Shay Boloor (@stocksavvyshay) on Surfaced

Shay Boloor (@stocksavvyshay) on Surfaced

Recent calls

21 calls

@stocksavvyshayJun 4, 2026 · 12:22 PM

$AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of relying on its own data center capacity.

@stocksavvyshayJun 3, 2026 · 2:24 PM

$NVTS is up over 25% today after showcasing its new AI server power board inside $NVDA AI Factory MGX ecosystem. The board converts 800V directly to the chip at 97.5% efficiency which is exactly what megawatt-scale AI racks need as power delivery becomes the next bottleneck. https://t.co/7q0UFQLlnA

@stocksavvyshayJun 2, 2026 · 5:36 PM

$MSFT announced Project Solara at Build which is a new AI device architecture built around autonomous agents running locally while staying connected to cloud data centers. $NVDA CEO Jensen Huang said the partnership brings autonomous agents directly to the PC. https://t.co/Ez1BZ2Pbsi

@stocksavvyshayJun 1, 2026 · 6:42 PM

$SMCI expanded its AI server lineup with new $ARM based systems built for AI and high-performance computing. Arm is moving further into the data center as AI workloads push demand for more power-efficient CPU architectures around $NVDA GPU systems. https://t.co/2HmbYzPQg9

@stocksavvyshayMay 31, 2026 · 8:37 PM

President Trump is reportedly moving to block advanced $NVDA and $AMD AI chip shipments to Chinese subsidiaries operating outside China. The new guidance closes a major export-control loophole and signals the U.S. is tightening oversight of indirect access to AI compute. https://t.co/5p4yMTg15r

@stocksavvyshayMay 30, 2026 · 12:23 PM

$NVDA is on pace to generate over $1 trillion in profit over the next three years: • 2026: $258B (+98% YoY) • 2027: $361B (+40% YoY) • 2028: $438B (+21% YoY) Nvidia is the only company in world that sells the silicon, networking, software & platform tools that capture dollar content from every layer of the AI economy.

@stocksavvyshayMay 28, 2026 · 7:57 PM

$IREN reportedly secured ~$3.6B in financing to buy $NVDA GPUs for AI compute capacity tied to its $MSFT data center deal. The funding includes ~$2.1B from private bond sales and ~$1.5B in project finance loans to support its Texas AI infrastructure buildout. https://t.co/f8Nh6EG12u

@stocksavvyshayMay 27, 2026 · 12:02 PM

@VanquishTrader $NVDA belongs above $300

@stocksavvyshayMay 26, 2026 · 10:56 PM

$NVDA is still the platform layer capturing dollar content across GPUs, networking, software, robotics and Physical AI. That’s why I still believe it can become the world’s first $10T company even if the hardest part of holding a generational compounder is sitting through periods when it does nothing while other names run. Selling quality out of boredom is usually the worst mistake you can make as a long-term investor.

@stocksavvyshayMay 23, 2026 · 4:34 PM

@LiNasha07 @FuturumEquities Love the AI inference bottleneck tailwind for $NVDA video

@stocksavvyshayMay 21, 2026 · 2:40 PM

$NVDA is positioned across every layer of the AI buildout from silicon & networking to optics, power, neoclouds & the model companies running on top. If you think this is peak earnings then just wait until Physical AI scales & Nvidia becomes the infrastructure layer for robotics systems like $TSLA Optimus before they ever take a real step in the real world.

@stocksavvyshayMay 20, 2026 · 10:25 PM

Jensen Huang closed the earnings call by saying “demand has gone parabolic” driven by agentic AI and profitable token generation. $NVDA sits at the center because it runs every frontier AI model and “compute capacity is revenue and profits.” https://t.co/Y7AERFjBBs

@stocksavvyshayMay 19, 2026 · 7:06 PM

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.

@stocksavvyshayMay 18, 2026 · 2:46 PM

@FuturumEquities @danielnewmanUV $NVDA is going to show the market on Wednesday just how early we still are in the AI buildout.

@stocksavvyshayMay 15, 2026 · 2:16 PM

$NVDA becoming the largest public company in history is basically the story of compute becoming the most important resource in the world. The stock has survived multiple 50%+ drawdowns but every major platform shift has made Nvidia more central to the next era of technology. https://t.co/D7YQ7rKeEj

@stocksavvyshayMay 14, 2026 · 2:44 PM

One thing I’m certain of from today’s $CBRS IPO is that it’s going to make $NVDA $20B Groq deal look like an absolute steal. https://t.co/LC2ACpaLsh

@stocksavvyshayMay 13, 2026 · 6:31 PM

@PolymarketMoney These types of reports always seem to show up right before $NVDA reports and then company usually shuts down the noise by showing same thing it always does that demand is still overwhelming, margins are still elite and customers are still fighting for supply.

@stocksavvyshayMay 12, 2026 · 11:40 PM

$NVDA disclosed that Jensen Huang’s foundation entered a deal with $CRWV to buy GPU compute time for universities and nonprofit research institutes. The foundation has already donated $108M in GPU compute grants. https://t.co/eQlwXrMAit

@stocksavvyshayMay 7, 2026 · 9:11 PM

$IREN recent Mirantis acquisition and $NVDA 5 GW partnership do not feel like a coincidence. Mirantis adds the software layer around Kubernetes orchestration while Nvidia validates the capacity layer IREN needs to move from data center capacity into a real AI cloud platform. https://t.co/FzsrIc01Yu

@stocksavvyshayMay 6, 2026 · 12:13 PM

@VanquishTrader $NVDA is about to own a piece of every important component in the AI supply chain 😅

@stocksavvyshayMay 5, 2026 · 6:03 PM

$NOW & $NVDA launched Project Arc which is an autonomous enterprise AI agent that can think, write code & execute complex work. It runs on Nvidia OpenShell and is governed by ServiceNow’s AI Control Tower giving enterprises a secure control layer for agentic AI. https://t.co/rX4O6nyBx2