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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 earnings and unprecedented 70% FY28 growth forecast are fueling a retail frenzy, with bulls celebrating AI demand while bears point to margin compression and memory costssparking heated debate over valuation and the sustainability of the AI trade.

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 is dropping its take-private bid plans, triggering a sharp sell-off. Retail traders remain extremely bullish, labeling the drop as manipulation and anticipating a short squeeze, while others warn of further downside without the buyout.

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 soaring after a strong Q2 earnings beat and raised guidance, highlighted by an expanded AI partnership with Anthropic that is fueling a shift in retail sentiment from bearish to bullish as traders see the results as a potential end to the 'SaaSpocalypse' narrative for the software sector.

Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

Kura Oncology is surging after its CEO made a significant open-market share purchase, which retail investors view as a strong confidence signal and potential precursor to M&A activity. The stock has also been lifted by a solid commercial launch of KOMZIFTI, positive analyst updates, and anticipation of upcoming pipeline data.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Nvidia's strong earnings and bullish commentary on AI infrastructure demand are serving as the primary catalyst, with traders viewing the results as a direct positive for data center operators like Applied Digital. The community remains frustrated by the stock's recent price action, which they largely attribute to Citadel's liquidation of the Situational Awareness portfolio and perceived short-selling pressure, while simultaneously expressing a long-term bullish thesis centered on the company's contracted revenue backlog and the broader AI buildout.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as Michael Burry's disclosed short position against the stock fuels intense debate among traders, with bulls dismissing him as a broken clock and citing strong fundamentals, upcoming earnings, and analyst upgrades, while bears point to his concerns over AI spending sustainability and the company's debt.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is trending as Nvidias blowout quarterly results and strong fiscal 2028 revenue forecast ignite a risk-on surge across index futures, though retail sentiment remains divided between bullish momentum plays and worries about bond-market pressure ahead of Jackson Hole.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is drawing intense debate as Michael Burry's continued buying and a historically low valuation clash with mounting concerns over weak U.S. consumer spending and tariff exposure, amplified by Dick's Sporting Goods' grim guidance and competitive pressure from brands like Alo. Bears see further downside amid sector-wide retail weakness, while bulls argue the stock is oversold and set for a sharp reversal.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is the center of attention as traders react to Nvidia's massive earnings beat and robust outlook, with the AI trade's circular financing concerns dominating the conversation. The community is split between bullish momentum plays on the Nasdaq and bearish fears of an AI bubble, making QQQ the key battleground for the broader market's direction.

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 C

Alphabet is under heavy selling pressure, tumbling for a third straight session despite a major bullish signal: Berkshire Hathaway added ~48M shares in Q2, making it the fund's No. 3 holding. Traders are splitsome see the dip as a bargain at a low P/E, while others warn the stock is still heading toward $300 amid relentless algo-driven selling and fears over the company's massive AI capex spending. The Meta settlement, which could pressure YouTube's teen engagement, adds to the regulatory overhang as GOOGL continues to lag the broader AI rally.

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MU, SNDK, SKHY: Memory Stocks Surge Overnight After Nvidia More Than Doubles Purchases

SKHY shares moved higher after Nvidia reported a strong quarterly report and highlighted memory availability as a key constraint, leading to surging commitments to memory suppliers like SK Hynix.

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Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.


Nvidia Beats Expectations On All Q2 Metrics And Estimates 70% Jump In FY28 Revenue —  NVDA Stock Gains 5% After-Hours

Jensen Huang said, “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”  

"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action

"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action

 We've covered soaring "chipflation" for months and the trend does not seem to be abating. Nvidia is reportedly informing its largest customers to expect price hikes of at least 15% for next...

MU, SNDK See August Rebound, But China Risks Loom: After CXMT, Flash Memory Maker YMTC Prepares For Massive IPO

China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.


'I Thought It Would Rise Forever'; World's 'Craziest' Stock Market Suddenly Faces Billion-Dollar Outflows

'I Thought It Would Rise Forever'; World's 'Craziest' Stock Market Suddenly Faces Billion-Dollar Outflows

 Over the past few months, we have been closely following the chaos (rise and fall) in a once only marginally-monitored market on the other side of the world.

Namely, the...

What's Going On With Micron Technology Stock Tuesday?

Gartner predicts memory revenue will soar to $837B in 2026, putting Micron, Samsung, and SK Hynix in the spotlight.read more...

NVDA Stock In For ‘Very, Very Fast’ Rally: Analysts Shrug Off Price-Hike Buzz Ahead Of Most-Watched Earnings Report   

Traders are watching $195 support and $235.74 resistance after Nvidia fell following five of its past six earnings reports.

Are Emerging Markets Now An AI Trade? TSMC, Samsung, SK Hynix Drive More Than Half The Gains

The South Korean market has run sharply thanks to AI-driven gains in Samsung and SK Hynix.


SK Hynix Drops 5% in Seoul, KOSPI Drops 3% Amid Reported US Pressure for Korean Chipmakers to Invest in America; Brent Slips as Iran Tensions Rise

SK Hynix and Samsung slid as South Korean stocks fell amid U.S. investment pressure and escalating Iran tensions.read more...

Futures Slide Ahead Of "Pivotal Week" With Nvidia Earnings. Warsh Speech On Deck

Futures Slide Ahead Of "Pivotal Week" With Nvidia Earnings. Warsh Speech On Deck

 Futures are lower with Tech underperforming as the market focuses on NVDA / MRVL earnings this week; while the AI theme is pressured globally and memory stocks slump driven by a slide in the Kospi. Futures...

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

Extremely Bearish Sentiment

Memory - $MU, $SNDK, $STX, $SKHY, etc.

Neoclouds - $NBIS, $CRWV, $IREN, $APLD, etc.

Space - $RKLB, $SPCX, $ASTS, $VOYG, etc.

Neoclouds, space, and memory are among the market's most beaten-down sectors over the past week - all trading well off their recent highs despite strong underlying demand. Which are you most interested in buying right now? Explain your reasoning in the comments.

Which beaten-down industry are you most interested in adding exposure to?

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