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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.

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 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.

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 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 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.

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.

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.

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AlTi Global, Inc. (ALTI) Reports Q2 Loss, Misses Revenue Estimates

ALTI GLOBAL INC (ALTI) delivered earnings and revenue surprises of -250.00% and -6.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AlTi Global, Inc. Reports Second Quarter 2026 Financial Results

AlTi Global, Inc. (NASDAQ: ALTI) (AlTi or the Company), a leading independent global wealth manager with $96 billion in assets, today announced financial results for the second quarter ended June 30, 2026. A presentation of the Companys results for the first quarter ended June 30, 2026 can be found...

StepStone Group Inc. (STEP) Misses Q1 Earnings and Revenue Estimates

StepStone Group (STEP) delivered earnings and revenue surprises of -5.88% and -2.14%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Blue Owl Capital Corporation (OBDC) Surpasses Q2 Earnings and Revenue Estimates

Blue Owl Capital Corporation (OBDC) delivered earnings and revenue surprises of +6.25% and +1.83%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AlTi Global, Inc. to Announce Second Quarter 2026 Financial Results

AlTi Global, Inc. (NASDAQ: ALTI) (AlTi), a leading independent global wealth manager with approximately $90 billion in assets, today announced it will release its financial results for the second quarter 2026 after the market close on Monday, August 10, 2026. Management will host a conference call...

Strategy (MSTR) Reports Q2 Loss, Misses Revenue Estimates

Strategy (MSTR) delivered earnings and revenue surprises of -146.98% and -3.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Community Financial System (CBU) Q2 Earnings Lag Estimates

Community Financial (CBU) delivered earnings and revenue surprises of -2.52% and +0.89%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AlTi Tiedemann Global Expands Presence in Key Growth Hub Miami with Senior Advisor Appointment

AlTi Global, Inc. (AlTi or AlTi Tiedemann Global) (NASDAQ: ALTI), a leading independent global wealth manager with approximately $90 billion in combined assets, today announced that Cesar Pachon has joined the firm to lead its Miami office. The appointment deepens AlTis expertise and presence in...

Family Offices Turning to Purpose of Wealth to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds

AlTi Global, Inc. (AlTi or AlTi Tiedemann Global) (NASDAQ: ALTI), a leading independent global wealth manager with approximately $90 billion in combined assets, today released early findings from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report (the...

AlTi Global Announces Chief Financial Officer Succession to Support Next Phase of Growth

As AlTi Global, Inc. (AlTi or the Company) (NASDAQ: ALTI) continues to execute its long-term strategy and strengthen its position as a leading global wealth manager, the Company today announced that Patrick Keenan has been appointed Chief Financial Officer from his current role of Deputy Chief...

$ALTI Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.31 up 6.06% YoY
• Reported revenue of $58.02M up 10.78% YoY

AlTi Global, Inc. is a financial services company, which engages in the provision of investment, advisory, and administrative services. The company was founded on December 18, 2020 and is headquartered in New York, NY.

AlTi Global Inc - Ordinary Shares - Class A

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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