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Shay Boloor

@StockSavvyShay • 448,552 subscribers

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Jim Cramer says “the data center has become a major battleground” and is cutting exposure as AI buildout becomes increasingly unpopular heading into the election. $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF, $HUT, $SPCX

Jim Cramer says “the data center has become a major battleground” and is cutting exposure as AI buildout becomes increasingly unpopular heading into the election. $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF, $HUT, $SPCX

117,436 Aufrufe

Jim Cramer says the datacenter trade “may never be the same” as the sector continues to get sold off. $NBIS $IREN $CIFR $CRWV $GLXY $APLD $WULF $BITF

Jim Cramer says the datacenter trade “may never be the same” as the sector continues to get sold off. $NBIS $IREN $CIFR $CRWV $GLXY $APLD $WULF $BITF

173,307 Aufrufe

$RKLB successfully completed its 94th Electron launch.

$RKLB successfully completed its 94th Electron launch.

64,846 Aufrufe

$TE just shared the first digital look at its Giga Arctic campus with 50MW of capacity targeted for 2027. The render gives the first real look at what T1 Energy’s next phase of capacity expansion is supposed to become.

$TE just shared the first digital look at its Giga Arctic campus with 50MW of capacity targeted for 2027. The render gives the first real look at what T1 Energy’s next phase of capacity expansion is supposed to become.

81,576 Aufrufe

$GOOGL is providing one of the clearest answers yet to whether hyperscalers are building profitable AI businesses or simply spending enormous amounts of money to defend their positions. Google Cloud grew 82% while producing a nearly 36% operating margin showing that AI infrastructure can generate pretty insane returns. That performance is also making Cloud a much more important part of Alphabet with the segment now representing more than 20% of total revenue while growing several times faster than Search, YouTube and the rest of Google Services.

$GOOGL is providing one of the clearest answers yet to whether hyperscalers are building profitable AI businesses or simply spending enormous amounts of money to defend their positions. Google Cloud grew 82% while producing a nearly 36% operating margin showing that AI infrastructure can generate pretty insane returns. That performance is also making Cloud a much more important part of Alphabet with the segment now representing more than 20% of total revenue while growing several times faster than Search, YouTube and the rest of Google Services.

270,911 Aufrufe

$NVDA CEO Jensen Huang threw the first pitch at a Korean pro baseball game while wearing a Bears jersey.

$NVDA CEO Jensen Huang threw the first pitch at a Korean pro baseball game while wearing a Bears jersey.

513,803 Aufrufe

$ASTS jumps more than 10% today after Jim Cramer warns investors to wait for $40 before buying. He said investors “gotta be worried” because the company is “losing a fortune” and the stock remains out of favor.

$ASTS jumps more than 10% today after Jim Cramer warns investors to wait for $40 before buying. He said investors “gotta be worried” because the company is “losing a fortune” and the stock remains out of favor.

257,411 Aufrufe

President Trump signed two major executive orders on quantum technologies saying they will strengthen America’s position as the “world leader” in the emerging field. $IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT

President Trump signed two major executive orders on quantum technologies saying they will strengthen America’s position as the “world leader” in the emerging field. $IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT

357,021 Aufrufe

Breaking down the AI deals between $NVDA, $AMD & OpenAI

Breaking down the AI deals between $NVDA, $AMD & OpenAI

1,560,163 Aufrufe

Billionaire Ron Baron said he bought another $1B of $SPCX stock on Friday bringing his SpaceX stake to ~$25B. Baron said he thinks the position will make “hundreds of billions of dollars.”

Billionaire Ron Baron said he bought another $1B of $SPCX stock on Friday bringing his SpaceX stake to ~$25B. Baron said he thinks the position will make “hundreds of billions of dollars.”

342,212 Aufrufe

More vessels are moving through the Strait of Hormuz today in what looks like the strongest traffic since the war began. That may have been the clearest sign yet this U.S.-Iran conflict was closer to the end than the beginning.

