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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 Q2 earnings and 70% FY28 revenue growth guidance, plus the expanded AWS partnership, have sparked heated retail debatebulls see unprecedented demand while bears cite Michael Burry's hedged short and valuation concerns.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as the community rallies around a powerful catalyst stack: a new Cisco partnership validating its rack-scale liquid-cooling tech, Nvidia's blowout earnings and accelerated AI infrastructure demand, and anticipation of a clean 10-K filing that could clear the remaining overhang. Bulls argue the stock remains deeply undervalued versus peers like Dell and HPE, fueling expectations of a short squeeze as the market reprices its growth trajectory.

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

Reuters reported Trian has dropped its take-private bid for Wendy's, triggering a sharp after-hours selloff, while retail traders split between calling the drop a manipulative head-fake and a chance to buy the dip.

We believe that there are significant, attractive investment opportunities that exist within industries that benefit from strong Environmental, Social and Governance (“ESG”) profiles. While investing in ESG covers a broad range of themes, we are focused on evaluating suitable targets that have existing environmental sustainability practices or that may benefit, both operationally and economically, from our management team’s commitment and expertise in executing such practices.

TMC the metals company Inc

Retail traders are rallying around TMC's regulatory momentumparticularly the NOAA certification and public comment window for the USA-A applicationfueling a short-squeeze narrative as the stock pushes toward the psychologically key $5 level after months of selling pressure. The broader critical minerals sector is also gaining attention amid geopolitical supply chain concerns, with investors positioning for government funding and a potential multi-bagger re-rating.

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

CRM is rallying after strong quarterly results, raised guidance, and an expanded Anthropic partnership, which has flipped the narrative from AI disrupting software to AI accelerating it. Retail traders are turning bullish, citing a short squeeze and momentum for the broader software sector.

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 is surging after posting a strong quarterly beat with record net new ARR and raising its full-year outlook, fueled by booming AI-driven security demand. The community is buzzing over the accelerating Falcon Flex adoption, while some traders debate whether the rally is justified given the stock's rich valuation.

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.

ANF is exploding higher after a record Q2 earnings beat, raised full-year outlook, and an increased buyback target ignited a massive short squeeze, with the community debating whether the move is a sustainable re-rating or a one-time tariff-refund fueled overreaction.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

IOVA is drawing heavy retail chatter after a UAE commercial delegation toured its cell therapy manufacturing facility, fueling speculation about potential Gulf investment or partnership despite the stock pulling back ~4% from recent highs. Traders are also fixated on near-term catalysts including revised FY26 revenue guidance, ESMO data, and the pivotal NSCLC readout, with debate centering on whether the current dip is a healthy consolidation or the start of a deeper retrace.

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 ripping after beating Q2 estimates and raising its FY27 revenue outlook, fueled by a surge in AI-agent-driven cybersecurity demand. Traders are buzzing about the ~20% after-hours pop and positioning for further upside as the identity-security narrative gains momentum.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

SMMT is surging after partner Akeso's Phase III HARMONi-GI1 trial showed ivonescimab plus chemo significantly improved overall survival versus durvalumab in first-line advanced biliary tract cancer. Community sentiment is extremely bullish, with traders highlighting this as another validation of ivonescimab's platform potential across multiple tumor types, while others express cautious optimism about the upcoming FDA decision and ongoing dilution. The news reinforces the drug's promise as a potential best-in-class PD-1/VEGF bispecific, strengthening the case for its broader pipeline and near-term regulatory catalyst.

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Syros Pharmaceuticals, Inc. engages in the development of gene control therapies for cancer and diseases. Its product candidates include SY-1425, SY-2101, and SY-5609. The company was founded by Richard A. Young, Nathanael S. Gray, and James E. Bradner on November 9, 2011 and is headquartered in Cambridge, MA.

Syros Pharmaceuticals Inc.

Bullish 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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