@StockSavvyShay I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
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Shay BcIoor Transaction Advisor
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@StockSavvyShay My internal plan is as follows
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I don’t think people realize how much operating leverage $SNDK has right now.
Revenue nearly doubled sequentially from $3B to ~$6B while OpEx only moved from $413M to $448M.
This is what happens when an underappreciated memory asset gets pulled into a supply-constrained AI capex cycle with almost no spare capacity left.
Shay Boloor@StockSavvyShay
HERE’S FRIDAY’S FOX BUSINESS SEGMENT • $MU becoming the picks-and-shovels for “AI that remembers • $SNDK catching the second-order storage wave • $RKLB building an end-to-end space logistics • $PL monetizing continuous Earth data from orbit • $ASTS turning space into a global cellular network The 2026 memory story is that AI demand is shifting from stop-start training runs to always-on inference making memory less cyclical and more foundational infrastructure.
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@StockSavvyShay @fiscal_ai I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
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@StockSavvyShay @fiscal_ai My internal plan is as follows
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This is what memory pricing power looks like in the current AI cycle with $MU & $NVDA now posting the same gross margins.
2023
• Nvidia: 74%
• Micron: -1%
Today
• Nvidia: 75%
• Micron: 75%
AI has turned memory into one of the highest-margin bottlenecks in the AI stack.
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@StockSavvyShay I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
➡️Copy search input Reply “555” to WhatsApp: +18084306699
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@StockSavvyShay My internal plan is as follows
⬇️
English
@StockSavvyShay I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
➡️Copy search input Reply “555” to WhatsApp: +18084306699
Here’s the link : api.whatsapp.com/send/?phone=18…
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@StockSavvyShay My internal plan is as follows
⬇️ $META
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$META acquired Assured Robot Intelligence which is a startup building AI models for robots.
The team will join Meta Superintelligence Labs and Meta Robotics Studio as Meta pushes deeper into humanoid technology.
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@StockSavvyShay I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
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@StockSavvyShay My internal plan is as follows
⬇️ $GOOGL
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$GOOGL is up ~40% since Warren Buffett’s Berkshire Hathaway disclosed its $4B stake nearly six months ago.
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@StockSavvyShay I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
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@StockSavvyShay My internal plan is as follows
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$NVDA, $MSFT and $AMZN signed Pentagon AI agreements to expand advanced AI use on classified military networks.
They join $GOOGL, OpenAI and SpaceX as the DoD pushes toward an “AI-first” military force.
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@StockSavvyShay @FuturumEquities I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
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@StockSavvyShay @FuturumEquities My internal plan is as follows
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Trainium is becoming the key to the $AMZN story with over $225B in commitments, Trainium2 sold out & Trainium3 nearly fully subscribed.
The bigger shift is AWS now bringing in more Trainium chips than $NVDA chips on a unit basis giving Amazon more control over inference costs.
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@StockSavvyShay I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join.✅
➡️Copy search input Reply “555” to WhatsApp: +18084306699
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@StockSavvyShay My internal plan is as follows
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Happy belated birthday to the best partner I could ask for.
This month she becomes a first time momma and I already know she’s going to be incredible 🫶🏼
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Autumn breeze, golden leaves, warm lattes—perfect cozy vibes today!
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Shay BcIoor Transaction Advisor retweetledi
Spent the night laughing till my sides hurt with @[综艺名] crew! The hidden talent round had me screaming—who knew [嘉宾名] could beatbox! Already counting down to next week’s finale! #综艺打卡 #MustWatchVariety
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Immerse in the fluid colors of a new digital painting—where brushstrokes melt into sunset hues, and silence speaks louder than words. Art isn’t just seen; it’s felt.
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Shay BcIoor Transaction Advisor retweetledi
