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Shay Boloor
Writes about AI and Revenue. 67% of posts open with an observation. A typical post reaches 474 likes.
- Posts
- 103
- Likes
- 74K
- Typical
- 474
- Best
- 5.9K
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Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @StockSavvyShay$NVDA CEO Jensen Huang just announced Alpamayo which he calls the world’s first thinking a… | AI | 5.9K | 281 | — | 61 | ||
| @StockSavvyShayAnthropic is reportedly preparing to launch Claude Opus 4.7 and a new AI design tool as so… | AI | 3.2K | 172 | — | 55 | ||
| @StockSavvyShay$MSFT CRUSHED THEIR Q4 EARNINGS • Revenue $90.0B vs Est. $87.6B • EPS $4.74 vs Est. $4.22 … | Revenue | 2.5K | 107 | — | 53 | ||
| @StockSavvyShay$NVDA says memory pricing has become “extreme,” with costs rising faster than expected and… | Revenue | 2.3K | 66 | — | 56 | ||
| @StockSavvyShay$MU and $SNDK are getting hit hard at the open from the release of $GOOGL TurboQuant. The … | AI | 2.2K | 156 | — | 53 | ||
| @StockSavvyShay$HOOD is building a fund that would let retail investors get exposure to private AI startu… | AI | 1.8K | 172 | — | 51 | ||
| @StockSavvyShayJeff Bezos is stepping back into a formal CEO role to co-lead Project Prometheus, an AI st… | AI | 1.7K | 106 | — | 50 | ||
| @StockSavvyShayJensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on… | AI | 1.6K | 65 | — | 49 | ||
| @StockSavvyShay$AMZN is up ~5% after CEO Andy Jassy said two large AWS customers wanted all of Amazon’s 2… | Revenue | 1.6K | 62 | — | 49 | ||
| @StockSavvyShay$GOOGL is developing a new AI chip called “Frozen v2” that could run Gemini models nearly … | AI | 1.5K | 106 | — | 49 | ||
| @StockSavvyShay$NVDA just responded to the $GOOGL TPU headlines. Nvidia basically just said “congrats on … | AI | 1.4K | 129 | — | 49 | ||
| @StockSavvyShay$SNAP is laying off ~16% of its workforce while guiding for ~$1.53B in Q1 revenue, ~$233M … | Hiring | 1.3K | 110 | — | 49 | ||
| @StockSavvyShayTim Cook says $AAPL will raise prices as surging AI-driven memory & storage costs from $MU… | AI | 1.3K | 42 | — | 47 | ||
| @StockSavvyShay$NVDA CEO Jensen Huang says Wall Street misunderstood DeepSeek and is “misunderstanding Ki… | AI | 1.3K | 65 | — | 48 | ||
| @StockSavvyShay$NBIS will be among the first to offer $NVDA Vera Rubin NVL72 starting in 2026 across both… | AI | 1.1K | 47 | — | 46 | ||
| @StockSavvyShay$GOOGL is acquiring Intersect Power for $4.8B. Owning “power-first” campuses lets Google g… | AI | 1.1K | 54 | — | 46 | ||
| @StockSavvyShayJensen Huang brushed off OpenAI’s claim that its $AVGO built Jalapeño chip beats GB300 by … | AI | 1.1K | 64 | — | 50 | ||
| @StockSavvyShay$NVDA CEO Jensen Huang says the “SaaSpocalypse” narrative is wrong since AI agents won’t r… | AI | 1K | 96 | — | 46 | ||
| @StockSavvyShay$MU expects tight memory conditions to persist beyond calendar 2027 with no clear line of … | Revenue | 1K | 49 | — | 45 | ||
| @StockSavvyShay$AMD CEO Lisa Su said Helios has industry-leading specs and is on track to launch this yea… | AI | 1K | 37 | — | 45 | ||
| @StockSavvyShay$AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over th… | AI | 997 | 51 | — | 45 | ||
| @StockSavvyShayImagine spending the last five years buying $PYPL because it looked “cheap” only to ride i… | AI | 991 | 106 | — | 46 | ||
| @StockSavvyShayJensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a… | AI | 989 | 58 | — | 45 | ||
| @StockSavvyShayI think we are watching the new financing model for GPU build-outs emerge. The funding is … | AI | 886 | 113 | — | 46 | ||
