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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 blowout Q2 earnings and 70% FY28 revenue growth guidance, plus the expanded AWS partnership, have sparked heated retail debatebulls see unprecedented demand while bears cite Michael Burry's hedged short and valuation concerns.

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 bulls highlight NVIDIAs blowout earnings and the new Cisco Secure AI Factory partnership as validation of its AI infrastructure role, while the market awaits the 10-K filing as the key remaining catalyst. The community sees a widening valuation gap versus peers and heavy short interest, fueling expectations for a potential squeeze once the filing clears.

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

Reuters reported Trian has dropped its take-private bid for Wendy's, triggering a sharp after-hours selloff, while retail traders split between calling the drop a manipulative head-fake and a chance to buy the dip.

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 recent U.S. government funding for critical minerals and the NOAA deep-sea mining application, fueling intense bullish sentiment. The community is fixated on breaking the $5 psychological barrier and betting on a short squeeze as they cite government contracts, a potential Brownsville partnership, and a broader sector move in rare earth and critical mineral stocks.

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

CRM is rallying after strong quarterly results, raised guidance, and an expanded Anthropic partnership, which has flipped the narrative from AI disrupting software to AI accelerating it. Retail traders are turning bullish, citing a short squeeze and momentum for the broader software sector.

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 surging after posting a strong quarterly beat with record net new ARR and raising its full-year outlook, fueled by booming AI-driven security demand. The community is buzzing over the accelerating Falcon Flex adoption, while some traders debate whether the rally is justified given the stock's rich valuation.

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 exploding higher after a record Q2 earnings beat, raised full-year outlook, and an increased buyback target ignited a massive short squeeze, with the community debating whether the move is a sustainable re-rating or a one-time tariff-refund fueled overreaction.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

IOVA is drawing heavy retail chatter after a UAE commercial delegation toured its cell therapy manufacturing facility, fueling speculation about potential Gulf investment or partnership despite the stock pulling back ~4% from recent highs. Traders are also fixated on near-term catalysts including revised FY26 revenue guidance, ESMO data, and the pivotal NSCLC readout, with debate centering on whether the current dip is a healthy consolidation or the start of a deeper retrace.

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 exploded ~20% after hours following a Q2 beat and raised FY27 guidance, driven by surging demand for AI agent identity security  a theme the community is actively debating, with bulls citing the AI tailwind and bears questioning whether the pop stretched too far.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit is surging after partner Akeso's Phase III HARMONi-GI1 trial showed ivonescimab delivered a statistically significant overall survival benefit over AstraZeneca's durvalumab in first-line biliary tract cancer, marking a third positive late-stage readout that bolsters the platform thesis. Retail sentiment has flipped "extremely bullish" as traders cite CEO Bob Duggan's massive insider purchases, heavy short interest near 27.5% of float, and upcoming catalysts like the WCLC data drop and the November FDA PDUFA.

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U.S. Army Chooses BWXT Advanced Nuclear Reactor (BANR) for Janus Program

BWX Technologies, Inc. (NYSE: BWXT) announced today its selection to deploy its BWXT Advanced Nuclear Reactor (BANR) technology in support of the Janus program. Janus is a next-generation nuclear energy initiative led by the U.S. Army in partnership with the Defense Innovation Unit (DIU) to deliver...

UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle 

Equity

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.


Can BWXT's National Laboratory Role Expand Its Government Services?

BWX Technologies deepens its government services role through national laboratory management, adding long-term facility operations to its portfolio.

BWXT Names Suzanne Maddux SVP of Operations as Company Scales for Long-term Growth

BWX Technologies, Inc. (BWXT) announced today that Suzanne Maddux has been named senior vice president, operations, reporting directly to President and Chief Executive Officer Rex Geveden. This newly created position will support the companys continued growth in nuclear national security and...

Here's How Much $100 Invested In BWX Technologies 10 Years Ago Would Be Worth Today

BWX Technologies (NYSE:BWXT) has outperformed the market over the past 10 years by 2.43% on an annualized basis producing an average annual return of 15.87%. Currently, BWX Technologies has a market capitalization ofread more...

Can BWXT's Nuclear Cleanup Services Add a New Growth Avenue?

BWX Technologies expands its nuclear services portfolio through decommissioning, remediation, waste management and nuclear site support.

Here's How Much $1000 Invested In BWX Technologies 10 Years Ago Would Be Worth Today

BWX Technologies (NYSE:BWXT) has outperformed the market over the past 10 years by 2.37% on an annualized basis producing an average annual return of 15.91%. Currently, BWX Technologies has a market capitalization ofread more...

Can BWX Technologies' Nuclear Medicine Expansion Boost Growth?

BWXT expands its commercial nuclear portfolio through nuclear medicine, isotope production and radiopharmaceutical capabilities.

Advance Auto Parts vs. BWX Technologies: Is an Auto Parts Retailer or a Nuclear Energy Pioneer the Better Buy in 2026?

Key PointsAdvance Auto Parts is executing a major restructuring plan to streamline its supply chain and enhance store efficiency...

BWXT Q2 Earnings Call Centers on Higher Outlook and Nuclear Focus

BWXT raises its 2026 outlook as stronger operations support higher guidance, while a medical divestiture and PCG deal sharpen its nuclear focus.

BWX Technologies, Inc. engages in the supply and provision of nuclear components and products. It operates through the Government Operations and Commercial Operations segments. The Government Operations segment manufactures naval nuclear reactors, including the related nuclear fuel, for the U.S. Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. The Commercial Operations segment fabricates commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level waste and supplies nuclear-grade materials and precisely machined components for nuclear utility customers. The company was founded by Stephen Wilcox and George Babcock in 1867 and is headquartered in Lynchburg, VA.

BWX Technologies Inc

Bullish 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.

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