Stock lens · last 30 days
Who is talking
By role — pushy callers and skeptical anchors count differently.
Recent mentions
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Creator Name — what they said about MU this week
Creator Name — what they said about MU this week
Creator Name — what they said about MU this week
Creator Name — what they said about MU this week
Shay Boloor ▲ bullish
https://x.com/StockSavvyShay/status/2063945491264749572Bernstein estimates that Nvidia's Vera Rubin NVL72 rack will cost approximately $9.1 million by 2027, driven by rising HBM4 pricing. This anticipated shift represents a massive revenue step-up for memory manufacturers like Micron, Samsung, and SK Hynix.
Shay Boloor ▲ bullish
https://x.com/StockSavvyShay/status/2063784483892212185The creator highlights that Micron Technology (MU) shares have surged by more than 7% during overnight trading.
Shay Boloor ▲ bullish
https://x.com/StockSavvyShay/status/2063634191590306262The creator disputes the notion that the stock market is in a bubble by presenting relatively low 2027 earnings multiples for several of the world's largest technology companies.
Shay Boloor ▲ bullish
https://x.com/StockSavvyShay/status/2063614192050123191The creator highlights the twelve strongest earnings reports from the current cycle, listing companies across various sectors such as technology, semiconductors, and energy.
Shay Boloor ▲ neutral
https://x.com/StockSavvyShay/status/2063589322658664826NVIDIA CEO Jensen Huang expects the high-bandwidth memory (HBM) shortage to last for several years due to its high wafer capacity requirements and dependence on advanced packaging.
Shay Boloor ▲ neutral
https://x.com/StockSavvyShay/status/2063282891208241438This post highlights the top 15 performing stocks of 2026, showcasing substantial gains led by SNDK, AXTI, and AAOI.
Shay Boloor ▲ neutral
https://x.com/StockSavvyShay/status/2063262895807332626This post ranks various semiconductor stocks by their Price/Earnings-to-Growth (PEG) ratio to identify potentially undervalued and overvalued companies. The creator notes that a PEG ratio under 1.0 typically indicates undervalued growth, while a PEG ratio above 2.0 points to overvaluation.
Shay Boloor ▲ bullish
https://x.com/StockSavvyShay/status/2063246782658977822AI suppliers are projected to generate massive profits over the next three years, with NVIDIA leading the group at an estimated $1.1 trillion.