ShayBoloor

Host of @WOLF_Podcasts

    • ShayBoloorShayBoloor
      ·02-21 01:59

      SELLING IS JUST AS IMPORTANT AS BUYING IN INVESTING

      SELLING IS JUST AS IMPORTANT AS BUYING IN INVESTING $SPDR S&P 500 ETF Trust(SPY)$ I closed a position today -- when the execution doesn’t match the vision, it’s time to move on. A company can have the right market, the right idea, and even early traction, but if it can’t scale profitably or defend its position, it doesn’t belong in a high-growth portfolio.The fundamentals tell the story. Revenue declines, widening losses, and a cash burn that’s accelerating instead of stabilizing -- none of that signals a business in control of its trajectory. In a competitive landscape, execution separates category leaders from those struggling to keep up.Investing isn’t about what could be -- it’s about what’s actually playing out. When the numbers show that
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      SELLING IS JUST AS IMPORTANT AS BUYING IN INVESTING
    • ShayBoloorShayBoloor
      ·02-20 01:44

      SNOW& PLTR: Which is Better?

      There’s a lot of misinformation circulating about $Palantir Technologies Inc.(PLTR)$ vs. $Snowflake(SNOW)$ -- particularly in the wake of Palantir’s latest 10-K release -- so let’s break down the numbers.Revenue per Customer • Palantir: $2.9B/711 Customers = $4.1M per customer• Snowflake: $4.1B/10.6K Customers = $340K per customerAt its core, Palantir is built on an entirely different foundation. Its revenue structure is concentrated, not diluted across thousands of clients. That disparity isn’t incidental -- it’s the product of Palantir’s strategy to land deeply embedded, high-value contracts with enterprises and government agencies, creating a moat built on integration rather than volume. The result? A
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      SNOW& PLTR: Which is Better?
    • ShayBoloorShayBoloor
      ·02-19 06:22

      $U TURNAROUND STORY IS HAPPENING & NO ONE IS TALKING ABOUT IT

      $Unity Software Inc.(U)$ is setting up for a turnaround the market still isn’t pricing in -- shifting back to a subscription model this year with price increases and a major AI-driven tailwind that could redefine game development.The DeepSeek Playbook was a catalyst for AI tools -- Unity is about to do the same for AI-powered game creation. AI-generated environments, real-time NPC behavior, and dynamic difficulty adjustment were previously locked behind proprietary tools and expensive custom-built systems. DeepSeek removes those barriers -- making AI-assisted game development scalable, affordable, and accessible.This fundamentally changes Unity’s TAM. AI-driven automation of asset creation, animation, and world-building will accelerate production cyc
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      $U TURNAROUND STORY IS HAPPENING & NO ONE IS TALKING ABOUT IT
    • ShayBoloorShayBoloor
      ·02-18

      SNOW IS THE UNDERVALUED AI STOCK EVERYONE WILL CHASE

      $Snowflake(SNOW)$ IS THE UNDERVALUED AI STOCK EVERYONE WILL CHASEI believe Snowflake is the next AI name set for a massive re-rating as the market recognizes its role as the engine for AI-driven data liquidity -- powering seamless model training & monetization.Right now, we have:• $Palantir Technologies Inc.(PLTR)$ : The "Operating System of AI" (32% topline growth & 40% FCF margins -- trading at 181x FCF).• $Cloudflare, Inc.(NET)$ : The "Controller of the New Internet" (26% topline growth & 12% FCF margins -- trading at 257x FCF).• $Snowflake(SNOW)$ : Growing topline at 23% with 26% FCF margins -- yet trading
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      SNOW IS THE UNDERVALUED AI STOCK EVERYONE WILL CHASE
    • ShayBoloorShayBoloor
      ·02-18

      THE THREE COMPANIES POWERING THE FUTURE OF AI

      The AI revolution is no longer a gradual wave of technological enhancement -- it is a seismic upheaval, dismantling traditional enterprise structures and reconstructing them around intelligence, automation, and real-time execution. What was once a world dominated by static databases and retrospective analytics has been obliterated by AI systems that do not just analyze but anticipate, adapt, and act autonomously. This is not mere automation -- it is Agentic AI -- an evolutionary leap where machines do not wait for human prompts but instead execute complex decisions with precision, speed, and scale.This shift is not optional. It is existential. Just as $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure, and <
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      THE THREE COMPANIES POWERING THE FUTURE OF AI
    • ShayBoloorShayBoloor
      ·02-18

