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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 earnings and bullish 70% fiscal 2028 revenue growth forecast have ignited intense retail excitement, with traders celebrating the results and targeting new highs. The report detailed surging data center demand and an acquisition, fueling the AI trade's momentum despite analyst warnings on margins and valuation, while the community's focus is squarely on the stock's next moves versus persistent bears.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is surging past $100 with record ETF inflows driving the breakout, and the community is buzzing with bullish calls and long-term targets after a brutal downtrend. The broader crypto market recovery is supporting the move, with traders eager to see if resistance at $100 flips into new support.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing heavy retail attention as a battle plays out between bullish catalystslike Nancy Pelosi's large reported stake and a potential Nvidia partnershipand persistent fears over government share sales and alleged price manipulation. The broader semiconductor rally, fueled by Nvidia's earnings, is seen as a key swing factor for INTC's next move.

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 posting a strong Q2 earnings beat and raising its full-year guidance, with retail sentiment on Stocktwits turning extremely bullish as traders highlight the company's expanded Anthropic partnership and the end of the 'SaaSpocalypse' narrative, signaling a potential rotation back into software stocks.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is under heavy fire after its earnings beat was overshadowed by sliding PC unit volumes, memory-chip cost pressure from AI demand, and reliance on one-time tariff refunds that masked weaker core operations. Bears are calling for a breakdown toward the low-$20s, while value bulls defend the cheap multiple and dividend, framing the selloff as an overreaction in a tough hardware cycle.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo is drawing heavy debate as traders weigh worries about Google/Broadcom/Marvell routing shifts and possible China-related optical-component restrictions against confidence in its AI connectivity/AEC demand ahead of earnings. The community is split between dead money frustration and dip-buying conviction that the business momentum is intact.

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 as retail traders react to reports that Nelson Peltz's Trian Fund Management has dropped plans for a take-private bid, sparking a sharp selloff. The community is split between those expecting a short squeeze and those worried about the stock's fundamentals without a buyout.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

ZEC is ripping higher on Grayscale's Zcash ETF (ZCSH) securing NYSE approval, fueling a massive bullish wave as traders pile in with $1,000+ targets and comparisons to Bitcoin's early days. The privacy coin momentum is drawing heavy attention, with CYPH's treasury angle adding fuel.

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

Marvell is surging as traders pile in ahead of its earnings report, fueled by Nvidia's blowout results and the recent Google custom-chip deal that has the community buzzing about AI networking and custom silicon demand.

Fabrinet engages in the provision of optical packaging and electronic manufacturing services to original equipment manufacturers. The firm's engineering services include process design, failure analysis, reliability testing, tooling design, and real-time traceability system. Its manufacturing operations offer sensors, subsystems, customized optics, and optical modules and components. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

FN is trending after its earnings beat was overshadowed by a sharp selloff on margin and cash-flow worries, sparking debate over whether the drop is an overreaction. Multiple analysts raised price targets, and traders are actively discussing dip-buying and a potential rebound, while bears highlight the negative cash flow and margin pressures.

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MU, SNDK, SKHY: Memory Stocks Surge Overnight After Nvidia More Than Doubles Purchases

SKHY shares moved higher following Nvidia's strong quarterly earnings report and robust fiscal 2028 revenue guidance, which highlighted critical memory supply constraints and increased procurement commitments.

Equity

Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.


Nvidia Beats Expectations On All Q2 Metrics And Estimates 70% Jump In FY28 Revenue —  NVDA Stock Gains 5% After-Hours

Jensen Huang said, “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”  

"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action

"This Is Crazy" - FTC Chair Responds To Soaring Chip Costs, Floats Possible Antitrust Action

 We've covered soaring "chipflation" for months and the trend does not seem to be abating. Nvidia is reportedly informing its largest customers to expect price hikes of at least 15% for next...

MU, SNDK See August Rebound, But China Risks Loom: After CXMT, Flash Memory Maker YMTC Prepares For Massive IPO

China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.


'I Thought It Would Rise Forever'; World's 'Craziest' Stock Market Suddenly Faces Billion-Dollar Outflows

'I Thought It Would Rise Forever'; World's 'Craziest' Stock Market Suddenly Faces Billion-Dollar Outflows

 Over the past few months, we have been closely following the chaos (rise and fall) in a once only marginally-monitored market on the other side of the world.

Namely, the...

What's Going On With Micron Technology Stock Tuesday?

Gartner predicts memory revenue will soar to $837B in 2026, putting Micron, Samsung, and SK Hynix in the spotlight.read more...

NVDA Stock In For ‘Very, Very Fast’ Rally: Analysts Shrug Off Price-Hike Buzz Ahead Of Most-Watched Earnings Report   

Traders are watching $195 support and $235.74 resistance after Nvidia fell following five of its past six earnings reports.

Are Emerging Markets Now An AI Trade? TSMC, Samsung, SK Hynix Drive More Than Half The Gains

The South Korean market has run sharply thanks to AI-driven gains in Samsung and SK Hynix.


SK Hynix Drops 5% in Seoul, KOSPI Drops 3% Amid Reported US Pressure for Korean Chipmakers to Invest in America; Brent Slips as Iran Tensions Rise

SK Hynix and Samsung slid as South Korean stocks fell amid U.S. investment pressure and escalating Iran tensions.read more...

Futures Slide Ahead Of "Pivotal Week" With Nvidia Earnings. Warsh Speech On Deck

Futures Slide Ahead Of "Pivotal Week" With Nvidia Earnings. Warsh Speech On Deck

 Futures are lower with Tech underperforming as the market focuses on NVDA / MRVL earnings this week; while the AI theme is pressured globally and memory stocks slump driven by a slide in the Kospi. Futures...

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

Extremely Bearish Sentiment

Memory - $MU, $SNDK, $STX, $SKHY, etc.

Neoclouds - $NBIS, $CRWV, $IREN, $APLD, etc.

Space - $RKLB, $SPCX, $ASTS, $VOYG, etc.

Neoclouds, space, and memory are among the market's most beaten-down sectors over the past week - all trading well off their recent highs despite strong underlying demand. Which are you most interested in buying right now? Explain your reasoning in the comments.

Which beaten-down industry are you most interested in adding exposure to?

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