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Shay Boloor

@StockSavvyShay • 415,548 subscribers

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

Shorts

$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.

161,161 次观看

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 次观看

$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.

213,347 次观看

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.

562,263 次观看

$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.

367,058 次观看

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

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

1,551,077 次观看

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.

292,827 次观看

$RKLB successfully completed its 88th Electron launch.

$RKLB successfully completed its 88th Electron launch.

73,680 次观看

$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.

111,182 次观看

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

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

60,974 次观看

$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 次观看

$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.

93,815 次观看

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

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

793,305 次观看

Tomorrow is going to feel very, very good.

Tomorrow is going to feel very, very good.

124,810 次观看

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%).

169,106 次观看

$TSLA Cybercab officially enters mass production this month

$TSLA Cybercab officially enters mass production this month

91,804 次观看

$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.

168,944 次观看

$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.

99,612 次观看

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.

80,888 次观看

$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 次观看

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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.”

16,306,030 次观看 • 17 天前

$AVGO has locked in some of the most important AI infrastructure customers on Earth across the next several years: • $GOOGL long-term deal to design and supply future TPU generations plus AI-rack networking through 2031 • $META initial MTIA commitment above 1GW with a multi-gigawatt roadmap through 2029 • Anthropic ~3.5GW of next-gen TPU-based compute starting 2027 (on top of ~1GW live in 2026) Clear validation that custom silicon and networking will be massive layers of the AI economy.

$AVGO has locked in some of the most important AI infrastructure customers on Earth across the next several years: • $GOOGL long-term deal to design and supply future TPU generations plus AI-rack networking through 2031 • $META initial MTIA commitment above 1GW with a multi-gigawatt roadmap through 2029 • Anthropic ~3.5GW of next-gen TPU-based compute starting 2027 (on top of ~1GW live in 2026) Clear validation that custom silicon and networking will be massive layers of the AI economy.

188,604 次观看 • 2 天前

$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 次观看 • 4 天前

$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.

328,079 次观看 • 4 天前

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 次观看 • 17 天前

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.

1,293,472 次观看 • 18 天前

$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.

341,794 次观看 • 5 天前

$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected.

$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected.

160,074 次观看 • 3 天前

$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.

124,124 次观看 • 2 天前

Jim Cramer on Leopold Aschenbrenner’s $NBIS stake “When this man touches something, it turns to gold.” The next AI bottleneck is efficient inference at scale which is why Nebius Token Factory is built around optimization, orchestration and agentic deployment rather than basic GPU rental.

Jim Cramer on Leopold Aschenbrenner’s $NBIS stake “When this man touches something, it turns to gold.” The next AI bottleneck is efficient inference at scale which is why Nebius Token Factory is built around optimization, orchestration and agentic deployment rather than basic GPU rental.

284,364 次观看 • 6 天前

$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.

235,550 次观看 • 5 天前

$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 次观看 • 7 天前

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.

728,365 次观看 • 19 天前

$PLTR CEO Alex Karp said Palantir’s “secret to sales” is hoping customers LLM companies first and realize “they don’t care about you at all.” Frontier AI Models solve real problems but create even bigger ones while Palantir gives customers the ontology layer to solve those problems and “own the means of production.”

$PLTR CEO Alex Karp said Palantir’s “secret to sales” is hoping customers LLM companies first and realize “they don’t care about you at all.” Frontier AI Models solve real problems but create even bigger ones while Palantir gives customers the ontology layer to solve those problems and “own the means of production.”

57,036 次观看 • 1 天前

$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.

128,324 次观看 • 4 天前

$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.

76,705 次观看 • 2 天前

$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.

371,606 次观看 • 12 天前

$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 次观看 • 11 天前

$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 次观看 • 16 天前

$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 次观看 • 3 天前