Shay Boloor
@StockSavvyShay
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
305 Following 396.5K Followers
$TSLA CEO Elon Musk and $NVDA CEO Jensen Huang were spotted together on Air Force One.
Two of the biggest builders behind the AI and space economy with a combined net worth north of $1T.
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$ONDS is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control.
That's where the $PLTR partnership becomes important because software is what can turn a collection of drones, sensors and robots into a real operating system.
The acquisition strategy is aggressive but this quarter made it look a lot more credible. Less like a roll-up and more like an emerging autonomous defense platform with real demand behind it.
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$NBIS revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online.
This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in.
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Cathie Wood bought ~$35M of $CBRS today
$EOSE builds long-duration energy storage batteries which are the kind the grid increasingly needs as AI data centers, electrification and manufacturing all push power demand higher.
Their batteries can act like a shock absorber for the grid handling both rapid cycling and longer-duration discharge which is the combination utilities can't get from lithium alone.
The bar was extremely low after Q4 and Q1 was the first real step toward rebuilding credibility but if Frontier Power USA works then Eos could move from a promising battery manufacturer with financing issues into a long-duration storage platform with its own project deployment engine.
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S&P 500 HITS NEW ALL-TIME HIGH AT 7,500
One thing I’m certain of from today’s $CBRS IPO is that it’s going to make $NVDA $20B Groq deal look like an absolute steal.
President Trump’s latest disclosure reportedly shows he owns more than $1M of $NVDA stock.
$ONDS revenue is expected to reach nearly $1B a year by 2028.
That is exactly why it has earned a spot in my “drone” bucket as Ondas starts looking more and more like an emerging autonomous defense platform.
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$ONDS is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control.
That's where the $PLTR partnership becomes important because software is what can turn a collection of drones, sensors and robots into a real operating system.
The acquisition strategy is aggressive but this quarter made it look a lot more credible. Less like a roll-up and more like an emerging autonomous defense platform with real demand behind it.
Show more
SPACEX IPO PROSPECTUS COULD HIT AS SOON AS NEXT WEEK
Joshua Kushner’s firm Thrive Capital just made a new $100M investment in $SHOP.
Always interesting when the president’s son-in-law’s brother decides to write a nine-figure check.
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$ZETA joined $SNOW Open Semantic Interchange initiative to help create a vendor-neutral data standard for AI-powered analytics and marketing.
The goal is to make messy enterprise data easier to unify so companies can get cleaner insights across AI, BI and marketing platforms.
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$FIG CRUSHED THEIR Q1 EARNINGS
• Revenue: $333M vs. Est. $316M
• EPS $0.10 vs. Est. $0.06
• Customers >$100K ARR: 1,525 (+48% YoY)
• Net Dollar Retention: 139% (highest in two years)
Q2 Guidance
• Revenue: $349M vs. Est. $330M
FY26 Guidance
• Revenue: $1.43B vs. Est. $1.29B
• Operating Income: $130M vs. Est. $105M
75%+ of Org and Enterprise users who exceeded AI credit limits continued using credits in April.
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The U.S. Space Force visited $RKLB Auckland facility as commercial space becomes a bigger part of national security.
Officials described the need to build an “Arsenal of Freedom” reinforcing Rocket Lab’s role in the next generation of defense space infrastructure.
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$ONDS is trying to build a full 'system-of-systems' across aerial drones, counter-drone systems, ground robotics, ISR, border security, demining and AI-enabled command-and-control.
That's where the $PLTR partnership becomes important because software is what can turn a collection of drones, sensors and robots into a real operating system.
The acquisition strategy is aggressive but this quarter made it look a lot more credible. Less like a roll-up and more like an emerging autonomous defense platform with real demand behind it.
Show more
S&P 500 HITS NEW ALL-TIME HIGH AT 7,500
One thing I’m certain of from today’s $CBRS IPO is that it’s going to make $NVDA $20B Groq deal look like an absolute steal.
President Trump’s latest disclosure reportedly shows he owns more than $1M of $NVDA stock.
$NBIS revenue is expected to go from $51M to $2.4B in just over two years showing how violent AI compute shortage can be for companies that can actually bring capacity online.
This is contracted hyperscaler demand backed by 3.5GW of AI compute capacity that's already locked in.
Show more
$EOSE builds long-duration energy storage batteries which are the kind the grid increasingly needs as AI data centers, electrification and manufacturing all push power demand higher.
Their batteries can act like a shock absorber for the grid handling both rapid cycling and longer-duration discharge which is the combination utilities can't get from lithium alone.
The bar was extremely low after Q4 and Q1 was the first real step toward rebuilding credibility but if Frontier Power USA works then Eos could move from a promising battery manufacturer with financing issues into a long-duration storage platform with its own project deployment engine.
Show more
