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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 surging after its blowout Q2 earnings and a 70% FY2028 revenue growth forecast, which CEO Jensen Huang highlighted as supply-constrained rather than demand-limited, fueling intense retail buzz with many traders targeting $300 and calling out bears like Michael Burry. The community is also keyed on related moves like Amazon's 2 million GPU deal, a reported Hugging Face acquisition, and memory stock rallies, reinforcing a broader AI-infrastructure rally.

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 (ANF) is trending after a blowout Q2 earnings report and aggressive full-year guidance lift sparked a massive rally and short squeeze, with retail traders buzzing about the strength of the underlying business versus one-time tariff benefits. Analysts remain bullish on momentum, but some traders question the sustainability of the move given the retail environment.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as traders weigh reports of revenue-sharing talks with China's Moonshot AI and the intensified custom silicon race, while frustration grows over the stock's recent slide despite bullish TPU-related analyst notes.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is surging on the heels of its landmark $13.7B GPU services contract and Tether's strategic backing, with the community anticipating that Nvidia's bullish comments on datacenter demand will further validate the AI infrastructure play. Many traders see this momentum setting up a potential short squeeze, given the record-high short interest and the stock's recent breakout.

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

Nokia is attracting heavy attention as traders focus on JPMorgan's bullish call that the market is underestimating its AI opportunity, alongside a growing narrative around Nvidia's partnership and speculation of U.S. government interest following its China pullback. The community is largely optimistic about long-term upside, citing strong AI order flow, while a vocal minority remains skeptical of execution and share dilution.

Sharplink, Inc. is an institutional-grade Ethereum treasury platform that provides public market investors with exposure to Ether. It operates through the following segments: ETH Treasury Management and Affiliate Marketing. The ETH Treasury Management segment focuses on the accumulation and active management of ETH as a long-term treasury asset. The Affiliate Marketing segment focuses on performance-based customer acquisition services for sportsbooks and online casino gaming operators worldwide. The company was founded in 2019 and is headquartered in Miami, FL.

Sharplink Inc.

SharpLink Gaming Ltd

Investors are closely watching SharpLink Gaming as the stock trades at a significant discount to its Ethereum treasury holdings, fueling community debates over whether the current valuation represents a deep-value opportunity or a persistent laggard. Sentiment remains polarized between those anticipating a major rebound driven by crypto momentum and those frustrated by continued dilution and the company's lack of recent aggressive asset acquisitions.

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 under pressure after Reuters reported that Trian Fund Management has backed away from a potential take-private bid, citing performance and valuation concerns, a major blow to retail traders who had speculated on a buyout. The news has sparked a highly divided retail reaction, with some viewing the sharp drop as a dip-buying opportunity given high short interest, while others see the end of the takeover thesis. The stock had been rallying on those takeover hopes alongside a new CEO's turnaround plan, making the sudden reversal a significant narrative shift for the ticker.

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SPY is gyrating after-hours as traders sell the news on Nvidia's blowout earnings, calling the initial pump a bull trap and flagging bond-market stress plus the Jackson Hole speech as fresh downside risks.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is trending as traders dissect the company's new $600M ATM offering, which has sparked a sharp divide between bulls calling the selloff an overreaction and bears targeting further downside. The move is also drawing attention to the broader optical sector, with chatter around the potential US ban on Chinese transceivers and its impact on the photonics complex.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

The token is gaining traction as a 'tokenized 401(k)' narrative, positioning itself as a community-driven alternative to traditional retirement funds. The discussion centers on its relatable mission of financial freedom and a dedicated community that promotes weekly 'DCA Fridays', contrasting with skepticism from some traders who view it as another speculative meme coin.

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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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