More vessels are moving through the Strait of Hormuz today in what looks like the strongest traffic since the war began. That may have been the clearest sign yet this U.S.-Iran conflict was closer to the end than the beginning.

562,883 Aufrufe

Super exciting news! Launching a new weekly show with Stock Market Nerd where we deep-dive into our favorite names across the new AI economy and share our thoughts heading into each week. Episode #1 drops Monday: • Deep-dive: $CRWD • Pre-earnings thoughts: $HIMS $CRWV $NBIS $RKLB $ASTS $CAVA $CBRS $SE We also don’t have a name for the show yet and new your help so comment below with what you think we should call it!

Super exciting news! Launching a new weekly show with Stock Market Nerd where we deep-dive into our favorite names across the new AI economy and share our thoughts heading into each week. Episode #1 drops Monday: • Deep-dive: $CRWD • Pre-earnings thoughts: $HIMS $CRWV $NBIS $RKLB $ASTS $CAVA $CBRS $SE We also don’t have a name for the show yet and new your help so comment below with what you think we should call it!

105,666 Aufrufe

$AMZN Zoox secured the first U.S. approval to commercially deploy purpose-built robotaxis without steering wheels or pedals. The exemption allows up to 2,500 vehicles annually for two years and clears the way for paid rides pending local approval.

$AMZN Zoox secured the first U.S. approval to commercially deploy purpose-built robotaxis without steering wheels or pedals. The exemption allows up to 2,500 vehicles annually for two years and clears the way for paid rides pending local approval.

127,686 Aufrufe

$SPCX plans to deploy 20 next-generation Starlink V3 satellites during Starship’s next flight. It will mark the first deployment of V3 Starlink satellites with six carrying cameras to inspect Starship’s heat shield in flight.

$SPCX plans to deploy 20 next-generation Starlink V3 satellites during Starship’s next flight. It will mark the first deployment of V3 Starlink satellites with six carrying cameras to inspect Starship’s heat shield in flight.

180,700 Aufrufe

$SPCX successfully launches Starship Flight 13 and deploys 20 Starlink V3 satellites. The mission marks the first deployment of operational next-generation Starlink satellites.

$SPCX successfully launches Starship Flight 13 and deploys 20 Starlink V3 satellites. The mission marks the first deployment of operational next-generation Starlink satellites.

134,468 Aufrufe

Blue Origin’s New Glenn rocket exploded during a static-fire test.

Blue Origin’s New Glenn rocket exploded during a static-fire test.

280,430 Aufrufe

$SPCX Falcon 9 successfully deployed $ASTS BlueBirds 11–13 into orbit. A major milestone for AST SpaceMobile as it accelerates the buildout of its commercial constellation.

$SPCX Falcon 9 successfully deployed $ASTS BlueBirds 11–13 into orbit. A major milestone for AST SpaceMobile as it accelerates the buildout of its commercial constellation.

95,974 Aufrufe

President Trump joked about selling his $IBM stock too early after the company’s recent run. “I used to have that stock when it was much lower. I brilliantly sold it when I became president. That was not a good move.”

President Trump joked about selling his $IBM stock too early after the company’s recent run. “I used to have that stock when it was much lower. I brilliantly sold it when I became president. That was not a good move.”

212,804 Aufrufe

Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of $TSLA Giga Texas factory. The facility is designed to produce 1TW of output annually which is roughly 2x current U.S. power consumption.

Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of $TSLA Giga Texas factory. The facility is designed to produce 1TW of output annually which is roughly 2x current U.S. power consumption.

242,106 Aufrufe

$RKLB CEO Peter Beck said ~30% of everything that went to space last year had a Rocket Lab logo on it somewhere. Rocket Lab is already far more embedded in the space economy than most people realize.

241,718 Aufrufe

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The next 12 to 18 months could be when scale of the $IREN opportunity finally shows up in the numbers. That opportunity is already taking shape as IREN turns scarce power into ~$4B of contracted ARR tied to 2026 capacity with 3-year contract pricing up about 125% and active discussions reaching $25M per IT megawatt.

