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Shay Boloor is hosting the "Daily Rip Live Stocktoberfest" event with Katie Perry. He also shared his insights on various stocks, including his high-conviction names and portfolio performance. Additionally, his community discusses his past successful picks, such as $RKLB and $IONQ.
Social category influence stocks #174 technology brands #1385 finance #1791 cryptocurrencies #617 automotive brands #2996 countries #3691 social networks XXXX% exchanges XXXX% celebrities XXXX% currencies #110
Social topic influence $nvda #5, $rklb #1, $asts #1, $eose #1, nvda #3, $amzn #7, $amd #1, $iren #12, $pltr #9, $oklo #3
Top accounts mentioned or mentioned by @valuesenseio @futurumequities @danielnewmanuv @samsolid57 @grok @stockmktnewz @stocksavvytrack @wolffinancial @mikalche @stocktwits @bullsyndicate @sergeycyw @dollarcostavg @goatedeng @katieeperry @stocktalkweekly @2015clipp3rsfan @elonmusk @billackman @finchatio
Top assets mentioned NVIDIA Corp. (NVDA) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Eos Energy Enterprises, Inc. (EOSE) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) IREN Limited (IREN) Palantir (PLTR) Oklo Inc. (OKLO) IonQ, Inc. (IONQ) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Taiwan Semiconductor (TSM) Cipher Mining Inc. Common Stock (CIFR) Broadcom, Inc. (AVGO) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) Metadium (META) DigitalOcean Holdings, Inc. (DOCN) Tempus AI, Inc. Class A Common Stock (TEM) Ondas Holdings Inc. Common Stock (ONDS) RAI Finance (SOFI) Astera Labs, Inc. Common Stock (ALAB) Cloudflare, Inc. (NET) Crowdstrike Holdings Inc (CRWD) Axon Enterprise, Inc. (AXON) TransMedics Group, Inc. Common Stock (TMDX) Hims & Hers Health, Inc. (HIMS) Intel Corporation (INTC) CoreWeave, Inc. (CRWV) MercadoLibre Inc (MELI) Oracle Corporation (ORCL) Cameco Corporation (CCJ) Constellation Energy Corp (CEG) Open Custody Protocol (OPEN) Snowflake, Inc. (SNOW) Archer Aviation Inc. (ACHR) Vertiv Holdings Co (VRT) MP Materials Corp. (MP) Marvell Technology Inc (MRVL) TeraWulf Inc. (WULF) Vistra, Corp. (VST) Planet Labs PBC (PL) Galaxy Digital Inc. (GLXY) Micron Technology, Inc. (MU) BEAM (BEAM) Oscar Health, Inc. (OSCR) QUALCOMM, Inc. (QCOM) Enovix Corporation Common Stock (ENVX) Rubrik, Inc. (RBRK) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Intuitive Surgical, Inc. (ISRG) Now Coin (NOW) Viking Therapeutics, Inc (VKTX) Mario Coin (COIN) QuantumScape Corporation (QS) BITMINE IMMERSION TECH (BMNR) Redwire Corporation (RDW) Apple, Inc. (AAPL) Lam Research Corporation (LRCX) MongoDB, Inc. (MDB) KLA Corp (KLAC) Ethereum (ETH) 4 (4) Centrus Energy Corp. (LEU) PayPal Holdings Inc (PYPL)
Top posts by engagements in the last XX hours
"$SOFI JUST LAUNCHED OPTIONS LEVEL 1"
X Link @StockSavvyShay 2025-10-02T15:24Z 271.3K followers, 48.2K engagements
"Removed the $22B figure -- that came from the original Campestre piece which had contradictory language and lumped $ASTS in with other global deals. No filings yet so the exact number isnt confirmed. Source:"
X Link @StockSavvyShay 2025-09-22T10:33Z 268.8K followers, 18.4K engagements
"UPDATED 2025 GROWTH THEMES WATCHLIST AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM $NVTS AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET AI Utility $CRWV $NBIS $IREN $CIFR $WULF AI Cloud $MSFT $AMZN $GOOGL $DOCN $ORCL AI Data Platforms $PLTR $SNOW $MDB $NOW AI Security $CRWD $ZS $PANW $RBRK Quantum $GOOGL $IBM $IONQ $RGTI Nuclear $OKLO $SMR $LEU $GEV $CCJ $BWXT Grid & Power $CEG $NEE $VST $EOSE $NNE"
X Link @StockSavvyShay 2025-09-27T12:18Z 271.4K followers, 149.1K engagements
"Pure speculation at this point & probably me connecting dots that arent there but if it does turn out to be a $TSLA + $ACHR link-up that would be a headline nobody saw coming π"
X Link @StockSavvyShay 2025-10-05T23:57Z 271.3K followers, 43.5K engagements
"OpenAI tapped $AVGO to build its first AI processor in a multibillion-dollar deal to deploy XX gigawatts of compute over the next four years. Broadcom is becoming the AI highway of the new digital economy connecting chips data & compute at global scale"
X Link @StockSavvyShay 2025-10-13T13:14Z 271.4K followers, 48.5K engagements
"If the last hour made you feel anxious then you are too big in size. Trim a little raise some cash and be ready when the real pullback comes"
X Link @StockSavvyShay 2025-10-10T15:59Z 271.4K followers, 135.1K engagements
"$CLPT has taken the top spot in my small-cap portfolio π€―"
X Link @StockSavvyShay 2025-10-03T13:54Z 271.4K followers, 33.8K engagements
"5 STOCKS BUILDING THE INFRASTRUCTURE OF TOMORROW X. $RKLB -- Future of Space Logistics X. $ASTS -- Bridging Global Connectivity from Space X. $IONQ -- Push for a Quantum Network X. $EOSE -- Grids Missing Battery Layer X. $OKLO -- AIs Power Stack Wont Run on Wind"
X Link @StockSavvyShay 2025-08-23T12:25Z 272.1K followers, 273.2K engagements
"$IREN JUST CROSSED $XX π³"
X Link @StockSavvyShay 2025-10-14T17:33Z 271.4K followers, 66.3K engagements
"$TSLA HAS OFFICIALLY LAUNCHED THE MODEL Y STANDARD Tesla just dropped the Standard Model Y at a $39.9K price point with over XXX miles of range. It is a clear shot at the mass-market crossover space"
X Link @StockSavvyShay 2025-10-07T18:28Z 272.5K followers, 418.6K engagements
"@StockMKTNewz Only name missing is $AVGO"
X Link @StockSavvyShay 2025-10-04T16:09Z 271.5K followers, 4632 engagements
"People are panicking that $ETH just slipped into a bear market. Tom Lee Druckenmiller Thiel Griffin & Fink are backing Ethereum at the same time the U.S. govt needs stablecoins to support treasury demand. Most of that supply sits on ETH. Smells like opportunity under $4K"
X Link @StockSavvyShay 2025-09-25T23:19Z 271.3K followers, 166.2K engagements
"Cant believe its been just two years since I went overweight $RKLB at $X. Its now trading above $XX & Im about to 20x my investment this year. Catching the real disruptors early in a secular growth trend before everyone else sees it is one of the best feelings in the game"
X Link @StockSavvyShay 2025-10-10T12:39Z 271.4K followers, 77.2K engagements
"Ive beaten the market by 3x because of conviction -- going overweight before the rerate. 2023: $PLTR $CRWD $AXON 2024: $RKLB $NET $IONQ 2025: $ALAB $TEM $EOSE Real gains dont come from chasing strength -- it comes from sizing up early. Already positioning for 2026 π"
X Link @StockSavvyShay 2025-09-21T14:11Z 271.4K followers, 224.9K engagements
"QUARTERLY PORTFOLIO UPDATE Performance Since 2023: Growth Portfolio: +408% Small-Cap Portfolio: +285% $ARKK: +176% $QQQ: +129% $SPY: +73% Top X Growth Holdings: $PLTR $AMZN $NET $AXON $MELI Top X Small-Cap Holdings: $RKLB $CLPT $JMIA $IONQ $EOSE"
X Link @StockSavvyShay 2025-09-30T21:32Z 271.3K followers, 63.6K engagements
"$JMIA IS PUSHING TO OVERTAKE AS MY TOP SMALL-CAP HOLDING X. $RKLB Rocket Lab X. $JMIA Jumia X. $IONQ IonQ X. $BEAM Beam Therapeutics X. $TMDX TransMedics"
X Link @StockSavvyShay 2025-09-16T21:50Z 271.7K followers, 86.4K engagements
"I told my community all summer I believed $EOSE was lining up to be my next $RKLB or $IONQ type mover so I never stopped adding around $X π"
X Link @StockSavvyShay 2025-10-06T16:30Z 271.4K followers, 204.8K engagements
"WHY WOULDNT $NVO WORK HERE π€"
X Link @StockSavvyShay 2025-10-01T13:18Z 271.4K followers, 122.7K engagements
"$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" $CCJ uranium supply $CEG carbon-free baseload $VRT power + cooling systems $OKLO micro-nuclear for edge compute $NNE renewable grid expansion $NVTS chip-level power efficiency"
X Link @StockSavvyShay 2025-06-01T14:47Z 272.4K followers, 392.9K engagements
"U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 X names to watch: $NNE grid buildout $CCJ uranium supply $VRT power & cooling $VST grid generation $LEU enriched uranium fuel $CEG nuclear baseload $EOSE long-duration storage $OKLO micro-nuclear edge"
X Link @StockSavvyShay 2025-09-27T11:58Z 272.1K followers, 244.7K engagements
"UPDATED PULLBACK LEVELS TO WATCH ON POPULAR STOCKS $NVDA $TSLA $AMD $PLTR $IREN $CIFR $OPEN $NBIS $ONDS $ACHR $OSCR $OKLO $RKLB $ASTS $IONQ $HIMS $HOOD $SOFI $EOSE $TEM"
X Link @StockSavvyShay 2025-10-04T14:03Z 271.4K followers, 220.6K engagements
"$SNOW just pushed past $XXX for the first time in more than three years"
X Link @StockSavvyShay 2025-10-08T15:52Z 272K followers, 36.8K engagements
"$IONQ DELIVERS 20X SPEEDUP IN DRUG DISCOVERY SIMULATIONS -- PROVING NARROW QUANTUM ADVANTAGE IS HERE WITH HYBRID WORKFLOWS POWERED BY $NVDA $AZN & $AMZN AWS π€©"
X Link @StockSavvyShay 2025-06-09T11:56Z 272K followers, 66.4K engagements
"Biggest long-term position locked π°πΌπ€΅π»"
X Link @StockSavvyShay 2025-09-07T21:24Z 272.4K followers, 762K engagements
"Real investors know exactly what I mean when I say days like this actually make me smile π"
X Link @StockSavvyShay 2025-10-10T20:09Z 271.5K followers, 347.8K engagements
"10. $DOCN DigitalOcean Portfolio Percentage X% Enterprise Value $4.8B Industry Cloud Computing 2024 Key Metrics 27x FCF; 14x EBITDA; XX% rev growth Competitive Advantage: Their rare positioning as the only pure-play computing provider in the market and developer-first approach is what caught my eye initially. Paired with a strong community and a wide array of user tutorials makes its platform an ideal choice for SMBs and startups. Where many cloud giants chase large enterprises DigitalOcean has carved its niche by focusing on SMBs startups and individual developers. By simplifying cloud"
X Link @StockSavvyShay 2024-05-18T14:36Z 267.9K followers, 23.8K engagements
"$EOSE UP XX% IN OVERNIGHT TRADING π³"
X Link @StockSavvyShay 2025-10-06T00:28Z 271.5K followers, 266.1K engagements
"Kind of wild how I clicked on an article about the AI Utility theme this morning because the title caught my eye & halfway through realized I was the expert the journalist was quoting. Here are my favorite three ways to play the theme right now: X. $IREN is turning XXX renewable power into live AI compute X. $NBIS is the closest thing to an AI utility with locked-in hyperscaler contracts & cheaper power driving every GPU hour. X. $CIFR is the landlord of the GPU boom renting power & rack space to hyperscalers chasing capacity"
X Link @StockSavvyShay 2025-10-13T12:59Z 271.5K followers, 96.6K engagements
"$AVGO CEO said gen AI could lift techs share of global GDP from XX% to 40%. Hes basically saying AI is about to reprice productivity across the entire economy"
X Link @StockSavvyShay 2025-10-14T11:06Z 271.5K followers, 74.7K engagements
"To summarize -- below are my top eight software selections on my watchlist each boasting an enterprise value below $XX billion π X. $IOT Samsara X. $PATH UiPath X. $GTLB GitLab X. $MNDY Monday X. $S SentinelOne X. $KVYO Klaviyo X. $BRZE Braze X. $HCP Hashicorp"
X Link @StockSavvyShay 2024-01-28T14:04Z 269.4K followers, 13.7K engagements
"$JPM JAMIE DIMON SAYS THE BEST-CASE SCENARIO FOR THE U.S. ECONOMY IS NOW A RECESSION π"
X Link @StockSavvyShay 2025-04-28T18:29Z 271.2K followers, 498.6K engagements
"THE DATA-CENTER BUILD-OUT IS BECOMING THE FOUNDATION OF TOMORROWS AI CITIES Compute Plants $NVDA $AMD The citys engine rooms with racks of silicon doing the real work that powers AI services. AI Factories $TSM $INTC The industrial plants turning raw silicon into the chips that everything else runs on. AI Utilities $CRWV $NBIS $IREN $CIFR The public-works providers selling raw GPU compute like electricity or water. AI Highways $AVGO $ALAB $MRVL $CRDO The roads & bridges that move digital traffic across neighborhoods & out to other cities. Construction Machinery $ASML $AMAT $LRCX $KLAC The"
X Link @StockSavvyShay 2025-09-28T14:28Z 271.3K followers, 279.9K engagements
"IS $TSLA ABOUT TO ANNOUNCE SOMETHING BIG WITH $ACHR TUESDAY Tesla teased a propeller-drone video for an Oct X reveal & a tie-up makes sense as Tesla expands real-world AI into air mobility while Archer brings certified eVTOL aircraft & FAA momentum"
X Link @StockSavvyShay 2025-10-05T23:42Z 272.5K followers, 579.9K engagements
"WHO CONTROLS THE LIMITED $TSM ADVANCED CHIP PACKAGING THROUGH 2026 $NVDA XX% $AVGO XX% $AMD XX% $AMZN X% $MRVL X% TSMC is clearly prioritizing Nvidia -- making it the gatekeeper of AI compute"
X Link @StockSavvyShay 2025-08-18T12:41Z 271.9K followers, 82.6K engagements
"I may or may not be on my way to London for my first European media hit"
X Link @StockSavvyShay 2025-10-15T02:53Z 271.7K followers, 74.6K engagements
"MY TOP XX SMALL-CAP NAMES BEHIND A XXX% CAGR PORTFOLIO X. $RKLB -- building the future of space logistics X. $CLPT -- navigation platform for neurosurgeons X. $JMIA -- scaling logistics across Africa X. $ASTS -- bridging global connectivity from space X. $IONQ -- push for a quantum network X. $EOSE -- powering the grid with long-duration zinc storage X. $VKTX -- oral/injectable GLP-1s for obesity & diabetes X. $TMDX -- expanding organ care with fleet & network effect X. $BEAM -- editing the future of genetic medicine XX. $NVTS -- powering AI data centers with GaN chips"
X Link @StockSavvyShay 2025-10-04T13:31Z 271.4K followers, 198.2K engagements
"HERE ARE THE TOP XX GROWTH PERFORMERS OF 2025 X. $OPEN +467% X. $PGY +327% X. $MP +307% X. $OKLO +290% X. $IREN +246% X. $NBIS +226% X. $HOOD +209% X. $JMIA +159% X. $ONDS +156% XX. $TEM +156% XX. $PL +142% XX. $OUST +137% XX. $RBLX +130% XX. $HIMS +130% XX. $PLTR +127%"
X Link @StockSavvyShay 2025-09-13T14:17Z 271.3K followers, 253.4K engagements
"Clearly $HOOD & $NU are the fintech winners so far in 2024 -- will this trend continue throughout the year π§ X. $HOOD +49% X. $NU +41% X. $COIN +13% X. $PYPL +5% X. $FOUR (4%) X. $ADYEY (8%) X. $UPST (11%) X. $PGY (14%) X. $SQ (20%) XX. $STNE (27%) XX. $SOFI (33%) XX. $BILL (42%) XX. $AFRM (48%) XX. $DLO (57%)"
X Link @StockSavvyShay 2024-08-11T12:41Z 270.6K followers, 43.1K engagements
"DATA CENTERS WILL EAT XX% OF U.S. POWER BY 2030 X names to watch: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link @StockSavvyShay 2025-10-11T11:36Z 271.5K followers, 333.7K engagements
"I lost my dad when I was XX & had to step up early to support my mom & sister. One of the greatest lessons he left me with was to make your money work for you & never rely on anyone else for your success. That lesson has guided every step Ive taken since. I feel truly blessed that something I love has become my career & now lets me be there for my family in the ways they deserve. I wish I could share this moment over a scotch & a cigar with my dad but I know hed be proud"
X Link @StockSavvyShay 2025-10-04T17:13Z 271.4K followers, 211.7K engagements
"President Trump just announced a XXX% tariff on China starting November X π³"
X Link @StockSavvyShay 2025-10-10T21:03Z 271.4K followers, 84.7K engagements
"NAMES TO WATCH AS AI DATA CENTERS HIT AN ENERGY BOTTLENECK $TSLA -- Megapack lithium-ion batteries for utility-scale data center storage $EOSE -- Zinc-based long-duration storage for grid stability $CCJ -- Uranium supply for nuclear generation $VRT -- Power distribution thermal management & racks for hyperscale data centers $OKLO -- Microreactors providing on-site nuclear generation for data-intensive facilities $CEG -- Largest U.S. nuclear fleet delivering carbon-free baseload $NNE -- Developer of utility-scale wind & solar projects powering AI data loads $VST -- Independent power producer"
X Link @StockSavvyShay 2025-08-16T13:01Z 271.3K followers, 533.1K engagements
"2 STOCKS SET TO BENEFIT MOST FROM U.S. TARIFFS ON CHINESE BATTERY MATERIALS X. $EOSE Eos Energy Zinc-based American-made & already aligned with IRA incentives. If Chinese lithium gets priced out grid-scale buyers & federal contractors will pivot to domestic alternatives. Eos becomes the de-risked policy-aligned bet on long-duration storage. X. $QS QuantumScape Solid-state has always been the post-lithium pitch. If lithium gets more expensive suddenly the status quo looks worse -- that pulls their timeline forward without them changing a thing"
