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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 stronger-than-expected 70% FY2028 revenue growth forecast, which traders are calling the ultimate validation of the AI trade. While the community celebrates the beat as a win against bears and a catalyst for the whole sector, some remain skeptical, pointing to circular financing concerns and supply constraints.

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

CRM is ripping after crushing Q2 earnings with a massive EPS beat, raised full-year guidance, and an expanded Anthropic partnership via Claudeforce, igniting a retail sentiment swing to bullish and fueling the 'software is back' narrative that directly challenges the SaaSpocalypse thesis.

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 (WEN) is tumbling after a Reuters report revealed Trian has dropped its take-private bid over valuation and performance concerns, sparking intense retail debate. The Stocktwits community is splitbulls are calling it a bear trap and doubling down on short-squeeze hopes fueled by high short interest and the CEO's turnaround plan, while bears are gloating that the buyout was the stock's only real support, leaving it exposed to further downside.

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 posting a record quarter and raising its full-year outlook, with the company framing AI-driven security demand as the core growth catalyst. Retail sentiment has turned extremely bullish, with traders highlighting the strong ARR growth and the broader sector rally in cybersecurity peers.

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 focus on its upcoming earnings, driven by the recent $12.2B Google custom silicon deal and a bullish read on Nvidia's strong data center results. The conversation centers on Marvell's positioning in the AI infrastructure buildout, with the community framing it as a key competitor to AVGO in custom chips.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as retail traders focus on a dense pipeline of September investor conferences and a planned Q4 BLA submission, with excited chatter highlighting strong Phase 3 prostate data and a potential platform read-through from systemic immune activation. The community is highly bullish on a valuation repricing, with many calling it a coiled spring and anticipating a major buyout.

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

Broadcom is trending as retail traders buzz over reports of a massive, multi-billion-dollar debt financing package aimed at funding AI chip purchases for customers like Anthropic, which many interpret as a powerful signal of insatiable AI demand. The community is framing this as a potential catalyst for an earnings beat, with bullish sentiment clashing against recent share-price weakness.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Johnson & Johnson is trending as investors and traders debate the impact of its proposed talc settlement to end litigation, while FDA approvals for IMAAVY and the Ottava surgical robot reinforce pipeline strength, fueling a defensive healthcare rotation into the stock near all-time highs.

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Lowe`s Cos., Inc.

Lowe's Companies, Inc.

Lowe's is under pressure after a mixed Q2 miss on revenue and a cut to full-year guidance, with management pointing to persistent weakness in discretionary DIY spending despite strength in Pro and online sales. Traders are contrasting the stock with Home Depot's more positive report, debating whether the lower valuation makes LOW a bargain or a falling knife in a still-challenging housing market.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

AUPH is trending on the recent Teva patent settlement that extends Lupkynis exclusivity to 2036, fueling buyout speculation and optimism among long-term holders, while many express frustration over the CEO's silence regarding earnings and perceived stock manipulation.

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RVMD Stock Stays Flat Despite FDA Nod For $39,800-A-Month Pancreatic Cancer Pill — Is Drug Price Overshadowing Approval?

$RVMD is drawing heavy retail chatter after the FDA approved its pancreatic cancer drug Rasonque, with traders focused on the drug's broad 

Sellas Traders See Pancreatic Cancer Race After RVMD’s Drug Approval — But Near-Term Focus Remains On SLS’s Leukemia Pipeline

Equity

On Wednesday, the U.S. Food and Drug Administration approved RASONQUE, a once-daily pill for adults with metastatic pancreatic cancer who have already tried chemotherapy or cannot take multi-drug regimens.


Here's How Much $1000 Invested In Revolution Medicines 5 Years Ago Would Be Worth Today

Revolution Medicines (NASDAQ:RVMD) has outperformed the market over the past 5 years by 38.1% on an annualized basis producing an average annual return of 49.25%. Currently, Revolution Medicines has a marketread more...

The Food and Drug Administration (FDA) cleared the once-daily tablet, Rasonque, for certain adults with metastatic pancreatic adenocarcinoma. 

Revolution Medicines Wins FDA Nod for First-Of-Its-Kind Pancreatic Cancer Drug

FDA approves Revolution Medicines' Rasonque for metastatic pancreatic cancer. Phase 3 trials show a 60% reduced death risk vs chemotherapy.read more...

Revolution Medicines gets FDA nod for targeted pancreatic cancer drug

The drug is a once-daily pill designed to block several forms of the RAS protein, which helps drive tumor growth in many pancreatic cancers...

Billionaire Stanley Druckenmiller Continues to Load Up on Revolution Medicines. Does He Know Something Wall Street Doesn't?

Billionaire Stanley Druckenmiller Continues to Load Up on Revolution Medicines. Does He Know Something Wall Street Doesn't...

Revolution Medicines (RVMD) Q2 2026 Earnings Call Transcript

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Why Revolution Medicines May Be Big Pharma's Next Takeover Target

Why Revolution Medicines May Be Big Pharma's Next Takeover Target...

BeOne Medicines and Revolution Medicines Announce Clinical Development and Regional Commercialization Collaboration

BeOne Medicines Ltd. (Nasdaq: ONC; HKEX: 06160; SSE: 688235), a global oncology company, and Revolution Medicines, Inc. (Nasdaq: RVMD), a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced a multi-part collaboration including...

Here's How Much You Would Have Made Owning Revolution Medicines Stock In The Last 5 Years

Revolution Medicines (NASDAQ:RVMD) has outperformed the market over the past 5 years by 38.08% on an annualized basis producing an average annual return of 49.88%. Currently, Revolution Medicines has a marketread more...

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Extremely 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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