Shay Boloor @StockSavvyShay Twitter profile | Pikagi

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Shay Boloor

@StockSavvyShay

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Host of @WOLF_Podcasts | Follow my journey of building a $100K portfolio into $1 Million | Not investment advice

Los Angeles, CA

https://t.co/gkTcIKo6zE

Joined February 2019

Don't wanna be here? Send us removal request.

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

3 days

Monthly Growth Portfolio Update | April 2024 • Growth Portfolio 2024 YTD: +$5,689 | +2.7% • $QQQ +3.7% 📈 • $SPY +5.6% 📈 • $IWM (2.4%) 📉 • $ARKK (17.0%) 📉 AI has been the golden goose of 2024, and it's amusing to see many believe it's already in a bubble, considering…

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

2 months

$AMD was obvious to buy at $100 and many waited $CELH at $48 (this year) was the easiest money and people waited. $PLTR at $14 was extremely undervalued and many waited $META was obvious to buy at $200 and everyone waited $CRWD was a clear buy at $150 and people waited $TMDX…

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Shay Boloor

@StockSavvyShay

1 month

My top 5 picks that I believe will dominate the rest of this decade 👇 1. $NVDA | Semiconductors • They're set to cement their status as the core of the AI & gaming revolutions, making their GPU technology indispensable for the future tech ecosystem. 2. $CRWD | Cybersecurity…

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

5 months

Here are 10 growth tech stocks poised to dominate the next decade 👇 • $CRWD (Security) • $AMD (Semiconductors) • $MDB (Database) • $SNOW (AI) • $PLTR (AI) • $AXON (Software) • $TSLA (AI/EV) • $NVDA (Semiconductors) • $MELI (E-Commerce) • $TMDX (Medtech)

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

5 months

Here are the top 10 AI Stocks set to explode this decade 👇 1. $NVDA (NVIDIA) • Business Description: They specialize in advanced graphics processing units (GPUs) and AI computing technology, catering to high-performance computing, gaming, artificial intelligence, deep…

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Shay Boloor

@StockSavvyShay

2 months

How does the semiconductor ecosystem support the AI revolution? • Building AI Brains | $NVDA, $AMD • Customizing AI Chips | $AVGO • Making the Chips | $ASML, $TSM, $LRCX, $AMAT • Ensuring Chip Quality | $KLAC • Powering AI Connections | $MRVL, $INTC, $TXN

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

5 months

Here are 10 growth tech stocks poised to dominate the next decade 👇 • $CRWD (Security) • $MDB (Database) • $SNOW (Analytics) • $PLTR (AI) • $GLBE (E-Commerce) • $TSLA (AI/EV) • $NVDA (AI) • $MELI (E-Commerce) • $DDOG (Analytics) • $TMDX (Medtech)

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Shay Boloor

@StockSavvyShay

2 months

Here are 10 elite, category-leading names in sectors I'm bullish on for the next decade -- in the event of a black swan event in 2024, these are the names I would go all-in on 👇 • $NVDA | Semiconductor • $CRWD | Cybersecurity • $PLTR | AI Platform • $SNOW | Data • $TSLA |…

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Shay Boloor

@StockSavvyShay

2 months

Here are 10 elite, category-leading names in sectors I'm bullish on for the next decade -- should there be any significant pullback in 2024, these are the names I would go all-in on 👇 • $NVDA | Semiconductor • $CRWD | Cybersecurity • $PLTR | AI Platform • $SNOW | Data •…

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Shay Boloor

@StockSavvyShay

3 months

The AI chip market will explode from $150B to $400B in four years. Given this growth, which current semiconductor stock is the most undervalued at its current valuation? 🧐 $AMD, $ASML, $MRVL, $NVDA, $INTC, $TXN, $LRCX, $ADI, $KLAC, $AVGO, $AMAT, $TSM, $NXPI, $QCOM, $SMH, $SOXX

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Shay Boloor

@StockSavvyShay

27 days

Semiconductors are the foundation of the digital economy, which is on a path to becoming a $1T market by 2030 🤯 The semiconductor ecosystem is complicated but here is my simplification on my favorite companies within this space 👇

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

4 months

Here are 10 elite, category-leading names in sectors I'm bullish on for the next decade -- in the event of a black swan event in 2024, these are the names I would go all-in on 👇 • $NVDA | Generative AI • $CRWD | Security • $PLTR | AI Platform • $SNOW | Data • $TSLA |…