X Link @StockSavvyShay 2025-07-17T18:09Z 270.5K followers, 207.4K engagements
"Now its clear why $AMD CEO Lisa Su called this only year two of a ten-year AI build-out π"
X Link @StockSavvyShay 2025-10-06T11:50Z 272.4K followers, 141.5K engagements
"10 COMPELLING STOCK IDEAS WITH MARKET CAPS UNDER $10B π§ X. $GLBE Global-E X. $TEM Tempus AI X. $RKLB Rocket Lab X. $IONQ IonQ X. $DOCN DigitalOcean X. $NBIS Nebius Group X. $S SentinelOne X. $VKTX Viking Therapeutics X. $ARQT Arcutis XX. $TMDX TransMedics"
X Link @StockSavvyShay 2025-03-14T14:30Z 268.4K followers, 63.4K engagements
"$OKLO HAS DOUBLED IN X MONTHS Back on my media circuit a few months ago I argued Oklo still had room to run because micro-reactors should be seen as a margin play for the AI build-out. If you can drop a 15-MW reactor next to a data-center & skip years of grid interconnect delays you own the bottleneck everyone else is waiting on. Every new data-center announcement you see is basically a potential customer if Oklo can execute"
X Link @StockSavvyShay 2025-10-07T11:30Z 271.4K followers, 109.2K engagements
"OpenAI now with Stargate backed by $NVDA & $AMD is committing XX GW of new data-center capacity over the next couple of years. That is a $XXX trillion build-out roughly the size of Mexicos economy being poured into AI infrastructure. Wild times"
X Link @StockSavvyShay 2025-10-06T12:08Z 271.2K followers, 136.2K engagements
"$PLTR SHARES FALL AFTER ARMY MEMO FLAGS VERY HIGH RISK SECURITY FLAWS Reuters reported the NGC2 battlefield comms prototype was flagged for vulnerabilities that could let adversaries gain persistent undetectable access"
X Link @StockSavvyShay 2025-10-03T14:24Z 271.3K followers, 267K engagements
"@FuturumEquities Despite all the geopolitical risk $TSM deserves to trade at a premium for controlling the worlds bottleneck in compute"
X Link @StockSavvyShay 2025-10-13T22:32Z 271.4K followers, 2341 engagements
"8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS X. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. X. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD X. $TSLA $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. X. $GOOGL $AMZN & $MSFT supply the AI data layer that connects every machine while $ROK & $ZBRA provide the controls scanners & mobile robots that keep"
X Link @StockSavvyShay 2025-10-04T12:35Z 271.5K followers, 634.5K engagements
"Here are the key levels to watch for $ORCL if this headline becomes a headwinds based on the Price Action Concepts Indicator from LuxAlgo:"
X Link @StockSavvyShay 2025-10-07T17:38Z 271.3K followers, 21.2K engagements
"5 NAMES IM WATCHING FOR A NEAR-TERM TRADE X. $META Meta X. $SOFI SoFi X. $NFLX Netflix X. $AVGO Broadcom X. $DKNG Draftkings"
X Link @StockSavvyShay 2025-10-03T12:14Z 271.4K followers, 84.1K engagements
"4. $AMZN PHYSCIAL AI Amazon now runs over 1M robots across its fulfillment network automating everything. Last-mile delivery is XX% of shipping costs. AI models like DeepFleet are cutting labor costs & speeding delivery driving major margin expansion across the e-commerce biz"
X Link @StockSavvyShay 2025-10-12T13:26Z 271.5K followers, 41.1K engagements
"Investing With The Boys Podcast Episode #26 $NBIS $DOCN $IREN $CIFR $IONQ $PLTR $RKLB $ASTS $EOSE $HOOD $RBRK $AMZN $PATH$APP $TEM $MELI $XBI $GLXY"
X Link @StockSavvyShay 2025-10-09T20:55Z 271.5K followers, 32.5K engagements
"I was featured in Reuters today sharing my take on the $TSLA event & why the headline price cut isnt the real story π"
X Link @StockSavvyShay 2025-10-07T22:22Z 272.4K followers, 78.5K engagements
"Another Robinhood Digest feature today on $IREN and why its bouncing back as one of the purest ways to play the AI Utility theme"
X Link @StockSavvyShay 2025-10-13T14:32Z 271.4K followers, 69.1K engagements
"$JOBY LAUNCHES THE NEXT PHASE OF JAPANS AIR TAXI FUTURE"
X Link @StockSavvyShay 2025-09-30T14:45Z 269.3K followers, 36.1K engagements
"$MSFT CEO Satya Nadella just said Copilot now completes formulas in Excel. You type = and it fills the logic for you based on the data. That single update changes how every analyst will work from here on"
X Link @StockSavvyShay 2025-10-14T21:58Z 272K followers, 164.7K engagements
"$IREN JUST HIT $XX IN OVERNIGHT TRADING"
X Link @StockSavvyShay 2025-10-13T00:04Z 272K followers, 149.9K engagements
"Goldman Sachs expects data center power demand to triple by 2030. Last week I broke down two of my favorite AI utility names $NBIS & $IREN with Charles on air. I didnt have time to mention $CIFR but its in the same tier"
X Link @StockSavvyShay 2025-10-12T14:46Z 271.4K followers, 289.7K engagements
"PULLBACK LEVELS TO WATCH ON POPULAR STOCKS $NVDA $TSLA $AMD $PLTR $IREN $CIFR $OPEN $NBIS $ONDS $ACHR $OSCR $OKLO $RKLB $ASTS $IONQ $HIMS $HOOD $SOFI $EOSE $TEM"
X Link @StockSavvyShay 2025-09-27T13:11Z 271.4K followers, 323.4K engagements
"I dont think people realize how bullish $AMZN raising its $NVDA Blackwell GPU pricing per hour is for the AI Utility names. Thats a straight read-through for $NBIS $IREN $CIFR $GLXY & $CRWV since these are the true AI utilities selling GPU power by the hour. When Amazon moves its pricing up it effectively resets the market rate for everyone else. That means their revenue per kilowatt-hour & per GPU-hour just re-rated higher overnight. If prices are rising even after Blackwell shipments ramped its clear supply is still tight"
X Link @StockSavvyShay 2025-10-09T12:36Z 272.5K followers, 258.3K engagements
"Trump says he will meet with President Xi & the market is already bouncing. Exactly what I said earlier. Pure political theater. Wild how fast sentiment flipped bearish over recycled headlines from six months ago when nothing has changed. AI is still the main event & earnings in a few weeks will prove it again"
X Link @StockSavvyShay 2025-10-10T22:39Z 271.4K followers, 261.7K engagements
"HOLY MOLY $AMD IS NOW UP XX% OFF THIS NEWS π³"
X Link @StockSavvyShay 2025-10-06T11:10Z 271.4K followers, 225.4K engagements
"I believe these X small-cap stocks have the highest probability of achieving a $25B+ valuation one day ππΌ $RKLB Rocket Lab $IONQ IonQ $ASTS AST SpaceMobile $TMDX TransMedics $ENVX Enovix $DOCN DigitalOcean $EOSE Eos Energy $LMND Lemonade"
X Link @StockSavvyShay 2024-12-25T11:57Z 269.6K followers, 245.9K engagements
"GOLD TOPS $4000 FOR THE FIRST TIME EVER"
X Link @StockSavvyShay 2025-10-07T13:12Z 271.3K followers, 36.2K engagements
"HOW $GOOGL BUILT A $3T EMPIRE Search monetized attention Cloud monetized compute and Gemini runs on two decades of data and scale no one else can match. Next Gemini will monetize intelligence itself through tokens that price every AI interaction across its ecosystem"
X Link @StockSavvyShay 2025-10-13T11:50Z 272.3K followers, 137.7K engagements
"HERE ARE THE TOP XX GROWTH PERFORMERS OF 2025 X. $MP +356% X. $PGY +297% X. $OKLO +247% X. $HOOD +179% X. $OPEN +178% X. $IREN +170% X. $NBIS +147% X. $CELH +139% X. $OUST +133% XX. $ASTS +132% XX. $ONDS +129% XX. $JMIA +125% XX. $TEM +125% XX. $RBLX +115% XX. $PLTR +107%"
X Link @StockSavvyShay 2025-08-30T13:30Z 271.2K followers, 125.8K engagements
"Chamath said the future of AI compute is in space & now Bezos is planning it too betting $AMZN AWS can tap endless solar power & cut cooling costs. $RKLB can put the hardware up there & $ASTS can move the data if space-based compute actually happens"
X Link @StockSavvyShay 2025-10-05T23:03Z 272.5K followers, 189.6K engagements
"DOE PICKS $OKLO FOR FUEL-LINE PROJECTS Building on a string of nuclear deals Oklo has closed this past quarter"
X Link @StockSavvyShay 2025-09-30T17:50Z 271.3K followers, 34.1K engagements
"THE ULTIMATE CHEAT SHEET FOR SOLVING THE AI ENERGY BOTTLENECK $TSLA -- Revolutionizing data center energy storage $FSLR -- Solar energy solutions for hyperscale data centers $CCJ -- Supplying uranium for next-generation nuclear data centers $CEG -- Delivering carbon-free energy for AI infrastructure $NNE -- Renewable energy driving AI data center growth $VST -- Powering reliable energy for data center operations $GEV -- Advancing energy efficiency in data centers $BWXT -- Picks and shovels for secure nuclear power infrastructure $SMR -- Modular nuclear power for modern data centers $TLN --"
X Link @StockSavvyShay 2025-03-22T11:02Z 267.5K followers, 112.7K engagements
"$RKLB JUST CLOSED AT A NEW ALL-TIME HIGH"
X Link @StockSavvyShay 2025-10-03T20:03Z 271.2K followers, 70.6K engagements
"UPDATED TOP X SMALL-CAP POSITIONS X. $RKLB -- Future of Space Logistics X. $JMIA -- Scaling Logistics Across Africa X. $ASTS -- Bridging Global Connectivity from Space X. $VKTX -- Oral & Injectable GLP-1s for Obesity & Diabetes X. $IONQ -- Push for a Quantum Network"
X Link @StockSavvyShay 2025-08-24T13:26Z 271K followers, 157.9K engagements
"$NVO IS BUYING $AKRO FOR $5.2B Akeros drug can reverse liver damage from fatty liver disease which fits right into Novos plan to move beyond weight loss drugs like Wegovy into full metabolic health. Yet another M&A that makes $VKTX look way too cheap"
X Link @StockSavvyShay 2025-10-09T11:51Z 271.4K followers, 104.4K engagements
"$TSM DENIES HAVING ANY PARTNERSHIP TALKS WITH $INTC"
X Link @StockSavvyShay 2025-09-28T15:42Z 270.4K followers, 90.7K engagements
"We're beginning an M&A cycle for medtech stocks -- highlighted by $JNJ's acquisition of $SWAV at 14x its 2024 rev after a 1000% rise in X years. Here are X candidates to be the next $SWAV π $TMDX TransMedics $INSP Inspire Medical $PRCT Procept BioRobotics $INMD InMode"
X Link @StockSavvyShay 2024-04-11T11:10Z 269.7K followers, 24.8K engagements
"THE TOP XX GROWTH PERFORMERS OF 2025 X. $OKLO +593% X. $IREN +509% X. $MP +403% X. $OPEN +373% X. $NBIS +368% X. $QBTS +293% X. $ASTS +289% X. $HOOD +273% X. $CIFR +266% XX. $PL +264% XX. $ONDS +260% XX. $JMIA +204% XX. $PGY +193% XX. $RGTI +188% XX. $TEM +186%"
X Link @StockSavvyShay 2025-10-11T13:36Z 271.5K followers, 180.9K engagements
"@FuturumEquities The AI show goes on no matter what Trump and Xi say"
X Link @StockSavvyShay 2025-10-11T13:17Z 269.5K followers, 4872 engagements
"π‘ DAILY RIP LIVE STOCKTOBERFEST - HOSTED BY SHAY BOLOOR & KATIE PERRY"
X Link @StockSavvyShay 2025-10-06T12:59Z 271.2K followers, 23.3K engagements
"$RKLB just completed its 73rd Electron launch & another win for its small launch program"
X Link @StockSavvyShay 2025-10-14T20:20Z 271.5K followers, 31.2K engagements
"Great to be quoted in the New York Post today on the $TSLA story"
X Link @StockSavvyShay 2025-10-08T20:14Z 271.4K followers, 35.5K engagements
"15 STOCKS THAT SCALE WITH $NVDA AI ENGINE X. $TSLA leads physical AI deployment aligning with Jensens vision of agentic systems that move act & reason in the real world. X. $AVGO bridges compute memory & IO with custom silicon -- enabling the low-latency integration Nvidias full-system architecture demands. X. $ASML enables Nvidias roadmap with EUV lithography -- making Blackwell Rubin & future AI architectures physically possible. X. $TSM builds every advanced Nvidia chip -- its packaging & CoWoS capabilities are foundational to Nvidias power and performance profile. X. $AMD offers the"
X Link @StockSavvyShay 2025-09-13T11:24Z 271.3K followers, 312.8K engagements
"Bears yelling were overdue like we didnt just survive X bear markets in the past X years"
X Link @StockSavvyShay 2025-10-11T15:03Z 271.7K followers, 234.2K engagements
"$CIFR JUST HIT A NEW ALL-TIME HIGH"
X Link @StockSavvyShay 2025-10-08T17:35Z 271.4K followers, 66.3K engagements
"The U.S. military just launched the Janus Program to deploy small modular reactors across Army bases by 2028. Its a major validation for $OKLO microreactor model & a tailwind for $EOSE as bases pair on-site nuclear with long-duration storage to secure 24/7 power"
X Link @StockSavvyShay 2025-10-15T01:47Z 272.5K followers, 114.5K engagements
"$NBIS SPIKES AS $MSFT WARNS OF DATA CENTER SHORTAGE Bloomberg reports Microsoft expects data center constraints to last through 2026 & has begun turning away Azure customers as AI infra demand continues to outpace available capacity"
X Link @StockSavvyShay 2025-10-09T19:53Z 271.5K followers, 154.8K engagements
"10 COMPELLING STOCK IDEAS WITH MARKET CAPS UNDER $15B X. $GLBE Global-E X. $ALAB Astera Labs X. $U Unity X. $RKLB Rocket Lab X. $IONQ IonQ X. $TEM Tempus AI X. $ASTS AST SpaceMobile X. $DOCN DigitalOcean X. $RBRK Rubrik XX. $TMDX TransMedics"
X Link @StockSavvyShay 2025-02-23T13:51Z 268.4K followers, 210.6K engagements
"$RKLB partner Starcloud is building data centers in orbit & about to launch $NVDA H100s into space for the first time in a few weeks π"
X Link @StockSavvyShay 2025-10-10T11:55Z 271.4K followers, 137.7K engagements
"20. $PI Impinj Portfolio Percentage X% Enterprise Value $5.1B Industry RFID Technology & Solutions 2024 Key Metrics 68x FCF; 61x EBITDA; XX% rev growth Competitive Advantage: They excel in Radio-Frequency Identification (RFID) technology and solutions providing a critical link between physical items and digital data in retail healthcare supply chain and other industries. Their RFID technology and solutions provide real-time identification and location tracking of items in industries like retail healthcare and supply chain. This disruption enhances inventory and asset management by increasing"
X Link @StockSavvyShay 2024-05-18T14:35Z 271K followers, 34.1K engagements
"HAD NO IDEA $PYPL WAS TRADING UNDER 13X EARNINGS π³"
X Link @StockSavvyShay 2025-09-24T14:46Z 271.7K followers, 291.9K engagements
"$RKLB HITS $XX FOR THE FIRST TIME EVER"
X Link @StockSavvyShay 2025-10-07T13:53Z 271.2K followers, 55K engagements
"U.S. TAKES XX% STAKE IN $TMQ The move secures copper supply vital for grid expansion & the power infra driving the AI build-out"
X Link @StockSavvyShay 2025-10-06T20:57Z 271.4K followers, 275.4K engagements
"$FIG IS NOW INSIDE CHATGPT APPS π³"
X Link @StockSavvyShay 2025-10-06T17:25Z 271.3K followers, 67.7K engagements
"$NVDA JUST SAID: "EVERY DATA CENTER IN THE FUTURE WILL BE POWER-LIMITED" So freakin bullish for nuclear stocks: $SMR $VTS $OKLO $NNE $TLN $GEV $CEG $CCJ"
X Link @StockSavvyShay 2025-03-18T18:31Z 271.2K followers, 852.2K engagements
"$RKLB JUST BROKE ABOVE $XX FOR THE FIRST TIME EVER Rocket Lab secured two new launch contracts w/ Japans space agency JAXA with one this year & another in 2026 carrying eight satellites. Japan demand is accelerating fast & Rocket Lab becoming the go-to global launch partner"
X Link @StockSavvyShay 2025-10-10T12:24Z 271.4K followers, 65.4K engagements
"Polymarket founder Shayne Coplan just became the youngest self-made billionaire on Bloombergs Index after turning a 2020 startup into a $9B platform now backed by $ICE. Legend"
X Link @StockSavvyShay 2025-10-08T14:56Z 271.4K followers, 133.7K engagements
"4. $ISRG Intuitive Surgical The Future of Surgical Robotics The robotic-assisted surgery market isnt just expanding -- its becoming a necessity. Intuitive Surgical has built an entrenched ecosystem around its da Vinci robotic systems with adoption growing not just in high-complexity surgeries but also in general surgical procedures that hospitals can no longer afford to perform conventionally. The days of purely human-driven surgery are waning as automation AI-assisted precision and minimally invasive techniques become the standard of care. What makes ISRGs business model formidable is its"
X Link @StockSavvyShay 2025-02-09T13:27Z 270.2K followers, 46.6K engagements
"This is what I like to call the $HOOD effect π"
X Link @StockSavvyShay 2025-10-01T21:22Z 268.1K followers, 211.8K engagements
"$ASTS IS QUIETLY LOCKING UP GLOBAL CARRIERS Ove XX operators have signed $2.8B in deals across every major region putting AST inside the biggest mobile networks before launch When coverage goes live billions of SIM cards will connect directly to satellites w/ no new hardware"
X Link @StockSavvyShay 2025-10-12T13:46Z 270.1K followers, 8602 engagements
"$ASTS is about to be sitting on $2.3B in cash π³"
X Link @StockSavvyShay 2025-10-07T12:41Z 271.2K followers, 108.2K engagements
