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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 trending after a blowout earnings beat and a surprisingly strong guidance forecast, with traders optimistic about a continued rally and potential short squeeze, though some debate the sustainability of circular financing and supply constraints.

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.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

CSCO is in focus following its earnings beat and expanded AI infrastructure partnership with NVIDIA/Supermicro, but retail sentiment is split between bullish calls on the AI networking supercycle and frustration over the post-earnings slide, with many accusing market makers of price manipulation.

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.

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'.

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.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media stock is drawing intense chatter as traders and political commentators clash over President Trump's fresh policy movesespecially a beef-import plan and new Canada tariffsthat have ignited heated debate over trade, inflation, and his agenda's impact on the economy. Sentiment is sharply divided, with bullish holders touting recent gains while critics hammer the company's fundamentals and broader political fallout.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

Nvidia's blowout earnings and bullish neocloud commentary are fueling chatter around IREN as a leveraged AI infrastructure play, with retail traders positioning ahead of the company's own report. Sentiment is torn between optimism over surging sector demand and frustration over persistent price weakness, short-selling pressure, and expectations of a volatile binary event.

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Cannabis Stock VRNO Rises 10% in a Month: Time to Buy, Hold or Sell?

Verano's rally follows strong Q2 results, but margin pressure and wider 2026 losses keep the stock in wait-and-watch mode.

Verano Holdings Corp. (VRNO) Reports Q2 Loss, Tops Revenue Estimates

Verano Holdings Corp. (VRNO) delivered earnings and revenue surprises of +6.67% and +4.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cannabis Operator Cresco Down 28.5% YTD: How to Play the Stock?

CRLBF is down 28.5% YTD as revenue pressure and competition persist, but retail expansion and improving estimates could shape its next move.

Verano Advances U.S. Exchange Uplisting Plans: Time to Invest?

VRNO's reverse split and prior U.S. redomestication support potential exchange uplisting plans as the company expands stores and product offerings.

Does Epidiolex Make Jazz Pharmaceuticals a Unique Cannabis Stock?

JAZZ gains unique cannabis exposure through Epidiolex as strong sales growth and patent protection boost long-term visibility.

Verano Holdings Corp. (VRNO) Reports Q1 Loss, Tops Revenue Estimates

Verano Holdings Corp. (VRNO) delivered earnings and revenue surprises of +15.79% and +3.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

US Cannabis Major Reports $208M Q1 Revenue and Initiates $20M Buyback

Cannabis stocks have been in motion since April 23, when the Trump administration moved to reclassify cannabis from Schedule I to Schedule III under the DEA's controlled substances framework. As reported by CNBC, the shift does not legalize marijuana federally, but it removes longstanding research barriers, opens banking access that was previously blocked, and critically, exempts cannabis companies from IRS Code Section 280E. This exemption allows operators to deduct standard business expenses like rent and payroll for the first time, a change with direct, material implications for ...

Schedule III for Some, Not All: Understanding the DOJ's Cannabis Shift

DOJ narrows cannabis reform, shifting select marijuana products to Schedule III while leaving broader federal restrictions intact.

Verano Holdings Corp. (VRNO) Reports Q4 Loss, Tops Revenue Estimates

Verano Holdings Corp. (VRNO) delivered earnings and revenue surprises of -66.67% and +0.36%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Verano Holdings Corp. engages in the business of licensed cannabis cultivation, processing, wholesale distribution and retail facilities. It operates through the Cultivation (Wholesale) and Retail segments. The Cultivation (Wholesale) segment consists of the cultivation, production and sale of cannabis products to retail stores. The Retail segment consists of the retailing of cannabis to patients and consumers. The company was founded on August 6, 2014 and is headquartered in Chicago, IL.

Verano Holdings Corp.

Bullish Sentiment

Hold rates steady

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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.

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