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Shay Boloor

@StockSavvyShay

6 months

Here are 10 growth stocks that have both the momentum & the fundamentals to dominate the next decade -- let's delve into their competitive MOATs & few metrics that'll be crucial by 2024 👇 1. $PLTR (Palantir) • Moat: Their platforms, Gotham and Foundry, are renowned for…

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Shay Boloor

@StockSavvyShay

2 months

Things that I believe are going to happen 👇 $CRWD - Destined to be the security backbone for enterprises worldwide, CrowdStrike is on the brink of becoming synonymous with corporate cybersecurity. $SNOW - They’re gearing up to be the cornerstone for enterprise data ecosystems,…

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Shay Boloor

@StockSavvyShay

4 months

Here are my 5 goals for growth portfolio in 2024🧐 • Make $TSLA a top 5 position • Have $CRWD, $SNOW, $MDB & $PLTR to be >40% of my portfolio • Expand fintech exposure ( $SOFI, $PYPL or $NU) • Increase Chip Industry exposure ( $NVDA, $AMD or $SMCI) • Achieve 15% YTD return

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Shay Boloor

@StockSavvyShay

2 months

$NVDA is the clear frontrunner in the AI Gold Rush, leading with its H100 GPU that sets high standards for AI computation and sparking anticipation for the H200. Let's also examine other key players who hold clear leadership positions in the new digital economy ⤵️

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Shay Boloor

@StockSavvyShay

2 months

In the semiconductor industry, four monopolistic equipment makers stand out as crucial for developing ever-smaller, more efficient chips -- here are the top 4 monopolies dominating this space 👇 1. $ASML - monopoly in lithography machines 2. $AMAT - makes machines across…

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Shay Boloor

@StockSavvyShay

2 months

I own 16 stocks in my growth portfolio -- let's explore the competitive moats of each holding & examine where they stand from the most to least "expensive" based on 2025 metrics

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Shay Boloor

@StockSavvyShay

3 months

$GOOGL, $MSFT, and $AMZN confirmed this week that cloud computing is reaccelerating, indicating an increased need for cybersecurity -- let's delve into my top 10 names within this space and explore the competitive moats of each holding, from the largest to the smallest 👇

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Shay Boloor

@StockSavvyShay

3 months

The fabless chip design model has revolutionized the semiconductor industry by separating chip design from manufacturing. This shift allows companies to focus on innovation without the high costs of running fabrication plants -- let's delve into my top 6 names in this space 👇

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Shay Boloor

@StockSavvyShay

4 months

$AMD's CEO Lisa Su predicts the AI chip market will explode from $150B to $400B in four years -- let's delve into the world of semiconductors, exploring the competitive moats of each top player & examining where they stand based on the NTM P/E ratio 👇 1. $AMD (Advanced Micro…

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

2 months

Nancy Pelosi's purchase of ~$1.25M in $PANW calls might signal an upcoming cybersecurity bill or major government contract for industry. Let's take a look at this visual to see where cybersecurity stocks stand based on 2024 revenue growth & EV/GP 🧐 Tier 1⃣ | $NET, $CRWD, $ZS…

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Shay Boloor

@StockSavvyShay

2 months

Things that I believe are going to happen 👇 1. $PLTR -- Their AIP will eventually become the foundational platform for enterprises. 2. $MDB -- They could become the backbone of modern application development. 3. $TSLA -- They're set to make their software as ubiquitous in EVs…

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Shay Boloor

@StockSavvyShay

2 months

Everyone is now witnessing INSANE growth numbers from $NVDA, validating the 1st stage of the AI revolution driven by hardware advancements The 2nd stage, representing the next major shift, will focus on enterprise software -- bullish for $SNOW, $CRWD, $MDB, $PLTR, $DDOG, $CFLT

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Shay Boloor

@StockSavvyShay

1 month

Ever heard of the PEG ratio? It's Peter Lynch's go-to metric, shorthand for "price-to-earnings growth". Scores <1.0 hint at a bargain, while >2.0 might be a bit pricey -- let's take a look at where the top chip players stack up🧐 $AMD, $AVGO, $INTC, $QCOM, $TSM, $NVDA, $SMH

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

3 months

Semiconductors are the foundation of the digital economy, which is on a path to becoming a $1T market by 2030 🤯 The semiconductor ecosystem is complicated but here is my simplification on my favorite companies within this space 👇

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

6 months

Here are 10 growth tech stocks with founder-led leadership poised to dominate the next decade 👇 • $CRWD (Security) • $PLTR (AI) • $GLBE (E-Commerce) • $TSLA (AI/EV) • $NVDA (AI) • $MELI (E-Commerce) • $DDOG (Analytics) • $NET (Edge) • $CFLT (Cloud) • $TMDX (Medtech)