"TOP XX FAVORITE NAMES TRADING UNDER $XX X. $EOSE Eos Energy X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $ONDS Ondas X. $GRAB Grab X. $RXRX Recursion X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semiconductor"
X Link @StockSavvyShay 2025-09-20T12:27Z 272K followers, 322.9K engagements
"$AMD data-center curve is about to go vertical as inference demand from OpenAIs build-out kicks in π"
X Link @StockSavvyShay 2025-10-06T13:00Z 271.4K followers, 60.9K engagements
"Here's my updated DCA (Dollar Cost Averaging) plan for my growth portfolio as we begin earning season -- listed in order of priority π§ X. $SNOW Snowflake X. $AMZN Amazon X. $ALAB Astera Labs X. $NET Cloudfare X. $AXON Axon X. $DOCN DigitalOcean"
X Link @StockSavvyShay 2025-01-25T13:07Z 267.9K followers, 69.5K engagements
"$AMZN AWS & $SAP PARTNER ON EUROPEAN SOVEREIGN CLOUD Backed by Amazons $8.4B investment -- the service launches in Germany in 2025 with SAP BTP & Cloud ERP for governments & regulated industries"
X Link @StockSavvyShay 2025-09-24T11:19Z 271.1K followers, 41K engagements
"15 DIRECT BENEFICIARIES FROM AN AGGRESSIVE FED X. $HOOD -- when rates collapse liquidity has to go somewhere & history shows the first stop for retail speculation is here. X. $SOFI -- a lower cost of capital changes everything for a digital bank scaling lending investing & deposits all under one roof. X. $COIN -- every easing cycle has coincided with a crypto bull market and Coinbase is the toll collector on that activity. X. $PGY -- easy money drives more consumer borrowing & every incremental loan flowing through Pagayas AI models compounds transaction volume. X. $OPEN -- housing"
X Link @StockSavvyShay 2025-08-23T13:43Z 271.3K followers, 377.1K engagements
"THE WINNERS OF THE AI UTILITY TRADE Cheap Bitcoin power sites are being rebuilt into GPU-dense infrastructure as a new wave of AI cloud providers races to lock in low-cost power and rack space. THE MINERS FLIPPING TO AI HOSTING $CIFR has a XXX MW 10-year hosting contract with Fluidstack thats backed by $GOOGL with a X% equity stake. $IREN still mines Bitcoin but building up XXX MW of power capacity today & targeting XXX GW by late 2026 at its new Sweetwater hub is essentially building enough infra to triple its size for AI workloads. $WULF signed two 10-year deals to host XXX MW of AI compute"
X Link @StockSavvyShay 2025-10-05T16:09Z 271.4K followers, 182K engagements
"$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN 2025 Elon Musk is betting the Optimus line can scale to X million units a year by 2030 positioning Tesla as the leader of the coming physical AI economy"
X Link @StockSavvyShay 2025-09-30T10:24Z 269.3K followers, 78.8K engagements
"Markets almost always recognize the what of a breakthrough (AI drones space quantum nuclear). They miss the when. They bid up too early then sell off before the real decade-long run. Every $RKLB $ASTS $IONQ $ONDS $EOSE investor should listen"
X Link @StockSavvyShay 2025-10-07T12:00Z 272.1K followers, 257.8K engagements
"$INTC UNVEILS PANTHER LAKE Intel introduced its first 18A Panther Lake AI PC chips built in Arizona delivering XX% faster CPU performance & up to XXX TOPS of AI acceleration. The 2nm class node is designed to close the gap with $TSM"
X Link @StockSavvyShay 2025-10-09T13:11Z 271.4K followers, 51.3K engagements
"$10K AWAY FROM CROSSING $1M ON GROWTH PORTFOLIO Top XX Holdings: X. $PLTR Palantir X. $AMZN Amazon X. $NET Cloudflare X. $AXON Axon X. $MELI MercadoLibre X. $CRWD Crowdstrike X. $DOCN DigitalOcean X. $ALAB Astera Labs X. $RKLB Rocket Lab XX. $SNOW Snowflake"
X Link @StockSavvyShay 2025-09-18T21:24Z 271.2K followers, 201.1K engagements
"MY TOP XX DCA PLAN IF THIS PULLBACK IS REAL X. $ONDS the drone connectivity layer X. $OKLO nuclear power for the AI edge X. $TSLA energy + robotics optionality X. $AMD the next leg of the compute cycle X. $MELI LATAMs digital economy engine X. $EOSE storage built for nonstop compute X. $IREN building compute at industrial scale X. $GOOGL runs the full stack of the AI economy X. $NBIS the GPU utility w/ hyperscaler contracts XX. $HOOD turning retail attention into profit streams"
X Link @StockSavvyShay 2025-10-11T12:16Z 272K followers, 432.4K engagements
"$AMD CEO LISA SU ON THE NEW OPENAI DEAL"
X Link @StockSavvyShay 2025-10-06T22:54Z 271.3K followers, 46.7K engagements
"OpenAI is playing this so well. Its entire future depends on two resources: GPU supply & compute capacity. Sam locked $100B of $NVDA GPUs took a XX% of $AMD through the new chip pact & is driving a $500B Stargate build-out. Maybe this really is a $1T company in the making"
X Link @StockSavvyShay 2025-10-06T11:28Z 272.5K followers, 202.7K engagements
"10 BIGGEST WINNERS FROM THE BIG BEAUTIFUL BILL ACT X. $NVDA NVIDIA X. $TSM Taiwan Semiconductor X. $PLTR Palantir X. $AVGO Broadcom X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $EOSE Eos Energy X. $MU Micron X. $VRT Vertiv XX. $OKLO Oklo"
X Link @StockSavvyShay 2025-07-05T13:32Z 269.4K followers, 486.6K engagements
"$RKLB JUST CRACKED THE TOP XX IN THE GROWTH PORTFOLIO Top XX Holdings: X. $PLTR Palantir X. $AMZN Amazon X. $AXON Axon X. $NET Cloudflare X. $CRWD CrowdStrike X. $SNOW Snowflake X. $MELI MercadoLibre X. $RBRK Rubrik X. $TSLA Tesla XX. $RKLB Rocket Lab"
X Link @StockSavvyShay 2025-06-27T11:02Z 269.8K followers, 133.9K engagements
"Btw Im not perfect. Ill have to be one of those paying a premium in the AI-utility names: $NBIS $CIFR $IREN $CRWV $GLXY $WULF"
X Link @StockSavvyShay 2025-10-02T17:33Z 271.3K followers, 22K engagements
"Volatility moves wealth from the impatient to the patient. Once you stop seeing red days as failure & start seeing them for what they are (short tests that separate conviction from emotion) everything changes. Compounding only works for those who give it time to breathe"
X Link @StockSavvyShay 2025-10-12T22:29Z 271.5K followers, 74.3K engagements
"@xlimasss $CIFR is on here as well for the small-cap port"
X Link @StockSavvyShay 2025-10-11T12:18Z 271.4K followers, 19.3K engagements
"SOLAR STOCKS CLIMBING ON TREASURY RETROACTIVITY NEWS $RUN +33% $SEDG +24% $FSLR +13% $ENPH +12%"
X Link @StockSavvyShay 2025-08-15T17:48Z 270.8K followers, 184.6K engagements
"ERIC SCHMIDT WARNS ON US POWER GAP US data centers face a XX GW shortfall with no new nuclear -- risking frontier AI training shifting to energy-rich foreign partners. X names to watch: $VST $EOSE $NBIS $IREN $CIFR"
X Link @StockSavvyShay 2025-09-25T12:14Z 271.2K followers, 215.3K engagements
"10 FOUNDER-LED GROWTH STOCKS BUILT TO DOMINATE THIS DECADE X. $NVDA Nvidia X. $META Meta X. $PLTR Palantir X. $MELI MercadoLibre X. $CRWD CrowdStrike X. $TSLA Tesla X. $NET Cloudfare X. $ASTS AST SpaceMobile X. $HOOD Robinhood XX. $RKLB Rocket Lab"
X Link @StockSavvyShay 2025-08-31T13:06Z 272.3K followers, 132K engagements
"@ruth_capital $DOCN CTO used to be VP at $AMZN AWS & $NVDA where he oversaw AI/ML & Data Infra"
X Link @StockSavvyShay 2025-10-09T17:55Z 268.1K followers, 1896 engagements
"3. $AMZN AD BUSINESS WORTH $400B Amazons ad unit is now a $61B biz growing XX% with XX% margins. $META trades 14x EBITDA growing XX% $GOOGL trades 15x EBITDA w/ YouTube ads up XX% $TTD trades 21x EBITDA growing XX% XX% of MC before even touching AWS or retail"
X Link @StockSavvyShay 2025-10-12T13:26Z 271.4K followers, 41K engagements
"I track XXX stocks but only a few are growing at XX% with positive margins -- here is the full list π§ $NVDA NVIDIA $CRWD Crowdstrike $COIN Coinbase $NU Nubank $HIMS Hims & Hers $ALAB Astera Lab $FOUR Shift4 $DUOL Duolingo $FSLR First Solar $AVGO Broadcom $MELI MercadoLibre $APP Applovin $GLBE Global-e $ASPN Aspen Aerogels $MNDY Monday"
X Link @StockSavvyShay 2024-10-23T11:21Z 269.7K followers, 120.4K engagements
"The markets overreacting to political theater again. President Trump wants leverage heading into an election year built on manufacturing independence. China wants pricing power over the materials that define the AI race and rare earths are its strongest bargaining chip. Both sides are posturing ahead of the next trade talks. Things were getting frothy. Momentum was running too hot. It didnt take much to justify a sharp pullback but this is exactly the kind of correction that shakes out weak hands before the next leg higher"
X Link @StockSavvyShay 2025-10-10T21:21Z 271.5K followers, 384.3K engagements
"@stocksnipa @WOLF_Financial @StockMKTNewz @LuxAlgo @WOLF_Bitcoin_ @MrTrendwatch @MapleStax @PaperGainsInc @samsolid57 @OptionsMike Appreciate you Snipa"
X Link @StockSavvyShay 2025-10-12T01:29Z 269.8K followers, 1008 engagements
"HERE ARE THE TOP XX GROWTH PERFORMERS OF 2025 X. $OPEN +451% X. $OKLO +421% X. $MP +369% X. $IREN +326% X. $NBIS +289% X. $PGY +273% X. $HOOD +227% X. $QBTS +218% X. $PL +202% XX. $ONDS +199% XX. $JMIA +198% XX. $CIFR +147% XX. $QS +144% XX. $HIMS +141% XX. $PLTR +135%"
X Link @StockSavvyShay 2025-09-27T12:42Z 271.4K followers, 200.8K engagements
"Two years ago I started a publicly tracked small-cap portfolio when everyone thought you either owned big tech or were dead money. I bet on AI Space & Quantum category leaders I knew would run when the macro turned. Today that port is up XXX% & $150K has become $850K. Wild"
X Link @StockSavvyShay 2025-10-06T22:00Z 271.2K followers, 184.4K engagements
"While the market lumps all small-caps into a money-losing category these XX names are already profitable or expected to be profitable next year -- let's delve into their competitive moats and rank them from most to least 'expensive' based on 2025 metrics π"
X Link @StockSavvyShay 2024-02-04T15:09Z 270.6K followers, 83.5K engagements
"$ORCL taking a hit headline on $NVDA GPU rentals makes it sound like the whole AI cloud strategy is flopping but thats pure FUD. Oracle spent billions upfront on racks of Nvidia chips power & networking before the revenue fully kicked in. Those costs hit the books immediately while customer usage ramps over time. This is what scaling an AI utility looks like. Companies like $NBIS $IREN $CIFR & $CRWV are filling racks as fast as they can & using usage-linked pricing to win tenants. The pressure shows up on near-term margins not on demand. Looks more like the cost of standing up infra in a"
X Link @StockSavvyShay 2025-10-07T16:31Z 271.5K followers, 210.8K engagements
"$BMNR JUST BROKE ABOVE $XX π³"
X Link @StockSavvyShay 2025-10-06T14:01Z 272.3K followers, 42.8K engagements
"Took some profits in a few big winners to free up cash. Found the house Ive been waiting for & ready to make an offer. This is the part of investing that makes it all worth it when the work turns into something tangible in real life. Thank you $RKLB $IONQ $ASTS $NVTS & $EOSE"
X Link @StockSavvyShay 2025-10-14T18:57Z 271.5K followers, 120.4K engagements
"$JOBY & $LHX TEAM UP TO BUILD HYBRID MILITARY eVTOL"
X Link @StockSavvyShay 2025-08-01T12:12Z 270.5K followers, 37.7K engagements
"I dont know what everyone else did last summer but I spent it buying $IONQ that turned into a 10x"
X Link @StockSavvyShay 2025-10-13T18:05Z 271.6K followers, 71.1K engagements
"Also this was the most recent photo of the three of us taken at my rehearsal dinner a couple of weeks ago & after Id had a bit too much wine π
"
X Link @StockSavvyShay 2025-10-04T17:18Z 268K followers, 28.1K engagements
"$AMZN AT ITS LOWEST VALUATION IN OVER A DECADE"
X Link @StockSavvyShay 2025-10-05T12:11Z 272K followers, 569.2K engagements
"Futurum Equities Podcast Episode #16 $NFLX $MELI $RDDT $RKLB $ASTS $EOSE $CLPT $NVDA $QCOM $AVGO $SOFI $IREN $NBIS $CIFR $TSLA $INTC $OSCR $MU $PFE"
X Link @StockSavvyShay 2025-10-03T17:05Z 271.4K followers, 58K engagements
"Essentially means U.S. AI data centers are set to double their grip on the nations power grid in just five years. The new oil is electricity"
X Link @StockSavvyShay 2025-10-11T17:28Z 271.4K followers, 22K engagements
"PRESIDENT TRUMP CALLS CHINAS TRADE MOVES ECONOMICALLY HOSTILE Trump said Chinas decision to halt U.S. soybean purchases is a hostile act & threatened to end trade tied to cooking oil and related goods saying the U.S. can produce them domestically"
X Link @StockSavvyShay 2025-10-14T19:44Z 271.9K followers, 66.5K engagements
"$BE jumped over XX% after partnering with Brookfield on a $5B plan to power AI factories with on-site fuel cells π"
X Link @StockSavvyShay 2025-10-13T12:03Z 272K followers, 165.1K engagements
"HERE ARE THE TOP XX GROWTH PERFORMERS OF 2025 X. $OKLO +536% X. $OPEN +498% X. $MP +369% X. $PGY +355% X. $IREN +293% X. $NBIS +259% X. $HOOD +235% X. $QBTS +220% X. $JMIA +204% XX. $OUST +184% XX. $PL +174% XX. $ONDS +163% XX. $TEM +161% XX. $QS +158% XX. $PLTR +141%"
X Link @StockSavvyShay 2025-09-20T13:04Z 271.4K followers, 417.1K engagements
"$SPY AT A HUGE LEVEL Since the tariff-war bottom the market has stayed above the 50-day. This is the first time price has closed into it with real volume & momentum behind the move. The 50-day is finally in play. Hold it & the uptrend resets but lose it & character changes"
X Link @StockSavvyShay 2025-10-14T14:17Z 271.5K followers, 35.8K engagements
"10 COMPANIES WITH THE STRONGEST Q2 EARNINGS SO FAR $PLTR Palantir $MSFT Microsoft $ALAB Astera Labs $META Meta $NBIS Nebius $HOOD Robinhood $DUOL Duolingo $SOFI SoFi $AXON Axon $TMDX TransMedics"
X Link @StockSavvyShay 2025-08-08T12:45Z 271.3K followers, 527.2K engagements
"$NVTS up XX% & $EOSE up XX% in the same session tells you exactly where capital is rotating. Navitas builds silicon that converts energy into compute while Eos stores it to keep workloads running 24/7. Both are direct plays on energy layer behind next leg of the AI buildout"
X Link @StockSavvyShay 2025-10-13T17:10Z 272.3K followers, 120.2K engagements
"This is absolutely nuts. $DKNG is worth around $15B & Polymarket just raised at a $10B valuation. Its wild that a decentralized prediction market still in its early innings is already closing the gap on a fully scaled operator like DraftKings"
X Link @StockSavvyShay 2025-10-10T14:23Z 271.4K followers, 39.5K engagements
"$5T ABOUT TO BE DEPLOYED INTO AI INFRASTRUCTURE $AMZN $MSFT $GOOGL & $META capex is set to hit $3T by 2029 as they race to secure power land & GPUs to meet all the model demand. Each new generation of AI needs A TON more compute & energy. The bottleneck is clearly power"
X Link @StockSavvyShay 2025-10-12T14:16Z 271.4K followers, 68.7K engagements
"Fibonacci levels show where a stock is likely to bounce or pull back by using ratios from the Fib sequence to map areas of support & resistance. I like to use the XXXXX retracement since thats where strong trends often take a breather before continuing higher"
X Link @StockSavvyShay 2025-10-11T17:48Z 272K followers, 43K engagements
"As $NVDA CEO Jensen Huang stated last week: Physical AI has arrived -- here are X ways to capitalize on this trend π X. $TSLA -- At the forefront of real-world AI transforming autonomous driving with FSD AI while advancing robotics & energy optimization to solidify leadership in physical AI applications. X. $NVDA -- Provides the AI backbone for robotics through GPUs advanced platforms & tools like Isaac Sim driving innovation in autonomous systems and collaborative robotics. X. $AMZN -- Combines robotics & machine learning in logistics & fulfillment to enhance efficiency with warehouse"
X Link @StockSavvyShay 2025-01-14T15:21Z 268.6K followers, 109.3K engagements
"Pulling Back the Curtain on My Growth Portfolio Investing isnt a pursuit of fleeting trends or the ephemeral allure of hype cycles -- its about recognizing companies not merely adapting to the tides of change but actively forging new landscapes. Every position I take is an extension of that ethos a testament to the belief that true growth is not found in the echoes of the present but in the resonance of the future. The goal is not to chase momentum but to identify the structural architects of disruption -- those firms poised to redefine industries over the coming decade and beyond. $PLTR"
X Link @StockSavvyShay 2025-02-14T13:12Z 270.7K followers, 390.6K engagements
