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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 is ripping higher after posting a blowout quarter with revenue more than doubling and guiding to ~70% growth for next year, as CEO Jensen Huang cited surging AI demand and the Vera Rubin ramp. Retail traders are extremely bullish, calling it a market-saver and mocking bears, though some flag margin pressure from rising memory costs.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is drawing attention as NVIDIA's surge and its Amazon GPU deal spotlight QNX's key role in physical AI and robotics, fueling a bullish narrative about massive future TAM expansion. However, the conversation is sharply divided, with longs emphasizing QNXs strategic position against bears frustrated by the stagnant share price, management credibility, and slow revenue growth.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNR is surging as Tom Lee's BitMine continues accumulating Ethereum, nearing its 5% supply target, which traders view as a bullish catalyst for the crypto-treasury stock. Sentiment is extremely bullish, with the community highlighting its outperformance relative to ETH and framing it as a leveraged bet on Ethereum's future.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Traders are fixated on Canadian Solar's Q2 earnings as a potential catalyst, debating whether the company will finally recognize 45X tax credits and unlock value from its CSI Solar stake or a Recurrent Energy sale. High short interest and claims of price manipulation have fueled a tense, bullish-leaning sentiment ahead of the report.

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 in premarket as traders position ahead of earnings, buoyed by Nvidia's strong results and the recent Google custom-chip deal. The community is highly bullish on AI networking and custom silicon demand, with many expecting a post-earnings breakout despite nerves over a potential sell-the-news reaction.

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.

Abercrombie & Fitch is surging after a blowout Q2 earnings beat and raised guidance, with a short squeeze amplifying gains as traders debate whether tariff refunds inflated results. Community sentiment is mixed, with bulls citing buybacks and growth while bears call the move overextended and expect a pullback.

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 crushed Q2 estimates, raised full-year guidance, and expanded its Anthropic partnership with ClaudeForce, sending shares up 13% after hours and reigniting the enterprise software trade. The beat debunks the 'SaaSpocalypse' narrative, with retail sentiment on Stocktwits flipping extremely bullish as traders call for a run toward $275$300.

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 under heavy fire post-earnings as a double beat-and-raise was overshadowed by a sharp selloff, with traders dissecting the one-time tariff refunds propping up the numbers and flagging persistent margin pressure from memory chip costs. The community is locked on the $20 breakdown, with calls for a continued slide toward the mid-teens clashing against dip-buyers arguing the 6% dividend and buyback math make it a deep-value trap worth catching.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is trending after posting strong Q3 results with raised guidance, yet the stock slid as traders dissected management's cautious tone on China, reliance on Ansys for growth, and the dilutive NVIDIA investment. The community is split between bullish long-term AI-design tailwinds and bearish concerns over slowing organic growth and mixed near-term signals.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is surging as the community reacts to President Trump's signal that the CFTC is working to bring Hyperliquid into the U.S. legally, a move traders see as a massive unlock for the platform and a key catalyst for the stock, especially with earnings due this Thursday. The buzz is amplified by heavy short interest and positioning for a potential gamma squeeze, with bulls framing this as a generational entry point into the Hyperliquid ecosystem.

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FTAI Infrastructure, Inc. engages in acquiring, developing and operating assets and businesses that represent critical infrastructure for customers in the transportation, energy and industrial products industries. It operates through the following segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, Sustainability and Energy Transition, and Corporate and Other. The company was founded on December 13, 2021 and is headquartered in New York, NY.

FTAI Infrastructure 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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