Shay Boloor (@StockSavvyShay)
@StockSavvyShay
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
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Billionaire investor Ron Baron says he placed a $1B order for $SPCX IPO shares and has no plans to sell in his lifetime.
He believes SpaceX can grow to ~$20T over the next 10-15 years with Starlink alone potentially doing $1T in annual revenue.
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$MSFT introduced a new quantum chip aimed at building a useful quantum machine by 2029.
You own the stock for Azure and improving Copilot monetization but quantum remains a free call option attached to the story.
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$MSFT unveiled its next-generation quantum chip called Majorana 2 and says it is targeting useful quantum machines by 2029.
Microsoft says AI-designed materials helped unlock a major performance jump.
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$MSFT unveiled its next-generation quantum chip called Majorana 2 and says it is targeting useful quantum machines by 2029.
Microsoft says AI-designed materials helped unlock a major performance jump.
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$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking.
Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.
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$MRVL sits directly inside one of the most important bottlenecks of the AI build out.
Jensen Huang just called Marvell the next company to join the trillion dollar club.