"Ill be joining Fox Business Making Money with Charles Payne to break down: The Space Trade: $RKLB & $ASTS The AI Utility Theme: $IREN $CIFR $NBIS $WULF $CRWV & $GLXY And where the spend is shifting in the AI trade"
X Link @StockSavvyShay 2025-10-09T17:59Z 272.1K followers, 84.8K engagements
"Turned my wifes Roth from 20K to 100K in under two years. Time does what timing cant"
X Link @StockSavvyShay 2025-10-13T15:15Z 272.4K followers, 641.6K engagements
"President Trump just said China will be fine and Xi just had a bad moment. So many bad takes over the weekend. Always block out the bear FUD and stay focused on whats actually driving the cycle"
X Link @StockSavvyShay 2025-10-12T17:09Z 271.5K followers, 104.1K engagements
"THESE X STOCKS HAVE THE HIGHEST CHANCE TO BECOME THE NEXT MEGA-CAPS ($250B+) $CRWD Crowdstrike $NET Cloudflare $AXON Axon $MELI MercadoLibre $ARM Arm Holding Great to see $PLTR make that status already -- & $NOW is right around the corner"
X Link @StockSavvyShay 2025-08-03T14:49Z 268.9K followers, 176.5K engagements
"TWO MONOPOLIES THAT POWER $NVDA X. $TSM is the AI factory that makes more than XX% of the worlds most advanced wafers. X. $ASML is the AI kingmaker because every LLM GPU stack & advanced chip is built using its machines"
X Link @StockSavvyShay 2025-10-06T14:37Z 271.3K followers, 107.2K engagements
"THE PAST TWO YEARS HAVE BEEN UNREAL"
X Link @StockSavvyShay 2025-10-02T23:02Z 269.2K followers, 82.2K engagements
"$GOOGL CLOUD LAUNCHES GEMINI ENTERPRISE A new AI platform aimed at bringing Googles Gemini models directly into corporate workflows to take on $MSFT & OpenAI in the enterprise market"
X Link @StockSavvyShay 2025-10-09T12:08Z 271.4K followers, 48.7K engagements
"Every leg of this AI bull market rally has followed the same rhythm: panic reset then rip higher"
X Link @StockSavvyShay 2025-10-11T00:07Z 271.5K followers, 81.9K engagements
"The following companies are absolute steals being valued at under $X billion given what they are expected to become in 3-5 years π€© $GLBE Global-E Online $TMDX TransMedics $RKLB Rocket Lab USA $DOCN DigitalOcean"
X Link @StockSavvyShay 2024-04-04T14:04Z 268K followers, 54.5K engagements
"$ASTS LANDS MAJOR INVESTMENT FROM LATIN AMERICAS BIGGEST TELCO The deal gives AST SpaceMobile direct carrier access to 300M+ mobile subscribers and accelerates its U.S. expansion while replacing Starlink as Amrica Mvils satellite partner"
X Link @StockSavvyShay 2025-09-22T10:27Z 272.3K followers, 85.6K engagements
"$NVDA SALES ARE ON TRACK TO HIT $300B BY 2027"
X Link @StockSavvyShay 2025-10-10T13:19Z 272K followers, 140.2K engagements
"$JPM just announced a $1.5T plan to finance U.S. national security industries across defense energy AI & quantum. Heres how to align with JPMorgans national security push: Space infra powering defense networks with $RKLB & $ASTS Clean on demand power for AI factories with $BE $VST $CEG $NEE & $TLN Next gen nuclear for Americas baseload with $OKLO $LEU $BWXT $CCJ $SMR $GEV & $NNE The core AI stack across compute cloud & data with $NVDA $TSM $AVGO $ASML $AMD $MSFT $GOOGL $AMZN & $ORCL The intelligence layer being built through quantum & data with $PLTR $IONQ & $SNOW Hyperscale operators"
X Link @StockSavvyShay 2025-10-13T12:25Z 271.5K followers, 408.8K engagements
"MY TOP X SMALL-CAP POSITIONS X. $RKLB -- Future of Space Logistics X. $ASTS -- Bridging Global Connectivity from Space X. $VKTX -- One Readout Away from a Rerating in $100B Obesity Race X. $BEAM -- Editing the Future of Genetic Medicine X. $IONQ -- Push for a Quantum Network"
X Link @StockSavvyShay 2025-07-26T12:41Z 271.2K followers, 349.1K engagements
"π‘ DAILY RIP LIVE STOCKTOBERFEST - HOSTED BY SHAY BOLOOR & KATIE PERRY WITH STEVE HOU & VISHAL GARG"
X Link @StockSavvyShay 2025-10-02T12:59Z 270.6K followers, 29K engagements
"Fed Chair Powell said the economy hasnt changed much since September but job risks are rising which is basically defending the last cut. Polymarkets pricing a XX% chance of another one this month. More easing ahead"
X Link @StockSavvyShay 2025-10-14T16:31Z 271.5K followers, 48.5K engagements
"EXPECTING A BID ON THESE NAMES AS TRUMPELON CLASH ESCALATES X. $RKLB Rocket Lab X. $ASTS AST Spacemobile X. $EOSE Eos Energy X. $UBER Uber X. $RDW Redwire"
X Link @StockSavvyShay 2025-07-06T23:02Z 269.7K followers, 192.5K engagements
"Here are the Fibonacci levels to watch for popular growth tech stocks π§ X. $NVDA -- $XXX X. $TSLA -- $XXX X. $PLTR -- $XX X. $TSM -- $XXX X. $SNOW -- $XXX X. $AMZN -- $XXX X. $CRWD -- $XXX X. $RKLB -- $XX X. $GOOGL -- $XXX XX. $SOFI -- $XX XX. $COIN -- $XXX XX. $HOOD -- $XX XX. $OKLO -- $XX XX. $TEM -- $XX XX. $IONQ -- $25"
X Link @StockSavvyShay 2025-02-22T13:23Z 271.7K followers, 414.4K engagements
"$NVTS UP OVER XX% TODAY The markets finally waking up to the fact that AI needs a lot more power"
X Link @StockSavvyShay 2025-10-02T13:50Z 271.3K followers, 32.5K engagements
"UPDATED DCA PLAN FOR MY GROWTH PORTFOLIO X. $GOOGL Google X. $NBIS Nebius X. $ASTS AST SpaceMobile X. $TSLA Tesla X. $RKLB Rocket Lab X. $AMD Advanced Micro Devices X. $OKLO Oklo X. $EOSE Eos Energy X. $HOOD Robinhood XX. $ARM Arm"
X Link @StockSavvyShay 2025-09-13T13:37Z 271.8K followers, 244.3K engagements
"If the $ORCL headline sparks AI-bubble chatter & we see a real pullback into earnings season thats a dip worth buying. This isnt 1999. The capital flowing into AI today is building hard infra that throws off cash flow every time its used. Every new Copilot or agent running inference all day means: More chips fabbed by $TSM & $ASML More $NVDA & $AMD GPUs at full utilization More traffic for $AVGO & $ALAB to move that data More racks filled by $NBIS $IREN $CIFR & $CRWV More long-duration storage from $EOSE to keep power stable More clean baseload power from $OKLO to keep data centers online"
X Link @StockSavvyShay 2025-10-07T17:19Z 272K followers, 98K engagements
"The market is massively underpricing what $AMZN is building. Here are the X reasons its my largest holding π"
X Link @StockSavvyShay 2025-10-12T13:26Z 271.9K followers, 315.1K engagements
"President Trump just said China will be fine and Xi just had a bad moment. So many bad takes over the weekend that its important to always tune out the bear FUD"
X Link @StockSavvyShay 2025-10-12T17:05Z 271.5K followers, 11.5K engagements
"THE FUTURUM AI FIFTEEN REBALANCE IS OUT Each company is scored using our proprietary AIRometer -- a composite signal that reflects both current position & future trajectory across the AI stack. X. $AVGO Broadcom XXX X. $TSM Taiwan Semiconductor XXX X. $PLTR Palantir XXX X. $ASML ASML XXX X. $ORCL Oracle XXX X. $ALAB Astera Labs XXX X. $AMD Advanced Micro Devices XXX X. $NET Cloudflare XXX X. $CRWD Crowdstrike XXX XX. $PANW Palo Alto Networks XXX XX. $NBIS Nebius XXX XX. $NOW ServiceNow XXX XX. $SNOW Snowflake XXX XX. $MDB MongoDB XXX XX. $ARM Arm Holdings 7.1"
X Link @StockSavvyShay 2025-09-29T01:04Z 268.1K followers, 174.7K engagements
"Solar stocks' recent struggles present a potential buying opportunity for long-term investors -- especially with solar & wind energy expected to surge from XX% to XX% of world energy production by 2030. Let's explore the competitive moats of my top XX favorite solar namesπ"
X Link @StockSavvyShay 2024-06-22T13:47Z 270.1K followers, 247.2K engagements
"Jensen Huang says he wants $NVDA plugged into nearly everything $TSLA Elon Musk is building (from autonomous fleets to humanoid robotics) b/c each of those bets will require massive GPU compute"
X Link @StockSavvyShay 2025-10-08T13:07Z 271.4K followers, 70K engagements
"UBS predicts the AI industry's revenue will grow at a XX% CAGR from $83B in 2024 to $420B in 2027. The semiconductor ecosystem is complex but here is my simplification on my XX favorite companies within this space -- ranked from most to least expensive based on 2024 metricsπ"
X Link @StockSavvyShay 2024-05-25T13:22Z 271K followers, 1.4M engagements
"TIME Magazine may have spotted the $AMD + OpenAI deal before anyone else π"
X Link @StockSavvyShay 2025-10-06T11:38Z 271.3K followers, 105.7K engagements
"AI is moving faster than any technology in history. ChatGPT reached XXX million users in under three years while the Internet needed more than a decade to catch up. This cycle is compounding faster than anyone realizes"
X Link @StockSavvyShay 2025-10-12T16:53Z 271.4K followers, 55.7K engagements
"WHERE AI MODELS GET THEIR FACTS X. $GOOGL XX% X. $RDDT XX% X. $META XX% X. $YELP XX% X. $AMZN 19%"
X Link @StockSavvyShay 2025-09-01T12:49Z 269.4K followers, 117.5K engagements
"π‘ DAILY RIP LIVE STOCKTOBERFEST - HOSTED BY SHAY BOLOOR & KATIE PERRY"
X Link @StockSavvyShay 2025-10-08T12:59Z 271.7K followers, 24.1K engagements
"All portfolio performance has been independently validated by a third party:"
X Link @StockSavvyShay 2025-10-07T14:35Z 271K followers, 24.1K engagements
"FULL SMALL-CAP PORTFOLIO REVEAL Future Infrastructure Space next-gen telecom quantum advanced aerospace $RKLB $ASTS $IONQ $ACHR Energy & Electrification Batteries chips & testing equipment for AI/energy storage $EOSE $ENVX $NVTS $AEHR Healthcare Innovation Genomics medtech biotech $WGS $BEAM $ARQT $NTLA $PRME $CLPT $PRCT $TMDX $VTKX $RXRX $DNA Digital Platforms E-commerce & logistics $JMIA Top XX Watchlist: $OSCR $NBIS $LMND $OKLO $OUST $ONDS $RCAT $ABCL $JOBY"
X Link @StockSavvyShay 2025-08-09T12:49Z 271K followers, 227K engagements
"I guess going all in on AI quantum & space two years ago wasnt the fools errand everyone said itd be. Now youre the one paying the premium that $PLTR $NVDA $RKLB $ASTS $IONQ $NBIS $CRWD $ALAB $IREN & $CIFR holders never had to"
X Link @StockSavvyShay 2025-10-02T17:30Z 271.3K followers, 65.7K engagements
"Why was I smiling yesterday while being down over $100K Because this is exactly how Ive beaten the market by buying fear in the leaders of the biggest secular growth waves of our lifetime. Every supercycle is already in motion. AI space quantum energy & robotics are multi-decade runways unfolding in real time: $AMZN logistics & compute empire $ASTS building cell towers in space $ASML the gatekeeper of lithography $OKLO micro-reactors for the AI edge $AVGO the silicon highway of the AI era $NVDA the heartbeat of the AI economy $TSM the foundry every chip depends on $TSLA unifying autonomy"
X Link @StockSavvyShay 2025-10-11T13:04Z 271.5K followers, 114.1K engagements
"WHAT A DAY FOR $AMD SHAREHOLDERS The story is not just that OpenAI agreed to buy AMD chips. It is how the deal was set up. Instead of paying billions upfront for GPUs it will not need for years OpenAI secured the right to buy about XX% of AMD stock at almost no cost if it follows through on the orders. That structure ties the two companies together and finally gives AMD the kind of long-term visibility it has never had in its data center business. It also puts OpenAI inside the loop on AMDs ROCm software which should push it to mature far faster than it would have on its own. If ROCm can"
X Link @StockSavvyShay 2025-10-06T23:52Z 272.4K followers, 86.9K engagements
"@stocktalkweekly $DOCN is my rerate story for 2026"
X Link @StockSavvyShay 2025-10-08T19:54Z 271.4K followers, 6563 engagements
"Im stoked that a lot of my high-conviction names have been panning out but I want to offer a sober reminder: volatility is the price of being early in a revolution. AI Space Drones Nuclear Quantum are all still SUPER early & there will be massive drawdowns along the way. At some point the early disruptors like $RKLB $ASTS $IONQ $IREN $CIFR $NBIS $ONDS $OKLO & $EOSE will drop XX% on the road to profitability. Dont mistake drawdowns for failure when that does happen. These are decade long stories. Have the dry powder ready when it comes"
X Link @StockSavvyShay 2025-10-02T18:40Z 269.3K followers, 65.4K engagements
"$ENPH IS NOW DOWN XX% FROM ITS HIGHS π³"
X Link @StockSavvyShay 2025-06-17T22:58Z 269.7K followers, 172.9K engagements
"My rule of thumb is when a stock is 100%+ above its 200-day its too extended & needs to base before I step in. Every stock comes back to the 200-day eventually. Every single one. No exceptions"
X Link @StockSavvyShay 2025-10-04T14:06Z 271.3K followers, 37K engagements
"GOLDMANS CEO DAVID SOLOMON SAYS A PULLBACK IS COMING Warns equity markets look stretched & a drawdown in the next 1224 months wouldnt surprise me"
X Link @StockSavvyShay 2025-10-05T11:37Z 271.4K followers, 516.6K engagements
"$ASTS IS QUIETLY LOCKING UP GLOBAL CARRIERS Ove XX operators have signed $2.7B in deals across every major region putting AST inside the biggest mobile networks before launch When coverage goes live billions of SIM cards will connect directly to satellites w/ no new hardware"
X Link @StockSavvyShay 2025-10-12T13:53Z 271.4K followers, 143.3K engagements
"MY GROWTH PORTFOLIO WATCHLIST X. $GOOGL Alphabet X. $ASTS AST SpaceMobile X. $AMD Advanced Micro Devices X. $HOOD Robinhood X. $ARM Arm X. $META Meta X. $OKLO Oklo X. $NBIS Nebius X. $NOW ServiceNow XX. $VRT Vertiv"
X Link @StockSavvyShay 2025-08-21T11:56Z 271.4K followers, 144.1K engagements
"WERE MOVING INTO THE NEXT PHASE OF AI Networking is the key -- widening the highways so AI traffic can flow efficiently: $AVGO custom silicon for accelerators $ALAB bandwidth for scalable inference $MRVL optical backbone between clusters"
X Link @StockSavvyShay 2025-09-15T21:51Z 272.4K followers, 104.3K engagements
"$RKLB LANDS NEW THREE-LAUNCH DEAL WITH JAPANS IQPS FOR 2026 Seven missions now booked with iQPS as constellation operators increasingly pick Rocket Lab for reliability & control over timing"
X Link @StockSavvyShay 2025-10-07T21:40Z 271.4K followers, 88.7K engagements
"10 SETUPS IM TRACKING FOR AUGUST X. $SOFI SoFi X. $AMD Advanced Micro Devices X. $PANW Palo Alto Networks X. $UNH UnitedHealth Group X. $HOOD Robinhood X. $EOSE Eos Energy X. $NVO Novo Nordisk X. $AMZN Amazon X. $RKLB Rocket Lab XX. $RDDT Reddit"
X Link @StockSavvyShay 2025-08-03T14:19Z 270.5K followers, 243.2K engagements
"THE AI UTILITY TRADE IS JUST GETTING STARTED $GOOGL $AMZN $META $MSFT & $ORCL are pouring more than $1.2T into build-outs by 2027. A bottleneck is already forming & companies that turn that demand into usage/cash flow will win big. Watch $NBIS $IREN $CIFR $CRWV & $GLXY"
X Link @StockSavvyShay 2025-10-04T14:26Z 271.3K followers, 165.3K engagements
"AI CITY BUILD-OUT COMPANIES WITH THE HIGHEST MARGINS Unicorn (40%+) $NVDA $AVGO $CIFR $TSM $CRDO Elite (30-39%) $ARM $ALAB $CDNS $KLAC $MSFT $MU $GOOGL $SNPS $MRVL $ORCL Good (20-29%) $ASML $LRCX $IREN Solid (0-20%) $AMD $AMZN $INTC Negative (0%) $NBIS $CRWV"
X Link @StockSavvyShay 2025-09-28T15:16Z 271.7K followers, 193.4K engagements
"$IONQ IS RAISING $2B THROUGH A PUBLIC OFFERING I love the move. Raising capital at this valuation while the quantum bucket is still frothy gives IonQ $2.8B in cash to scale its roadmap"
X Link @StockSavvyShay 2025-10-10T12:59Z 271.4K followers, 70.3K engagements
"JD Vance just said Trump is willing to be a reasonable negotiator with China which signals clear de-escalation. Just like I said Friday this is all political theater not real hostility"
X Link @StockSavvyShay 2025-10-12T15:34Z 271.4K followers, 109.5K engagements
"$ORCL TO DEPLOY 50K $AMD MI450 AI GPUS STARTING IN 2026 Its one of the largest AMD cloud wins to date & signals Oracles push to scale its AI infrastructure beyond $NVDA supply constraints"
X Link @StockSavvyShay 2025-10-14T12:10Z 271.7K followers, 118.2K engagements
"@FuturumEquities $MDB is underdiscussed"
X Link @StockSavvyShay 2025-09-29T22:17Z 268.1K followers, 1922 engagements
"$NVTS TO POWER $NVTDA NEXT-GEN AI FACTORY WITH 800V DC ARCHITECTURE"
X Link @StockSavvyShay 2025-10-13T20:42Z 271.5K followers, 219.5K engagements
"3. $EOSE Eos Energy Industry Grid-Scale Battery Storage Enterprise Value $1.9B The Battery Vault of the Energy Grid My thesis: Eos Energy isnt a clean tech bet -- its a grid infrastructure company solving for a constraint utilities cant ignore: long-duration storage. Lithium systems like $TSLA Megapack top out at X hours -- fine for peak shaving but inadequate for load balancing across multi-day renewable gaps or supporting the rising base load volatility driven by AI. Thats where Eos fits. Its zinc-based non-flammable batteries target the 812+ hour segment and are already being deployed"
