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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

NVDA is trending after its Q2 beat-and-raise, highlighted by a ~70% FY2028 revenue growth forecast that exceeded expectations, sparking heavy retail debate over the sustainability of AI demand. The community is split between bulls citing the strong guidance and AWS GPU expansion as confirmation of the AI trade, and bears like Michael Burry who see the stock as overvalued amid concerns over circular financing and peak capex fears.

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 plunging after-hours as a Reuters report indicates Trian and Nelson Peltz have dropped plans for a take-private bid, citing performance and valuation concerns. The move has triggered a frantic retail debate, with bulls dismissing it as a 'short and distort' manipulation or a negotiating tactic to secure a cheaper buyout, while bears see the removal of the bid floor as the start of a slide toward fresh 52-week lows.

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 is surging after crushing earnings and raising full-year guidance, with the expanded Anthropic ClaudeForce partnership fueling the bullish sentiment. The stock's blowout report is seen as a major catalyst for a software sector rotation, with traders celebrating the end of the 'SaaSpocalypse' narrative and expecting a broader rally in AI software names.

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 its 'best quarter in company history,' featuring record net new ARR, a massive guidance raise, and CEO George Kurtz's bullish 'Mythos moment' framing that AI adoption makes security essential. Traders are actively debating the stock's valuation after the post-earnings jump, with many also citing a sector-wide software rotation following strong results from peers like Okta and Salesforce.

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 its massive $13.7B GPU services deal, with retail traders convinced the contract will fuel a major short squeeze as they speculate over the mystery client's identity and debate the company's valuation in the AI cloud space. The community is also drawing bullish parallels to Nvidia's data center demand outlook while dismissing today's sharp pullback as profit-taking and low-volume manipulation.

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's better-than-expected earnings and raised full-year outlook ignited a sharp post-market surge, prompting intense trader debate over whether the double-digit pop is justified. The rally underscores a broader cybersecurity revival centered on AI-agent identity security, with investors viewing AI as a tailwind rather than a threat, even as some call the move an overreaction and eye profit-taking.

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

TMC is currently a focal point for investors as the community debates the stock's future amid anticipation for key deep-sea mining permit milestones and potential U.S. government support for domestic critical mineral processing. While some investors are accumulating shares and highlighting the company's long-term strategic value for national security and the green energy transition, others remain skeptical, pointing to the lack of a finalized feasibility study and ongoing regulatory uncertainty.

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 surging on the announcement of a Cisco partnership to expand its Nvidia-based AI infrastructure, with the community viewing it as a major validation of Supermicro's technology and a potential catalyst for a short squeeze, especially with Nvidia earnings looming.

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 after a massive Q2 earnings beat, raised full-year guidance, and an increased buyback target, triggering a historic short squeeze as traders pile into calls while skeptics call the run a one-time tariff-refund-driven pump.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is drawing heightened attention over its AI infrastructure and data center potential, with JPMorgan's bullish commentary and Nvidia ties fueling optimism. The community is also speculating about possible US government investment and strategic exit from China, driving active discussion.

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