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Shay Boloor

@StockSavvyShay • 412,412 subscribers

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

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$NVDA CEO Jensen Huang says $MRVL could 5x and become “the next trillion-dollar company.” Marvell is one of the few companies with exposure to both custom AI silicon and networking fabric connecting modern AI data centers.

$NVDA CEO Jensen Huang says $MRVL could 5x and become “the next trillion-dollar company.” Marvell is one of the few companies with exposure to both custom AI silicon and networking fabric connecting modern AI data centers.

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

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

279,141 просмотров

President Trump praised $MU at his New York rally by calling Micron “great.” Micron’s NY megafab is becoming a centerpiece of the U.S. push to bring advanced memory manufacturing back onshore.

President Trump praised $MU at his New York rally by calling Micron “great.” Micron’s NY megafab is becoming a centerpiece of the U.S. push to bring advanced memory manufacturing back onshore.

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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.

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$ASTS BlueBird 7 has successfully been deployed & AST confirmed the satellite has powered on but the payload was inserted into an off-nominal orbit that is now being assessed. The good news is the satellite is alive & the bigger picture is that New Glenn reuse could still materially improve AST’s launch cadence.

$ASTS BlueBird 7 has successfully been deployed & AST confirmed the satellite has powered on but the payload was inserted into an off-nominal orbit that is now being assessed. The good news is the satellite is alive & the bigger picture is that New Glenn reuse could still materially improve AST’s launch cadence.

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

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

1,551,004 просмотров

$RKLB successfully completed its 88th Electron launch.

$RKLB successfully completed its 88th Electron launch.

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Earlier this year I called out chip testing as major AI bottleneck & why $AEHR could be one of the biggest reratings tied to it. At the time, it was still a ~$500M company with real exposure to AI processors & silicon photonics. Now it is one of 2026’s biggest winners.

Earlier this year I called out chip testing as major AI bottleneck & why $AEHR could be one of the biggest reratings tied to it. At the time, it was still a ~$500M company with real exposure to AI processors & silicon photonics. Now it is one of 2026’s biggest winners.

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$IREN energized its 1.4 GW Sweetwater 1 data center site in Texas after connecting the substation to the ERCOT grid. Power will ramp as new data centers come online by turning its 2 GW Sweetwater campus into another large-scale AI infrastructure campus.

$IREN energized its 1.4 GW Sweetwater 1 data center site in Texas after connecting the substation to the ERCOT grid. Power will ramp as new data centers come online by turning its 2 GW Sweetwater campus into another large-scale AI infrastructure campus.

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$JPM CEO Jamie Dimon says AI could help “cure cancer.”

$JPM CEO Jamie Dimon says AI could help “cure cancer.”

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$IREN in 18 months: • Signed $9.7B with $MSFT • $2.3B ARR under contract • $1.9B prepaid, $3.6B GPU financing locked • 4.5GW secured and only needs 10% to hit $3.4B ARR target One of the fastest infrastructure pivots in history.

$IREN in 18 months: • Signed $9.7B with $MSFT • $2.3B ARR under contract • $1.9B prepaid, $3.6B GPU financing locked • 4.5GW secured and only needs 10% to hit $3.4B ARR target One of the fastest infrastructure pivots in history.

257,794 просмотров

$SOFI member growth has now reached 14.7M with management guiding for at least 30% CAGR through 2028. The company is positioning itself as the digital on-ramp where banking, investing and digital assets converge.

$SOFI member growth has now reached 14.7M with management guiding for at least 30% CAGR through 2028. The company is positioning itself as the digital on-ramp where banking, investing and digital assets converge.

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CATHIE WOOD JUST SAID $TSLA WILL 10X TO $2,600 BY 2030 😳

CATHIE WOOD JUST SAID $TSLA WILL 10X TO $2,600 BY 2030 😳

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Tomorrow is going to feel very, very good.

Tomorrow is going to feel very, very good.

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Morgan Stanley says $GOOGL is backing JVs to buy TPUs and lease them out, mirroring $NVDA GPU neocloud model. Every 1M units sold could add ~$0.50–$1.20 to 2027 EPS (~4–8%).

Morgan Stanley says $GOOGL is backing JVs to buy TPUs and lease them out, mirroring $NVDA GPU neocloud model. Every 1M units sold could add ~$0.50–$1.20 to 2027 EPS (~4–8%).

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$TSLA Cybercab officially enters mass production this month

$TSLA Cybercab officially enters mass production this month

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$CIFR signed a 15-year lease with an investment-grade hyperscale tenant to build a new HPC data center at one of its existing sites. The company also secured a $200M revolving credit facility with an option to expand it by another $50M.

$CIFR signed a 15-year lease with an investment-grade hyperscale tenant to build a new HPC data center at one of its existing sites. The company also secured a $200M revolving credit facility with an option to expand it by another $50M.

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$NVDA just shared a video showing how physical AI comes to the real world this year by reshaping manufacturing with digital twins and real-time simulation.

