Shay Boloor
@StockSavvyShay • 447,638 subscribers
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
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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 Boloor257,919 次观看 • 1 天前
$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 Boloor143,147 次观看 • 1 天前
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 Boloor145,536 次观看 • 3 天前
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 Boloor77,545 次观看 • 2 天前
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 Boloor682,432 次观看 • 16 天前
$CRDO is becoming a much broader AI connectivity platform with AECs now joined by optics, DSPs, silicon photonics and NPO as new growth engines. That “millimeters to kilometers” expansion is the bigger story behind the quarter making selloff look more like an expectations reset with next-quarter revenue still guided to grow ~98% YoY.
Shay Boloor47,513 次观看 • 1 天前
$CRWD and $NVDA just launched SafeMind to bring frontier AI to cyber defense with George Kurtz saying “the attackers had frontier AI and the defenders didn’t. That changes now.” SafeMind is CrowdStrike’s answer using autonomous red and blue agents to continuously attack, learn and improve defenses at machine speed.
Shay Boloor37,612 次观看 • 1 天前
$GOOGL is taking direct aim at $ADBE Express with Google Pics which is a new Gemini-powered design app for generating and editing images inside Workspace. The big advantage here is distribution with Pics built into Docs, Slides and eventually Drive giving Google a built-in path to push AI design tools across existing enterprise workflows.
Shay Boloor39,465 次观看 • 2 天前
$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 Boloor152,747 次观看 • 10 天前
$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 Boloor492,944 次观看 • 1 个月前
$CRWD just delivered its strongest new-business quarter ever while both gross and net retention improved sequentially which means growth is accelerating from both customer acquisition and expansion. We're seeing how Falcon Flex is becoming the mechanism behind that with ARR surpassing $2.3B at 101% growth while more than 935 accounts were added in the quarter which exceeded the prior three quarters combined. I also think it’s wild that Claude usage grew 400% across sampled endpoints as CrowdStrike lifted full-year net new ARR growth from ~23% at the start of the year to ~34% today.
Shay Boloor88,890 次观看 • 7 天前
The cleanest test of the AI cycle is what $NVDA is actually shipping, and current expectations still point to revenue climbing from ~$95B this quarter toward ~$110B next quarter. If revenue keeps rising while gross margins hold around 75% then it becomes much harder to argue the compute boom is already rolling over. That demand base is still expanding too with $SPCX potentially growing from ~4% of Nvidia revenue today toward 10% by the end of 2027 as its compute buildout scales.
Shay Boloor103,065 次观看 • 8 天前