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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 earningsa double beat on revenue and EPS with strong Q3 guidancehave sparked intense retail debate as shares initially dropped despite the numbers, fueling recurring 'sell the news' frustration and speculation over a possible bear trap or manipulation ahead of CEO Jensen Huang's call. Community chatter centers on the classic post-earnings paradox, with many bulls calling the dip a shakeout while bears cite overvaluation and slowing QoQ growth.

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 surging after posting strong quarterly results and announcing a major AI partnership ('Claudeforce') with Anthropic. Traders are framing this as a potential turning point for beaten-down software stocks, with many calling the 'SaaS is dead' narrative overblown and discussing a sector rotation back into software.

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

CRWD is surging following a strong quarterly earnings report that beat expectations on revenue and EPS, highlighted by record net new ARR and raised full-year guidance, which has ignited a bullish sentiment among traders. The broader AI security sector is also in focus after an OpenAI security incident, with community discussion split between celebrating the company's momentum and questioning its premium valuation.

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 a polarizing debate: bulls tout the AI agent identity opportunity while bears question whether the move is sustainable.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media stock is trending amid heated social media debate over Trump's escalating trade war with Canada and his broader economic policies, with traders and political commentators clashing on the stock's outlook. The small price uptick is secondary to the intense political discourse dominating the conversation around DJT.

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 on a record Q2 earnings beat, raised full-year guidance, and an increased buyback plan, triggering a massive short squeeze. The community is split between treating the move as a genuine re-rating or a temporary squeeze fueled by a one-time tariff refund, with heavy debate over whether the stock's momentum can hold.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is under heavy fire as the CFO's retirement announcement triggers a sharp selloff and intense debate, with bulls calling it an overreaction and bears pointing to it as another red flag for the unprofitable company. The stock is a focal point of broader quantum-sector chatter, with traders also eyeing Nvidia's upcoming earnings as a potential catalyst for the group.

Biohaven Ltd. is a global clinical stage biopharmaceutical company, which engages in the discovery, development, and commercialization of therapies for people with neurological and neuropsychiatric diseases. The company was founded on May 2, 2022 and is headquartered in New Haven, CT.

Biohaven Ltd

Biohaven Pharmaceutical Holding Company Ltd

Biohaven is surging after striking a licensing deal with SK Biopharmaceuticals for its epilepsy drug, a move that secures up to $795 million in non-dilutive capital and extends its cash runway into 2028. While some traders view the deal as selling off potential upside, the broader community is now focusing on the company's upcoming obesity data readout and the strength of its remaining pipeline, shifting the narrative from dilution risk to catalyst potential.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta is trending on a massive wave of community speculation and debate, fueled by a favorable competitor setback as Capricor's FDA adcom collapses, alongside the appointment of a well-credentialed new CEO. The social chatter reflects a core bull-vs-bear clash, with bulls seeing the competitor's failure and fresh leadership as a potential turning point, while skeptics question whether the stock can escape its recent slide.

Everpure, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.

Everpure Inc. - Ordinary Shares - Class A

Everpure Inc

Everpure ($P) is surging on a second top-five hyperscaler design win for its DirectFlash tech, which has triggered a wave of analyst upgrades and fueled speculation about potential S&P 500 inclusion. The stock is hitting record highs as traders pile into calls, though many are debating whether the move is sustainable after such a sharp run.

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Hold rates steady

Cut 25 bps

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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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