| @StockSavvyShayThe wildest part is that Jassy says $AMZN chip business would be worth ~$50B if sold exter… | AI | 870 | 27 | — | 44 | ||
| @StockSavvyShay$PLTR CEO Alex Karp says customers want control over their “compute, models, data stack & … | AI | 827 | 43 | — | 44 | ||
| @StockSavvyShay$NVDA gained ~$150B overnight on H200 approval for China. China is the world’s #2 compute … | AI | 826 | 65 | — | 44 | ||
| @StockSavvyShayChina demand for $NVDA H200 is so strong that Nvidia is already asking $TSM to expand 2026… | Revenue | 793 | 49 | — | 44 | ||
| @StockSavvyShay$MSFT is expanding its $AMD partnership by bringing Helios rack-scale systems to Azure for… | AI | 757 | 56 | — | 43 | ||
| @StockSavvyShay$META is flying after reports it is rolling out paid subscription tiers across its apps. Z… | Revenue | 748 | 65 | — | 44 | ||
| @StockSavvyShay$TSM CEO warned chip supply will remain short of AI demand for year with U.S. customers st… | Revenue | 734 | 63 | — | 43 | ||
| @StockSavvyShay$AMZN AWS is now a $132B ARR business growing 20% the fastest pace since 2022. With 3.8 gi… | AI | 730 | 30 | — | 42 | ||
| @StockSavvyShay$NVDA & $LLY will invest up to $1B in a joint AI lab focused on drug discovery & developme… | AI | 716 | 36 | — | 42 | ||
| @StockSavvyShayJensen Huang closed the earnings call by saying “demand has gone parabolic” driven by agen… | AI | 714 | 62 | — | 43 | ||
| @StockSavvyShay$GOOGL & $NEE are restarting a nuclear plant in Iowa to power AI and cloud growth Round-th… | AI | 663 | 31 | — | 42 | ||
| @StockSavvyShayJensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom si… | AI | 652 | 29 | — | 41 | ||
| @StockSavvyShay$ORCL RPO growth is absolutely wild. Oracle is taking on the most aggressive capex plan in… | AI | 651 | 69 | — | 43 | ||
| @StockSavvyShayAnthropic is targeting a 2026 IPO and is already in discussions for a new funding round th… | AI | 623 | 34 | — | 41 | ||
| @StockSavvyShay$NVDA Rubin cuts inference token costs by up to 10x and slashes MoE training needs to ~4x … | AI | 616 | 26 | — | 41 | ||
| @StockSavvyShay$SNDK made more profit in one quarter than it made across the prior three years combined. … | AI | 613 | 34 | — | 41 | ||
| @StockSavvyShay$NBIS is raising $3.75B via converts. Another example of how aggressively capital is being… | AI | 582 | 50 | — | 41 | ||
| @StockSavvyShay$GOOGL posted $400B+ in annual revenue with Gemini scaling to 10B+ tokens per minute and 7… | Revenue | 556 | 30 | — | 40 | ||
| @StockSavvyShay$NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the cente… | AI | 529 | 40 | — | 40 | ||
| @StockSavvyShay$PLTR U.S. commercial revenue growth hasn't posted a single sequential slowdown since AIP … | Growth | 526 | 35 | — | 40 | ||
| @StockSavvyShay$NVDA is flexing its pricing power again with customers reportedly notified of AI system p… | Revenue | 524 | 57 | — | 44 | ||
| @StockSavvyShayElon Musk says AI is already driving “significant productivity gains” and could ultimately… | AI | 513 | 42 | — | 46 | ||
| @StockSavvyShay$GOOGL said ~60% of capex is going toward servers & machines with ~40% into data centers &… | AI | 504 | 43 | — | 40 | ||
| @StockSavvyShay$IONQ IS RAISING $2B THROUGH A PUBLIC OFFERING I love the move. Raising capital at this va… | Product | 500 | 81 | — | 41 | ||
| @StockSavvyShay$MU nearly made as much this quarter ($24B) as it did in all of 2024. That tells you a lot… | AI | 500 | 27 | — | 39 | ||
| @StockSavvyShay$CRWD might be the only company in the world that can halt global operations for hours, we… | SaaS | 491 | 28 | — | 36 | ||
| @StockSavvyShayAnthropic just introduced Claude Design which is a tool that lets users create prototypes,… | AI | 485 | 38 | — | 40 | ||