X Link @StockSavvyShay 2025-06-21T13:11Z 269.8K followers, 27.5K engagements
"PEG RATIO IS THE SLEEPER VALUATION METRIC MOST IGNORE PEG under X = mispriced growth. Over X = danger zone. Heres how Big Tech stacks up: $AAPL 3.2x $GOOGL 2.9x $TSLA 2.8x $MSFT 2.8x $META 2.5x $AMZN 2.0x $NVDA 1.1x"
X Link @StockSavvyShay 2025-07-30T12:17Z 269.5K followers, 108K engagements
"I may have set the bar way too high for my wifes idea of normal returns. The first two names I put her into were $RKLB & $IONQ & both have already gone up 1000% π
"
X Link @StockSavvyShay 2025-10-08T15:37Z 271.4K followers, 157.5K engagements
"$UBER TO INVEST $300M IN $LCID FOR ROBOTAXI PARTNERSHIP Fleet of 20000+ Lucid Gravity SUVs with Nuros Level X tech will run exclusively on Ubers app starting 2026"
X Link @StockSavvyShay 2025-07-17T12:34Z 270.8K followers, 138K engagements
"10 GROWTH STOCKS POSITIONED IF THE MIDDLE EAST CONFLICT ESCALATES X. $PLTR Palantir X. $AXON Axon X. $NET Cloudflare X. $CRWD CrowdStrike X. $ACHR Archer X. $RKLB Rocket Lab X. $ASTS Ast Spacemobile X. $EOSE Eos Energy X. $RBRK Rubrik XX. $ENVX Enovix"
X Link @StockSavvyShay 2025-06-22T12:00Z 271.1K followers, 279.3K engagements
"@Couch_Investor @FuturumEquities People have been saying that since $OKLO was at $5B. The markets clearly fine valuing it on the permits their tech & the market it unlocks as AI build-outs will eventually slam into a power wall. I also dont own this name"
X Link @StockSavvyShay 2025-10-07T11:43Z 271.6K followers, 2786 engagements
"HERE ARE THE TOP XX GROWTH PERFORMERS OF 2025 X. $OKLO +500% X. $IREN +414% X. $OPEN +407% X. $NBIS +362% X. $MP +358% X. $HOOD +299% X. $QBTS +218% X. $ONDS +287% X. $PL +279% XX. $ASTS +221% XX. $CIFR +217% XX. $PGY +216% XX. $QS +207% XX. $JMIA +198% XX. $TEM +172%"
X Link @StockSavvyShay 2025-10-04T12:55Z 271.4K followers, 275.2K engagements
"My wife asked why Im stocking up on Chinese cooking oil. I told her its called being early"
X Link @StockSavvyShay 2025-10-14T20:44Z 271.8K followers, 154.1K engagements
"AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT XX YEARS Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles. Nuclear will anchor the baseload with $OKLO $SMR $BWXT & $CEG developing modular reactors that deliver nonstop clean power straight to AI campuses. Transmission & cooling will close the loop with $VST & $VRT expanding the grid and infrastructure that move the energy behind AIs next decade. Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG"
X Link @StockSavvyShay 2025-10-12T12:25Z 271.4K followers, 319.9K engagements
"Wild that the early positions in $RKLB $IONQ $JMIA $EOSE & $CLPT have now compounded into $325K in profits π€―"
X Link @StockSavvyShay 2025-10-07T14:30Z 272.1K followers, 91.5K engagements
"$GOOGL WAYMO CO-CEO TAKES AIM AT $TSLA: WERE NOT CUTTING SAFETY TO CHASE PURITY -- RADAR & LIDAR SEE WHAT HUMANS CANT π"
X Link @StockSavvyShay 2025-05-22T22:29Z 271.2K followers, 183.7K engagements
"WATCH THESE KEY FIB LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY AI Hardware $NVDA -- $XXX $ARM -- $XXX $TSM -- $XXX $AVGO -- $XXX $AMD -- $XXX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $XX $LUNR -- $XX $PL -- $X AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $CRWV -- $XX $NBIS -- $XX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $VRT -- $XX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK -- $XX AI Applications $SNOW -- $XXX $PLTR -- $XXX $MDB -- $XXX $DDOG -- $XXX $NOW -- $XXX Robotics $TSLA -- $XXX $ISRG -- $498"
X Link @StockSavvyShay 2025-07-20T11:49Z 271.7K followers, 378.8K engagements
"MY TOP XX PICKS FOR THE MOST POWERFUL MONOPOLIES π 1.) $NVDA Nvidia 2.) $TSM Taiwan Semiconductor 3.) $ASML ASML 4.) $TSLA Tesla 5.) $NET Cloudflare 6.) $META Meta Platforms 7.) $PLTR Palantir 8.) $AXON Axon 9.) $AAPL Apple 10.) $ISRG Intuitive Surgical"
X Link @StockSavvyShay 2025-03-20T10:16Z 269.5K followers, 162.7K engagements
"1. $AMZN AWS STILL RUNS THE CLOUD AWS holds about XX% of the market which keeps it far ahead of $MSFT Azure at XX% & nearly 3x the size of Google Cloud. AI is forcing companies off on-prem since they lack power & scale which puts AWS right at the center of the AI buildout"
X Link @StockSavvyShay 2025-10-12T13:26Z 272K followers, 54.6K engagements
"HOLY MOLY $HOOD JUST CROSSED $150"
X Link @StockSavvyShay 2025-10-03T15:41Z 271.3K followers, 105.2K engagements
"My top XX ideas for companies with the strongest moats π $NVDA Nvidia $TSM Taiwan Semiconductor $ASML ASML $TSLA Tesla $ISRG Intuitive Surgical $META Meta $PLTR Palantir $MELI MercadoLibre $AMZN Amazon $AXON Axon $AAPL Apple $NET Cloudflare"
X Link @StockSavvyShay 2025-04-11T11:57Z 269.6K followers, 106.3K engagements
"$INTC JUST LANDED ON MY WATCHLIST Intel spent years drowning under the weight of too many fabs and too few high-value products -- filling them with commodity CPUs that crushed margins and killed every turnaround attempt. That flipped this week when $NVDA took a X% equity stake and guaranteed orders for custom CPUs designed to sit alongside GPUs -- high-margin advanced packaging parts that finally give Intel predictable fab utilization. In a market where every AI infra name has already re-rated to the moon Intel is still sub-$150B. No other U.S. company has its manufacturing scale and tying"
X Link @StockSavvyShay 2025-09-21T13:30Z 271.4K followers, 139.9K engagements
"$EOSE JUST BECAME MY 6TH MULTI-BAGGER IN THE SMALL-CAP PORTFOLIO Same thesis that drove my $RKLB & $ASTS positions: backing the builders of new physical infrastructure. For Eos thats grid storage replacing outdated hardware that cant keep up with electrification & AI demand"
X Link @StockSavvyShay 2025-09-29T20:31Z 270.5K followers, 117.3K engagements
"UPDATED TOP X SMALL-CAP POSITIONS X. $RKLB Rocket Lab X. $JMIA Jumia X. $IONQ IonQ X. $CLPT ClearPoint Neuro X. $ASTS AST SpaceMobile"
X Link @StockSavvyShay 2025-09-24T21:29Z 271.4K followers, 99.6K engagements
"Healthy pullback across many of the speculative theme winners off recent highs: $MSTR -XX% $ALAB -XX% $CIFR -XX% $OUST -XX% $OKLO -XX% $BMNR -XX% $IREN -XX% $LMND -XX% $OPEN -XX% $ASTS -XX% $RKLB -XX% $SOUN -XX% $SERV -XX% $IONQ -XX% $OSCR -15%"
X Link @StockSavvyShay 2025-09-26T16:38Z 271.5K followers, 223.2K engagements
"Great day to have XX% of the small-cap book sitting in $ASTS & $RKLB π"
X Link @StockSavvyShay 2025-10-08T13:47Z 271.5K followers, 79.4K engagements
"My focus for $ASML earnings is the logic-to-memory mix. If logic makes up more than XX% of orders then it means $TSM & $INTC are still filling demand from $NVDA $AMD & custom silicon teams at $AMZN $GOOGL & $MSFT. That would confirm hyperscalers are still in full build mode"
X Link @StockSavvyShay 2025-10-14T17:53Z 271.5K followers, 44.8K engagements
"My Top XX Small-Cap Ideas for the Rest of This Decade π $TMDX TransMedics $RKLB Rocket Lab $PI Impinj $AEHR Aehr Test Systems $INDI indie Semiconductor $HIMS Hims & Hers $NVTS Navitas Semiconductor $JMIA Jumia $BEAM Beam Therapeutics $IONQ IonQ"
X Link @StockSavvyShay 2024-04-13T12:40Z 271.1K followers, 51.3K engagements
"PRESIDENT TRUMP STRIKES DEAL WITH $PFE TO SLASH DRUG PRICES FOR AMERICANS A new TrumpRx site will let consumers buy discounted medications directly from manufacturers cutting out the middleman My Takeaway: Losers: $UNH $CI $WGS $LLY Winners: $HIMS"
X Link @StockSavvyShay 2025-09-30T16:09Z 271.2K followers, 334.7K engagements
"Futurum Equities Podcast Episode #17 $NBIS $DOCN $IREN $CIFR $WULF $RGTI $IONQ $PLTR $RKLB $ASTS $HOOD $RBRK $AMZN $PATH $MELI $AMD $QCOM $IBM"
X Link @StockSavvyShay 2025-10-10T13:06Z 271.4K followers, 63.6K engagements
"$OSCR JUMPS XX% AS PRESIDENT TRUMP SAYS ACA SUBSIDY DEAL IS WITHIN REACH"
X Link @StockSavvyShay 2025-10-06T20:41Z 271.4K followers, 205.4K engagements
"$SOFI is ripping as the Trump administration weighs selling pieces of the $1.6T federal student loan book. SoFi already controls about XX% of the refinancing market so any move to offload these loans could hand them a massive pipeline of prime borrowers to refinance & give a direct boost to volume & margins"
X Link @StockSavvyShay 2025-10-07T14:01Z 271.4K followers, 266K engagements
"$HIMS is a tricky one to call bullish or bearish under TrumpRx. On paper it should be a tailwind because TrumpRx pulls more Americans into the habit of buying prescriptions online exactly the behavior shift Hims has been waiting for. That could expand its addressable market overnight. But the same policy that broadens the funnel also lowers the floor on pricing. Hims makes most of its money on cash-pay generics. If TrumpRx starts listing those drugs at headline discounts negotiated directly with $PFE the consumer will compare prices in two clicks. Thats where Hims XX% gross margins start to"
X Link @StockSavvyShay 2025-09-30T16:27Z 268.9K followers, 147.4K engagements
"STOCKS SHOWING STRENGTH IN TODAYS MARKET $IREN $CIFR $HOOD $OKLO $HOOG $TTD $SHOP $NVTS $GRWG $ETSY $EOSE $DNA $CRCL $APP $ONDS $RBLX $TLRY $CGC $JMIA $BMNR $MU $LMND $DDOG $VRT $CELH $HIMS $PYPL"
X Link @StockSavvyShay 2025-09-29T18:18Z 271.5K followers, 66.9K engagements
"$APP UNDER SEC INVESTIGATION OVER DATA-COLLECTION PRACTICES"
X Link @StockSavvyShay 2025-10-06T19:44Z 271.4K followers, 106.2K engagements
"$FICO JUMPED OVER XX% TODAY They just blew up the credit bureau middlemen like $EFX & $TRU by licensing mortgage scores directly to resellers"
X Link @StockSavvyShay 2025-10-02T14:08Z 271.4K followers, 48.1K engagements
"@FuturumEquities $TSM is the AI factory powering the new digital economy"
X Link @StockSavvyShay 2025-10-13T13:09Z 271.3K followers, 1973 engagements
"$5T ABOUT TO BE DEPLOYED INTO AI INFRASTRUCTURE $AMZN $MSFT $GOOGL & $META capex is set to hit $3T by 2029 as they race to secure power land & GPUs to meet model demand. Each new generation of AI needs exponentially more compute & energy. The bottleneck is clearly power"
X Link @StockSavvyShay 2025-10-12T14:12Z 269.7K followers, 5776 engagements
"@danielnewmanUV Maybe now the market will finally see that $QCOM is actually a robotics play π
"
X Link @StockSavvyShay 2025-10-07T14:42Z 270.7K followers, 2368 engagements
"$NVDA IS NOW WORTH MORE THAN $AMZN & $META COMBINED"
X Link @StockSavvyShay 2025-10-01T14:17Z 271.4K followers, 101.8K engagements
"π‘ DAILY RIP LIVE STOCKTOBERFEST - SHAY BOLOOR KATIE PERRY JAKE WUJASTYK WITH YIMIN XU & ALEX KING"
X Link @StockSavvyShay 2025-10-09T12:59Z 271.5K followers, 23.4K engagements
"$TSLA TEASING A BIG REVEAL TUESDAY Some people think it could involve drones or a new propeller system which would slide right into Teslas vision for real-world AI platforms"
X Link @StockSavvyShay 2025-10-05T19:37Z 271.3K followers, 176.5K engagements
"$ICE is nearing a $2B investment in Polymarket at an $10B valuation π"
X Link @StockSavvyShay 2025-10-07T11:13Z 271.3K followers, 40.3K engagements
"@KobeissiLetter Coming from someone down $100K today π³"
X Link @StockSavvyShay 2025-10-10T20:17Z 271.4K followers, 40.6K engagements
"$AMZN IS BRINGING PHARMACY STRAIGHT INTO THE DOCTORS OFFICE Amazon Pharmacy kiosks will roll out at select One Medical sites in LA so patients can grab prescriptions right after their visit"
X Link @StockSavvyShay 2025-10-08T10:32Z 271.4K followers, 170.4K engagements
"$ASTS flying above $XX after the announcement π³"
X Link @StockSavvyShay 2025-10-08T11:52Z 271.4K followers, 89.3K engagements
"$CRWD NEARLY HALF OF CUSTOMERS NOW RUN 6+ MODULES Nobody in cybersecurity monetizes installed base like CrowdStrike & with agentic AI widening the attack surface that upsell machine isnt slowing down anytime soon"
X Link @StockSavvyShay 2025-09-26T13:09Z 267.8K followers, 44.1K engagements
"WATCH THESE KEY FIB LEVELS IF THE PULLBACK CONTINUES AI Hardware $NVDA -- $XXX $ARM -- $XXX $TSM -- $XXX $AVGO -- $XXX $AMD -- $XXX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $XX $LUNR -- $XX $PL -- $X AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $CRWV -- $XX $NBIS -- $XX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $VRT -- $XX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK -- $XX AI Applications $SNOW -- $XXX $PLTR -- $XX $MDB -- $XXX $DDOG -- $XXX $NOW -- $XXX Robotics $TSLA -- $XXX $ISRG -- $XXX $SYM -- $XX $QCOM -- $144"
X Link @StockSavvyShay 2025-08-02T13:08Z 271K followers, 410.4K engagements
"$AVGO introduced Thor Ultra a networking chip that doubles bandwidth to link massive AI data centers. It goes head to head with $NVDA as Broadcom targets a $90B AI interconnect market by 2027"
X Link @StockSavvyShay 2025-10-14T11:19Z 271.5K followers, 34.6K engagements
"$ASTS LOCKS IN COMMERCIAL DEAL WITH $VZ TO BRING SATELLITE-BASED CELL COVERAGE ACROSS THE U.S"
X Link @StockSavvyShay 2025-10-08T11:33Z 271.4K followers, 171.9K engagements
"$EOSE MIGHT LAND A HYPERSCALER DEAL SOON Eos Energy just showed up as the storage supplier for the proposed $100B Greene County mega data-center tied to $GOOGL & $AMZN"
X Link @StockSavvyShay 2025-10-05T15:33Z 272.1K followers, 424.8K engagements
"To review -- here are my XX favorite companies within the semiconductor ecosystem -- ranked from the most to least expensive based on 2025 metrics π§ $SWKS $ON $QCOM $TSM $INTC $AMAT $MU $AVGO $KLAC $LRCX $ADI $NVDA $TXN $ASML $AMD $SNPS $CDNS $MRVL $ARM $PI"
X Link @StockSavvyShay 2024-09-22T12:57Z 269.2K followers, 43.9K engagements
"$NTLA just became the eighth multi-bagger in my small-cap portfolio over the past two years. The biotech bucket I built for 2026 is finally moving. These names were priced for dead while the data kept de-risking the science & that range is finally starting to break out"
X Link @StockSavvyShay 2025-10-08T17:07Z 271.5K followers, 42.4K engagements
"$ASTS & Bell just made Canadas first space-based 4G VoLTE call along with broadband data & video streaming on regular smartphones. Another proof point that D2C is ready for real-world use"
X Link @StockSavvyShay 2025-10-02T11:50Z 268.4K followers, 51.9K engagements
"$TEM BEING CHOSEN BY ARPA-H IS A BIG DEAL The governments cancer-therapy program just just tapped Tempus to power the data & AI layer that adjusts treatment as tumors evolve. It basically plugs Tempus directly into how next-gen oncology trials will be run"
X Link @StockSavvyShay 2025-10-09T12:59Z 271.6K followers, 73.2K engagements
"One of the best feelings in investing is doing the work early enough to see what others cant. You go overweight on a name the market thinks is Type A but you know it can become Type B. Then the thesis plays out the story gets validated & youre already in while everyone else FOMOs their way up the curve. I'm looking at you $PLTR $RKLB $IONQ $EOSE $ASTS $NET $CRWD $NVTS & $TSLA"
X Link @StockSavvyShay 2025-10-13T20:30Z 271.5K followers, 71.7K engagements
"$SOFI FLYING RIGHT NOW π"
X Link @StockSavvyShay 2025-10-06T14:25Z 271.4K followers, 82.4K engagements
"$NVDA CEO Jensen Huang warned that the next leg of AI compute wont happen without a step-change in power generation saying the real bottleneck is no longer chips but the grid itself. Music to the ears of: $VST $NEE & $CEG running the large-scale utilities supplying that power $OKLO & $EOSE building the next generation of nuclear micro-reactors & long-duration storage to stabilize it $VRT providing the cooling & electrical infra that makes hyperscale sites viable $IREN & $CIFR proving that in the new GPU land-grab its about controlling the power & uptime that let hyperscalers pay by the hour"
X Link @StockSavvyShay 2025-10-08T12:44Z 271.4K followers, 443K engagements
"CHATGPT IS BUILDING A NEW ECOSYSTEM Plan trips with $BKNG Make charts with $FIG Book rides with $UBER Build playlists with $SPOT Plan getaways with $EXPE Manage customers with $HUBS Search homes with $Z (shouldve been $OPEN)"
X Link @StockSavvyShay 2025-10-06T18:37Z 272.3K followers, 192.5K engagements
