (FDA) approved two Ziihera®...

Prnewswire

U.S. FDA Approves Ziihera® (zanidatamab-hrii) with and without Tislelizumab plus Chemotherapy in First-Line HER2+ Advanced Gastroesophageal Adenocarcinoma

$ZYME this will be approved (in 1l+) and used widely. people pointing out the higher AE and discontinuation rate are just looking for something to complain about.  
 
patients with cancer and docs will choose ~7 month extra life.

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Jazz Pharmaceuticals plc

 ziihera approved in 1l GEA as doublet and triplet. $250M milestone payment triggered.