      FINE I’LL BUDGE -- $GRAB IS OVERHYPED

      $Grab Holdings(GRAB)$ has entrenched itself as the backbone of Southeast Asia’s digital economy, fusing ride-hailing, food delivery, and financial services into a sprawling, integrated ecosystem. It didn’t just fend off $Uber(UBER)$ -- it absorbed its competition, consolidated market dominance, and reshaped its narrative from a cash-burning, high-growth gamble into a disciplined, self-sustaining enterprise. Today, with a market capitalization hovering around $20B and a war chest of $6B in liquidity, the company presents a valuation that, on paper, appears reasonable.The financials underscore real progress. Revenue climbed 17% YoY, or 20% in constant currency. EBITDA has remained in the black for five cons
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      FINE I’LL BUDGE -- $GRAB IS OVERHYPED
    • ShayBoloorShayBoloor
      ·02-17

      12 stocks to each major secular growth theme for the next decade

      12 stocks that will give you exposure to each major secular growth theme for the next decade • $Amazon.com(AMZN)$ | Cloud Computing • $Meta Platforms, Inc.(META)$ | AR/VR • $NVIDIA(NVDA)$ | Generative AI • $Tesla Motors(TSLA)$ | Robotics & Automation • $Palantir Technologies Inc.(PLTR)$ | Big Data • $CrowdStrike Holdings, Inc.(CRWD)$ | Cybersecurity • $Tempus AI(TEM)$ | Healthcare AI • $NANO Nuclear Energy Inc(NNE)$ | Nuclear Energy •
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      12 stocks to each major secular growth theme for the next decade
    • ShayBoloorShayBoloor
      ·02-17

      Why Is Healthcare the Hottest Sector in the Market Right Now

      AI is no longer creeping into healthcare -- it’s bulldozing through it, forcing a fundamental reset of how medicine is developed, delivered, and monetized. Investors are no longer speculating; they’re reallocating capital toward the companies driving this shift, and the market is rewarding them in 2025. This isn’t just a temporary wave -- it’s a structural repricing of healthcare’s future.The forces at play go beyond balance sheets and earnings calls. AI is now an operational necessity in healthcare, and policy shifts are accelerating its adoption. The speculation surrounding RFK Jr. as Trump’s potential HHS secretary has injected a fresh dose of bullishness into the space, as investors price in a pro-innovation regulatory environment that could remove bottlenecks slowing AI integration. M
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      Why Is Healthcare the Hottest Sector in the Market Right Now
    • ShayBoloorShayBoloor
      ·02-17

      Quantum Computing Is Here -- What Role Will $NVDA Play?

      $NVIDIA(NVDA)$ Quantum computing has shattered the confines of theoretical abstraction, no longer a cryptic enigma whispered about in academic circles. It is here, accelerating, and fundamentally rewriting the technological landscape. The once-distant paradigm shift is no longer a speculative exercise -- it’s an active force, unfolding in real time. Amid this upheaval, NVIDIA isn’t just keeping pace -- it’s designing the very scaffolding of this revolution. Not a passive observer, not a peripheral player, but the unseen architect reshaping the quantum frontier with deliberate precision. The company's CUDA Q platform -- a seamless integration of quantum tools, simulators, and infrastructure -- isn’t merely simplifying quantum computing; it’s accele
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      Quantum Computing Is Here -- What Role Will $NVDA Play?
    • ShayBoloorShayBoloor
      ·02-17

      The 12 Steps Defining the New Digital Economy

      The 12 Steps Defining the New Digital Economy 1. $ASML Holding NV(ASML)$ designs and manufactures advanced photolithography machines essential for semiconductor chip production -- used by $Taiwan Semiconductor Manufacturing(TSM)$ to fabricate high-performance semiconductor chips.2. $ARM Holdings(ARM)$ designs the fundamental architectures that power modern processors -- licensing its low-power, high-efficiency designs to industry leaders across mobile, cloud & AI computing.3. $NVIDIA(NVDA)$ dominates AI & high-performance computing with its cutting-edge GPUs -- while CUDA & NVLink cement its position as the bac
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      The 12 Steps Defining the New Digital Economy
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