"2. $AMZN AWS REACCELERATION The market got it wrong. AWS wasnt losing share but was capped by power & compute limits. Those constraints are finally easing. With over 1GW of new data centers for Anthropic coming online the next phase of AWS growth is about to kick in"
X Link @StockSavvyShay 2025-10-12T13:26Z 271.5K followers, 33.2K engagements
"$INTC IN TALKS WITH $TSM ON MANUFACTURING PARTNERSHIPS"
X Link @StockSavvyShay 2025-09-25T19:14Z 271.6K followers, 129.8K engagements
"US TO BUILD STRATEGIC URANIUM STOCKPILE Energy Sec. Wright confirmed Washington is putting real money behind nuclear security: Domestic supply -- $UUUU $UEC are direct beneficiaries of federal stockpile buys Global contracts -- $CCJ locks in pricing power as markets reset Downstream demand -- $OKLO $SMR ride next-gen reactor cycles needing secure fuel"
X Link @StockSavvyShay 2025-09-15T19:03Z 271.4K followers, 350.7K engagements
"$NVDA** π€¦β"
X Link @StockSavvyShay 2025-10-13T21:01Z 271.5K followers, 30.4K engagements
"@danielnewmanUV Yet $QCOM trading at 13x earnings π"
X Link @StockSavvyShay 2025-10-13T14:17Z 271.4K followers, 3554 engagements
"$NVDA to invest up to $2B equity in Elon Musks xAI"
X Link @StockSavvyShay 2025-10-07T23:41Z 271.7K followers, 429.8K engagements
"$DOCN JUST CLEARED $XX & MY 2026 RERATE STORY IS PLAYING OUT Ive been pounding the table on this name since the $20s because the market completely misunderstood what it is. Its been priced like a slow-growth AWS clone at 10x EBITDA but Gradient AI is turning into their entry point for AI workloads. That shift is driving higher ARPU lower churn & a move toward enterprise-grade usage. Utilization has already started to inflect the last couple of quarters which is why I think rev growth pushes back above XX% by 2027 with XX% EBITDA margins while the Street still models 14%. Nobody was talking"
X Link @StockSavvyShay 2025-10-09T16:41Z 271.4K followers, 64.5K engagements
"Oh the markets red today The portfolio didnt seem to notice. Thank you $NVTS $RKLB $EOSE & $ASTS"
X Link @StockSavvyShay 2025-10-14T14:28Z 272K followers, 79.9K engagements
"$MSFT TO RENT NSCALE DATA CENTER CAPACITY IN PORTUGAL Microsoft is expanding its AI infra in Europe by leasing capacity from Nscale at the $10B Start Campus in Portugal which will deploy 13K $NVDA Blackwell Ultra GPUs & come online in 2026"
X Link @StockSavvyShay 2025-10-14T15:28Z 271.5K followers, 45.4K engagements
"π‘ DAILY RIP LIVE STOCKTOBERFEST - HOSTED BY SHAY BOLOOR & KATIE PERRY"
X Link @StockSavvyShay 2025-10-07T12:59Z 271.7K followers, 22.8K engagements
"S&P XXX inclusion will be announced after the bell today -- here are the X names Im watching to get in ππΌ $HOOD Robinhood $DDOG Datadog $TTD The Trade Desk $APP Applovin $COIN Coinbase"
X Link @StockSavvyShay 2025-03-07T13:01Z 270K followers, 117.3K engagements
"Every tech cycle starts with infrastructure but the real upside comes when applications turn capacity into products. In the internet era $AMZN & $GOOGL built on top of the pipes to turn raw connectivity into commerce & information flow. And its starting to look like in the AI era $NVDA built the rails while $PLTR & OpenAI are building the layers that will capture the value"
X Link @StockSavvyShay 2025-10-14T12:41Z 272K followers, 103K engagements
"The next round of names rumored to get equity stakes or direct funding from the Trump administration. Current exposure sits in $INTC for chip manufacturing $MP for rare earth refining $LAC for lithium mining & $TMQ for mineral exploration. Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU This is the playbook for Americas resource rebuild"
X Link @StockSavvyShay 2025-10-12T11:57Z 272.4K followers, 619.4K engagements
"$GOOGL TO INVEST $4B IN FIRST ARKANSAS DATA CENTER Every hyperscale build drives demand for the compute racks renewable power & low-cost inference capacity. The AI Utility theme is very real: $NBIS $CRWV $IREN $CIFR $WULF & $GLXY"
X Link @StockSavvyShay 2025-10-03T11:49Z 271.4K followers, 67.1K engagements
"10 BIGGEST WINNERS FROM U.S.EU DEAL X. $NVDA NVIDIA X. $PLTR Palantir X. $TSLA Tesla X. $AVGO Broadcom X. $EOSE Eos Energy X. $AMD Advanced Micro Devices X. $MU Micron X. $OKLO Oklo X. $NBIS Nebius XX. $ASML ASML"
X Link @StockSavvyShay 2025-07-27T18:06Z 271.3K followers, 606.9K engagements
"AI DATA CENTERS IN SPACE Chamath warns that as $GOOGL $META $MSFT & $AMZN add gigawatts of $NVDA GPU capacity the grid cant keep up & power costs could double. He says limitless solar energy & zero cooling could power the next wave of AI compute"
X Link @StockSavvyShay 2025-10-05T21:56Z 271.3K followers, 478.9K engagements
"MY ACTIVE SMALL-CAP WATCHLIST X. $IREN Iris Energy X. $JOBY Joby Aviation X. $OSCR Oscar Health X. $ONDS Ondas X. $RCAT Red Cat X. $OUST Ouster X. $OKLO Oklo X. $LMND Lemonade X. $RR Richtech Robotics XX. $HIMS Hims & Hers"
X Link @StockSavvyShay 2025-09-19T13:03Z 271.4K followers, 250.6K engagements
"$HIMS SHOWS WHY ITS DATA FLYWHEEL IS THE MOAT The latest white paper shared that XX% of users rating their care as equal or better than in-person & side effects reported by less than XXX% of 418K+ patients. The scale of real-world outcomes data is what locks in its moat"
X Link @StockSavvyShay 2025-10-09T14:45Z 271.4K followers, 123.4K engagements
"MY UPDATED THOUGHTS ON $TTD I sold my position three weeks ago and told subscribers exactly why -- today every major analyst note is echoing the same view. The Trade Desk remains one of the cleanest operators in ad tech and a profit machine. But the XX% growth era is over -- not because of poor execution but because the terrain has shifted. The LLM earthquake is already shaking the open internet and in the new game distribution is everything -- advertisers are steering more dollars toward $AMZN a $META. The Trade Desk will still do well but well doesnt justify a premium multiple in a digital"
X Link @StockSavvyShay 2025-08-08T14:36Z 270.9K followers, 174.4K engagements
"Ive beaten the market by going overweight on the right names before the rerates. 2023: $PLTR $CRWD $AXON 2024: $RKLB $NET $IONQ 2025: $ALAB $TEM $EOSE My community knows $DOCN is one of my 2026 picks & been building the position all year. Its finally breaking out"
X Link @StockSavvyShay 2025-10-06T17:46Z 271.5K followers, 168.4K engagements
"Im very bullish on $CLPT but it doesnt belong on this list. Its edge is MRI-guided precision for neurosurgeons and not AI"
X Link @StockSavvyShay 2025-10-05T12:55Z 269.2K followers, 23.6K engagements
"$QCOM TO BUILD CUSTOM DATA CENTER CPUs WITH $NVDA TECH -- PARTNERING WITH $META IN A FRESH BID TO CHALLENGE $AMD & $INTC π"
X Link @StockSavvyShay 2025-05-19T12:50Z 269.7K followers, 38.2K engagements
"You can probably tell were leaning hard into $IREN & $CIFR. Both are proving that in the new GPU land-grab is about controlling the power contracts & uptime that let hyperscalers pay by the hour like a true utility"
X Link @StockSavvyShay 2025-10-08T00:36Z 271.5K followers, 146.6K engagements
"$CRWV LANDS NEW OPENAI DEAL WORTH UP TO $6.5B"
X Link @StockSavvyShay 2025-09-25T12:58Z 271.7K followers, 98.7K engagements
"With the way clean energy stock valuations are looking now -- I wouldn't be surprised if portfolio managers & traders start piling into these names in 2024 π€ $ENPH $STEM $PLUG $FLNC $ENVX $ARRY $SPWR $EOSE $FSLR $ASPN $SEDG"
X Link @StockSavvyShay 2023-10-03T14:16Z 271.3K followers, 32.4K engagements
"$CRM PARTNERS WITH OPENAI Agentforce XXX will now run inside ChatGPT letting users pull sales data analyze customer interactions & build dashboards by typing a prompt"
X Link @StockSavvyShay 2025-10-14T12:06Z 272.2K followers, 55.5K engagements
"$CLPT JUST BECAME MY SECOND BIGGEST SMALL-CAP POSITION I started buying it when it was a sub-$300M company & the market is finally waking up after the Huntingtons data from partner $QURE showed how critical ClearPoints drug-delivery hardware really is. Reminds me a lot of $ISRG in its early days: small installed base of MRI-guided systems today every new site drives recurring high-margin revenue from single-use cannulas & service contracts procedure volume scales as more therapies get approved (same adoption curve as da Vinci). A $700M small-cap quietly becoming the delivery standard for the"
X Link @StockSavvyShay 2025-10-02T16:07Z 271.4K followers, 80.9K engagements
"Here are the key levels to watch for $GOOGL on a potential entry that's using Price Action Concepts Indicator from LuxAlgo π"
X Link @StockSavvyShay 2025-10-14T15:04Z 272.2K followers, 19.9K engagements
"$IREN revenue up XXX% CAGR over the last two years and thats still entirely Bitcoin $BTC driven. The AI revenue hasnt even started yet but once the GPU cloud ramps & the $NVDA 10.9k units come online then this becomes a power & compute story"
X Link @StockSavvyShay 2025-10-14T11:56Z 271.5K followers, 87.7K engagements
"$HOOD went from bleeding cash to printing it within X years. Wild"
X Link @StockSavvyShay 2025-10-11T14:08Z 272.5K followers, 153.8K engagements
"HERE ARE XX OF THE MOST IMPRESSIVE FOUNDER-LED STOCKS X. $NVDA Nvidia X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $PLTR Palantir X. $META Meta X. $CRWD CrowdStrike X. $TSLA Tesla X. $TTD The Trade Desk X. $NET Cloudfare XX. $SHOP Shopify XX. $AXON Axon XX. $HOOD Robinhood XX. $COIN Coinbase XX. $HIMS Hims & Hers XX. $RDDT Reddit"
X Link @StockSavvyShay 2025-07-26T10:27Z 270.6K followers, 159.3K engagements
"I opened a $SOFI trading position today but that wasnt the only move. Any guess on the other one Hint: no one monetizes attention better in the new digital economy π€"
X Link @StockSavvyShay 2025-10-01T23:14Z 270.2K followers, 134.1K engagements
"$ASML JUST TOOK BACK THE $1K HANDLE"
X Link @StockSavvyShay 2025-10-01T19:14Z 269.9K followers, 55.6K engagements
"The Information reports $ORCL is struggling to profit from renting $NVDA chips. They point to $100M lost last quarter on Blackwell rentals which could a sign that the cloud GPU resale trade may already be running into margin compression before the market has even scaled"
X Link @StockSavvyShay 2025-10-07T15:18Z 272K followers, 178.5K engagements
"TOP X ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth X. $GOOGL Alphabet X. $OKLO Oklo X. $IREN IREN X. $NBIS Nebius X. $ISRG Intuitive Surgical Small-Cap X. $ONDS Ondas X. $RR Richtech Robotics X. $OSCR Oscar X. $CIFR Cipher Mining X. $PRCT PROCEPT BioRobotics"
X Link @StockSavvyShay 2025-09-27T13:45Z 271.4K followers, 160.7K engagements
"OPENAI JUST TOOK A XX% STAKE IN $AMD OpenAI is committing to X GW of AMD GPUs starting with the MI450 next year a deal Lisa Su says will bring tens of billions in revenue over five years and ties the labs compute build-out to AMD as inference demand surges"
X Link @StockSavvyShay 2025-10-06T11:01Z 271.4K followers, 318.3K engagements
"Started a trade in $NVDA this morning π"
X Link @StockSavvyShay 2025-10-14T16:24Z 272.1K followers, 63K engagements
"What $ASTS offering π"
X Link @StockSavvyShay 2025-10-07T18:23Z 271.2K followers, 52.8K engagements
"I own XX stocks in my growth portfolio. Let's explore the competitive moats of each holding their key metrics for 2025 and examine where they stand based on my position sizing π"
X Link @StockSavvyShay 2024-05-18T14:35Z 271K followers, 721.3K engagements
"$RDDT DOWN XX% AFTER DATA SHOWS CHATGPTS USE OF REDDIT SOURCES PLUNGED From XX% in early September to near X% by month-end. Thats a direct hit to Reddits pitch as a must-have AI data supplier & dents the one high-margin revenue stream backing its premium valuation"
X Link @StockSavvyShay 2025-10-01T12:35Z 271.2K followers, 236.5K engagements
"Took a new swing at a popular growth name today -- big bet on a theme Im bullish on. Any guesses π€"
X Link @StockSavvyShay 2025-08-01T15:14Z 271.2K followers, 165.1K engagements
"I think we are watching the new financing model for GPU build-outs emerge. The funding is tied straight to the hardware so if a project fails the lenders can seize the GPUs b/c they hold value on their own. $NVDA chips are effectively turning into their own asset class. Wild"
X Link @StockSavvyShay 2025-10-07T23:53Z 272K followers, 213.8K engagements
"$IREN LOCKS IN MULTI-YEAR AI CLOUD DEALS FOR $NVDA BLACKWELL GPUS Half of the 23K GPUs already contracted putting it on pace to exceed $500M ARR once the full fleet ramps by Q1 2026"
X Link @StockSavvyShay 2025-10-07T10:45Z 271.3K followers, 135.6K engagements
"@FuturumEquities My eyes on $ASML earnings go straight to the mix between logic & memory"
X Link @StockSavvyShay 2025-10-14T17:35Z 271.5K followers, 2020 engagements
"$LAC UP OVER XX% AFTER HOURS President Trump officials are seeking an equity stake in Lithium Americas as part of a $2.3B Thacker Pass loan renegotiation -- with warrants for XXX% of shares on the table"
X Link @StockSavvyShay 2025-09-23T20:11Z 271.4K followers, 272.4K engagements
"$MSFT PARTNERS WITH $AMZN-BACKED ANTHROPIC ON AI COPILOT Microsoft is adding Claude models into XXX Copilot -- a direct move beyond its exclusive reliance on OpenAI"
X Link @StockSavvyShay 2025-09-24T15:14Z 271.7K followers, 41.5K engagements
"WHAT NO ONES SAYING ABOUT $RDW COLLAPSE Small-cap investing is like watching your house catch fire -- and the only way you survive is if you trust the person guiding you to the front door. When that trust is gone you burn with it. And Redwires Q2 made one thing devastatingly clear: I no longer trust the person at the helm. Lets be clear: the results were brutal. Revenue cratered XX% YoY to $62M -- not just a miss but $25M below consensus. Adjusted EBITDA flipped from a $2M profit last year to a $27M loss. GAAP net loss ballooned to $97M driven by a single RF systems contract that led to a"
X Link @StockSavvyShay 2025-08-07T14:58Z 271.3K followers, 161K engagements
"$TSLA is now worth about $1.5T & is worth more than most of the global auto industry combined. The market sees the cars as the cash engine for what it really wants to own: the autonomy self-driving fleets energy storage & robotics that sit on top"
X Link @StockSavvyShay 2025-10-08T13:21Z 271.4K followers, 209.2K engagements
"DATA CENTERS WILL EAT XX% OF U.S. POWER BY 2030 X names to watch: $NNE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link @StockSavvyShay 2025-10-11T11:32Z 268.7K followers, 3396 engagements
"The one that jumps out is $HOOD at 6.6x PEG (trading at XX earnings while growing EPS only 12%). That looks expensive on paper but its misleading b/c theyre not focused on squeezing earnings yet.The leverage comes later as they start to monetize the ecosystem theyre building. Predictive markets is the perfect example of how they can unlock a new profit engine down the line. For now they just care about onboarding as many users as possible so the PEG looks high but doesnt worry me"
X Link @StockSavvyShay 2025-10-05T14:07Z 270.6K followers, 54.8K engagements
"None of this scales without $TSM making the chips & $ASML supplying the lithography tools behind every GPU sensor & controller in the stack"
X Link @StockSavvyShay 2025-10-04T12:38Z 271.4K followers, 29.1K engagements
"$OKLO JUST CROSSED $XX π³"
X Link @StockSavvyShay 2025-09-15T15:29Z 271.2K followers, 46.9K engagements
"WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $XX $CIFR -- $XX $GLXY -- $XX $WULF -- $X $CRWV -- $XXX AI Hardware $NVDA -- $XXX $TSM -- $XXX $ASML -- $XXX $ARM -- $XXX $AMD -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $CRDO -- $XXX $MRVL -- $XX $ANET -- $XXX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $X $LUNR -- $XX $PL -- $XX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $VRT -- $XXX AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $DOCN -- $XX $NBIS -- $XX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK"
X Link @StockSavvyShay 2025-10-11T12:36Z 272.5K followers, 555.1K engagements
"$ONDS ORDERS XXX WASP DRONES TO KICK OFF U.S DEFENSE ROLLOUT Through American Robotics Ondas brings the combat ready Wasp to the U.S market meeting Pentagon demand for mass affordable attritable drone systems with production scalable by Kitron to 20K units a month"
