Shay Boloor
@StockSavvyShay • 448,627 subscribers
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
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$IREN 2GW Sweetwater hub has been conditionally included in ERCOT’s Batch Zero process covering 1.4GW at Sweetwater 1 and 600MW at Sweetwater 2. That brings another piece of IREN’s 5GW pipeline closer to data center deployment, with the first 300MW targeted for Q4 2027.
Shay Boloor107,253 Aufrufe • vor 5 Stunden
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.
Shay Boloor125,683 Aufrufe • vor 15 Stunden
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.
Shay Boloor299,816 Aufrufe • vor 6 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.
Shay Boloor688,498 Aufrufe • vor 21 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.”
Shay Boloor362,669 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.
Shay Boloor149,968 Aufrufe • vor 6 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%.
Shay Boloor106,643 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.
Shay Boloor148,659 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.
Shay Boloor62,547 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.
Shay Boloor576,796 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.
Shay Boloor60,730 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.
Shay Boloor79,336 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.
Shay Boloor144,183 Aufrufe • vor 13 Tagen
$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.
Shay Boloor153,357 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.
Shay Boloor369,939 Aufrufe • vor 1 Monat