The next 12 to 18 months could be when scale of the $IREN opportunity finally shows up in the numbers. That opportunity is already taking shape as IREN turns scarce power into ~$4B of contracted ARR tied to 2026 capacity with 3-year contract pricing up about 125% and active discussions reaching $25M per IT megawatt.

91,613 Aufrufe • vor 14 Stunden

Jeff Bezos said the bottom half of Americans should pay zero federal income tax. He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.”

Jeff Bezos said the bottom half of Americans should pay zero federal income tax. He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.”

16,400,533 Aufrufe • vor 3 Monaten

I just made $CRDO a top 5 position in my growth portfolio because Credo is evolving into a much broader bet on owning the connection inside AI clusters. As those clusters move toward 1.6T and eventually 3.2T then Credo can capture more of the link across electrical, optical, DSPs and silicon photonics as bandwidth and distance requirements increase. And once you own more of the link then products like Pilot let Credo move up another layer by monitoring connection health before failures start dragging down utilization across increasingly expensive AI clusters.

I just made $CRDO a top 5 position in my growth portfolio because Credo is evolving into a much broader bet on owning the connection inside AI clusters. As those clusters move toward 1.6T and eventually 3.2T then Credo can capture more of the link across electrical, optical, DSPs and silicon photonics as bandwidth and distance requirements increase. And once you own more of the link then products like Pilot let Credo move up another layer by monitoring connection health before failures start dragging down utilization across increasingly expensive AI clusters.

299,816 Aufrufe • vor 6 Tagen

$IREN CEO Dan Roberts just said “people worry about overbuilding but we can’t build fast enough” as customers prepay ~50% of GPU capex to lock in capacity. That demand is showing up with 3-year AI Cloud contracts now pricing above $20M per MW.

$IREN CEO Dan Roberts just said “people worry about overbuilding but we can’t build fast enough” as customers prepay ~50% of GPU capex to lock in capacity. That demand is showing up with 3-year AI Cloud contracts now pricing above $20M per MW.

199,148 Aufrufe • vor 7 Tagen

Cathie Wood says she avoids memory stocks like $MU and $SKHY because she still sees HBM as the most cyclical and commoditized part of the semiconductor stack. Her bigger point is that inference architectures from $CBRS and $NVDA via Groq can reduce or eliminate the need for HBM which makes today’s memory pricing surge look more temporary than structural. As she puts it when technology costs “triple or quadruple” engineers eventually design around the bottleneck and she believes inference is already starting to do exactly that.

Cathie Wood says she avoids memory stocks like $MU and $SKHY because she still sees HBM as the most cyclical and commoditized part of the semiconductor stack. Her bigger point is that inference architectures from $CBRS and $NVDA via Groq can reduce or eliminate the need for HBM which makes today’s memory pricing surge look more temporary than structural. As she puts it when technology costs “triple or quadruple” engineers eventually design around the bottleneck and she believes inference is already starting to do exactly that.

688,498 Aufrufe • vor 20 Tagen

Jensen Huang brushed off OpenAI’s claim that its $AVGO built Jalapeño chip beats GB300 by saying “I don’t have to take anything personally.” $NVDA is still gaining AI market share which is why Jensen says he remains “very comfortable with all the competition.”

Jensen Huang brushed off OpenAI’s claim that its $AVGO built Jalapeño chip beats GB300 by saying “I don’t have to take anything personally.” $NVDA is still gaining AI market share which is why Jensen says he remains “very comfortable with all the competition.”

362,669 Aufrufe • vor 12 Tagen

$NVDA CEO Jensen Huang just told G20 leaders why AI’s revenue ceiling is so hard to model saying “this token represents intelligence” and that new unit of monetization is dollars per million tokens. Once intelligence itself becomes a metered product that can be generated and sold at scale then the size of the market becomes much harder to define which is why the AI opportunity still feels so early.