X Link @StockSavvyShay 2025-10-02T13:01Z 271.3K followers, 68K engagements
"Ethereum $ETH is pushing hard and back above $4K again. If momentum holds $BMNR should see a strong bounce tomorrow π"
X Link @StockSavvyShay 2025-10-12T15:00Z 271.5K followers, 89.1K engagements
"$TSM just laid out the roadmap to a $1T semiconductor market by 2030. Data center AI accelerators lead today but by decades end AI PCs smartphones & robotics will be the volume drivers powering silicon demand. Were still so early in AI"
X Link @StockSavvyShay 2025-10-13T11:20Z 271.4K followers, 125.5K engagements
"TODAY SHOWED WHY XX% OF MY SMALL-CAP PORTFOLIO IS IN SPACE ECONOMY BUILDERS $RKLB The FedEx of Space +11% $RDW The Caterpillar of Space +7% $ASTS The American Tower of Space +5%"
X Link @StockSavvyShay 2025-07-14T21:18Z 270.4K followers, 82.3K engagements
"$IREN up XX% on the news π"
X Link @StockSavvyShay 2025-10-07T11:02Z 271K followers, 21.9K engagements
"AI JUST OPENED THE RESTAURANT $NVDA designed the kitchen $TSM built the appliances $AVGO laid out the floor for smooth service $ARM wrote the recipe book $CRWD guards the doors $NET secures the network $SNOW preps & serves the ingredients $VRT keeps the lights ovens & fridges running $OKLO runs the backup generator out back $AMD runs the to-go line $PLTR is the chef -- turning those ingredients into real decisions that drive the business"
X Link @StockSavvyShay 2025-06-19T12:10Z 269.2K followers, 126.9K engagements
"UBS predicts the AI industry's revenue will grow at a XX% CAGR from $83B in 2024 to $420B in 2027. The semiconductor ecosystem is complex but here is my simplification on my XX favorite companies within this space -- ranked from most to least expensive based on 2025 metricsπ"
X Link @StockSavvyShay 2024-09-22T12:57Z 271K followers, 403.4K engagements
"$9K turned into $60K in five months π
"
X Link @StockSavvyShay 2025-10-13T20:46Z 271.4K followers, 24.3K engagements
"$NVDA partners with $PCG's Diablo Canyon Nuclear Plant to bring AI systems onsite -- marking its entry into nuclear energy π"
X Link @StockSavvyShay 2024-11-13T17:49Z 272.1K followers, 145.3K engagements
"10 SETUPS IM WATCHING FOR 2H 2025 X. $SOFI SoFi X. $AMD Advanced Micro Devices X. $ACHR Archer Aviation X. $U Unity X. $TEM Tempus AI X. $EOSE Eos Energy X. $AEHR Aehr Test Systems X. $BEAM Beam Therapeutics X. $SNOW Snowflake XX. $MDB MongoDB"
X Link @StockSavvyShay 2025-07-04T10:05Z 271K followers, 326.9K engagements
"My Top XX Ideas for Small-Caps in 2024 π $TMDX TransMedics Group $RKLB Rocket Lab USA $PI Impinj $AEHR Aehr Test Systems $INDI indie Semiconductor $NVTS Navitas Semiconductor $JMIA Jumia Technologies $BEAM Beam Therapeutics $NTLA Intellia Therapeutics $IONQ IonQ $RXRX Recursion Pharmaceuticals"
X Link @StockSavvyShay 2024-02-23T13:35Z 270.6K followers, 83.9K engagements
"UBS predicts that the AI industry's revenue will grow at a CAGR of XX% from $83B in 2024 to $420B in 2027. Which current chip stock is the most undervalued at its current valuationπ§ $AMD $ASML $MRVL $NVDA $INTC $TXN $LRCX $ADI $KLAC $AVGO $AMAT $TSM $NXPI $QCOM"
X Link @StockSavvyShay 2024-03-27T11:30Z 271.9K followers, 87.8K engagements
"$AMD JUMPS XX% AFTER OPENAI LANDS TENS-OF-BILLIONS CHIP DEAL"
X Link @StockSavvyShay 2025-10-06T10:53Z 272.2K followers, 108.3K engagements
"This category belongs in the AI city build-out as well: Power Plants $CEG $VST $NEE $VRT $EOSE The citys power stations & cooling plants that keep the lights on and the servers running"
X Link @StockSavvyShay 2025-09-28T14:55Z 270.6K followers, 20.8K engagements
"@FuturumEquities $IBM isn't discussed enough"
X Link @StockSavvyShay 2025-10-07T13:02Z 271.2K followers, 1454 engagements
"$GOOGL HAS GAINED SEARCH SHARE FOR TWO STRAIGHT MONTHS Funny how everyone earlier this year said search was dead. Now activity is climbing fast with overall queries up from X% last October to XX% this September as GenAI expands total demand"
X Link @StockSavvyShay 2025-10-10T14:04Z 272.2K followers, 62.7K engagements
"PEG RATIO IS THE MOST SLEPT-ON VALUATION METRIC PEG X usually means mispriced growth PEG X is where you start hitting the danger zone PEG ratios right now: $HOOD 6.6x $CIFR 4.3x $HIMS 3.4x $AAPL 3.3x $ORCL 3.1x $MSFT 2.4x $PLTR 1.8x $CRM 1.8x $AMD 1.8x $AMZN 1.6x $ASML 1.5x $META 1.4x $ADBE 1.2x $AVGO 1.1x $GOOGL 1.0x $PYPL 0.9x $TSM 0.7x $NVDA 0.7x $SOFI 0.6x $IREN 0.3x"
X Link @StockSavvyShay 2025-10-05T14:04Z 272K followers, 473.9K engagements
"WATCH THESE LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY $NVDA $AMZN $GOOGL $MSFT $META $TSLA $PLTR $AVGO $TSM $AMD $OSCR $OKLO $RKLB $ASTS $IONQ $HIMS $HOOD $SOFI $EOSE $TEM"
X Link @StockSavvyShay 2025-09-21T13:55Z 271.5K followers, 576.9K engagements
"Im house shopping right now & its surreal that the gains from just my $RKLB $JMIA $ASTS $IONQ & $EOSE holdings will cover the $400K+ down payment. A wild couple of years in the market but those early convictions are now funding the next chapter: the home where Ill start my family. Feeling truly blessed"
X Link @StockSavvyShay 2025-10-03T14:45Z 269.4K followers, 197.6K engagements
"@stocktalkweekly $DOCN deserves to be above $60"
X Link @StockSavvyShay 2025-10-06T15:35Z 271.4K followers, 7987 engagements
"MY TOP XX SMALL-CAP POSITIONS X. $RKLB -- Future of Space Logistics X. $JMIA -- Scaling Logistics Across Africa X. $IONQ -- Push for a Quantum Network X. $ASTS -- Bridging Global Connectivity from Space X. $EOSE -- Zinc-based long-duration storage for grid stability X. $BEAM -- Editing the Future of Genetic Medicine X. $TMDX -- Scaling Organ Care Through Fleet & Network Effect X. $VKTX -- Oral & Injectable GLP-1s for Obesity & Diabetes X. $CLPT -- Surgical GPS for Brain & Spine Procedures XX. $NVTS -- GaN Power Chips for AI Data Centers"
X Link @StockSavvyShay 2025-09-20T11:35Z 272.4K followers, 279.8K engagements
"SOME GROWTH NAMES HAVE GONE PARABOLIC Last 3-Month Moves: $OPEN +1324% $ONDS +289% $IREN +201% $JMIA +168% $EOSE +153% $RR +137% $WULF +128% $RGTI +128% $OKLO +126% $PL +124% $CIFR +122% $NBIS +121% $ALAB +120% $QS +115% $MP +109%"
X Link @StockSavvyShay 2025-10-02T12:21Z 271.4K followers, 189.8K engagements
"$DOCN JUST CLEARED $XX Ive been pounding the table on this name since the $20s because the market completely misunderstood what it is. Its been priced like a slow-growth AWS clone at 10x EBITDA but Gradient AI is turning into their entry point for AI workloads. That shift is driving higher ARPU lower churn & a move toward enterprise-grade usage. Utilization has already started to inflect the last couple of quarters which is why I think revenue growth pushes back above XX% by 2027 with XX% EBITDA margins while the Street still models 14%. Nobody was talking about this name until the recent"
X Link @StockSavvyShay 2025-10-09T16:37Z 270.2K followers, 4920 engagements
"HOLY MOLY $EOSE JUST BROKE ABOVE $16"
X Link @StockSavvyShay 2025-10-13T13:35Z 271.4K followers, 82.1K engagements
"SMALL-CAP PORTFOLIO NOW COMPOUNDING AT A XXX% CAGR Conviction pays when you size up early -- here are my X biggest winners: X. $RKLB +694% X. $IONQ +422% X. $JMIA +272% X. $AEHR +268% X. $PRME +258% X. $EOSE +188% X. $NVTS +150% X. $ASTS +116%"
X Link @StockSavvyShay 2025-09-22T21:29Z 271.5K followers, 443.7K engagements
"The pace of AI makes the Internet era look slow. ChatGPT reached XXX million users in under three years while the Internet needed more than a decade to catch up. This cycle is compounding faster than anyone realizes"
X Link @StockSavvyShay 2025-10-12T16:50Z 270.5K followers, 6074 engagements
"$AMD is up over XX% after CEO Lisa Su said its OpenAI deal will add double-digit billions in annual AI data-center revenue starting in the 2H 2026 & be accretive to non-GAAP EPS from the first dollar earned. AMD is planting its flag in the most lucrative phase of the AI cycle"
X Link @StockSavvyShay 2025-10-06T12:23Z 271.4K followers, 90.6K engagements
"NOBODY WANTS TO LIVE ON SAAS AVE ANYMORE The digital economy is shifting to Agentic AI Platforms -- here are X names best positioned to lead it: X. $PLTR -- Execution Layer for AI in Gov & Enterprise X. $SNOW -- Data Liquidity Layer Agents Act On X. $NOW -- Workflow Backbone Agents Plug Into X. $CRWD -- Real-Time Security Control Plane for Agents X. $RBRK -- Cyber Vault Agents Depend On for Recovery X. $NET -- Edge Enforcement Layer Where Agents Interface with the Internet X. $MDB -- Memory Plane Agents Keep Reaching For X. $ZS -- Zero-Trust Gatekeeper for Agent Access"
X Link @StockSavvyShay 2025-09-14T14:08Z 269.2K followers, 174K engagements
"I was wrong about $ASTS. It became a thirty-bagger in under two years π
"
X Link @StockSavvyShay 2025-10-08T12:14Z 271.5K followers, 82.4K engagements
"Puts into perspective how unmatched $BMNR Ethereum-treasury lead is -- already sitting on $2.7M in tokens π"
X Link @StockSavvyShay 2025-10-01T16:47Z 271.3K followers, 66.4K engagements
"$ASTS IS NOW A TOP X HOLDING IN MY SMALL-CAP PORTFOLIO It sits alongside $RKLB $JMIA $IONQ & $EOSE -- all names building the infrastructure of the next decade"
X Link @StockSavvyShay 2025-09-23T13:54Z 271.4K followers, 119.1K engagements
"$INTC IS IN EARLY TALKS TO START BUILDING CHIPS FOR $AMD AT ITS OWN FACTORIES"
X Link @StockSavvyShay 2025-10-01T18:04Z 271.5K followers, 210.4K engagements
"$GOOGL TO SIGN 1GW DATA CENTER DEAL WITH INDIA Google expanding regional capacity to monetize AI services through Cloud YouTube & Ads as compute demand rises across emerging markets"
X Link @StockSavvyShay 2025-10-13T16:04Z 272.4K followers, 86.8K engagements
"Every layer of the AI trade is now financially linked. Upstream are the chipmakers like $NVDA $TSM $ASML $AMD & $INTC. Midstream are the compute utilities like $NBIS $CRWV $CIFR $WULF $GLXY & $IREN. Downstream are the model builders like $MSFT $GOOGL $AMZN & $META. Its a closed loop now. Every dollar of AI revenue flows right back into power chips & data centers. For the first time in tech history the top & bottom of the stack move together in real time. Wild"
X Link @StockSavvyShay 2025-10-10T01:21Z 271.4K followers, 272K engagements
"10 COMPELLING STOCK IDEAS WITH MARKET CAPS UNDER $15B X. $OKLO Oklo X. $ACHR Archer Aviation X. $NVTS Navitas X. $RKLB Rocket Lab X. $IONQ IonQ X. $TEM Tempus AI X. $ASTS AST SpaceMobile X. $ENVX Enovix X. $EOSE Eos Energy XX. $TMDX TransMedics"
X Link @StockSavvyShay 2025-06-14T11:28Z 268.7K followers, 270.9K engagements
"Futures will be up X% tonight off this alone"
X Link @StockSavvyShay 2025-10-12T17:22Z 271.5K followers, 27.7K engagements
"Polymarket is pricing a XX% chance $BTC Bitcoin hits $150K this year π"
X Link @StockSavvyShay 2025-10-06T19:06Z 271.2K followers, 34.7K engagements
"President Trump mentioned a massive increase in China tariffs is coming π³"
X Link @StockSavvyShay 2025-10-10T15:09Z 271.5K followers, 86.9K engagements
"$IREN REVENUE UP XXX% CAGR OVER THE LAST TWO YEARS"
X Link @StockSavvyShay 2025-10-14T11:46Z 271.4K followers, 11.9K engagements
"THESE X STOCKS HAVE THE HIGHEST CHANCE TO BECOME THE NEXT MEGA-CAPS ($250B+) $CRWD Crowdstrike $NET Cloudflare $AXON Axon $MELI MercadoLibre $SNOW Snowflake Great to see $PLTR make that status already -- & $NOW is right around the corner"
X Link @StockSavvyShay 2025-05-11T11:46Z 269K followers, 111K engagements
"Here are XX small-cap stocks that have the potential to become multi-baggers in the next 3-5 years π§ X. $TMDX TransMedics X. $DOCN DigitalOcean X. $JMIA Jumia X. $INDI indie Semiconductor X. $RXRX Recursion X. $AEHR Aehr Test Systems X. $NVTS Navitas Semiconductor X. $ENVX Enovix X. $EOSE Eos Energy XX. $ASTS AST SpaceMobile"
X Link @StockSavvyShay 2025-01-09T12:00Z 269.3K followers, 164.6K engagements
"$EOSE JUST BROKE ABOVE $XX π"
X Link @StockSavvyShay 2025-10-01T18:50Z 272.3K followers, 77.2K engagements
"$CRWV TO ACQUIRE $CORZ IN ALL-STOCK DEAL VALUING CORZ AT $9B"
X Link @StockSavvyShay 2025-07-07T12:35Z 269.2K followers, 113.8K engagements
"THE U.S. TO UNVEIL MAJOR PLAN FOR AMERICAN DRONE DOMINANCE TODAY $ONDS -- secure drone communication networks $RCAT -- tactical field drones $ENVX -- next-gen drone batteries $KTOS -- unmanned defense systems $UMAC -- autonomous fleet control"
X Link @StockSavvyShay 2025-08-05T11:31Z 271.3K followers, 189.2K engagements
"PEG RATIO IS THE SLEEPER VALUATION METRIC MOST IGNORE PEG X = mispriced growth PEG X = danger zone Big Tech PEG ratios: $ORCL 3.4x $NOW 2.5x $MSFT 2.4x $PLTR 1.9x $CRM 1.8x $AMD 1.7x $AMZN 1.7x $AAPL 1.5x $META 1.5x $ASML 1.4x $NFLX 1.3x $GOOGL 1.1x $AVGO 1.1x $TSM 0.7x $NVDA 0.6x"
X Link @StockSavvyShay 2025-09-21T13:09Z 271.3K followers, 513.7K engagements
"My top XX ideas for companies with the strongest moats π $NVDA Nvidia $TSM Taiwan Semiconductor $ASML ASML $TSLA Tesla $MSFT Microsoft $META Meta Platforms $PLTR Palantir $V Visa $TMDX TransMedics $AXON Axon $AAPL Apple $ISRG Intuitive Surgical"
X Link @StockSavvyShay 2024-10-18T11:37Z 269.3K followers, 78K engagements
"$BMNR has become the institutional anchor of the Ethereum trade. It holds over XXX million $ETH which is more than the next five treasury holders combined π"
X Link @StockSavvyShay 2025-10-09T19:08Z 271.4K followers, 126.7K engagements
"$MSFT unveiled the worlds first $NVDA GB300 NVL72 cluster inside Azure built to run OpenAI's largest inference workloads. The bottleneck in AI has shifted from models to power cooling & GPU capacity. Control of compute has become the real moat"
X Link @StockSavvyShay 2025-10-09T17:29Z 271.5K followers, 134.5K engagements
"FORMER $AMZN CEO JEFF BEZOS CALLS AI AN INDUSTRIAL BUBBLE" He argues thats how real breakthroughs get funded and believes AI will still reshape every industry and reward society in the long run"
X Link @StockSavvyShay 2025-10-03T17:27Z 271.5K followers, 275.3K engagements
"@SuperLuckeee @munoismuno @JP_Money_95630 @market_sleuth @RyanDetrick Appreciate the shoutout"
X Link @StockSavvyShay 2025-10-14T18:22Z 271.4K followers, 1328 engagements
"10 MONOPOLIES SHAPING THE FUTURE X. $GOOGL owns search X. $TSM is the AI factory X. $TSLA leads real-world AI X. $ASML is the AI kingmaker X. $NVDA powers AI compute X. $AMZN built global logistics X. $AXON runs public safety tech X. $PLTR is AIs operating system X. $META dominates social media XX. $MSFT runs enterprise software"
X Link @StockSavvyShay 2025-10-04T11:44Z 272.4K followers, 269.4K engagements
"@FuturumEquities Networking is going to be on fire in the new digital economy $ALAB $AVGO $MRVL"
X Link @StockSavvyShay 2025-10-06T18:47Z 272.5K followers, 3803 engagements
"DEFENSE SECRETARY PETE HEGSETH JUST FAST-TRACKED A FULL-SCALE DRONE RAMP ACROSS THE U.S. MILITARY $ACHR is perfectly positioned as the platform for urban air mobility"
X Link @StockSavvyShay 2025-07-10T20:20Z 271.1K followers, 508K engagements
"Breaking down the AI deals between $NVDA $AMD & OpenAI"
X Link @StockSavvyShay 2025-10-06T17:13Z 271.7K followers, 1.5M engagements
"$ASTS launches an at-the-market equity program to raise up to $800M π"
X Link @StockSavvyShay 2025-10-07T12:23Z 271.4K followers, 225.8K engagements
"$MSFT turning away Azure customers because they dont have enough capacity until 2026 is WILD. The timing couldnt be better for $NBIS. Signing a long-term deal with Microsoft in the middle of a global compute shortage means Nebius is selling GPU power at record prices"
X Link @StockSavvyShay 2025-10-09T22:47Z 271.4K followers, 136K engagements
"China produces XX% of the worlds rare earths & handles XX% of processing. The real challenge now is breaking that grip & the U.S. is slowly building the pieces to take some of that control back. Heres what the U.S. rare earth supply chain is starting to look like: $MP is the leading U.S. rare earth producer operating & expanding into processing. $USAR & $IDR are early exploration names working to prove new U.S. deposits. $CRML & $TMRC are building toward integrated mining/refining to bring capacity back onshore. $AREC is extracting rare earths from coal waste to accelerate domestic supply."
