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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 delivering a strong quarterly earnings report that exceeded expectations, with management signaling accelerating AI demand and robust future growth. The results have fueled bullish sentiment among retail traders, who see the company as a key driver of the AI infrastructure buildout.

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 (ANF) is trending after a blowout Q2 earnings report and aggressive full-year guidance lift sparked a massive rally and short squeeze, with retail traders buzzing about the strength of the underlying business versus one-time tariff benefits. Analysts remain bullish on momentum, but some traders question the sustainability of the move given the retail environment.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is trending as traders react to the company's $600M ATM equity offering, with sentiment split between those viewing dilution as bearish and others seeing it as a necessary capital raise for growth. The broader AI and photonics sector context, including recent moves in peers like $LITE and $COHR, is also fueling the conversation.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is trending as traders spotlight its record-breaking exchange volume and deflationary fee-burn model, framing it as a central player in a potential altcoin resurgence. The community's bullish sentiment is fueled by comparisons to early Bitcoin and Solana, with many viewing it as a superior bet amid growing institutional interest.

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 surging into its upcoming earnings report, driven by a major custom AI silicon deal with Google and a wave of bullish analyst price target hikes. Retail sentiment is highly charged, with bulls expecting an NVDA-style beat while bears warn of a potential sell-the-news reaction, making the AI infrastructure demand commentary the key focus.

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.

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

The token is gaining traction as a 'tokenized 401(k)' narrative, positioning itself as a community-driven alternative to traditional retirement funds. The discussion centers on its relatable mission of financial freedom and a dedicated community that promotes weekly 'DCA Fridays', contrasting with skepticism from some traders who view it as another speculative meme coin.

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 attracting heavy attention as traders focus on JPMorgan's bullish call that the market is underestimating its AI opportunity, alongside a growing narrative around Nvidia's partnership and speculation of U.S. government interest following its China pullback. The community is largely optimistic about long-term upside, citing strong AI order flow, while a vocal minority remains skeptical of execution and share dilution.

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

The market is hyper-focused on SBET's persistent discount to its Ethereum-backed net asset value as the primary speculative driver, with the potential passage of the CLARITY Act seen as the key catalyst to close that gap. Bullish sentiment is tied to ETH momentum and possible short squeezes, though frustration over price lag and dilution remains a vocal undercurrent.

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.

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HPE's Private Cloud AI Gains Momentum: What Lies Ahead?

Hewlett Packard Enterprise/'s Private Cloud AI gains momentum as enterprise demand, AI orders and backlog point to continued growth opportunities ahead.

Hewlett Packard Enterprise (HPE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Hewlett Packard Enterprise (HPE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Hewlett Packard Enterprise (HPE) Crossed Above the 20-Day Moving Average: What That Means for Investors

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

5 Low P/B Stocks That Investors Can Add to Their Portfolio for Gains

Low P/B stocks Invesco, Centene, Hewlett Packard Enterprise, Gibraltar Industries and Avnet combine value with growth potential.

SMCI's Backlogs are Growing at a Record Pace: What's Ahead?

Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues.

Bet on These 5 Dividend Growth Stocks Ahead of NVIDIA's Q2 Earnings Report

Dividend-growth stocks may offer stability as investors rotate from high-valuation tech, with five names standing out on growth, cash flow and payouts.

Okta Gears Up to Report Q2 Earnings: What's in Store for the Stock?

OKTA's Q2 earnings are likely to benefit from AI product demand, strong RPO growth and new partnerships, offset by competition and cautious IT spending.


Workday to Report Q2 Earnings: Can Strong Revenues Drive Growth?

WDAY's AI expansion is expected to support fiscal Q2 revenue growth, while higher costs, competition and cautious enterprise spending may pressure margins.

Synopsys to Report Q3 Earnings: What's in Store for the Stock?

SNPS' AI-driven chip design demand is supporting Q3 growth, while weak industrial and automotive starts and China remain key risks.

Buy These 3 Pure-Play Server Stocks to Benefit From AI Data Center Boom

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

$HPE Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.45 up 154.88% YoY
• Reported revenue of $10.68B up 40.00% YoY
• HPE is raising its FY26 revenue growth outlook to 29% to 33%, GAAP diluted net EPS to $2.42-$2.52, and free cash flow to at least $3.5 billion, while projecting FY27 revenue growth of 8% to 12%.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

DELL Stock On Track To Top $500 For First Time As AI Server Boom Gets Fresh Fuel From Lenovo, SMCI

Equity

Bearish Sentiment

$DELL

$SMCI

$HPE

$VRT

AI server stocks like $DELL and $SMCI have rallied this year on booming AI infrastructure demand. Which are you most bullish on right now? Vote and explain your reasoning in the comments.

Which AI server stock are you most bullish on right now - $DELL, $SMCI, $HPE, or $VRT? 
 
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Current Price	$55.23
Prev Close	$53.44
Open	$53.40
Dividend Yield	2.13%
50-Day Moving Average	$49.38
Beta	1.63
Avg. Volume	17.37M
PE Ratio	51.94

52-Week High	$64.25
52-Week Low	$19.84
Market Capitalization	$70.77B
EPS (Annual)	-$0.0446
Price to Book	2.89
Revenue Per Employee	$512,373.13

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