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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 ripping after a massive Q2 beat with revenue doubling, a ~70% FY28 growth forecast, and an expanded AWS deal for 2 million GPUsretail traders are celebrating the 'AI king' and mocking bears like Burry as the AI trade gets its confirmation.

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

WEN is plunging after Reuters reported Trian/Peltz is stepping back from a take-private bid, citing performance and valuation, which crushed buyout speculation. Retail sentiment is splitsome call it a buying opportunity and a potential short squeeze catalyst, while others fear further downside without the bid floor.

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's blowout earnings and raised guidance, alongside an expanded Anthropic partnership with 'Claudeforce,' are driving a surge in bullish sentiment as retail traders celebrate the end of the 'SaaS-pocalypse' narrative. The move is lifting the broader software sector, with optimism that AI monetization is now fueling enterprise software growth.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is capturing attention as traders position ahead of its upcoming earnings, with Nvidia's strong results and bullish neocloud commentary fueling optimism for the sector. Community sentiment is splitsome expect a short squeeze and re-rating, while others worry about dilution, executive pay, and the lack of new hyperscaler deals.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

The stock is gaining attention due to a JPMorgan upgrade highlighting its undervalued AI and cloud potential, alongside a major strategic shift to exit mainland China, which traders view as a win. This has fueled heavy speculation about a U.S. government investment and a partnership with Nvidia, while the community remains divided between seeing a major multi-year turnaround and dismissing it as a manipulated, high-float stock.

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 is exploding higher after its earnings beat and raised outlook, driven by booming AI-driven security demand and record new bookings. The community is buzzing with bullish conviction over the software rotation, though a vocal bearish camp is pushing back on the stock's rich valuation after the sharp post-earnings surge.

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 better-than-expected earnings and raised full-year outlook ignited a sharp post-market surge, prompting intense trader debate over whether the double-digit pop is justified. The rally underscores a broader cybersecurity revival centered on AI-agent identity security, with investors viewing AI as a tailwind rather than a threat, even as some call the move an overreaction and eye profit-taking.

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 surging into its earnings report on the back of heavy analyst price-target hikes and a new Google custom-silicon deal, with traders closely watching Nvidia's AI data center results as a direct read-through for MRVL's outlook. The community is positioning for a potential beat-and-raise quarter, though some warn the market's reaction to Nvidia's guidance could set the tone for MRVL's move.

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 soaring on its record Q2 beat, raised FY26 guidance, and increased buyback plan, with the community split between celebrating a massive short squeeze and questioning the one-time tariff refund that padded EPS. Traders are actively debating whether the move is sustainable or a pump that will fade, with many pointing to 40% rule plays and heavy short-covering pressure.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Chip price hikes and a looming capacity crunch dominate the tape, with TSMC central to the AI supply-chain squeeze as foundry pricing power surges across the sector. The community is focused on the geopolitical risk to Taiwan and the broader semiconductor pricing cycle, weighing the bull case of sustained AI demand against the bear case of capacity constraints and potential trade disruptions.

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Mobius says China has his money on lockdown. Secret there, don’t get a bank account in China. 
While I still see a lot of upside in China, I definitely like India the most for future growth and Brazil will become a mining super power. They have tremendous assets underground. 
Emerging markets are going higher. ⬆️

Billionaire investor Mark Mobius says he cannot take money out of China -FOX Business https://www.reuters.com/markets/billionaire-investor-mark-mobius-says-he-cannot-take-money-out-china-fox-2023-03-05/

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SHANGHAI, March 5 (Reuters) - Billionaire investor Mark Mobius told FOX Business he cannot take his money out of China due to the country's capital controls, cautioning investors to be "very, very careful" about investing in an economy under a tight government grip. "I have an account with HSBC in Shanghai.

Reuters

Billionaire investor Mark Mobius says he cannot take money out of China -FOX Business

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Mobius says China has his money on lockdown. Secret there, don’t get a bank account in China. 
While I still see a lot of upside in China, I definitely like India the most for future growth and Brazil will become a mining super power. They have tremendous assets underground. 
Emerging markets are going higher. ⬆️

Billionaire investor Mark Mobius says he cannot take money out of China -FOX Business 

rsmracks

@rsmracks 

Lmao. That’s what he gets for investing in a communist country. I have zero sympathy for anyone that dumb.

 

Lmao. That’s what he gets for investing in a communist country. I have zero sympathy for anyone that dumb.