$NVDA CEO Jensen Huang just told G20 leaders why AI’s revenue ceiling is so hard to model saying “this token represents intelligence” and that new unit of monetization is dollars per million tokens. Once intelligence itself becomes a metered product that can be generated and sold at scale then the size of the market becomes much harder to define which is why the AI opportunity still feels so early.

149,968 Aufrufe • vor 6 Tagen

Figure says putting “a robot into every home” will require unprecedented compute starting with a $3.5B commitment to $NVDA Vera Rubin.

Figure says putting “a robot into every home” will require unprecedented compute starting with a $3.5B commitment to $NVDA Vera Rubin.

104,681 Aufrufe • vor 4 Tagen

$SNOW is becoming the place where enterprise information lives and layer that decides how agents and models interact with it. That position gets more valuable as models become cheaper and more interchangeable since the value shifts toward proprietary data and governed context underneath them. Thats already showing up in the numbers with management saying half of recent acceleration comes from new AI products and half from additional Snowflake consumption they drive helping product revenue growth reach 37%.

$SNOW is becoming the place where enterprise information lives and layer that decides how agents and models interact with it. That position gets more valuable as models become cheaper and more interchangeable since the value shifts toward proprietary data and governed context underneath them. Thats already showing up in the numbers with management saying half of recent acceleration comes from new AI products and half from additional Snowflake consumption they drive helping product revenue growth reach 37%.

106,643 Aufrufe • vor 5 Tagen

HOW THE WORLD’S BIGGEST SEMICONDUCTOR COMPANIES CHANGED OVER 3 DECADES It’s wild to see how completely Japanese giants dominated semiconductors in 1990 before $INTC took the crown and held it for nearly two decades. Now $NVDA sits at the top alongside $TSM as AI redistributes industry value toward the companies controlling the hardest bottlenecks across compute and manufacturing.

HOW THE WORLD’S BIGGEST SEMICONDUCTOR COMPANIES CHANGED OVER 3 DECADES It’s wild to see how completely Japanese giants dominated semiconductors in 1990 before $INTC took the crown and held it for nearly two decades. Now $NVDA sits at the top alongside $TSM as AI redistributes industry value toward the companies controlling the hardest bottlenecks across compute and manufacturing.

148,659 Aufrufe • vor 8 Tagen

$SNOW is becoming data layer for the new agentic AI economy because agents need secure access to proprietary enterprise data and business context before they can do anything useful. That makes Snowflake even more valuable as models get cheaper and more interchangeable because it can bring the best model to the data while AI products like CoCo and CoWork drive a ton more storage, compute and core platform consumption underneath.

$SNOW is becoming data layer for the new agentic AI economy because agents need secure access to proprietary enterprise data and business context before they can do anything useful. That makes Snowflake even more valuable as models get cheaper and more interchangeable because it can bring the best model to the data while AI products like CoCo and CoWork drive a ton more storage, compute and core platform consumption underneath.

60,982 Aufrufe • vor 4 Tagen

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

576,796 Aufrufe • vor 1 Monat

$NVDA is acquiring Hugging Face because Jensen sees open models becoming good enough for companies to “build their own AI.” The opportunity is in enterprises that need control of their IP, data and sovereignty making Hugging Face a strategic distribution layer for that shift.

$NVDA is acquiring Hugging Face because Jensen sees open models becoming good enough for companies to “build their own AI.” The opportunity is in enterprises that need control of their IP, data and sovereignty making Hugging Face a strategic distribution layer for that shift.

60,730 Aufrufe • vor 5 Tagen

Elon Musk says AI is already driving “significant productivity gains” and could ultimately increase the global economy by 20% to 30%. He sees physical AI as a major piece of that where $TSLA is betting self-driving cars and humanoid robots can automate transportation and labor.