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

4 months

Semiconductors are the foundation of the digital economy, which is on a path to explode from $150B to $400B in four years -- let's explore the competitive moats of each top player & examine where they stand from the most to least "expensive" based on 2024 metrics 👇

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Shay Boloor

@StockSavvyShay

4 months

I found her 5 years ago and we just got engaged ♥️ 💍

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Shay Boloor

@StockSavvyShay

2 months

Here are 10 stocks with a valuation <$10B that I believe have the potential to become multi-baggers in the next 2-3 years 👇 • $GLBE | E-Commerce • $ASTS | Space • $S | Cybersecurity • $TMDX | Medtech • $AEHR | Semiconductors • $RKLB | Space • $HIMS | Telehealth • $INDI…

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Shay Boloor

@StockSavvyShay

22 days

Here’s a roadmap showing how top semiconductor companies are driving production in the new digital economy 👇🏼 1. $ARM provides the blueprint for processors. 2. $TSM manufactures the chips using equipment from $ASML & $LRCX. 3. $NVDA & $AMD supply the GPUs and CPUs. 4. $MU…

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Shay Boloor

@StockSavvyShay

5 months

Here are my top 10 favorite semiconductor companies for 2024 👇 1. $NVDA (NVIDIA) • Competitive Advantage: They're renowned for its graphics processing units (GPUs), which are essential in gaming, professional visualization, data centers, and artificial intelligence. Their…

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Shay Boloor

@StockSavvyShay

10 months

Is $TSLA's Sacrifice of Short-Term Profitability a Calculated Step Towards Future Success? 🚗💡 Tesla has once again proven its resilience and innovative prowess, delivering an impressive performance in Q2 2023 that far surpasses Wall Street's expectations. Despite the…

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

2 months

The AI chip market will explode from $150B to $400B by 2028. Given this growth -- which current semiconductor stock is the most undervalued at its current valuation? 🧐 $AMD, $ASML, $MRVL, $NVDA, $INTC, $TXN, $LRCX, $ADI, $KLAC, $AVGO, $AMAT, $TSM, $NXPI, $QCOM, $SMH, $SOXX

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Shay Boloor

@StockSavvyShay

5 months

My small-cap portfolio is up 47% since its launch in October & I think the rotation into these risk-on names is just getting started -- here are my favorite stocks, each worth under $10B, for 2024 👇 Fintech: $SOFI, $FOUR, $DLO, $MQ, $PGY Energy/Solar: $STEM, $ENVX, $FLNC,…

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Shay Boloor

@StockSavvyShay

12 days

I believe we are very close to the point where the biotech sector finally reaches its lowest -- after being beaten down over the past few years. Here are my top biotech picks for the next 5+ years 👇

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Shay Boloor

@StockSavvyShay

3 months

I own 22 stocks in my small-cap portfolio, which has been up 57% since its inception 5 months ago. Let's explore the competitive moats of each holding in two parts: today, I'll cover the bottom half, and tomorrow, I'll share insights on my top 10 positions👇

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Shay Boloor

@StockSavvyShay

5 months

Here are 10 stocks worth under $10B poised to dominate the next decade 👇 • $DOCN (Cloud) • $GLBE (E-Commerce) • $CFLT (Analytics) • $TMDX (Medtech) • $IONQ (Qauntum) • $GTLB (Software) • $INDI (Semiconductor) • $BEAM (Genomics) • $SOFI (Fintech) • $PAYC (Software)

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Shay Boloor

@StockSavvyShay

6 months

AI chip market will be one of the top growing markets, with a 50% CAGR to ~$300B by 2030 -- let's delve into the world of semiconductors, exploring the competitive moats of each top player & examining where they stand based on the NTM P/E ratio 👇 $AMD (Advanced Micro Devices)…

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Shay Boloor

@StockSavvyShay

1 month

My top 10 ideas for companies with the strongest moats 👇 $CRWD | Crowdstrike $NVDA | NVIDIA $TSLA | Tesla $MSFT | Microsoft $META | Meta Platforms $PLTR | Palantir $MELI | MercadoLibre $AXON | Axon Enterprises $NOW | ServiceNow $ISRG | Intuitive Surgical $AMZN | Amazon

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Shay Boloor

@StockSavvyShay

3 months

How will enterprises manage the upcoming explosion in data driven by AI's growth? • Storing the data | $MDB & $SNOW • Processing the data | $NVDA • Monitoring the data | $DDOG • Protecting the data | $CRWD • Securing network for data | $NET • Analyzing the data | $PLTR

