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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

NVDA is surging after posting blowout quarterly results and projecting much stronger-than-expected future growth, sending retail sentiment on Stocktwits to 'extremely bullish' and reigniting expectations of an upward move amid chatter of a potential short squeeze and a wave of price-target upgrades. The bullish mood extends across the AI sector, lifting related names like memory and cloud stocks, though some traders remain wary of a profit-taking pullback after the sharp pre-market rally.  However, a minority of voices are cautioning the move could fade, framing it as a possible head-fake. In short, the bulls are in control for now, but the tension between momentum and skepticism is the key dynamic to watch.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing heavy retail attention as a battle plays out between bullish catalystslike Nancy Pelosi's large reported stake and a potential Nvidia partnershipand persistent fears over government share sales and alleged price manipulation. The broader semiconductor rally, fueled by Nvidia's earnings, is seen as a key swing factor for INTC's next move.

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 Q2 earnings, raised full-year guidance, and expanded Anthropic partnership are fueling a massive after-hours rally, with the stock surging over 13% as the CEO declares the 'SaaSpocalypse' narrative 'nonsense.' Retail sentiment on Stocktwits has flipped bullish, with traders predicting a move toward $275-$300 and celebrating what they see as a narrative-shifting comeback for enterprise software.

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 after its earnings beat was overshadowed by sliding PC unit volumes, memory-chip cost pressure from AI demand, and reliance on one-time tariff refunds that masked weaker core operations. Bears are calling for a breakdown toward the low-$20s, while value bulls defend the cheap multiple and dividend, framing the selloff as an overreaction in a tough hardware cycle.

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 Reuters reported Trian Fund Management has dropped its take-private bid plans, triggering a sharp sell-off and sparking fierce retail debate between those fearing downside and those calling it a manipulation-fueled buying opportunity ahead of a potential short squeeze.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

SOL is surging past $100, fueled by record ETF inflows and a surge in on-chain activity, with the community buzzing over the upcoming network governance vote and institutional interest in its ecosystem. Traders are highlighting strong fundamentals, including record RWA growth and staking momentum, while a potential banking partnership narrative adds to the bullish sentiment.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo is drawing heavy debate as traders weigh worries about Google/Broadcom/Marvell routing shifts and possible China-related optical-component restrictions against confidence in its AI connectivity/AEC demand ahead of earnings. The community is split between dead money frustration and dip-buying conviction that the business momentum is intact.

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 on Tom Lee's aggressive Ethereum accumulation strategy, with the community buzzing about his latest $48.89M ETH purchase and the company nearing its 5% supply target. Retail traders are overwhelmingly bullish, flooding feeds with 'ETHEREUM IS INEVITABLE' and debating whether the stock's leverage on ETH will finally unlock massive upside as crypto regulations and institutional adoption loom.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Pudgy Penguins (PENGU) is drawing intense community buzz as traders rally around a potential breakout above the $0.01 resistance level, with many pointing to accumulation and bullish momentum despite a historically volatile price action. The meme coin's trend is amplified by broader crypto market optimism, though sentiment remains split between those predicting a sustained run and skeptics anticipating another pullback.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

NVTS is trending on its Definitive Agreement to acquire Claros, a move investors believe completes its grid-to-xPU AI power delivery chain and more than doubles its 2030 SAM. The community is cautiously bullish, seeing it as a strategic win for the AI power bottleneck narrative, while also tracking dilution, patent lawsuits, and high short interest as key overhangs.

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Photonics ETFs: The Next Big AI Infrastructure Opportunity?

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The Zacks Analyst Blog Highlights NVDA, LYTE, LAZR and EUV

Optical connectivity is emerging as AI's next hardware bottleneck, spotlighting LYTE, LAZR and EUV as photonics demand surges.

Beyond Nvidia: Buy These ETFs to Capture AI's Optical Boom  

Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.

Roundhill ETF Trust - Roundhill Photonics & Optics ETF

Extremely Bearish 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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