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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

Retail traders are fixated on INTC's slide to the $8790 range, split between bullish catalystsNancy Pelosi's $750K buy, the CEO's $95 purchase, HSBC's $200 target, and a $5B NVIDIA investmentversus bearish overhangs like the upcoming government share sale, $20B dilution, and continuous red closes. NVIDIA's earnings beat is fueling sympathy-hopium for a rebound, but many fear a miss could push INTC into the 70s.

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.

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

BitMine's reported $48.89M Ethereum purchase underscores its aggressive accumulation toward the 5% supply target, fueling retail confidence in Tom Lee's strategy. The stock is riding a broader crypto resurgence, with traders echoing 'Ethereum is inevitable' as they anticipate further upside tied to upcoming regulatory clarity and tokenization catalysts.

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 trending as a post-earnings battleground, with the stock initially dropping despite a headline beat and raise, as traders dissect the quality of the numbers. The community is sharply focused on the fact that a significant portion of the beat was driven by one-time U.S. tariff refunds, while underlying operational concerns like declining PC unit shipments and rising memory chip costs squeezing margins are fueling bearish sentiment. This has led to intense debate over whether the selloff is a justified reaction to masked weakness or an overreaction to temporary headwinds, with heavy put buying and bearish options flow indicating institutional caution despite the company's raised guidance.

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.

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

The community is rallying around Navitas' $232.8M acquisition of Claros, viewing it as the missing piece to complete its grid-to-xPU power chain for AI data centers and double its 2030 market opportunity. While sentiment is bullish on the expanded total addressable market and strategic positioning, traders remain wary of ongoing dilution, patent litigation, and the stock's volatile price action.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

ASST is surging as a high-beta Bitcoin proxy, with retail traders spotlighting a heavy short squeeze as the main catalyst. The community is laser-focused on the company's aggressive BTC treasury accumulationhighlighting its recent 1,110 BTC purchase and 20,000+ BTC total holdingswhile actively debating the dilution versus upside tradeoff.

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 surging on the FDA approval of Rasonque for pancreatic cancer, a breakthrough that doubles survival rates in a historically 'undruggable' cancer. While retail traders are celebrating the milestone and speculating on a massive TAM, buyout interest, and future label expansions, some note the approval was widely anticipated and are expressing disappointment at the tepid price reaction.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

NCLH traders are frustrated that the stock keeps fading despite falling oil prices and easing Iran tensionsfactors that should lift cruise names. The community sees a disconnect between bullish macro tailwinds and the stock's persistent weakness, with many blaming heavy shorting and manipulation while awaiting a breakout back toward the $18$20 range.

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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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