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Shay Boloor

@StockSavvyShay

6 months

I believe right now is the ideal time to start building out a small-cap portfolio as many are down significantly from their peaks -- here are some of my favorite names in my portfolio 👇 1. $AEHR (Aehr Test Systems) • Competitive Advantage: They specialize in test and burn-in…

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Shay Boloor

@StockSavvyShay

4 months

For a Christmas special -- here are my 'Top Stocks to Watch in 2024' broken down by sector that's on my radar for my growth portfolio 👇 🤖Generative AI | $MSFT, $SNOW, $PLTR, $MDB, $DDOG, $CFLT 💸Fintech | $SOFI, $PYPL, $FOUR, $DLO, $HOOD, $ADYEY, $NU 🎲Small Caps | $TMDX,…

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Shay Boloor

@StockSavvyShay

3 months

Here's how to build a portfolio to take advantage of the AI boom in the next decade 👇 • Applications: $GTLB, $ADBE, $HUBS, $NOW, $PATH, $CRM, $KVYO, $LMND, $META, $PAYC, $TEAM • Security: $CRWD, $ZS, $PANW, $S, $FTNT, $OKTA • Cloud Computing: $MSFT, $GOOGL, $AMZN, $DOCN •…

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Shay Boloor

@StockSavvyShay

7 months

Here are 10 growth tech stocks with founder-led leadership poised to dominate the next decade 👇 • $CRWD (Security) • $MDB (Database) • $PLTR (AI) • $GLBE (E-Commerce) • $TSLA (AI/EV) • $NVDA (AI) • $MELI (E-Commerce) • $DDOG (Cloud) • $NET (Edge) • $CFLT (Analytics)

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Shay Boloor

@StockSavvyShay

4 months

I'm currently updating my model for all my growth portfolio holdings -- here are my 2026 target prices for these 10 holdings 👇 1. $PLTR ~$35 2. $SNOW ~$375 3. $MELI ~$3,000 4. $DOCN ~$120 5. $CRWD ~$385 6. $DDOG ~$210 7. $U ~$90 8. $PAYC ~$360 9. $TEAM ~$350 10. $TTD ~$200

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Shay Boloor

@StockSavvyShay

5 months

Updated 'best of breed' stocks in each thematic set to benefit from multiple tailwinds in 2024 👇 AI: $MSFT, $SNOW, $MDB, $PLTR, $ISRG Cybersecurity: $CRWD, $ZS, $PANW, $NET SaaS: $CRM, $DDOG, $NOW, $AXON, $TEAM, $CFLT, $IOT AdTech: $META, $TTD, $GOOGL Consumer: $CELH, $ABNB,…

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Shay Boloor

@StockSavvyShay

1 month

Here are my ‘Top Stocks to Watch for the Rest of 2024,’ broken down by sector, that are on my radar for my growth portfolio 👇🏼 🤖Generative AI | $MSFT, $SNOW, $PLTR, $MDB, $DDOG, $CFLT 💸Fintech | $SOFI, $PYPL, $FOUR, $DLO, $HOOD, $ADYEY, $NU 🎲Small Caps | $TMDX, $INDI,…

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@StockSavvyShay

Shay Boloor

@StockSavvyShay

5 months

Here are 10 small-cap stocks with founder-led leadership that has a chance to become multi-baggers in the next decade 👇 • $ASTS (Space) • $HIMS (Telehealth) • $INDI (Semiconductors) • $LMND(Insurance) • $BEAM (Genomics) • $RKLB (Space) • $GLBE (E-Commerce) • $FOUR…

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Shay Boloor

@StockSavvyShay

4 months

Here are 10 small-cap stocks that have a chance to become multi-baggers in the next decade if management delivers on their current estimates 👇 • $ASTS (Space) • $AEHR (Semiconductors) • $HIMS (Telehealth) • $INDI (Semiconductors) • $ENVX (Battery) • $IONQ (Quantum…

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Shay Boloor

@StockSavvyShay

4 months

Dan Ives just came out & said that AI will comprise 10% of IT budgets in 2024, up from less than 1% in 2023, represents a spending potential of $1T over the next decade -- here are my 10 favorite names to capitalize on this trend 👇 • $CRWD | Security • $AMD | Semiconductors…

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Shay Boloor

@StockSavvyShay

3 months

I believe that 2024 will be the year when the biotech sector finally reaches its lowest point after being beaten down the past few years -- here are my top biotech picks for this year 👇

