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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 quarterly results and strong growth outlook have fueled a surge of bullish sentiment, with traders zeroing in on the company's expanded AI ecosystem moves like the Hugging Face acquisition and Amazon's massive chip orders, while bears still question the durability of AI demand.

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

WEN is trending after a Reuters report said Trian has no plans for a take-private bid, triggering a sell-off that has retail traders split between panic and dip-buying. With heavy short interest and a vocal meme-stock crowd, the conversation is dominated by squeeze speculation and whether the drop is a trap or the bull thesis breaking.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is rallying on renewed bullish momentum, fueled by record ETF inflows and institutional accumulation like BitMine's $48.89M ETH purchase. Traders are eyeing a breakout above $2,500, with many predicting further upside as short positions get squeezed.

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 blowout Q2 earnings beat and sharply raised full-year guidance, with the stock triggering a massive short squeeze that has become the dominant retail trading narrative. While momentum traders are piling in, the community is split between those calling it a pure squeeze and skeptics who argue the EPS blowout was inflated by a one-time tariff refund, setting up a heated debate over whether the move is sustainable.

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's post-earnings surge is igniting fierce retail debate, with bulls celebrating the AI-security tailwind and raised guidance while bears dismiss the move as overvalued. The move highlights a broader software rotation as cybersecurity names are re-rated on accelerating AI-driven demand.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

$RVMD is drawing heavy retail chatter after the FDA approved its pancreatic cancer drug Rasonque, with traders focused on the drug's broad 

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 Nvidia's blowout earnings and bullish neocloud commentary (citing massive capacity growth and customer demand) are fueling retail conviction that IREN's upcoming results will trigger a long-awaited re-rating, with traders pointing to heavy short interest and calling the stock deeply undervalued relative to peers like NBIS and CRWV.

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 (CRM) is surging after posting a strong quarterly beat, raising its full-year outlook, and expanding its AI partnership with Anthropic through the new 'Claudeforce' integration, which is sparking heavy retail chatter about a narrative shift for software stocks. Traders on Stocktwits are turning bullish, framing the move as a validation of AI-driven monetization and a rebuke to the bearish 'SaaSpocalypse' thesis.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

The stock is trending due to heavy community debate over the post-earnings $300M ATM equity offering, which is seen as a bearish overhang driving technical breakdown talk and gap-fill speculation. Despite strong fundamental results and institutional accumulation, the sentiment is dominated by dilution fears and short-term bearish chart patterns.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

Natural gas leveraged products are trading actively as traders debate the impact of the upcoming storage report, the Freeport LNG outage, and summer heat forecasts, with the community split between bulls expecting a weather-driven squeeze and bears pointing to ongoing production strength and contango decay. The discussion centers on the 'widowmaker' dynamics of BOIL and KOLD, where the focus is on the path of the futures curve and storage vs. 5-year averages.

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Levi Strauss' DTC-First Strategy Strengthens Growth Momentum

LEVI accelerates DTC growth as digital gains, customer engagement and retail execution lift sales and raise its 2026 outlook.

Should Investors Buy BOOT as Growth Outpaces Near-Term Margin Risks?

Boot Barn's store expansion, strong comps and earnings growth outlook support its long-term case as investors weigh margin risks from fading tariff benefits.

US Grows Only 1.5% In Q2, Badly Missing Estimates, Despite Strong Spending, Investment

US Grows Only 1.5% In Q2, Badly Missing Estimates, Despite Strong Spending, Investment

 The US economy grew at a far weaker than expected pace in the second quarter despite a pickup in consumer spending and solid business investment. According to the BEA, GDP (inflation adjusted) rose...

How Levi Strauss Is Building a Faster-Growing DTC Lifestyle Brand

LEVI is accelerating its DTC lifestyle strategy through digital growth, broader apparel categories and global expansion to drive higher-quality revenue.

Is LEVI Stock Still Attractive After Its Strong Earnings Rally?

LEVI lifted its 2026 outlook after a strong quarter, but a higher valuation, tariff pressures and execution risks leave the post-rally outlook more balanced.

How LEVI Is Using Digital Growth and AI to Reshape Its Future Path

Levi Strauss is accelerating digital growth with e-commerce, loyalty expansion and AI-ready systems to build a faster, more efficient DTC business.

Can Zumiez Sustain Comparable Sales Growth Amid Consumer Headwinds?

ZUMZ's sales momentum faces a key test as macro pressures weigh on spending ahead of the back-to-school season.

How Brand Building Is Helping Victoria's Secret Grow Faster?

VSXY is strengthening customer engagement through distinct brand identities, supporting sales growth and market share gains.

Tractor Supply Q2 Earnings & Sales Miss Estimates, Comps Drop 1.5%

TSCO misses second-quarter estimates as softer discretionary demand weigh on sales, prompting it to lower its 2026 outlook.

How Is Victoria's Secret Expanding Growth Through Innovation?

VSXY is investing in product innovation to improve its core assortment, expand adjacent categories and support long-term growth.

$LEVI Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.23 up 35.29% YoY
• Reported revenue of $1.56B up 8.02% YoY

Levi Strauss & Co. engages in the design, marketing, and sale of apparel products. The firm offers jeans, casual and dress pants, tops, shorts, skirts, jackets, footwear, and related accessories. It operates through the following geographical segments: Americas, Europe, and Asia. The company was founded by Levi Strauss in 1853 and is headquartered in San Francisco, CA.

Levi Strauss & Co. - Ordinary Shares - Class A

LEVI Stock Drops Overnight Despite Growing Store Traffic: CEO Remains Confident In Denim Lifestyle Push 

Equity

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.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.36	--	--	N/A
Q2 '26	$0.24	$0.28	14.81%	BEAT
Q1 '26	$0.37	$0.42	14.33%	BEAT
Q4 '25	$0.39	$0.41	4.76%	BEAT
Q3 '25	$0.31	$0.34	11.10%	BEAT

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