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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 surging after its blowout Q2 earnings and a 70% FY2028 revenue growth forecast, which CEO Jensen Huang highlighted as supply-constrained rather than demand-limited, fueling intense retail buzz with many traders targeting $300 and calling out bears like Michael Burry. The community is also keyed on related moves like Amazon's 2 million GPU deal, a reported Hugging Face acquisition, and memory stock rallies, reinforcing a broader AI-infrastructure rally.

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.

Abercrombie & Fitch is surging after a massive Q2 earnings beat and sharply raised full-year guidance, igniting heavy short-squeeze speculation and debate among traders over whether the move is sustainable or merely a tariff-refund-driven spike in a weak retail environment.

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

SPY is gyrating after-hours as traders sell the news on Nvidia's blowout earnings, calling the initial pump a bull trap and flagging bond-market stress plus the Jackson Hole speech as fresh downside risks.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

RETIRE.X is surging in social engagement as crypto enthusiasts champion it as a 'tokenized 401k', drawing attention to its mission of offering an alternative retirement vehicle. The community's enthusiastic promotion, centered on the idea of retiring early and beating the traditional system, is fueling its trending status on platforms like Stocktwits.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as retail traders debate Michael Burry's reported pivot from Alibaba to JD, with bulls citing its low valuation relative to cash reserves and buyback potential. The community remains split, highlighting frustration over persistent underperformance and macro headwinds, while others see a potential turnaround ahead of anticipated China stimulus.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

CMPS is trending as the psychedelics sector heats up following major M&A activity and the company's progress toward a pivotal FDA submission, with traders actively discussing buyout speculation and upcoming approval timelines for its lead depression therapy.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is surging on the heels of its landmark $13.7B GPU services contract and Tether's strategic backing, with the community anticipating that Nvidia's bullish comments on datacenter demand will further validate the AI infrastructure play. Many traders see this momentum setting up a potential short squeeze, given the record-high short interest and the stock's recent breakout.

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 A

Alphabet Inc Class A

GOOGL is trending as traders weigh reports of revenue-sharing talks with China's Moonshot AI and the intensified custom silicon race, while frustration grows over the stock's recent slide despite bullish TPU-related analyst notes.

Sharplink, Inc. is an institutional-grade Ethereum treasury platform that provides public market investors with exposure to Ether. It operates through the following segments: ETH Treasury Management and Affiliate Marketing. The ETH Treasury Management segment focuses on the accumulation and active management of ETH as a long-term treasury asset. The Affiliate Marketing segment focuses on performance-based customer acquisition services for sportsbooks and online casino gaming operators worldwide. The company was founded in 2019 and is headquartered in Miami, FL.

Sharplink Inc.

SharpLink Gaming Ltd

Investors are closely watching SharpLink Gaming as the stock trades at a significant discount to its Ethereum treasury holdings, fueling community debates over whether the current valuation represents a deep-value opportunity or a persistent laggard. Sentiment remains polarized between those anticipating a major rebound driven by crypto momentum and those frustrated by continued dilution and the company's lack of recent aggressive asset acquisitions.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

A sharp slide in AVAV despite a large Army contract for its LOCUST counter-drone laser and a wave of bullish policy catalyststariffs on foreign drones, a $1.2T defense bill, and promises of more Pentagon investmenthas the community split between bargain-hunting those expecting a bounce and those questioning why the stock keeps fading on good news.

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On Nvidia Earnings Day, Cathie Wood’s ARK Loaded Up $20M On Rival Chip Stock

Equity

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds. 

Cathie Wood's ARK Invest Adds Nvidia Stake, Sells AMD Stock Across Four ETFs

The transactions extend a recent pattern of ARK increasing its exposure to Nvidia while selectively reducing its AMD holdings.


ASTS Vs RKLB: The Market Picked One, Cathie Wood Backed The Other — Which Space Play Won Q2?

ARK Invest bought 292,873 Rocket Lab shares worth about $23.43 million across ARKK, ARKQ and ARKX as the stock weakened.

JOBY Bets $500M On Defense With Resonant Sciences Acquisition, Adding Stealth Tech To Its Arsenal Beyond Air Taxis

The deal will bring Resonant’s RF, sensing, mission systems and stealth capabilities under Joby, with Resonant becoming the company’s dedicated defense business following the expected 2027 closing.

SpaceX’s Starlink V3 Could Mean $200B In Revenue, Says Elon Musk: ARK’s Cathie Wood Calls 100X Bandwidth ‘Astonishing’

Elon Musk said in a post on X that V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon.

KTOS Stock Jumps Overnight On 30% Q2 Revenue Growth: CEO Sees ‘Hypersonic Arms Race’ Ahead 

CEO Eric DeMarco emphasized hypersonics, space and unmanned systems as key long-term growth drivers amid increasing U.S. defense spending. 


TSM Stock Snaps 6-Day Slide Premarket: Cathie Wood’s ARK Adds $20M Stake

ARK Investment returned as a buyer of Taiwan Semiconductor stock after trimming its position earlier.


TER Stock Gains After Q2 Beat – CEO Says AI Demand Remains 'Robust,' Sees Growth Extending Into 2027 

Goldman Sachs reiterated its ‘Buy’ rating and $465 price target, saying the results and outlook support further upside for the stock.


RKLB Stock Eyes Worst Month Ever, But Cathie Wood Keeps Buying — ARK Adds Rocket Lab, Cuts Exposure To $8B Takeover Target 

ARK bought 62,497 RKLB shares worth about $4 million on Tuesday and sold 184,670 Iridium shares worth $8.4 million.

Cathie Wood’s ARK Loads Up On Musk’s SpaceX, Tesla Again As US Tightens Its Grip On AI Competition With Robotics Curbs

Wood remains highly bullish on SpaceX, calling it a potential “most important company in global history.”

ARK ETF Trust - ARK Autonomous Technology & Robotics ETF

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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