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Shay Boloor

@StockSavvyShay

5 months

Here's how to build a portfolio to take advantage of the AI boom in the next decade 👇 • Applications: $GTLB, $SHOP, $ADBE, $HUBS, $NOW, $PATH, $CRM, $ADSK, $KVYO, $LMND, $META • Security: $CRWD, $ZS, $PANW, $S, $FTNT, $OKTA • Cloud Computing: $MSFT, $GOOGL, $AMZN, $DOCN •…

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Shay Boloor

@StockSavvyShay

2 months

Here's how to construct a portfolio to capitalize on the second stage of the AI revolution -- which is centered around enterprise software 👇 • AI & Cloud Infrastructure | $MSFT, $GOOGL, $AMZN, $ORCL, $IBM, $DOCN • Data, Analytics, & AI Platforms | $SNOW, $DDOG, $ESTC, $MDB,…

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Shay Boloor

@StockSavvyShay

7 months

Updated 'best of breed' stocks in each thematic set to benefit from multiple tailwinds in 2024 👇 AI: $MSFT, $SNOW, $MDB, $PLTR, Cybersecurity: $CRWD, $ZS, $PANW, $NET Medtech: $ISRG, $TMDX SaaS: $CRM, $DDOG, $NOW, $VEEV, $AXON, $TEAM AdTech: $META, $TTD, $GOOGL Consumer: $CELH,…

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Shay Boloor

@StockSavvyShay

1 month

Here are the 10 most polarizing stocks in the market right now, and why they might prove the critics wrong 👇 1. $TSLA -- Often evaluated by outdated auto industry benchmarks, yet its significant strides in autonomous driving software, battery technology, and renewable energy…

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Shay Boloor

@StockSavvyShay

2 months

@unusual_whales The irony is that marketing degree didn’t teach them how to market themselves better 😅

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Shay Boloor

@StockSavvyShay

29 days

I was asked during an interview yesterday which stock I own has the best chance of becoming a mega-cap ($250B+ valuation) -- I believe these 4 stocks have the highest probability 👇🏼 • $PLTR | Palantir • $CRWD | Crowdstrike • $MELI | MercadoLibre • $SNOW | Snowflake

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6 months

AI chip demand could grow at a 50% annualized rate for the next five years -- let's delve into the world of semiconductors, exploring the competitive moats of each top player & examine where they stand based on key metrics 🧐 1. $NVDA (NVIDIA) • Competitive Advantage: They're…

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28 days

Here are 10 small-cap stocks with founder-led leadership that have the potential to become multi-baggers in the next 3-5 years 👇 1. $TMDX | TransMedics 2. $RKLB | Rocket Lab USA 3. $HIMS | Hims & Hers Health 4. $INDI | indie Semiconductor 5. $RXRX | Recursion Pharmaceuticals…

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Shay Boloor

@StockSavvyShay

3 months

Here are the 'best of breed' stocks in each thematic set to benefit from multiple tailwinds in 2024 👇 Cybersecurity | $CRWD, $ZS, $PANW, $NET SaaS | $CRM, $DDOG, $NOW, $AXON, $TEAM, $CFLT, $IOT, $MNDY, $VEEV, $HUBS AI | $MSFT, $SNOW, $MDB, $PLTR, $ISRG AdTech | $META, $TTD,…

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Shay Boloor

@StockSavvyShay

6 months

I believe right now is the ideal time to start building out a small-cap portfolio -- let's delve into my favorite names, exploring the competitive moats of each stock, their future competitors & potential in the next decade if they execute 👇 1. $AEHR (Aehr Test Systems) •…

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@StockSavvyShay

3 months

Things that I believe are going to happen 👇 1. $AAPL -- Their Vision Pro will become as integral to our daily routines as the smartphone itself, seamlessly merging digital information with the real world around us. 2. $PLTR -- Their data integration & analysis capabilities…

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Shay Boloor

@StockSavvyShay

4 months

Let's delve into my 10 favorite small-cap names for 2024 -- exploring the competitive moats of each stock, their future competitors & potential in the next decade if they execute 👇 1. $RKLB (Rocket Lab) • Competitive Advantage: They're known for providing small satellite…

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Shay Boloor

@StockSavvyShay

5 months

$AMD's CEO Lisa Su predicts the AI chip market will explode from $150B to $400B in four years -- this kind of growth is unheard of. The AI chip sector is not just growing, it's exploding 🚀 $CDNS, $AMD, $ASML, $INTC, $LRCX, $NVDA, $KLAC, $AVGO, $AMAT, $TSM, $SMH

