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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 earnings beat and guidance, along with an expanded Amazon GPU deal, have split the community: bulls cite accelerating AI demand while skeptics like Michael Burry argue the stock is overvalued, and the muted post-earnings reaction is fueling debate about whether the rally is sustainable.

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 trifecta of catalysts: Nvidia's blowout earnings and AI infrastructure commentary, a major Cisco partnership that validates SMCI's technology, and the expectation that a clean 10-K filing will finally clear the bear thesis. Traders are actively debating whether the upcoming 10-K is the last lifeline for shorts, with many believing the company's strong fundamentals and AI positioning are being artificially suppressed by market makers and option pinning.

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 that Trian has dropped its takeover bid plans, sending shares sharply lower and sparking intense retail debatesome see a dip-buying opportunity or short-squeeze setup, while others expect further downside without the bid as a floor.

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 rally around NOAA's deep-sea mining permit process, the sector-wide critical minerals run, and expectations of U.S. government funding for its Brownsville processing facility. Bulls are aggressively buying dips, citing regulatory progress and national security tailwinds, while attempting to push the stock through the $5 psychological resistance level.

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, raised guidance, and expanded Anthropic partnership (ClaudeForce) have ignited a sharp bullish reversal, with traders declaring the 'software-is-dead' narrative over and expecting a broader rotation into SaaS. The accelerating AI demand and confidence in enterprise software spending are the central catalysts, though a few caution that the surge may be overextended.

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 trending after landing a massive multi-year GPU services deal with an unnamed U.S. cloud customer, sparking intense community speculation about the mystery partner and a possible short squeeze. Traders are also tying the move to surging AI infrastructure demand and Nvidia's bullish commentary, with many arguing the stock remains undervalued.

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.

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 post-earnings surge is fueling heavy community chatter, with traders celebrating the double-beat and raised full-year guidance as validation that AI-agent security demand is a real growth driver. The stock's 20% after-hours pop has drawn intense options-flow discussion and bullish comparisons to peers like CrowdStrike, while some traders question whether the move is overextended.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Nvidia's blowout earnings and bullish guidance are fueling a tech rally that's lifting QQQ futures, but traders are split on whether it's a real breakout or another headfake in a market they call manipulated, with recurring 'V-shape' reversals and geopolitical headlines like the Iran tanker attack adding to the volatility.

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 after a massive Q2 earnings beat, with a record $1.27B in sales and EPS of $4.17 that smashed estimates, partly fueled by a one-time tariff refund. The company raised its full-year outlook and boosted its buyback target, triggering a historic short squeeze as traders with ~9.3% short interest scrambled to cover, driving the stock up over 35% in its best day ever.

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Aeon Acquisition I Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on August 1, 2025 and is headquartered in Miami, FL.

Aeon Acquisition I Corp - Units (1 Ord Class A , 1 War & 1 Rts)

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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