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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 on its blowout Q2 beat and a massive 70% fiscal 2028 growth forecastwell above the ~44% analysts had modeledigniting extreme bullish chatter and fueling calls for a return to record highs.

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 that Trian Fund Management has dropped its take-private bid, sending shares down sharply and sparking intense retail debate. The community is split between those fearing further downside without a buyout and those viewing it as a potential short-squeeze opportunity, given the high short interest and reported institutional buying.

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 stock is surging after a blowout Q2 earnings report, with the company beating expectations and raising full-year guidance on strong AI demand. The move has retail sentiment turning sharply bullish, with many traders calling it a narrative shift that could reignite the enterprise software sector.

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 is surging after a strong Q2 earnings report with raised full-year guidance, fueled by the narrative that AI agents are expanding the identity security market. The StockTwits community is buzzing with mixed reactions, some questioning the move's sustainability and others citing possible pre-earnings leaks, while the broader AI-cybersecurity complexincluding CRM and CRWDalso rallies on similar tailwinds.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The stock is surging after the PTAB terminated Samsung's IPR challenge to a key Netlist patent, removing a major invalidity threat and strengthening the company's hand in ongoing litigation against Micron. Community sentiment is highly bullish, viewing this as a pivotal legal victory that intensifies pressure on Micron to settle, especially with the broader AI memory market booming and NVIDIA's earnings reinforcing demand.

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 blowout Q2 earnings and raised full-year guidance on AI security demand have traders hyped, with many celebrating the after-hours surge while skeptics question the rich valuation. The move is part of a broader software and cybersecurity rally after strong results from Salesforce and Okta.

Bitcoin Cash is a hard fork of Bitcoin with a protocol upgrade to fix on-chain capacity. Bitcoin Cash intends to be a Bitcoin without Segregated Witness (SegWit) as soft fork, where upgrades of the protocol are done mainly through hard forks and without changing the original economic rules of the Bitcoin.  Bitcoin Cash (BCH) is released on 1st August 2017 as an upgraded version of the original Bitcoin Core software. The main upgrade is the increase in the block size limit from 1MB to 8MB. This effectively allows miners on the BCH chain to process up to 8 times more payments per second in comparison to Bitcoin. This makes for faster, cheaper transactions and a much smoother user experience.  Why was Bitcoin Cash Created?  The main objective of Bitcoin Cash is to to bring back the essential qualities of money inherent in the original Bitcoin software. Over the years, these qualities were filtered out of Bitcoin Core and progress was stifled by various people, organizations, and companies involved in Bitcoin protocol development. The result is that Bitcoin Core is currently unusable as money due to increasingly high fees per transactions and transfer times taking hours to complete. This is all because of the 1MB limitation of Bitcoin Core’s block size, causing it unable to accommodate to large number of transactions.  Essentially Bitcoin Cash is a community-activated upgrade (otherwise known as a hard fork) of Bitcoin that increased the block size to 8MB, solving the scaling issues that plague Bitcoin Core today.  Nov 16th 2018: A hashwar resulted in a split between Bitcoin SV and Bitcoin ABC

Bitcoin Cash

Bitcoin Cash chatter is centered on its post-quantum security upgrade and a broader debate over its long-term viability, with sentiment split between those calling it an undervalued hibernating asset and others dismissing it as a dead network. Enthusiasts are spotlighting development catalysts and anticipating a major squeeze, while skeptics point to persistent underperformance.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is trending as traders position for major September announcements, with the community citing rising institutional ownership, NVIDIA's AI optics tailwinds, and a pending production ramp as catalysts. Sentiment is largely bullish but frustrated, with many calling the recent pullback a buying opportunity while dismissing short sellers and 'head fakes'.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as chatter focuses on Intuit's disappointing outlook rippling through software stocks, with retail traders split between frustration over the selloff they see as unwarranted and bullish conviction that NOW's AI-driven fundamentals remain strong and the drop is a buying opportunity.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AVEX is trending as retail traders focus on a string of new defense contracts and the CEO's CNBC appearance with Jim Cramer, sparking heavy debate over the stock's valuation and price action. The community is also closely tracking the company's BlackSea Technologies acquisition and its defense drone sector positioning against peers like Ondas and Red Cat.

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STMicroelectronics-NUS Lab Strengthens Low-Power Edge AI Push

STM and NUS launch a four-year lab to advance low-power edge AI for robots, humanoids and drones using local processing and P18 FD-SOI technology.

Paycom Software (PAYC) is a Top-Ranked Momentum Stock: Should You Buy?

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Here's How Much a $1000 Investment in Paycom Software Made 10 Years Ago Would Be Worth Today

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This Top Computer and Technology Stock is a #1 (Strong Buy): Why It Should Be on Your Radar

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Oklahoma Sports Hall of Fame and Jim Thorpe Association Proudly Reveal the Paycom Jim Thorpe Award 2026 Preseason Watch List

Today, Oklahoma Sports Hall of Fame (OSHOF) and Jim Thorpe Association released the prestigious Paycom Jim Thorpe Award Preseason Watch List. This list includes 35 of the nations best defensive backs, representing ten conferences and one independent university. The preseason watch list is selected...

EVER Enhances AI-Powered P&C Insurance Solutions With Waniwani

EverQuote's Waniwani partnership expands its AI solutions for P&C insurers, targeting growing AI-driven insurance discovery, engagement and conversion.

Is DDOG Stock Worth Investing in After Q2 Beat & Solid '26 Guidance?

Datadog's Q2 beat, raised 2026 outlook, strong cash flow and AI momentum support growth, though the stock trades at a premium valuation.

PAYC Q2 Earnings Call Centers on Automation and Raised Outlook (Revised)

Paycom's broad-based Q2 beat, automation savings and product expansion drove a higher 2026 revenue and EBITDA outlook, with free cash flow above $650 million.

PAYC Q2 Earnings Call Centers on Automation and Raised Outlook

Paycom's Q2 Earnings Surpass Expectations, Revenues Rise Y/Y

PAYC beats second-quarter earnings and revenue estimates as recurring sales grow, margins expand and management raises its 2026 outlook.

$PAYC Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $2.34 up 47.17% YoY
• Reported revenue of $531.2M up 9.84% YoY
• Paycom Software, Inc. expects total revenue for the year ending December 31, 2026, in the range of $2.197 billion to $2.212 billion, with Adjusted EBITDA between $1.007 billion and $1.022 billion.

Paycom Software, Inc. engages in the provision of cloud-based human capital management software solutions delivered as software-as-a-service. It offers functionality and data analytics that businesses need to manage the complete employment life cycle from recruitment to retirement. The company was founded by Chad R. Richison in 1998 and is headquartered in Oklahoma City, OK.

Paycom Software Inc

Michael Burry Posts New Software Thesis: Which SAAS Stocks Show Promise As Per His ‘Castle, Stone, Chapel’ Matrix?

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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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