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Shay Boloor

@StockSavvyShay

4 months

Semiconductors are vital to the AI revolution -- so let's delve into where the top players stand based on key 2024 metrics 🧐 Tier 1⃣ | $NVDA, $AVGO Tier 2⃣ | $CDNS, $KLAC, $ARM, $AEHR, $MRVL, $SWKS, $ASML, $TSM Tier 3⃣ | $ON, $LRCX, $TXN, $AMD, $PI Tier 4⃣ | $SMCI, $INDI

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Shay Boloor

@StockSavvyShay

4 months

I own 16 stocks in my growth portfolio -- let's explore the competitive moats of each holding & examine where they stand from the most to least "expensive" based on 2025 metrics 👇

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Shay Boloor

@StockSavvyShay

30 days

Price targets that would be buying opportunities for my growth holdings 👇 1. $CRWD $275 2. $SNOW $145 3. $PLTR $18 4. $GLBE $28 5. $DDOG $90 6. $MDB $290 7. $U $22 8. $NET $60 9. $TSLA $155 10. $MELI $1350 11. $DOCN $28 12. $CELH $58 13. $TEAM $180 14. $TTD $73 15. $ZS $184

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Shay Boloor

@StockSavvyShay

2 months

$NVDA earnings today are expected to significantly impact the entire semiconductor industry, with an implied move of 11% -- let's take a look at where my favorite names stand based on NTM revenue growth & EV/EBITDA ratios 🧐 Tier 1⃣ | $NVDA, $SMCI, $AVGO Tier 2⃣ | $INDI Tier…

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Shay Boloor

@StockSavvyShay

4 months

This scatter plot shows where growth tech valuations stand based on 2024 metrics 🧐 Tier 1⃣ | $GLBE, $SNOW, $NET, $CRWD, $IOT, $ZS Tier 2⃣ | $SHOP, $DDOG, $MDB, $NOW, $AXON, $PLTR, $TTD, $FTNT, $HUBS, $DT, $PANW, $TEAM, $VEEV Tier 3⃣ | $DOCN, $PAYC, $U, $FSLY, $OKTA, $ASAN,…

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Shay Boloor

@StockSavvyShay

5 months

Cybersecurity stocks have been surging in 2023 & I don't see this trend fading anytime soon -- let's explore the competitive moats of each top player & examine where they stand based on their 2025 FCF multiples 🧐 1. $CRWD (CrowdStrike) • Competitive Advantage: They specialize…

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Shay Boloor

@StockSavvyShay

1 month

UBS predicts that the AI industry's revenue will grow at a CAGR of ~72% from $83B in 2024 to $420B in 2027. Which current chip stock is the most undervalued at its current valuation?🧐 $AMD, $ASML, $MRVL, $NVDA, $INTC, $TXN, $LRCX, $ADI, $KLAC, $AVGO, $AMAT, $TSM, $NXPI, $QCOM

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Shay Boloor

@StockSavvyShay

1 month

Here are my EOY price targets for my growth holdings 👇 1. $CRWD ~$400 2. $SNOW ~$250 3. $TSLA ~$220 4. $PLTR ~$25 5. $MELI ~$2,200 6. $MDB ~$380 7. $TTD ~$120 8. $GLBE ~$55 9. $ZS ~$250 10. $CELH ~$100 11. $DDOG ~$140 12. $TEAM ~$260 13. $DOCN ~$50 14. $NET ~$110 15. $U ~$55

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Shay Boloor

@StockSavvyShay

2 months

Now that all my growth holdings have reported their Q4 earnings -- here are their final grades 👇 1. $CRWD A+ 2. $TTD A 3. $PLTR A- 4. $CFLT A- 5. $DDOG B+ 6. $CELH B+ 7. $NET B+ 8. $DOCN B 9. $MELI B- 10. $GLBE C+ 11. $TEAM C+ 12. $SNOW C 13. $TSLA C 14. $U D 15. $MDB D

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Shay Boloor

@StockSavvyShay

2 months

$TSLA will be the next name on this list as we accumulate shares at $175 🤩

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Shay Boloor

@StockSavvyShay

2 months

Prices for my growth holdings that would give me the greenlight to add 👇 1. $CRWD ~$240 2. $SNOW ~Active DCA 3. $PLTR ~$18 4. $GLBE ~$28 5. $DDOG ~$90 6. $MDB ~$295 7. $U ~$24 8. $NET ~$60 9. $TSLA ~Active DCA 10. $MELI ~$1350 11. $DOCN ~$28 12. $CELH ~$50 13. $TEAM ~$190 14.…

