Shay Boloor (@stocksavvyshay) is a FinTwit voice tracked on Surfaced in the Long Research category with 430.3k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @stocksavvyshay mention most?

Over the past 12 months, @stocksavvyshay's most-mentioned tickers are $NVDA, $GOOGL, $AMZN, $META, $MU — $NVDA leads with 798 mentions.

When did @stocksavvyshay first mention $NVDA?

@stocksavvyshay's first tracked mention of $NVDA was on Dec 15, 2025.

How active is @stocksavvyshay?

In the past 12 months, @stocksavvyshay posted 4348 times carrying cashtag mentions, totalling 11013 mentions across 455 distinct tickers.

Shay Boloor (@stocksavvyshay) on Surfaced

Recent calls

latest 50 of 158

@stocksavvyshayJul 17, 2026 · 2:42 PM

@VanquishTrader $NVDA will reclaim the title very quicky..

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@stocksavvyshayJul 16, 2026 · 9:54 AM

$NVDA is partnering with Japan’s Noetra to build a 140MW AI factory powered by 13,750 Vera CPUs & 27,500 Rubin GPUs. The facility will support trillion-parameter models, AI agents, digital twins & robotics as Japan targets more than 30% of the global AI robotics market by 2040. https://t.co/eG1NyuYskj

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@stocksavvyshayJul 15, 2026 · 11:53 PM

$NVDA and Toyota are expanding their partnership into robotics, digital-twin factories and smart-city infrastructure. Toyota will use Nvidia Drive for next-generation L2+ vehicles while deploying Omniverse and Nemotron across manufacturing and automotive software development. https://t.co/TKf9V8hGAu

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@stocksavvyshayJul 14, 2026 · 11:59 AM

$NBIS has secured a $1B+ AI compute deal with Reflection AI through 2029 providing access to $NVDA GB300 chips. Reflection is building open-source models to compete with OpenAI and Anthropic. https://t.co/7JKRGlfZuN

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@stocksavvyshayJul 13, 2026 · 2:40 PM

$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.

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@stocksavvyshayJul 10, 2026 · 1:23 PM

@FuturumEquities SK Hynix is the cleanest way to play the part of the memory market where $NVDA roadmap is creating the most value.

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@stocksavvyshayJul 8, 2026 · 1:48 PM

$NVDA now trades below 20x earnings which is its cheapest valuation since early 2019 and the lowest multiple of the AI boom. Nvidia is still the AI platform layer across GPUs, networking, software, robotics and Physical AI which is why selling quality out of boredom is usually one of the worst mistakes long-term investors make.

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@stocksavvyshayJul 7, 2026 · 8:26 PM

$PENG Q3 EARNINGS • Revenue $479M vs Est. $421M • EPS $0.84 vs Est. $0.56 • Integrated Memory: $275M (+111% YoY) FY27 Guidance • Revenue 22% vs Est. 16% • EPS $2.60 vs Est. $2.28 Became an $NVDA AI Factory specialized partner.

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@stocksavvyshayJul 6, 2026 · 11:59 PM

@VanquishTrader $NVDA will reclaim profitability crown when it reports Q2 earnings.

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@stocksavvyshayJul 4, 2026 · 2:54 PM

@fiscal_ai This is less a knock on $AMD and more a reflection of how cheap $NVDA looks to me here.

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@stocksavvyshayJul 3, 2026 · 2:05 PM

$NVDA CEO Jensen Huang said the cost of a 1GW AI factory on his architecture is ~$55B today and headed toward $100B with about half of that flowing to Nvidia per gigawatt. Against McKinsey’s projected 156GW of AI demand by 2030, that points to a multi trillion dollar AI factory opportunity for Nvidia and a real path toward $1T in annual revenue. Yet the stock trades near a decade-low valuation.

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@stocksavvyshayJul 2, 2026 · 12:15 PM

$NVDA just introduced a new model that “opens up compute access” to startups, enterprises, researchers and regional AI players. Instead of only selling hardware upfront, Nvidia can now earn a recurring, usage-linked cut of AI cloud revenue. Sharon AI is deploying up to 40K GB300 GPUs while Firmus is building a 360MW Indonesia AI factory that could scale to 170K Nvidia GPUs.

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@stocksavvyshayJul 1, 2026 · 1:56 PM

When $NVDA talks about a $20B CPU opportunity, you should immediately think $ARM because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly to what Arm is built for which is efficiency at low power and an ecosystem broad enough that everyone designs against it. That makes Arm a toll collector sitting underneath an enormous share of the world's computing.

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@stocksavvyshayJun 30, 2026 · 4:46 PM

$NVDA says Blackwell software optimizations improved DeepSeek V4 performance by ~5x in one month cutting token costs to ~20% of prior levels. Nvidia’s value keeps compounding after deployment as software, CUDA, networking and hardware drive more throughput from the same GPUs. https://t.co/PIMsb2Zyxs

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@stocksavvyshayJun 29, 2026 · 5:43 PM

Anthropic’s Claude models are now generally available in $MSFT Foundry on Azure running on $NVDA GB300 Blackwell Ultra GPUs. This marks the first time Nvidia and Anthropic have entered a deep co-engineering partnership. https://t.co/BAJ8kCwsu8

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@stocksavvyshayJun 26, 2026 · 11:24 AM

$AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack. $NVDA captures the silicon margin, $MU captures HBM and DRAM pricing, AWS captures the instance markup and AI application companies are left absorbing the cost.

