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Shay Boloor

@StockSavvyShay • 431,548 subscribers

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

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$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.

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$CRWV reports the first measured $NVDA Vera Rubin NVL72 results with 10x more tokens per second per megawatt than Blackwell on DeepSeek-R1. The results show Rubin’s efficiency improvements are already holding up in a real-world environment.

$CRWV reports the first measured $NVDA Vera Rubin NVL72 results with 10x more tokens per second per megawatt than Blackwell on DeepSeek-R1. The results show Rubin’s efficiency improvements are already holding up in a real-world environment.

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$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.

179,621 просмотров

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

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$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.

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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.”

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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.”

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The rise of $MU, $SKHY and Samsung shows how much memory has shifted from a cyclical semiconductor market into core AI infrastructure. Demand for HBM and AI compute has helped turn these once multi-billion-dollar companies into trillion-dollar giants.

The rise of $MU, $SKHY and Samsung shows how much memory has shifted from a cyclical semiconductor market into core AI infrastructure. Demand for HBM and AI compute has helped turn these once multi-billion-dollar companies into trillion-dollar giants.

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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.

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$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.

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$SPCX successfully launched and deployed $ASTS BlueBird 8, 9 and 10 into orbit without issue. Three more of the largest phased-array satellites ever deployed in LEO are now on their way to expanding AST SpaceMobile’s constellation.

$SPCX successfully launched and deployed $ASTS BlueBird 8, 9 and 10 into orbit without issue. Three more of the largest phased-array satellites ever deployed in LEO are now on their way to expanding AST SpaceMobile’s constellation.

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

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

1,554,968 просмотров

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

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

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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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$TE received an “A” grade from Intertek CEA for its 5GW G1_Dallas solar module facility. The assessment covered production capability, process control and quality management placing the facility among Intertek CEA’s top-rated solar module manufacturing operations globally.

$TE received an “A” grade from Intertek CEA for its 5GW G1_Dallas solar module facility. The assessment covered production capability, process control and quality management placing the facility among Intertek CEA’s top-rated solar module manufacturing operations globally.

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$RKLB successfully launched its 91st Electron mission and 10th dedicated launch for Synspective.

$RKLB successfully launched its 91st Electron mission and 10th dedicated launch for Synspective.

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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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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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$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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$TSLA CEO Elon Musk and $AAPL CEO Tim Cook were photographed together at the Chinese State Banquet. And Elon’s facial expressions may have just created another timeless internet meme.

$TSLA CEO Elon Musk and $AAPL CEO Tim Cook were photographed together at the Chinese State Banquet. And Elon’s facial expressions may have just created another timeless internet meme.

213,440 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.”

16,358,745 просмотров • 2 месяцев назад

I’m disappointed that $ASTS pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were excellent but poor communication and inconsistent capital messaging left investors focused on the satellite delay rather than the strength of the raise itself. I added 20% to my position today.

I’m disappointed that $ASTS pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were excellent but poor communication and inconsistent capital messaging left investors focused on the satellite delay rather than the strength of the raise itself. I added 20% to my position today.

252,628 просмотров • 5 дней назад

$JPM CEO Jamie Dimon says he wouldn’t buy long-dated government bonds warning inflation could remain stickier than expected. Even if inflation falls back toward 2%, he sees limited upside in long-term Treasuries.

$JPM CEO Jamie Dimon says he wouldn’t buy long-dated government bonds warning inflation could remain stickier than expected. Even if inflation falls back toward 2%, he sees limited upside in long-term Treasuries.