@StockSavvyShay

Shay Boloor

@StockSavvyShay

2 months

Weekly Growth Portfolio Update | Mar 8, 2024 • Growth Portfolio 2024 YTD: +$13,695 | +6.5% 📈 • $QQQ +7.2% 📈 • $SPY +7.7% 📈 • $IWM +3.0% 📈 • $ARKK (3.1%) 📉 Current economic signals, including recent data from $COST and job market trends, suggest a reality check: the…

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Shay Boloor

@StockSavvyShay

5 months

Here are 10 names worth under $10B that I'm bullish on for 2024 👇 1. $AEHR (Aehr Test Systems) • Business Description: Offers advanced testing systems for semiconductor devices, focusing on ensuring reliability and performance in the semiconductor industry. • Competitive…

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Shay Boloor

@StockSavvyShay

1 month

Here's how to build a portfolio to take advantage of the AI boom in the next decade 👇 • Security: $CRWD, $ZS, $PANW, $S, $OKTA • Cloud Computing: $MSFT, $GOOGL, $AMZN, $DOCN • Platforms: $PLTR, $SNOW • Applications: $ADBE, $HUBS, $NOW, $PATH, $CRM, $KVYO, $META, $TEAM,…

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Shay Boloor

@StockSavvyShay

7 months

Ever heard of the PEG ratio? It's Peter Lynch's go-to metric, shorthand for "price-to-earnings growth". Scores <1.0 hint at a bargain, while >2.0 might be a bit pricey -- let's take a look at where the 'Magnificent 7' stack up 🧐 $AMZN, $MSFT, $GOOGL, $AAPL, $NVDA, $TSLA, $META

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Shay Boloor

@StockSavvyShay

4 months

Here are my 2024 growth estimates for each of my holdings 👇 1. $CELH +50% 2. $DLO +39% 3. $SNOW +35% 4. $GLBE +34% 5. $NET +32% 6. $MDB +30% 7. $CRWD +30% 8. $MELI +28% 9. $CFLT +26% 10. $TTD +25% 11. $DDOG +24% 12. $TSLA +22% 13. $PLTR +22% 14. $TEAM +20% 15. $U +15% 16. $PAYC…

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Shay Boloor

@StockSavvyShay

3 months

In the semiconductor world, a few key equipment makers have become crucial, enabling the creation of ever-smaller, more efficient chips. The industry has consolidated significantly, leading to these players holding monopolies -- let's delve into my top 4 names in this space 👇

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Shay Boloor

@StockSavvyShay

7 months

Small caps are starting to look VERY attractive. Many are down significantly from their peaks, creating some potentially juicy opportunities. I've dug deep & put together a list of 10 small-cap stocks on my radar. For each, I've outlined a bull thesis to shed light on their…

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Shay Boloor

@StockSavvyShay

2 months

• $PLTR +37% YTD 📈 • $SNOW (21%) YTD 📉 Snowflake's market challenges are not a byproduct of Palantir's success in AI; both are key, yet distinct, players in the data revolution. Here's how 👇 $PLTR is like the director of a blockbuster movie, overseeing the entire…

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Shay Boloor

@StockSavvyShay

1 month

Here are 8 names I'm actively monitoring to potentially initiate a position in my growth portfolio 👇 1. $NVDA | Semiconductors • Set to maintain its dominance in the AI and gaming sectors, their GPUs are becoming increasingly crucial for powering the next wave of technological…

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Shay Boloor

@StockSavvyShay

6 months

Prices for my top 15 holdings that would give me the greenlight to add 👇 1. $SNOW - $140 2. $CRWD - $158 3. $DOCN - $22 4. $GLBE - $26 5. $DDOG - $88 6. $MDB - $315 7. $U - $24 8. $NET - $55 9. $PLTR - $13 10. $MELI - $1,250 11. $TSLA - $205 12. $CELH - $46 13. $TEAM - $145…

@StockSavvyShay

Shay Boloor

@StockSavvyShay

6 months

🚨 Weekly Portfolio Update - Nov 17, 2023 🚨 Daily Change: 💸 +$2,434 / +1.3% 📈 2023 YTD: 💰 +$76,795 / +64.3% 📈 The recent PPI/CPI reports have given a strong boost to $SPY and $QQQ, a clear sign of market optimism. As we head towards the end of the year, I'm seeing…

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Shay Boloor

@StockSavvyShay

2 months

This scatter plot shows where growth tech valuations stand based on 2024 metrics 🧐 Tier 1⃣ | $CRWD, $NET, $IOT, $SNOW, $AXON, $DDOG, $TTD, $PLTR, $ZS, $GLBE Tier 2⃣ | $SHOP, $MDB, $NOW, $VEEV, $HUBS, $TEAM, $PANW, $DOCN Tier 3⃣ | $MNDY, $GTLB, $S, $KVYO, $CFLT, $BRZE, $FROG…