$NVDA just shared a video showing how physical AI comes to the real world this year by reshaping manufacturing with digital twins and real-time simulation.

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President Trump says Iran wants a deal “so badly” & claims U.S. officials are speaking with “the right people” despite the chaos at the top. He added that Iranian officials are effectively begging for a deal and insisted they want an agreement far more than the public realizes.

President Trump says Iran wants a deal “so badly” & claims U.S. officials are speaking with “the right people” despite the chaos at the top. He added that Iranian officials are effectively begging for a deal and insisted they want an agreement far more than the public realizes.

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$AMZN is building an AI healthcare front door with One Medical using patient data to deliver personalized guidance, automate care navigation & remove friction from how people actually access healthcare.

$AMZN is building an AI healthcare front door with One Medical using patient data to deliver personalized guidance, automate care navigation & remove friction from how people actually access healthcare.

135,004 просмотров

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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.”

16,300,343 просмотров • 15 дней назад

$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking. Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.

$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking. Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.

363,258 просмотров • 2 дней назад

$MSFT introduced a new quantum chip aimed at building a useful quantum machine by 2029. You own the stock for Azure and improving Copilot monetization but quantum remains a free call option attached to the story.

$MSFT introduced a new quantum chip aimed at building a useful quantum machine by 2029. You own the stock for Azure and improving Copilot monetization but quantum remains a free call option attached to the story.

306,211 просмотров • 2 дней назад

$NVDA CEO Jensen Huang praised $NBIS during his keynote. Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.

$NVDA CEO Jensen Huang praised $NBIS during his keynote. Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.

341,718 просмотров • 4 дней назад

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.

1,344,746 просмотров • 15 дней назад

$TE wants to rebuild more of the U.S. clean energy supply chain onshore by starting with solar module manufacturing and expanding into battery storage through the $32M KORE Power acquisition. T1 Energy is trying to position itself as a U.S.-based energy infrastructure supplier across both solar and storage.

$TE wants to rebuild more of the U.S. clean energy supply chain onshore by starting with solar module manufacturing and expanding into battery storage through the $32M KORE Power acquisition. T1 Energy is trying to position itself as a U.S.-based energy infrastructure supplier across both solar and storage.

61,017 просмотров • 15 часов назад

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.

1,291,557 просмотров • 16 дней назад

$TE shows how heat, vacuum pressure and precision engineering turn glass, EVA and solar cells into a fully sealed solar module. This lamination step protects the cells, improves durability and supports the bigger push to become a leader in American solar manufacturing.

$TE shows how heat, vacuum pressure and precision engineering turn glass, EVA and solar cells into a fully sealed solar module. This lamination step protects the cells, improves durability and supports the bigger push to become a leader in American solar manufacturing.

127,136 просмотров • 2 дней назад

$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.

$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.

218,113 просмотров • 3 дней назад

$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck

$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck

79,900 просмотров • 1 день назад

$ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data. These 5 names own some of the deepest proprietary data moats for that transition: 1. $PLTR sits inside some of most sensitive enterprise & government datasets in the world operationalizing AI across classified defense data, regulated healthcare data & Fortune 500 workflows that public models will never train on. 2. $META owns the world’s largest proprietary social graph with 3.5B+ daily active users generating text, image, video & voice data at a scale no competitor can replicate. 3. $GOOGL owns one of deepest consumer data stacks in world with 8.5B+ daily Search queries, 2.7B+ YouTube monthly users, 2B+ Maps users, 1.8B+ Gmail users & 3B+ Android devices feeding Gemini with proprietary data competitors cannot replicate. 4. $RDDT owns one of largest archives of human conversation, opinion & consumer behavior online with 20+ years of proprietary discussion data now being licensed to frontier labs like OpenAI with data licensing revenue could reach $400M+ annually by 2027. 5. $TEM owns one of largest clinical-grade oncology datasets in the world with 45M+ de-identified patient records across genomics, imaging & clinical data that healthcare AI structurally needs.

$ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data. These 5 names own some of the deepest proprietary data moats for that transition: 1. $PLTR sits inside some of most sensitive enterprise & government datasets in the world operationalizing AI across classified defense data, regulated healthcare data & Fortune 500 workflows that public models will never train on. 2. $META owns the world’s largest proprietary social graph with 3.5B+ daily active users generating text, image, video & voice data at a scale no competitor can replicate. 3. $GOOGL owns one of deepest consumer data stacks in world with 8.5B+ daily Search queries, 2.7B+ YouTube monthly users, 2B+ Maps users, 1.8B+ Gmail users & 3B+ Android devices feeding Gemini with proprietary data competitors cannot replicate. 4. $RDDT owns one of largest archives of human conversation, opinion & consumer behavior online with 20+ years of proprietary discussion data now being licensed to frontier labs like OpenAI with data licensing revenue could reach $400M+ annually by 2027. 5. $TEM owns one of largest clinical-grade oncology datasets in the world with 45M+ de-identified patient records across genomics, imaging & clinical data that healthcare AI structurally needs.