118,519 просмотров • 4 дней назад

Fed Chair Kevin Warsh warns the world is moving quickly on quantum computing and the U.S. must harden its technology. “We’ve got enormous talent at the federal level but we have to move with it.” $IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT

Fed Chair Kevin Warsh warns the world is moving quickly on quantum computing and the U.S. must harden its technology. “We’ve got enormous talent at the federal level but we have to move with it.” $IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT

248,566 просмотров • 7 дней назад

$NVDA, $AMD, $AVGO and custom hyperscaler chips will compete for years in the AI race but nearly all will still depend on $TSM to manufacture their chips. The quarter was excellent but the market wanted another major estimate reset and instead got strong revenue guidance alongside softer margins, higher capex and fewer near-term catalysts.

$NVDA, $AMD, $AVGO and custom hyperscaler chips will compete for years in the AI race but nearly all will still depend on $TSM to manufacture their chips. The quarter was excellent but the market wanted another major estimate reset and instead got strong revenue guidance alongside softer margins, higher capex and fewer near-term catalysts.

92,080 просмотров • 4 дней назад

Chamath says $PLTR CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the few AI leaders willing to tell the truth. Palantir builds for the real world by helping customers turn AI into measurable outcomes rather than hypothetical promises.

Chamath says $PLTR CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the few AI leaders willing to tell the truth. Palantir builds for the real world by helping customers turn AI into measurable outcomes rather than hypothetical promises.

191,533 просмотров • 7 дней назад

$RKLB is set to gain Iridium’s PNT chip which moved to commercial availability today and delivers authenticated LEO positioning and timing signals ~1,000x stronger than GPS. The technology already has interest from more than 150 organizations.

$RKLB is set to gain Iridium’s PNT chip which moved to commercial availability today and delivers authenticated LEO positioning and timing signals ~1,000x stronger than GPS. The technology already has interest from more than 150 organizations.

142,489 просмотров • 6 дней назад

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

606,243 просмотров • 26 дней назад

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

66,543 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.

1,345,821 просмотров • 2 месяцев назад

$SOFI CEO Anthony Noto says the company is positioning itself as the digital on-ramp where banking, investing and digital assets converge. He also explained how AI can improve the business while addressing why the stock is still down ~30% YTD.

$SOFI CEO Anthony Noto says the company is positioning itself as the digital on-ramp where banking, investing and digital assets converge. He also explained how AI can improve the business while addressing why the stock is still down ~30% YTD.

189,170 просмотров • 11 дней назад

$ASML says it is already close to securing all the EUV orders needed for 2027 as memory lithography revenue surges 75% this year. The company is expanding Low-NA EUV capacity by 30% in 2027 to ~85 systems and is evaluating another 30% increase for 2028.

$ASML says it is already close to securing all the EUV orders needed for 2027 as memory lithography revenue surges 75% this year. The company is expanding Low-NA EUV capacity by 30% in 2027 to ~85 systems and is evaluating another 30% increase for 2028.

115,269 просмотров • 7 дней 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.

1,314,709 просмотров • 2 месяцев назад

$SKHY has the cleanest current exposure to the memory segment where $NVDA roadmap is creating the most value. If HBM content per AI rack climbs from the low hundreds of thousands today to potentially more than $1M with Rubin Ultra then SK Hynix becomes a direct bet on structural memory content growth the market is still underpricing.

$SKHY has the cleanest current exposure to the memory segment where $NVDA roadmap is creating the most value. If HBM content per AI rack climbs from the low hundreds of thousands today to potentially more than $1M with Rubin Ultra then SK Hynix becomes a direct bet on structural memory content growth the market is still underpricing.

201,644 просмотров • 12 дней назад

$IBM is having its worst day in nearly six decades after its CEO said customers redirected quarterly spending toward servers, storage and memory to secure supply-constrained infrastructure ahead of expected price increases. That comment is huge because it provides one of the clearest real-world examples yet of the AI infrastructure buildout reshaping enterprise technology budgets. Demand for compute, memory, networking, power, cooling and skilled labor is becoming so large that companies are being forced to reallocate capital across the rest of their businesses.

