Shay Boloor-or

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, Chief Market Strategist @FuturumEquities| Regular on @Re

[Shay Boloor-or @plsrms]

This was a very fun moment as my 3-month-old son watched me on live TV for the first time talking about
$NVDA
and
$AMD
while at his grandpa’s house.

Apparently he recognized me on the screen and smiled. Easily the coolest part of being on TV.

[Shay Boloor-or @plsrms]

WHO GETS PAID TO TURN AI DATA CENTERS ON

U.S. data centers above 100MW are set to explode this decade but power, interconnects and electrical infrastructure determine how much of that pipeline actually gets built:

What gets the data center online
•
$GEV
sits at one of hard

[Shay Boloor-or @plsrms]

$OKLO
bigger opportunity may be the fuel cycle turning ~90,000 metric tons of stored US nuclear fuel into feedstock while reducing reliance on scarce
$LEU
HALEU.

That gives Oklo a way to monetize both power and recovered isotopes making business much broader than simply sell

[Shay Boloor-or @plsrms]

Traders when the market is closed on a Monday realizing they have absolutely no idea how normal people spend the day.

[Shay Boloor-or @plsrms]

South Korea wants to give every citizen free access to AI with no usage limits and eventually personal agents turning inference into public infrastructure.

That turns nationwide AI adoption into recurring demand for
$NVDA
compute,
$MU
+
$SKHY
DRAM and
$TSM
silicon behin

[Shay Boloor-or @plsrms]

$ARM
is moving deeper into AI silicon through a new 2nm accelerator project with Samsung which will design and manufacture the chip on its SF2 process.

It gives Samsung an important real world proving ground for 2nm while expanding Arm’s role further into the AI compute stack.

[Shay Boloor-or @plsrms]

$SKHYup nearly 7% in South Korean trading 😳

[Shay Boloor-or @plsrms]

IREN went from $9.7M per MW with Microsoft and $11.3M with Nvidia on 5 year terms to $20M+ on recent 3 year deals showing how aggressively shorter duration AI capacity is repricing.

Annualized contract value across the AI infra stack
•
$IREN
~$2.6B across
$MSFT
+
$NVDA

[Shay Boloor-or @plsrms]

THE SPECTRUM WAR THAT WILL CONNECT YOUR PHONE TO SPACE

The satellite to phone race ultimately comes down to who controls spectrum that can actually reach the phones already in our pockets:

•
$ASTS
wins on phone compatibility today
•
$SPCX
is building toward greater

[Shay Boloor-or @plsrms]

THE SEMICONDUCTOR ECONOMY INSIDE THE IPHONE 17 PRO

It's really wild to see how one
$AAPL
iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack:

[Shay Boloor-or @plsrms]

@AdorableGirlRed Nice butt

[Shay Boloor-or @plsrms]

@ScoutLaroo Nice

[Shay Boloor-or @plsrms]

@TheLadyRisque Awesome

[Shay Boloor-or @plsrms]

@AdorableGirlRed Living in SW Florida but have a home in NE Ky. Hate the cold, love the summers.

[Shay Boloor-or @plsrms]

@TheGoochieDolls @AdorableGirlRed @nhojgem @gemmamarierose @digitalizedkit1 @RaunchyIs @niplover4ever @NthrnPrincess @FryPeggy1 @JailbirdMJ @MissFS74 @SheilaBx2 @fanmum69 @SoftKinkyBabyM @NotUrAvgWifey80 @Heels_Desires @hurryupsatan @TheGoochieMama Awesome

[Shay Boloor-or @plsrms]

@AdorableGirlRed Man I need a massage!

[Shay Boloor-or @plsrms]

@AdorableGirlRed I hot one of those at a networking function. I found out who brought it and embarrassed the shit out of him.

[Shay Boloor-or @plsrms]

@VHedone F, G & I

[Shay Boloor-or @plsrms]

@milada_moore The room that is attached to the Master Bathroom.

[Shay Boloor-or @plsrms]

@malaymami1 Hurry home