Elon Musk says AI is already driving “significant productivity gains” and could ultimately increase the global economy by 20% to 30%. He sees physical AI as a major piece of that where $TSLA is betting self-driving cars and humanoid robots can automate transportation and labor.

79,336 Aufrufe • vor 7 Tagen

I think today’s $NVDA surprise factor could be memory driven price hikes expected in early 2027 pulling Vera Rubin orders forward and accelerating the next AI infrastructure upgrade cycle. That demand would hit just as Rubin ramps with higher rack density and better energy efficiency helping hyperscalers squeeze more compute out of constrained power.

I think today’s $NVDA surprise factor could be memory driven price hikes expected in early 2027 pulling Vera Rubin orders forward and accelerating the next AI infrastructure upgrade cycle. That demand would hit just as Rubin ramps with higher rack density and better energy efficiency helping hyperscalers squeeze more compute out of constrained power.

144,183 Aufrufe • vor 13 Tagen

Jeff Bezos said he doesn’t know if SpaceX is worth $1.75T or $2T but has no doubt space will become a “gigantic industry.” Entire businesses will be built on top of the backbone SpaceX is creating.

Jeff Bezos said he doesn’t know if SpaceX is worth $1.75T or $2T but has no doubt space will become a “gigantic industry.” Entire businesses will be built on top of the backbone SpaceX is creating.

1,345,821 Aufrufe • vor 3 Monaten

$NVDA is evolving into the platform behind the entire AI factory spanning compute, CPUs, networking, interconnect, software, rack-scale systems and now the financing that helps customers build them. Owning more of that stack lets Nvidia capture more of every dollar spent on AI infrastructure while sitting across the bottlenecks that determine how quickly the entire market can scale.

$NVDA is evolving into the platform behind the entire AI factory spanning compute, CPUs, networking, interconnect, software, rack-scale systems and now the financing that helps customers build them. Owning more of that stack lets Nvidia capture more of every dollar spent on AI infrastructure while sitting across the bottlenecks that determine how quickly the entire market can scale.

153,357 Aufrufe • vor 15 Tagen

$SPCX no longer allocates capital like a launch company with 86% of its $18B quarterly capex flowing into AI compute infrastructure that generated $2.6B in revenue. Starlink remains the financial engine with $4.3B in revenue and $2.6B in EBITDA while the Space segment produced less than $1B and remained unprofitable. SpaceX increasingly operates as a profitable communications network and rapidly scaling AI platform with rockets serving as the strategic moat connecting everything together.

$SPCX no longer allocates capital like a launch company with 86% of its $18B quarterly capex flowing into AI compute infrastructure that generated $2.6B in revenue. Starlink remains the financial engine with $4.3B in revenue and $2.6B in EBITDA while the Space segment produced less than $1B and remained unprofitable. SpaceX increasingly operates as a profitable communications network and rapidly scaling AI platform with rockets serving as the strategic moat connecting everything together.

369,939 Aufrufe • vor 1 Monat

$MU CEO Sanjay Mehrotra says AI is turning memory from a commodity into “strategic infrastructure.” AI cannot scale without more HBM DRAM and SSD capacity which is making memory far more valuable across the entire compute stack.

$MU CEO Sanjay Mehrotra says AI is turning memory from a commodity into “strategic infrastructure.” AI cannot scale without more HBM DRAM and SSD capacity which is making memory far more valuable across the entire compute stack.

192,619 Aufrufe • vor 18 Tagen

I still own $IREN because I think the market is underestimating both the $NVDA alignment and how hard its power footprint is to replicate. If the company can turn ~5 GW of secured power into Nvidia-aligned AI cloud capacity then the market may start valuing the 10x gap between its power base and near-term AI cloud needs.

I still own $IREN because I think the market is underestimating both the $NVDA alignment and how hard its power footprint is to replicate. If the company can turn ~5 GW of secured power into Nvidia-aligned AI cloud capacity then the market may start valuing the 10x gap between its power base and near-term AI cloud needs.

1,314,709 Aufrufe • vor 3 Monaten