$IBM is having its worst day in nearly six decades after its CEO said customers redirected quarterly spending toward servers, storage and memory to secure supply-constrained infrastructure ahead of expected price increases. That comment is huge because it provides one of the clearest real-world examples yet of the AI infrastructure buildout reshaping enterprise technology budgets. Demand for compute, memory, networking, power, cooling and skilled labor is becoming so large that companies are being forced to reallocate capital across the rest of their businesses.

109,549 просмотров • 7 дней назад

$META is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $META can rerate closer to 25x earnings.

$META is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $META can rerate closer to 25x earnings.

118,315 просмотров • 8 дней назад

If $MU confirms tomorrow that DRAM, NAND and HBM tightness can last into 2027 or 2028 then memory companies have more reason to keep spending on capacity and advanced manufacturing tools. That matters for $ASML because it sits at the most important equipment layer of the semiconductor supply chain where more advanced memory capacity means more demand for lithography systems.

If $MU confirms tomorrow that DRAM, NAND and HBM tightness can last into 2027 or 2028 then memory companies have more reason to keep spending on capacity and advanced manufacturing tools. That matters for $ASML because it sits at the most important equipment layer of the semiconductor supply chain where more advanced memory capacity means more demand for lithography systems.

430,389 просмотров • 28 дней назад

Elon Musk says $SPCX AI satellites will use batteries to boost peak power from 150 kW to 230 kW. The added power could reduce the number of satellites needed to reach the same compute capacity while lowering launch and manufacturing requirements.

Elon Musk says $SPCX AI satellites will use batteries to boost peak power from 150 kW to 230 kW. The added power could reduce the number of satellites needed to reach the same compute capacity while lowering launch and manufacturing requirements.

76,156 просмотров • 6 дней назад

UPDATED GROWTH PORTFOLIO EXPOSURE Performance: • Growth Portfolio: +431% (93% CAGR) • $QQQ: +171% • $ARKK: +154% • $SPY: +91% Exposure: • AI Hardware | 22% • Space Economy | 20% • Digital Platforms | 13% • Healthcare | 9% • Physical AI | 9% • AI Power | 7% • Drones | 7% • Quantum | 6% • Power Grid | 1%

UPDATED GROWTH PORTFOLIO EXPOSURE Performance: • Growth Portfolio: +431% (93% CAGR) • $QQQ: +171% • $ARKK: +154% • $SPY: +91% Exposure: • AI Hardware | 22% • Space Economy | 20% • Digital Platforms | 13% • Healthcare | 9% • Physical AI | 9% • AI Power | 7% • Drones | 7% • Quantum | 6% • Power Grid | 1%

1,133,466 просмотров • 2 месяцев назад

I think $PLTR has been getting hit because investors are worried about competition from OpenAI and Anthropic but I’ve been been adding to my position because I think a lot of people have this backwards. LLMs are obviously extremely valuable but as the major models continue to improve, they're also starting to cluster together in performance and because they're generally non-deterministic it means the real enterprise challenge becomes more about making sure that answer is grounded in the right data, tied to the right workflow, approved by the right human and executed in the right operational system. I truly think the concern that OpenAI and Anthropic could move into Palantir’s market is more modest than people assume. Model companies are focused on the model and building intelligence while Palantir is trying to help enterprises turn that intelligence into operational outcomes (very different lanes).

I think $PLTR has been getting hit because investors are worried about competition from OpenAI and Anthropic but I’ve been been adding to my position because I think a lot of people have this backwards. LLMs are obviously extremely valuable but as the major models continue to improve, they're also starting to cluster together in performance and because they're generally non-deterministic it means the real enterprise challenge becomes more about making sure that answer is grounded in the right data, tied to the right workflow, approved by the right human and executed in the right operational system. I truly think the concern that OpenAI and Anthropic could move into Palantir’s market is more modest than people assume. Model companies are focused on the model and building intelligence while Palantir is trying to help enterprises turn that intelligence into operational outcomes (very different lanes).

334,954 просмотров • 26 дней назад