| @StockSavvyShay$INTC CEO Lip-Bu Tan says the next wave of AI is shifting from foundational models toward … | AI | 474 | 34 | — | 39 | ||
| @StockSavvyShayAnthropic’s massive $45B Nscale buildout will run on $NVDA Vera Rubin chips with systems b… | AI | 466 | 46 | — | 43 | ||
| @StockSavvyShay$GOOGL just introduced Gemini 3.7 Flash with introductory pricing of $0.75 per 1M input to… | AI | 445 | 47 | — | 43 | ||
| @StockSavvyShay$META just secured a wave of AI data deals with major news publishers including USA Today,… | AI | 444 | 53 | — | 40 | ||
| @StockSavvyShay$NVDA is trying to own the physical AI feedback loop by building the full pipeline. It sim… | AI | 443 | 25 | — | 38 | ||
| @StockSavvyShay$NVDA server prices are reportedly rising more than 15% as soaring memory costs ripple thr… | Revenue | 432 | 43 | — | 42 | ||
| @StockSavvyShayAnthropic is reportedly moving toward its first direct data center leases with more than a… | AI | 431 | 37 | — | 39 | ||
| @StockSavvyShayLess than 5 years ago, Anthropic raised ~$124M in its Series A at a ~$500M valuation. Toda… | Founder | 427 | 36 | — | 39 | ||
| @StockSavvyShay$NVDA has agreed to buy Hugging Face for $12.9B to own one of AI’s biggest open-source dis… | AI | 426 | 26 | — | 41 | ||
| @StockSavvyShayJensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the b… | AI | 426 | 36 | — | 39 | ||
| @StockSavvyShayAnthropic says Claude for Word is now in beta letting users draft, edit & revise documents… | AI | 426 | 30 | — | 38 | ||
| @StockSavvyShay$META owned WhatsApp is rolling out a new premium subscription with added customization fe… | Revenue | 416 | 22 | — | 38 | ||
| @StockSavvyShay$INTC UNVEILS PANTHER LAKE Intel introduced its first 18A “Panther Lake” AI PC chips built… | AI | 411 | 55 | — | 39 | ||
| @StockSavvyShayBill Ackman’s Pershing Square has proposed a ~$60B takeover of $UMG. Ackman says the deal … | Revenue | 409 | 30 | — | 38 | ||
| @StockSavvyShay$GOOGL raises Pixel 11 prices by $100 citing a “severe” memory crunch as higher component … | Revenue | 408 | 50 | — | 42 | ||
| @StockSavvyShay$META agreeing to pay ~$16.7B to settle child safety and privacy claims sounds enormous un… | Revenue | 397 | 29 | — | 41 | ||
| @StockSavvyShay$GOOGL is reportedly losing two more key Gemini researchers to Anthropic. Jonas Adler and … | AI | 395 | 34 | — | 38 | ||
| @StockSavvyShay$ORCL is like a teenager in a growth spurt buying clothes two sizes too big. It feels awkw… | Growth | 381 | 41 | — | 38 | ||
| @StockSavvyShayOpenAI is reportedly leaning further into $AMZN for enterprise distribution with its CRO s… | AI | 381 | 33 | — | 38 | ||
| @StockSavvyShay$GOOGL is rolling out AI music generation inside Gemini extending it beyond text and image… | AI | 376 | 45 | — | 38 | ||
| @StockSavvyShay$OWL has reportedly walked away from funding $ORCL planned $10B, 1GW Michigan data center … | AI | 349 | 56 | — | 38 | ||
| @StockSavvyShaySpaceX says it has the right to acquire Cursor later this year for $60B or alternatively p… | AI | 349 | 29 | — | 37 | ||
| @StockSavvyShay$AMD data center business has compounded into a ~$23B run-rate engine. With OpenAI and $ME… | AI | 336 | 23 | — | 36 | ||
| @StockSavvyShay$MSFT commercial RPO has more than doubled over the past five quarters to $678B. That dema… | AI | 335 | 18 | — | 36 | ||
| @StockSavvyShay$NVDA invested $3.5B in MediaTek convertible bonds as the two expand their partnership acr… | AI | 331 | 22 | — | 41 | ||
| @StockSavvyShay$AAPL leaning on $GOOGL and $NVDA to scale its cloud AI layer with its largest model runni… | AI | 331 | 61 | — | 38 | ||
