Shay Boloor @StockSavvyShay
Host of @WOLF_Podcasts | Follow my journey of building a $100K portfolio into $1 Million | Not investment advice whop.com/stock-savvy-sh… Los Angeles, CA Joined February 2019-
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$SNOW is up ~15% over the past week!! After seeing cloud reacceleration in earnings results from $MSFT Azure & $GOOGL Cloud this week -- I wouldn’t be surprised if $SNOW’s growth reaches 30% this year, while analysts are only expecting 22% 😳
Here’s an update on the top 10 positions in my growth portfolio 🧐 Growth Portfolio Holdings: $SNOW, $CRWD, $MDB, $TMDX, $PLTR, $TSLA, $DOCN, $GLBE, $DDOG, $MDB, $CELH, $TEAM, $MELI, $TTD, $NET, $U & $ZS
Genomic stocks have been underperforming for the past 2 years due to their vulnerability in high interest rate environments. Although there’s a chance that genomics might never fully materialize -- I believe it’s worth the risk since current valuations could yield GENERATIONAL…
$META, $GOOGL & $MSFT have just confirmed that their AI capex will be reaccelerating over the next year. This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming. This is bullish for $NVDA, $SMCI, $MU, $AVGO, $AMD & $MRVL…
$MSFT Azure grew by 31% & $GOOGL Cloud by 28% -- proving just how massive the cloud sector will be for the rest of this decade. EXTREMELY bullish news for $SNOW, $CRWD, $ZS, $DDOG, $MDB, $NET, $TEAM, $DOCN & $DDOG 🤩
I want to increase my exposure to semiconductor stocks in my growth portfolio -- here are 5 names I’m actively monitoring to potentially initiate a position 👇 1. $NVDA | AI & Gaming Graphics Processing • Set to maintain its dominance in the AI and gaming sectors, their GPUs…
$TSLA was the PERFECT bottom bounce add at $140s. Pushed higher to $170s today... +20% already... @StockSavvyShay and I Gave it to you live! Don't miss the next one....
$TSLA was the PERFECT bottom bounce add at $140s. Pushed higher to $170s today... +20% already... @StockSavvyShay and I Gave it to you live! Don't miss the next one....
3. $MSFT | Microsoft • Enterprise Value | $3.1T • Operating Cash Flow | $71.4B • 2024 Key Metrics | 43x FCF; 23x EBITDA; 15% rev growth • Competitive Advantage | Their diverse product suite, from enterprise software to cloud services and personal computing, offers…
2. $GOOGL | Alphabet • Enterprise Value | $1.7T • Operating Cash Flow | $78.7B • 2024 Key Metrics | 22x FCF; 12x EBITDA; 11% rev growth • Competitive Advantage | Their dominance in search provides a substantial competitive edge, with Google being synonymous with online…
🚨 $TEAM Q1 Earnings Update🚨 • EPS $0.89 vs Est. $0.63 • Sales $1.2B vs Est. $1.1B • Co-CEO Scott Farquhar steps down
$GOOGL DESTROYED Q1 Earnings • EPS $1.89 vs Est. $1.50 • Sales $80.5B vs Est. $78.7B • Buyback & Dividend announced
$MSFT Delivered 😏 • EPS $2.94 vs Est. $2.84 • Sales $61.9B vs Est. $60.9B
Here are some stocks showing strength in today's market 👇 • $NVDA • $TSLA • $AXON • $FROG • $GCT • $PI • $AMD • $NFLX • $ANET • $AVGO • $KLAC • $LRCX • $MRVL • $SMCI • $SNAP • $SWKS • $SPOT • $TSM • $SG • $SOUN • $VKTX • $SLAB • $ASML • $TWST • $INTC
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0x🥬🐦🥬🐦�.. @hhelm9
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I'm excited to announce that I will be one of the keynote speakers at this year's Option Pit Summit (@OptionPit), scheduled for July 22nd to July 24th at the @CBOE in Chicago. Check out the lineup of great speakers and activities throughout the event. options.clickfunnels.com/opconf24che617…
@StockSavvyShay If not for AI, the hyperscalers would not have seen acceleration in their cloud businesses. What does it mean for $SNOW ? If $SNOW doesn't also start to benefit from AI then I'd be less certain about $SNOW acceleration.
#SnowflakeArctic is now available in Microsoft @Azure's AI model catalog 🎊 This collaboration increases transparency in AI, and we're excited to bring our open source model to users everywhere.
@StockSavvyShay @BeamTx @john_evans3 Today we added $BEAM #Therapeutics to our list of #BioTech #Stocks with cutting edge #Technology As these companies begin to employ #Ai #Tech to enhance development! List: $BEAM $EDIT $CRSP $DNA $TWST $ADPT $RXRX $PRPH
@StockSavvyShay Was thinking the same thing. Happy $NVDA and $ASML holder over here!
seems bullish?
$META, $GOOGL & $MSFT have just confirmed that their AI capex will be reaccelerating over the next year. This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming. This is bullish for $NVDA, $SMCI, $MU, $AVGO, $AMD & $MRVL…
@StockSavvyShay I’ve enjoyed reading comments from a lot of ill informed haters the past few weeks. The receipts will be glorious.
AMD is "completely underestimated" due to its strength as a design company. $AMD $NVDA $INTC @RealVision @jvisser_weiss
Avec des marges qui progressent également. #cloud
$SNOW is up ~15% over the past week!! After seeing cloud reacceleration in earnings results from $MSFT Azure & $GOOGL Cloud this week -- I wouldn’t be surprised if $SNOW’s growth reaches 30% this year, while analysts are only expecting 22% 😳
A couple weeks ago I had the honor of joining my friends from @REXShares at the @Nasdaq. Ever wondered what the experience of going there is like? Here's my behind the scenes footage:
I recently had the opportunity to work with @FromValue. I was initially impressed with how he build Potential Multibagger into the successful investment service it is today. After working with him, I can see why that’s the case. Hugely inspirational and a must follow!
👇🏻
$META, $GOOGL & $MSFT have just confirmed that their AI capex will be reaccelerating over the next year. This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming. This is bullish for $NVDA, $SMCI, $MU, $AVGO, $AMD & $MRVL…
@StockSavvyShay Apparently we actually are in the early innings ServiceNow $NOW reaffirmed the Enterprises insatiable appetite for AI as well The earnings call was unreal
Agree 200% and do not underestimate $ANET in hyperscaler infrastructure
$META, $GOOGL & $MSFT have just confirmed that their AI capex will be reaccelerating over the next year. This reaffirms that the ‘party will continue’ for hardware companies, which are expected to keep outperforming. This is bullish for $NVDA, $SMCI, $MU, $AVGO, $AMD & $MRVL…
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