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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 blockbuster earnings and soaring fiscal 2028 growth guidance have ignited a fervent bull vs. bear battle on Stocktwits, with retail traders celebrating the beat while debating the sustainability of the AI trade and Michael Burry's hedged short position. The massive AWS GPU deal and management's confident outlook are fueling expectations of a continued rally, though skeptics warn of supply constraints and margin pressure.

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 catching fire as a Reuters report saying Trian is pausing its takeover bid triggered a sharp selloff, but retail traders are framing the drop as a deliberate shakeout or negotiation tactic aimed at securing a cheaper entry price. The move highlights the stock's volatile battle between high short interest, potential activist pressure, and fierce retail speculation that the selloff will fuel an eventual squeeze.

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 trending as traders react to Nvidia's blowout earnings and guidance, which has yet to lift the stockdown over 6%as the community eyes IREN's own report due imminently. Bulls call the drop a manipulative shakeout ahead of a potential short squeeze, while bears cite dilution and weak hyperscaler signings.

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 its blowout quarterly report and raised full-year guidance, with the company's CEO declaring it the 'best quarter in history' as record net new ARR and AI-driven security demand fuel the optimism. The stocktwits community is overwhelmingly bullish, framing CRWD as the prime beneficiary of AI adoption requiring security, though some traders are already questioning the stock's elevated valuation and eyeing potential short entries.

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 full-year guidance, paired with an expanded Anthropic partnership, are fueling a market narrative shift as traders declare the 'SaaSpocalypse' dead. The community is heavily focused on the company's AI monetization momentum, with many calling the report a turning point for the entire software sector.

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

**NOK is surging as traders pile into an AI-driven thesis, fueled by a potential FCC ban on Chinese optics, its Nvidia partnership for AI-RAN infrastructure, and growing speculation about a U.S. government investment following a key official's Finland visit.** **The StockTwits crowd is torn between excitement over JPMorgan's 100% upside call and frustration from bagholders, with the conversation heavily focused on whether this is the start of a sustained breakout or just another hype-driven pump.**

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as traders react to OpenAI's Jalapeo chip outperforming Nvidia in benchmarks and reports of a $60B+ debt financing package to back AI chip customers like Anthropic. The community is split on whether the recent slide is overdone ahead of earnings, given strong AI demand and bullish analyst targets.

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 surging after reporting a strong quarterly earnings beat and raising its guidance, with traders tying the bullish move to accelerating demand for AI-driven identity security.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

The conversation is buzzing around POET's anticipated September announcements, with investors positioning ahead of potential major updates. Traders are watching the optics sector closely, seeing this as a pre-catalyst window, and the stock's recent resilience despite broader market pressure is fueling bullish sentiment.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is trending after its earnings beat and raised outlook were overshadowed by worries that the results were flattered by one-time tariff refunds, with the market also weighing weaker PC unit volumes and rising memory chip costs. This has fueled a split in sentiment, with notable put options activity and fresh hedging as some traders question the durability of the beat, while others point to the AI PC refresh cycle and a stabilizing free cash flow story as reasons to stay long.

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Diamond S Shipping is an energy shipping company that owns and operates crude and product tankers. It provides seaborne transportation of crude oil, refined petroleum, and other products in international shipping markets. It was founded in 2007 and headquartered in Greenwich, Connecticut.

Diamond S Shipping Inc

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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