X Link @StockSavvyShay 2025-10-14T13:12Z 271.5K followers, 225.5K engagements
"HOLY MOLY $TEM JUST BROKE ABOVE XXX π³"
X Link @StockSavvyShay 2025-10-08T16:19Z 271.4K followers, 64.4K engagements
"$ONDS is the one I shouldve just bought first & done the homework later π
"
X Link @StockSavvyShay 2025-10-11T18:17Z 271.5K followers, 52.5K engagements
"Stocks almost always retest the 200-day MA. After big runs in $HOOD $PLTR $OKLO $ASTS $RKLB $IONQ $IREN & $NBIS pullbacks to support are natural. FOMO tempts you to chase but markets come back. Patience is what Buffett built his career on"
X Link @StockSavvyShay 2025-09-28T13:17Z 271.4K followers, 465.1K engagements
"$DOCN is quietly positioning itself as an AI utility for developers & SMBs. Today it unveiled an AI Partner Program & a major AI Ecosystem expansion. The platform now offers $AMD & $NVDA GPUs along with top models from $META OpenAI DeepSeek & Mistral"
X Link @StockSavvyShay 2025-10-02T11:38Z 271.4K followers, 35.5K engagements
"$JOBY BREAKS $XX FOR THE FIRST TIME EVER π³"
X Link @StockSavvyShay 2025-08-04T13:39Z 271K followers, 66.9K engagements
"Appreciate you Charles for the surprise on air today. He pulled up my tweet about going overweight early on the companies building the infra of tomorrow $RKLB $ASTS $IONQ & $EOSE. That call completely changed my life that allowed me to buy a home where Ill start my family"
X Link @StockSavvyShay 2025-10-09T20:56Z 271.4K followers, 51.9K engagements
"OpenAI is planning a 5-year roadmap to fund $1T in AI infra through partners like $ORCL $NVDA $AMD & $AVGO for 26GW of capacity. The Stargate buildout positions it as core compute supplier for $MSFT $GOOGL $AMZN & $META while expanding into enterprise AI & govt contracts"
X Link @StockSavvyShay 2025-10-15T09:08Z 272.5K followers, 35.7K engagements
"TOP XX STRONGEST MOATS IN THE MARKET X. $NVDA Nvidia X. $AMZN Amazon X. $TSM Taiwan Semi X. $AVGO Broadcom X. $PLTR Palantir X. $ASML ASML X. $META Meta X. $TSLA Tesla X. $ISRG Intuitive Surgical XX. $MELI MercadoLibre XX. $AXON Axon XX. $NET Cloudflare"
X Link @StockSavvyShay 2025-06-08T13:10Z 269.8K followers, 199.8K engagements
"$DUOL sitting at the top makes total sense since every lesson or correction is powered by GPT. When a user practices speaking or writing the feedback is generated in real time. That means every learner interaction burns tokens. Multiply that by tens of millions of daily users and you get one of the largest token pipelines in the world"
X Link @StockSavvyShay 2025-10-10T11:42Z 271.5K followers, 22.4K engagements
"$OPEN JUMPS XX% AFTER ANNOUNCING IT WILL ACCEPT $BTC $ETH & OTHER CRYPTO FOR PAYMENTS"
X Link @StockSavvyShay 2025-10-06T19:09Z 271.2K followers, 158.5K engagements
"@fiscal_ai $HOOD is the one that got away from me π"
X Link @StockSavvyShay 2025-10-11T17:42Z 271.4K followers, 22.9K engagements
"SEMICONDUCTOR STOCKS BY EARNINGS MULTIPLES $ARM $NVDA $AMAT $ASML $TSM $LRCX $AMD $PI $KLAC $AVGO $MRVL $ADI $ON $TXN $MU $INTC $CDNS $SWKS $SNPS $SMH $SOXX"
X Link @StockSavvyShay 2025-09-16T12:52Z 271.4K followers, 125.8K engagements
"$NVDA CEO Jensen Huang says he learned of OpenAIs + $AMD deal only after it was announced π"
X Link @StockSavvyShay 2025-10-08T12:07Z 272.2K followers, 262.9K engagements
"@FuturumEquities $NVDA will be the worlds first $10T company"
X Link @StockSavvyShay 2025-10-09T11:56Z 271.2K followers, 2061 engagements
"WHY IS $NVTS UP XX% TODAY Navitas announced its supplying next-gen GaN & SiC devices for $NVDA 800V DC architecture powering the next wave of AI factories. For anyone in my subscriber community this shouldnt be a surprise since Ive been saying the entire data center stack is moving toward higher voltage & higher efficiency systems. Navitas is solving the power flow problem inside the data center as voltage levels jump from 54V to 800V to handle how much power Blackwell GPUs draw which means the entire electrical backbone has to be rebuilt for efficiency. Navitas makes the chips that control"
X Link @StockSavvyShay 2025-10-13T21:18Z 272K followers, 122.8K engagements
"$AVGO chip president confirms the $10B customer announced in September isnt OpenAI. Its another sign that demand for custom silicon is broadening fast as hyperscalers race to secure capacity for in-house AI infrastructure"
X Link @StockSavvyShay 2025-10-13T14:15Z 271.4K followers, 46.2K engagements
"5 CRYPTO MINERS I'M WATCHING Miners with cheap power massive facilities & racks of GPUs are pivoting to AI compute -- where power not coins is the true currency. X. $IREN IREN X. $GLXY Galaxy Digital X. $CIFR Cipher Mining X. $HUT Hut X X. $RIOT Riot Platforms"
X Link @StockSavvyShay 2025-08-17T14:28Z 271.2K followers, 272K engagements
"What stage of the market are we in when $DUOL is out here launching an anime series π
"
X Link @StockSavvyShay 2025-10-09T17:13Z 271.4K followers, 47.2K engagements
"$AVGO introduced Thor Ultra a networking chip that doubles bandwidth to link massive AI data centers. It goes head to head with $NVDA as Broadcom targets a $90B AI interconnect market by 2027"
X Link @StockSavvyShay 2025-10-14T11:15Z 271.6K followers, 6740 engagements
"Only commons with no leverage because she would kill me if I tried π
"
X Link @StockSavvyShay 2025-10-13T15:19Z 271.4K followers, 44.9K engagements
"COMPANIES SUPPLYING THE CORE HARDWARE & AI SYSTEMS USED DIRECTLY IN HUMANOID ROBOTS $TSLA is building the robots & training the brains $NVDA & $AMD run the compute that drives them $LAZR $INVZ $LIDR & $INTC give them the eyes & depth perception to navigate the world"
X Link @StockSavvyShay 2025-10-03T12:35Z 271.9K followers, 283K engagements
"12 COMPANIES WITH THE STRONGEST Q2 EARNINGS $PLTR Palantir $MSFT Microsoft $ALAB Astera Labs $META Meta $NBIS Nebius $HOOD Robinhood $IREN Iren $SOFI SoFi $AXON Axon $TMDX TransMedics $MDB MongoDB $SHOP Shopify"
X Link @StockSavvyShay 2025-08-31T13:24Z 269.3K followers, 114.4K engagements
"$PYPL IS OFFERING X% CASH BACK ON BNPL PURCHASES This is clearly a move to lock in checkout volume ahead of the holiday rush & keep users spending inside PayPals ecosystem instead of losing them to $AFRM or $KLAR"
X Link @StockSavvyShay 2025-10-06T10:42Z 271.3K followers, 55K engagements
"$DOCN JUST CLEARED $XX Ive been pounding the table on this name since the $20s because the market completely misunderstood what it is. Its been priced like a slow-growth AWS clone at 10x EBITDA but Gradient AI is turning into their entry point for AI workloads. That shift is driving higher ARPU lower churn & a move toward enterprise-grade usage. Utilization has already started to inflect the last couple of quarters which is why I think rev growth pushes back above XX% by 2027 with XX% EBITDA margins while the Street still models 14%. Nobody was talking about this name until the recent"
X Link @StockSavvyShay 2025-10-09T16:39Z 270.2K followers, 3651 engagements
"4. $NVTS Navitas Semiconductor Industry Next-Gen Power Semiconductors Enterprise Value $1.3B The Power Switch for the AI Age My thesis: Navitas isnt a traditional semiconductor name -- its an electrical systems company positioned at the foundation of next-gen AI infrastructure. As $GOOGL $MSFT and $AMZN transition from model training to real-time inference at scale the constraint has shifted from compute throughput to power delivery. Legacy 54V architectures are no longer viable for Blackwell-class GPUs or sovereign LLM clusters. Navitas is co-developing 800V HVDC power delivery systems in"
X Link @StockSavvyShay 2025-06-21T13:11Z 269.2K followers, 19.3K engagements
"$SNAP UP MORE THAN XX% IN OVERNIGHT TRADING π³"
X Link @StockSavvyShay 2025-09-22T00:19Z 271.4K followers, 206.8K engagements
"OpenAI may have just leaked its top XX customers by token usage: X. $DUOL Duolingo X. $CRM Salesforce XX. $SHOP Shopify XX. $HUBS HubSpot XX. $TMUS T-Mobile XX. $DDOG Datadog XX. $MELI MercadoLibre"
X Link @StockSavvyShay 2025-10-10T11:33Z 271.9K followers, 179.2K engagements
"Blackstone says the next big thing is chips data centers & power. The first two feed on the third as U.S. electricity demand climbs XX% in the next decade. Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Demand is $NBIS $IREN $CIFR $WULF & $CRWV"
X Link @StockSavvyShay 2025-10-12T11:16Z 272K followers, 748.3K engagements
"I dont care if $EOSE dips under $XX b/c my thesis is measured in years. Zinc batteries are safer indoors avoid costly fire-safety systems lithium needs & still get the biggest federal credits. The steady flow of gigawatt-scale data-center deals only strengthens my thesis"
X Link @StockSavvyShay 2025-10-06T18:25Z 271.4K followers, 132.5K engagements
"$EOSE JUST ENTERED MY TOP X π"
X Link @StockSavvyShay 2025-10-06T13:41Z 271.4K followers, 85.8K engagements
"5 WAYS AI IS REBUILDING HEALTHCARE X. $TEM uses AI on genomic & clinical data to help doctors pick the right therapy for each patient while $BEAM $NTLA $PRME $CRSP & $TWST build the gene-editing/cell-therapy tools that make personalized medicine possible. X. AI is moving routine care online so patients get faster access & stay out of hospitals. $HIMS focuses on primary/mental-health visits $OSCR guides members through benefits and care choices & $TDOC connects patients with doctors/specialists virtually. X. $ABCL $RXRX & $SDGR power genAI drug discovery running in-silico experiments thousands"
X Link @StockSavvyShay 2025-10-05T12:51Z 271.6K followers, 192.8K engagements
"$QS PARTNERS WITH $GLW TO SCALE ITS CERAMIC SEPARATOR"
X Link @StockSavvyShay 2025-09-30T11:03Z 271.5K followers, 44.8K engagements
"$JPM CEO Jamie Dimon says a 2026 recession is still on the table π"
X Link @StockSavvyShay 2025-10-07T16:11Z 271.4K followers, 93.9K engagements
"SEPTEMBER WORST MONTH IN XX YEARS If history repeats -- these Fibonacci levels could mark where the next pullback hits in growth stocks. AI Hardware $NVDA -- $XXX $ARM -- $XXX $TSM -- $XXX $AVGO -- $XXX $AMD -- $XXX AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $DOCN -- $XX $NBIS -- $XX AI Applications $SNOW -- $XXX $PLTR -- $XX $MDB -- $XXX $DDOG -- $XXX $NOW -- $XXX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $LEU -- $XXX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK -- $XX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $14"
X Link @StockSavvyShay 2025-08-30T13:19Z 271.2K followers, 415.3K engagements
"Everyone should type $EOSE into their $HOOD app today and see why its ripping. You might recognize the name Robinhood quoted in the spotlight π"
X Link @StockSavvyShay 2025-10-13T13:50Z 271.5K followers, 116.8K engagements
"OPENED A $SOFI TRADING POSITION"
X Link @StockSavvyShay 2025-10-01T12:23Z 271.4K followers, 169.8K engagements
"$RKLB JUST BROKE ABOVE $XX π³"
X Link @StockSavvyShay 2025-10-08T11:27Z 271.9K followers, 100.9K engagements
"THE XX BEST-PERFORMING GROWTH STOCKS IN 2025 X. $MP +69% X. $STNE +54% X. $TMDX +42% X. $CELH +41% X. $BABA +28% X. $SPOT +28% X. $UBER +25% X. $PGNY +24% X. $OKTA +24% XX. $WGS +24% XX. $PLTR +24% XX. $MELI +23% XX. $TEM +20% XX. $SE +14% XX. $HIMS +13%"
X Link @StockSavvyShay 2025-04-19T12:21Z 272.3K followers, 164.4K engagements
"OPENAI LAUNCHES INSTANT CHECKOUT IN CHATGPT WITH $SHOP & $ESTY"
X Link @StockSavvyShay 2025-09-29T17:05Z 269.2K followers, 55K engagements
"$IREN is raising $875M in convertible notes to load up on capital before the next leg of AI data-center expansion π"
X Link @StockSavvyShay 2025-10-07T20:09Z 271.7K followers, 176.6K engagements
"$ACHR BECOMES THE ONLY U.S. EVTOL COMPANY INVOLVED IN LAUNCHING AIR TAXI SERVICE IN OSAKA Soracles deals with Osakas prefecture & city place Archers Midnight aircraft in the first fleet & tie the rollout to Japans local government infrastructure & timelines"
X Link @StockSavvyShay 2025-09-29T12:46Z 270.4K followers, 51.8K engagements
"$GOOGL GEMINIS MARKET SHARE HAS DOUBLED IN THE PAST YEAR Geminis jump to XXXX% vs XXX% a year ago shows Googles distribution moat finally turning into GenAI adoption at scale. Billions of default users in Search Android & Workspace are being routed straight into Gemini. OpenAI has to win every user Google already owns the traffic & is just redirecting it. Thats the moat & this is the first time weve seen that leverage show up in market share data"
X Link @StockSavvyShay 2025-10-05T13:27Z 272.5K followers, 185.5K engagements