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Post by Shay Boloor on X

Shay Boloor@StockSavvyShay

Getting really hard to justify owning most software right now when the “AI is cannibalizing software” narrative keeps building and $META is outgrowing nearly all of them besides $PLTR while trading under 20x earnings.

213 likes33 repliesPosted Apr 29, 2026

View the original on X Written by Shay Boloor. Captured Sep 4, 2026.

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Uses concrete numbers instead of vague claims, which makes it credible and quotable.
Short enough to read in full without expanding, which removes a step before the point lands.
Quotes someone directly, which makes the moment concrete rather than summarised.

The mechanics

Hook: Plain observation
Structure: Hook
Style: Conversational paragraphs at a steady pace.
Tone: concrete
Mechanisms: Specificity
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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More from Shay Boloor

Elon Musk says AI is already driving “significant productivity gains” and could ultimately increase the global economy by 20% to 30%. He sees physical AI as a major piece of that where $TSLA is betting self-driving cars and humanoid robots can automate transportation and labor.

$NVDA invested $3.5B in MediaTek convertible bonds as the two expand their partnership across custom AI infrastructure PCs and automotive. That gives Nvidia another route into custom silicon while extending its platform from AI factories to PCs and vehicles.

$NVDA has agreed to buy Hugging Face for $12.9B to own one of AI’s biggest open-source distribution layers. Hugging Face gives Nvidia a way to push more models toward its hardware while creating a natural outlet for the massive amount of AI compute it is helping finance.

Jensen Huang brushed off OpenAI’s claim that its $AVGO built Jalapeño chip beats GB300 by saying “I don’t have to take anything personally.” $NVDA is still gaining AI market share which is why Jensen says he remains “very comfortable with all the competition.”

$NVDA says memory pricing has become “extreme,” with costs rising faster than expected and supply likely constrained through FY28. If Nvidia is telling you memory is getting tighter for longer then it becomes much harder to justify $MU and $SKHY still trading below 6x earnings.

Anthropic’s massive $45B Nscale buildout will run on $NVDA Vera Rubin chips with systems beginning to come online late next year across a 6-year 460 MW commitment. Rubin demand is already being locked in before the platform even launches.

Shay Boloor on AI · ViralLoop