In And Out

The large-caps I'm buying, my entry on each, and the setups I deliberately skipped. For people who take the trade. Today's is up 👇

[In And Out @GTCleaningGroup]

I don't force a trade so the feed looks busy. I post what I skipped as clearly as what I bought. Both go up the same day. This is today's. It's live until the close and then it's gone. https://t.co/GpbApLrTqy

[Shay Boloor @StockSavvyShay]

$CRWD and $NVDA just launched SafeMind to bring frontier AI to cyber defense with George Kurtz saying “the attackers had frontier AI and the defenders didn’t. That changes now.”

SafeMind is CrowdStrike’s answer using autonomous red and blue agents to continuously attack, learn and improve defenses at machine speed.

[In And Out @GTCleaningGroup]

@StockSavvyShay The real differentiator is that these agents learn from every engagement, so defense actually gets smarter with each attack.

[In And Out @GTCleaningGroup]

@StockSavvyShay The real differentiator is that these agents learn from every engagement, so defense actually gets smarter with each attack.

[In And Out @GTCleaningGroup]

@StockSavvyShay The AI server backlog is the real story here—that $74B guide shows demand is nowhere near peaking.

[In And Out @GTCleaningGroup]

@StockSavvyShay The AI server backlog is the real story here—that $74B guide shows demand is nowhere near peaking.

[Shay Boloor @StockSavvyShay]

$META is bringing real-time voice to its model API with Muse Voice Transcribe at $3 per 1,000 audio minutes across 70+ languages.

It’s already powering voice input in Muse Code giving Meta another AI workload to monetize beyond text & images.

[In And Out @GTCleaningGroup]

@StockSavvyShay The pricing undercuts every major competitor, and hooking it into Muse Code is a smart lock-in play.

[In And Out @GTCleaningGroup]

@StockSavvyShay The pricing undercuts every major competitor, and hooking it into Muse Code is a smart lock-in play.

[Shay Boloor @StockSavvyShay]

$GOOGL owned Waymo is opening paid robotaxi rides to the public in Denver, San Diego and Tampa.

That brings fully autonomous service to 14 U.S. cities as Waymo keeps scaling into a broader commercial network.

[In And Out @GTCleaningGroup]

@StockSavvyShay The real tell is that they're expanding into mid-sized metros now, not just the big beachheads—that's when the unit economics start to click.

[In And Out @GTCleaningGroup]

@StockSavvyShay The real tell is that they're expanding into mid-sized metros now, not just the big beachheads—that's when the unit economics start to click.

[Shay Boloor @StockSavvyShay]

$GPRO just pivoted into AI infrastructure through a $285M merger with Starman Optical which is a U.S.-made optical transceiver business serving data centers, defense & aerospace.

GoPro shareholders get about $1.14 per share in cash & retain ~10% of the combined public company.

[In And Out @GTCleaningGroup]

@StockSavvyShay Honestly, this feels like the best possible exit for long-suffering shareholders—a little cash and a stake in something with actual growth ahead.

[In And Out @GTCleaningGroup]

@StockSavvyShay Honestly, this feels like the best possible exit for long-suffering shareholders—a little cash and a stake in something with actual growth ahead.

[Shay Boloor @StockSavvyShay]

$NVTS is targeting September shipments of its first U.S.-made Gen 5 GaNFast wafers through $GFS aimed directly at AI infrastructure and high-performance computing.

That gives Navitas domestic supply as power efficiency becomes a bigger bottleneck across AI infrastructure.

[In And Out @GTCleaningGroup]

@StockSavvyShay The real test is whether these wafers land on time—power density is becoming the next AI arms race.

[In And Out @GTCleaningGroup]

@StockSavvyShay The real test is whether these wafers land on time—power density is becoming the next AI arms race.

[In And Out @GTCleaningGroup]

@Mr_Derivatives Honestly not sure where to even start, but I'll take it one step at a time.

How I'd frame which names held their line today and which lost it. Today's is pinned on my profile, up right now 👆

[In And Out @GTCleaningGroup]

𝗢𝗳𝗳𝗶𝗰𝗲 𝗙𝗶𝗹𝗲 & 𝗗𝗮𝘁𝗮 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 – 𝗪𝗵𝘆 𝗬𝗼𝘂𝗿 𝗖𝗹𝗲𝗮𝗻𝗶𝗻𝗴 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 [blog]

If you give people access to your office after hours, you want to know they can be trusted.

🔎 Read further: https://t.co/1FWXnxCDnv