| @StockSavvyShayAnduril signed a production agreement with the Department of War to deliver Surface-Launch… | Revenue | 324 | 28 | — | 36 | ||
| @StockSavvyShay$MSFT unveiled its Maia 200 AI inference chip built on $TSM 3nm process with deployments s… | AI | 315 | 23 | — | 36 | ||
| @StockSavvyShay$TSM March revenue jumps 45% YoY to $13.1B. If the AI factory is already putting up number… | AI | 314 | 29 | — | 36 | ||
| @StockSavvyShay$INTC just posted record 59% AI revenue growth as every accelerator rack still needs more … | AI | 307 | 48 | — | 37 | ||
| @StockSavvyShay$AAPL Q3 EARNINGS • Revenue $109.4B vs Est. $108.9B • EPS $2.02 vs Est. $1.89 • China Reve… | Revenue | 290 | 46 | — | 37 | ||
| @StockSavvyShayMark Zuckerberg just said $META is rolling out over 1 GW of custom AI silicon developed wi… | AI | 290 | 18 | — | 35 | ||
| @StockSavvyShay$META launches Muse Code in beta which is powered by Muse Spark 1.2 to run multiple coding… | AI | 288 | 32 | — | 39 | ||
| @StockSavvyShay$PYPL is partnering with Anthropic to launch AI training for small businesses including a … | AI | 286 | 39 | — | 36 | ||
| @StockSavvyShay$META plans to use $QCOM C1000 CPU in its data centers giving the company a major hypersca… | AI | 277 | 22 | — | 35 | ||
| @StockSavvyShay$NVDA invests in Safe Superintelligence founded by OpenAI co-founder and former chief scie… | Science | 276 | 22 | — | 35 | ||
| @StockSavvyShay$PATH is down after Anthropic acquired Vercept to accelerate Claude’s “computer use,” enab… | AI | 267 | 54 | — | 37 | ||
| @StockSavvyShay$NVDA says “space data centers” aren’t economical yet but AI compute in orbit will become … | AI | 266 | 32 | — | 35 | ||
| @StockSavvyShay$MSFT Q2 EARNINGS • Revenue $81.3B vs Est. $80.3B • EPS $5.16 vs Est. $3.63 • Cloud Revenu… | Revenue | 266 | 15 | — | 34 | ||
| @StockSavvyShay$AAPL announced new Apple Foundation Models with $GOOGL built to run smaller AI models bot… | AI | 260 | 37 | — | 35 | ||
| @StockSavvyShay$NVDA CEO Jensen Huang says AI has reached an inflection point where tokens are now produc… | AI | 249 | 30 | — | 35 | ||
| @StockSavvyShay$ORCL RPO growth is absolutely wild. Oracle’s buildout looks oversized relative to its rev… | AI | 245 | 28 | — | 34 | ||
| @StockSavvyShay$GOOGL DeepMind’s WeatherNext 2 is the first generative model that can beat traditional ph… | AI | 244 | 33 | — | 35 | ||
| @StockSavvyShay$NFLX buying $WBD officially marks the shift from platform to media powerhouse by controll… | Growth | 243 | 28 | — | 34 | ||
| @StockSavvyShay$AAPL is acquiring audio startup QAI in a rare $2B deal. Apple rarely buys at this scale a… | AI | 242 | 21 | — | 34 | ||
| @StockSavvyShay$NET just reported its largest RPO growth (+48% YoY) in over three years. This is a softwa… | AI | 223 | 21 | — | 33 | ||
| @StockSavvyShayOpenAI has acquired Torch, a healthcare startup that unifies lab results, medications & vi… | AI | 214 | 24 | — | 33 | ||
| @StockSavvyShayGetting really hard to justify owning most software right now when the “AI is cannibalizin… | AI | 213 | 33 | — | 34 | ||
| @StockSavvyShay$META is developing photorealistic AI-powered 3D characters including an AI version of Mar… | AI | 161 | 27 | — | 32 | ||
| @StockSavvyShay$PYPL had a massive first-mover advantage with Venmo & never truly monetized it & also fai… | Lessons | 158 | 23 | — | 31 | ||
| @StockSavvyShayBernie Sanders is proposing a one-time 50% stock tax on large AI companies with at least $… | AI | 157 | 88 | — | 37 | ||
| @StockSavvyShayOpenAI is targeting ~$60 CPMs inside ChatGPT which is far above $META typical sub-$20 CPMs… | AI | 154 | 14 | — | 30 |