Shay Boloor-deputy @StockSavvyShay @spies_eric
Joined July 2012-
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RT @WealthCoachMak: I mostly sell options on these: $NVDA $AMZN $GOOGL $AMD $TSLA $MU $PLTR $HOOD Yeah...over the last 5 years the...
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RT @TigerLineTrades: BIRTHDAY TODAY 🎉🥳 ANOTHER YEAR WISER, ANOTHER YEAR OF CASHING IN AND CREATING MOMENTS! CAN’T WAIT TO SEE WHAT THIS NEW YEAR BRINGS…
Shay Boloor-deputy @StockSavvyShay retweeted
$BX $APO $KKR $BAM The key GAI infrastructure capital providers are trading well today, presumably partially on the $NVDA data center MOU.
$NVDA $MU $SNDK $LITE Good read. Lots of unknowns on exactly how these financing structures will work - they are year(s) away. One thing known is that older NVDA GPUs are holding up much better than anyone thought possible and generating tangible value well beyond the initial 5-6
Shay Boloor-deputy @StockSavvyShay retweeted
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Shay Boloor-deputy @StockSavvyShay retweeted
Name the most expensive emotion to have in the stock market. 🤔👇
🇺🇸 US official says things are moving forward between Oman and Iran on the Strait of Hormuz. "A deal should be coming soon."
@StockSavvyShay Custom silicon only matters if the software stack can keep up—that’s where the real bottleneck is. My first read on today's session currently → thelevelsdaily.com/t/tier1-v1-202…
@StockSavvyShay @fiscal_ai not selling a single share, this is where conviction gets tested. My broad read on the risk backdrop as of now → caplevels.com/t/tier1-v1-202…
@StockSavvyShay A bit of a bet on TPU scale, but if the revenue thesis holds this could reshape the AI compute landscape. My daily note on the day before the bell → caplevels.com/t/tier1-v1-202…
@StockSavvyShay This is exactly the kind of practical AI deployment that actually moves the needle—smarter automation, not just bigger models.
@StockSavvyShay This could really accelerate Tesla's AI and Full Self-Driving timeline. My working read on the range currently→x.com/i/grok/share/c…
@StockSavvyShay Imagine driving through the desert and creating a WiFi hotspot for miles around. My working read on the range currently→x.com/i/grok/share/c…
@StockSavvyShay Solid beat but subscription guide is the real story. My working read on the range currently→x.com/i/grok/share/c…
@StockSavvyShay Crazy times when space and AI converge like this. My working read on the range currently→x.com/i/grok/share/c…
@StockSavvyShay This is where the real AI infrastructure race begins. My working read on the range currently→x.com/i/grok/share/c…
@StockSavvyShay My working read on the range currently→x.com/i/grok/share/c…
@StockSavvyShay bobeunlimited→My rough read on the week ahead at this stage → largecapbrief.com/t/tier1-v1-202…
@StockSavvyShay lizannsonders→My overall read on the leadership this morning → largecapbrief.com/t/tier1-v1-202…
@Arya__Deniz Keep scrolling 👇👇 ⬇️
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US Attorney Utah @USAO_UT
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12K Followers 2K Following 📸 #utahstatecapitol • ☎️ 801-538-3074 • ⏰Mon-Thur: 7am-8pm; Fri-Sun: 7am-6pm •📍Visitor Services: [email protected] •💍Events: [email protected]
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