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@StockSavvyShay

2 months

The year is 2030, I’m drinking my coffee with whatever the latest milk trend is, and I think to myself, ‘Wow, thank God I treated 2024 as the year I accumulated a *uck ton of $TSLA & $SNOW stock 🤩

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Shay Boloor

@StockSavvyShay

2 months

I'm structuring my growth portfolio around key themes that I believe have a MASSIVE runway for the rest of this decade -- here's my approach 👇 💾 Data (31%) | $SNOW, $PLTR, $MDB, $DDOG, $CFLT 🛡️ Cybersecurity (24%) | $CRWD, $ZS, $NET ⚡ Rapid Growth Catalysts (15%) | $TSLA,…

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Shay Boloor

@StockSavvyShay

20 days

Here are 10 elite, category-leading names in sectors I'm bullish on for the next decade -- in the event we see increased volatility in the next couple of months, these are the names I would go all-in on 👇 • $NVDA | Semiconductor • $CRWD | Cybersecurity • $PLTR | AI Platform…

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Shay Boloor

@StockSavvyShay

15 days

If markets continue to pull back -- I’ll be looking to add to my 6 highest conviction names in my growth portfolio for these reasons 👇🏼 1. $CRWD -- Destined to become the security backbone for enterprises worldwide due to the surge in AI & LLMs, positioning them to be on the…

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Shay Boloor

@StockSavvyShay

3 months

One thing I’ve learned in investing is the most polarizing stocks often make you the most money -- if there's unanimous agreement on a stock, RUN! Let's examine what I consider the 10 most polarizing stocks in the market & explore how the critics might be wrong 👇

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Shay Boloor

@StockSavvyShay

2 months

$NVDA HUGE Beat🤩 • EPS $5.16 vs Est. $4.64 • Sales $22.1B vs Est. $20.6B

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Shay Boloor

@StockSavvyShay

2 months

$CRWD Delivered 😏 • Sales $845M vs Est. $839M • EPS $0.95 vs Est. $0.82

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Shay Boloor

@StockSavvyShay

2 months

My Top 10 Ideas for Small-Caps in 2024 👇 $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 |…

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Shay Boloor

@StockSavvyShay

4 months

If you're on the hunt for the next hidden gems -- here's my take on the SMID stocks that are crushing it right now👇 Small-Cap Stocks | Worth under <$3B 1. $TMDX 2. $RKLB 3. $INDI 4. $AEHR 5. $IONQ Mid-Cap Stocks | Worth under $15B 1. $GLBE 2. $DOCN 3. $CELH 4. $CFLT 5. $PAYC

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Shay Boloor

@StockSavvyShay

8 months

Here are the 'best of breed' stocks in each thematic set to benefit from multiple tailwinds in 2024 👇 AI: $SNOW, $MDB, $PLTR Cybersecurity: $CRWD, $ZS, $NET Medtech: $ISRG, $TMDX SaaS: $CRM, $DDOG, $NOW, $VEEV, $AXON, $IOT AdTech: $TTD, $GOOGL Consumer: $CELH, $UBER, $WMT…

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Shay Boloor

@StockSavvyShay

3 months

$PLTR Delivered 😏 • EPS $0.08 vs Est. $0.08 • Sales $608M vs Est. $603M

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Shay Boloor

@StockSavvyShay

5 months

I don't think anyone expected the $QQQ to be up 54% in 2023 -- here are the top performers that drove that performance 👇 1. $NVDA +250% 2. $META +176% 3. $CRWD +152% 4. $TSLA +133% 5. $PANW +122% 6. $AMD +117% 7. $AVGO +107% 8. $ZS +102% 9. $MELI +96% 10. $AMZN +80%

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Shay Boloor

@StockSavvyShay

5 months

Here are 10 mid-cap growth stocks that have both the momentum & the fundamentals to dominate the next decade -- let's delve into their competitive MOATs & few metrics that'll be crucial by 2024 👇 1. $PLTR (Palantir) • Moat: They offer specialized data analytics platforms,…

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Shay Boloor

@StockSavvyShay

2 months

Just a reminder for all the $TSLA & $SNOW shareholders -- when you’re making a long-term investment, you can very easily look like a fool over the short term 💯

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Shay Boloor

@StockSavvyShay

3 months

Solar stocks' recent struggles present a potential buying opportunity for long-term investors, especially with solar & wind energy expected to surge from 12% to over 33% of world energy production by 2030. Let's explore the competitive moats of my top 10 favorite solar names👇

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