251,649 просмотров • 5 дней назад

$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

29,939 просмотров • 11 часов назад

Why did Leopold Aschenbrenner’s fund initiate a new ~$44M position in $TE last quarter? T1 Energy is trying to become a scaled U.S. solar manufacturing platform and already has a 5 GW solar module facility in Dallas called G1 but the bigger opportunity is its planned solar cell facility in Austin called G2. If G2 comes online then T1 could move into domestic cell production right as AI data centers, reshoring and grid demand are pulling on U.S. power supply.

Why did Leopold Aschenbrenner’s fund initiate a new ~$44M position in $TE last quarter? T1 Energy is trying to become a scaled U.S. solar manufacturing platform and already has a 5 GW solar module facility in Dallas called G1 but the bigger opportunity is its planned solar cell facility in Austin called G2. If G2 comes online then T1 could move into domestic cell production right as AI data centers, reshoring and grid demand are pulling on U.S. power supply.

678,674 просмотров • 17 дней назад

$MU hit a $1T valuation today because the market is waking up to the idea that memory may actually become one of the core infrastructure layers of the AI economy. The catalyst was SK Hynix unveiling iHBM which is a new cooling technology for next-gen HBM but the bigger point is that token growth, AI factories, inference demand & next-gen accelerators all require more HBM per system. More HBM per accelerator means more memory dollar content & with only three major HBM suppliers in the world the entire memory complex is getting re-rated.

$MU hit a $1T valuation today because the market is waking up to the idea that memory may actually become one of the core infrastructure layers of the AI economy. The catalyst was SK Hynix unveiling iHBM which is a new cooling technology for next-gen HBM but the bigger point is that token growth, AI factories, inference demand & next-gen accelerators all require more HBM per system. More HBM per accelerator means more memory dollar content & with only three major HBM suppliers in the world the entire memory complex is getting re-rated.

306,107 просмотров • 9 дней назад

$IREN CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030. With agentic AI token demand projected to rise 24x by 2030, the companies that already control land, power, interconnects & operations are sitting on infrastructure that money alone cannot replicate this decade.

$IREN CEO said anyone trying to build a 1GW AI factory today likely wouldn't get first compute online until 2030. With agentic AI token demand projected to rise 24x by 2030, the companies that already control land, power, interconnects & operations are sitting on infrastructure that money alone cannot replicate this decade.

352,879 просмотров • 10 дней назад

$IREN CEO said company has spent eight years assembling the inputs for AI infrastructure, including 5GW of secured power & land across three continents. He believes neocloud growth should be higher than ~60% CAGR but the industry simply cannot build fast enough to meet demand.

$IREN CEO said company has spent eight years assembling the inputs for AI infrastructure, including 5GW of secured power & land across three continents. He believes neocloud growth should be higher than ~60% CAGR but the industry simply cannot build fast enough to meet demand.

442,608 просмотров • 14 дней назад

$TE is trying to become the face of American solar manufacturing. Its Stage 3 layer assembly process uses 182 robots across 5 layers to build solar modules with machine-level precision designed for decades of real-world performance.

$TE is trying to become the face of American solar manufacturing. Its Stage 3 layer assembly process uses 182 robots across 5 layers to build solar modules with machine-level precision designed for decades of real-world performance.

193,851 просмотров • 7 дней назад

Jeff Bezos said higher taxes on billionaires will not fix America’s fiscal problems arguing real issue is government spending. He joked that if $AMZN ran like New York City schools then packages would take six weeks, cost $100 to deliver and still arrive with the wrong item.

Jeff Bezos said higher taxes on billionaires will not fix America’s fiscal problems arguing real issue is government spending. He joked that if $AMZN ran like New York City schools then packages would take six weeks, cost $100 to deliver and still arrive with the wrong item.

427,502 просмотров • 15 дней назад

Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard. Other CEOs reportedly joining the trip: • $AAPL CEO Tim Cook • $MU CEO Sanjay Mehrotra • $QCOM CEO Cristiano Amon • $GS CEO David Solomon • $BLK CEO Larry Fink • $BX CEO Stephen Schwarzman • $BA CEO Kelly Ortberg • $GE CEO Larry Culp

Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard. Other CEOs reportedly joining the trip: • $AAPL CEO Tim Cook • $MU CEO Sanjay Mehrotra • $QCOM CEO Cristiano Amon • $GS CEO David Solomon • $BLK CEO Larry Fink • $BX CEO Stephen Schwarzman • $BA CEO Kelly Ortberg • $GE CEO Larry Culp

503,479 просмотров • 22 дней назад

$TE sits directly in the power bottleneck behind the AI buildout. Its stringer machines connect 70+ solar cells per minute into the electrical core of high-performance solar modules with materials and manufacturing capacity anchored in the U.S.

$TE sits directly in the power bottleneck behind the AI buildout. Its stringer machines connect 70+ solar cells per minute into the electrical core of high-performance solar modules with materials and manufacturing capacity anchored in the U.S.

313,278 просмотров • 15 дней назад