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@stocksavvyshayJun 25, 2026 · 12:07 PM

$MU DRAM revenue is up 10x in less than three years showing how AI has turned memory into the bottleneck of all bottlenecks in this infrastructure buildout. The next leg is agentic AI where autonomous systems need to access, process and learn from massive amounts of data which makes standard and low-power DRAM increasingly critical around CPUs. $NVDA CPU-only Vera racks show where this is headed with each rack expected to use 400TB of DRAM alone (a 5-10x increase versus other Nvidia GPU-based racks).

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@stocksavvyshayJun 23, 2026 · 3:13 PM

$PENG was named an invitation-only $NVDA AI Factory Specialized Partner adding credibility to its AI factory infrastructure work. The designation could help Penguin win more enterprise AI customers as training, inference and agentic AI workloads scale. https://t.co/CG7eymnt1o

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@stocksavvyshayJun 22, 2026 · 2:03 PM

@VanquishTrader Physical AI is going to be the next major rerating catalyst for $NVDA

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@stocksavvyshayJun 19, 2026 · 12:26 PM

$NVDA share of AI inference hardware revenue appears to be rising from 66% of the market in Q1 2025 to 74% through April 2026. That tells me customers aren’t optimizing for cheapest chip but are standardizing around the platform with the most capacity, fastest deployment, best utilization and lowest execution risk.

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@stocksavvyshayJun 18, 2026 · 3:56 PM

$NVDA became the #1 vendor by revenue in data center Ethernet switching for the first time. IDC says Nvidia’s Spectrum-X revenue grew 193% YoY to $2.1B as AI factories drive demand for high-speed networking built around GPUs, training and inference. https://t.co/cRfaRRlCsm

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@stocksavvyshayJun 17, 2026 · 1:02 AM

$NVDA CEO Jensen Huang broke ground today on $COHR new American laser factory. Nvidia running the same playbook on optics that it ran on HBM and advanced packaging by identifying the component that becomes the bottleneck two generations out and locking up supply early. https://t.co/j0xkckUeKm

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@stocksavvyshayJun 16, 2026 · 4:36 PM

$HPE is working with $NVDA to bring secure, governed agentic AI into enterprise production. The new AI Factory updates add Agent Toolkit support, Nvidia Vera systems, confidential computing, Blackwell GPUs and expanded storage and security features through 2026. https://t.co/hhSH6AE2p4

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@stocksavvyshayJun 15, 2026 · 1:36 AM

$NVDA Vera Rubin & $GOOGL next-gen AI data centers are pulling 800V DC adoption ahead of schedule with shipments expected in Q3 2026. The shift to 800V becomes a forced upgrade as AI racks move toward megawatt-scale power increasing power-semiconductor content in every rack. https://t.co/rJui3JSWAp

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@stocksavvyshayJun 14, 2026 · 1:16 PM

$NVDA could be exiting 2028 doing more than $1.8B in revenue per day 🤯 https://t.co/oxvWEUIlXp

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@stocksavvyshayJun 13, 2026 · 12:14 PM

$NVDA is trading near its cheapest valuation in a decade. You’re paying a market multiple for the core compute engine of the entire AI economy powering the largest infrastructure buildout in history. https://t.co/AnkAJzziku

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@stocksavvyshayJun 12, 2026 · 9:04 AM

$NVDA has told Chinese customers its next-generation Vera AI data center CPU could launch as early as August. Nvidia expects Vera to become a major new business targeting $20B in revenue by the end of this fiscal year. https://t.co/AIpIJR09x2

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@stocksavvyshayJun 11, 2026 · 10:16 PM

$NVDA hires veteran lobbyist Bruce Andrews to lead government affairs in Washington D.C. Andrews previously led government affairs at $INTC and served in the Obama Administration. https://t.co/ZH50XZvc77

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@stocksavvyshayJun 10, 2026 · 10:09 AM

OpenAI is reportedly in talks to lease a proposed 10GW AI data center campus in Ohio that could cost over $500B to build. $NVDA would supply the hardware and provide financial guarantees while OpenAI would operate the site under a 20-year lease https://t.co/NNctsWn1vX

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@stocksavvyshayJun 9, 2026 · 10:33 PM

$SPCX reportedly told investors it aims to launch initial orbital AI compute demos by late 2027. The first AI satellites are expected to use $NVDA chips with compute power similar to a GB300 rack as SpaceX seeks approval for up to 1M space-based data center satellites. https://t.co/iv7g0wNB0x

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@stocksavvyshayJun 8, 2026 · 2:46 AM

$NVDA CEO Jensen Huang called Friday’s sell-off a buying opportunity. “Everyone has the chance to buy shares at a lower cost.” https://t.co/X6wmFdjzpZ

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@stocksavvyshayJun 7, 2026 · 1:39 PM

@VanquishTrader $NVDA going to be worlds first $10T company

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@stocksavvyshayJun 5, 2026 · 7:13 PM

$SPCX reportedly signed a $30B cloud compute agreement with $GOOGL. The deal includes ~110,000 $NVDA GPUs along with CPUs, memory and supporting infrastructure. https://t.co/ixzbR2yljL

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@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.

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@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

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@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

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@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

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@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

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@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.

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@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

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@stocksavvyshayMay 27, 2026 · 12:02 PM

@VanquishTrader $NVDA belongs above $300

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@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.

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@stocksavvyshayMay 23, 2026 · 4:34 PM

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

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@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.

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@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

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@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.

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@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.

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@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

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@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

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@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.

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Shay Boloor

Shay Boloor

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