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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 post-earnings reaction has bulls and bears at odds after another massive beat and upbeat guidance, with retail sentiment leaning bullish while skeptics highlight margin compression, memory costs, and Michael Burry's bearish stance. The results are seen as validating the broader AI infrastructure buildout, though supply constraints and financing concerns remain key debate points.

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

Wendy's is trending amid a sharp decline in its share price following reports that activist investor Nelson Peltz's Trian Fund Management is not currently planning a take-private bid, despite being the company's largest shareholder. The community is fiercely divided, with many retail investors dismissing the news as a coordinated media hit designed to trigger a shakeout and fuel a potential short squeeze given the stock's high short interest, while others view it as a legitimate setback for the buyout thesis.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is trending after Michael Burry revealed increased short positions while Nvidia's strong earnings and explicit mentions of NBIS as a preferred partner fueled bullish counter-narratives, with traders debating valuation and the impact of Burry's bearish stance.

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

IREN is surging in stocktwits sentiment ahead of its own earnings, with traders convinced Nvidia's blowout results and bullish AI commentary will trigger a sharp reversal in the heavily-shorted neocloud name. The community sees the recent dip as a final shakeout before a major squeeze, fueled by expectations of strong guidance and a potential Nvidia mention.

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 crushed Q2 estimates and raised FY guidance, driving a surge in after-hours trading and sparking a bullish surge across Stocktwits. The standout announcement is the expanded partnership with Anthropic to launch Claudeforce, which has traders declaring that the SaaS apocalypse narrative is dead and software names are back in favor. Meanwhile, retail sentiment has flipped sharply bullish, with many anticipating a short squeeze and further upside for the broader software sector.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

AVGO is a battleground stock as traders weigh its central role in AI custom siliconhighlighted by OpenAI's Jalapeo chip and massive AI financing dealsagainst worries over competition and debt. With earnings looming, bulls see an oversold entry while bears remain skeptical of the recent slide.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

MRVL is trending as traders pile in ahead of its Q2 earnings, fueled by a wave of analyst price-target hikes and the recent Google custom-silicon deal, with many expecting an AI-driven beat to follow Nvidia's report.

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

CRWD is surging after its Q2 FY27 earnings beat with record net new ARR and raised full-year guidance, fueling bullish momentum as traders call it a 'monster' and expect further upside. The cybersecurity sector is red-hot following strong prints from OKTA and CRM, though some debate whether the valuation is stretched.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is trending amid extreme volatility driven by Citadel's massive portfolio liquidation and positioning ahead of Nvidia's earnings, with retail traders calling out market maker manipulation while remaining bullish on the company's AI data center contracts and power infrastructure assets.

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 following its Q2 earnings beat and stronger guidance, as AI-agent identity security demand fuels a broad cybersecurity rally. Traders are split between chasing the breakout and calling it overextended, but the sector momentum is undeniable.

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theadamtracy

Adam Tracy