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This page analyzes public posts from @StockSavvyShay. StockSavvyShay does not endorse, sponsor, or have any relationship with this platform. Picks are AI-extracted from publicly available posts and may contain errors. Not financial advice.
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StockSavvyShay

Growth · Small-Cap · AI/Grid/Cyber Themes

Thematic @StockSavvyShay · Months Updated 2026-08-31
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New today +14 new picks CIEN, WGS, PRCT… 7 promoted to setting up CRWV, IREN, AVGO… 1 fell out TSM

Posting activity — last 90 days @StockSavvyShay

90d ago 268 unique tickers · 9960 mentions today

Analysis complete

5 steps completed · picks ready

Tracked Trades last 10d

-4.2%
open avg gain · last 10d
14 tracked · 13 open · 1 closed
13 open positions
META 2026-08-31 entry $578.02 -1.2% since entry
IREN 2026-08-31 entry $35.73 +3.3% since entry
CRWV 2026-08-31 entry $84.23 +0.2% since entry
RKLB 2026-08-27 · 4d entry $67.02 -3.9% since entry
ASTS 2026-08-27 · 4d entry $60.52 -2.2% since entry
MSFT 2026-08-27 · 4d entry $496.37 +2.8% since entry
TSM 2026-08-27 · 4d entry $423.02 -0.6% since entry
AMD 2026-08-26 · 5d entry $479.18 -2.4% since entry
NBIS 2026-08-26 · 4d entry $223.29 -7.4% since entry
NVDA 2026-08-24 · 7d entry $214.72 +1.5% since entry
GOOGL 2026-05-22 · 101d entry $387.66 -12.8% since entry
AMZN 2026-05-15 · 105d entry $267.22 -3.6% since entry
AAOI 2026-05-11 · 112d entry $152.26 -28.2% since entry

StockSavvyShay's AI synthesis

Thematic growth picks tied to macro tailwinds — AI infrastructure, grid modernization, cybersecurity, energy transition — held months as themes play out.

Setting Up Now (11 stocks)

NVDA 195 mentions · Avg confidence 89%
Setting Up
📧 Entry · stop · target in your free daily email
GOOGL 89 mentions · Avg confidence 87%
Setting Up
📧 Entry · stop · target in your free daily email
AMD 58 mentions · Avg confidence 88%
Setting Up
📧 Entry · stop · target in your free daily email
AMZN 58 mentions · Avg confidence 88%
Setting Up
📧 Entry · stop · target in your free daily email
CRWV 39 mentions · Avg confidence 86%
Setting Up
📧 Entry · stop · target in your free daily email
IREN 38 mentions · Avg confidence 88%
Setting Up
📧 Entry · stop · target in your free daily email
+ 5 more in your free daily email ↓

On the Radar

MU 90 mentions
Watch
📧 Entry · stop · target in your free daily email

Today's Market Read

$QQQ Price Action
WeeklyUPTREND ABOVE RISING 10wma
DailyUPTREND ABOVE RISING 21dma
0.12×ATR — Buy Zone
Breadth — $QQQ MCSI / MCO
MCSI 107 — BELOW 10dma · MCO -13.7 — NEUTRAL

2/3 internals risk-on — be selective

Last 10 days · 14 fires →

Gameplan

Own the best-positioned name per high-conviction theme, exit when the theme rotates out.

Do
  • Group @StockSavvyShay's picks by theme (AI, grid, cyber, energy); rank by repetition and conviction depth.
  • Pick the most-leveraged name per theme, not the most-hyped.
  • Stagger entries across themes; use the 21 EMA as the structural support reference.
Avoid
  • Chasing thematic darlings already extended on the move.
  • Concentrating in one theme — sector rotation can de-rate the whole bucket.
  • Ignoring a close below the 21 EMA on above-average volume — that's the theme rolling.
Strategy Fit
Bull trend leaders — Thematic moves reward ema_crossover, supertrend, supertrend_pullback, macd_trend, jeff_sun_momentum.
Breakout / momentum — qullamaggie_breakout, turtle_breakout, donchian_breakout, absolute_momentum capture thematic acceleration.
Accumulation patterns — Pre-thematic bases via vcp_patterns, base_and_break, bb_squeeze, ttm_squeeze set up the next leg.

📋 All tracked tickers — last 90 days (268) from @StockSavvyShay

Ticker Mentions First picked Last picked Setup
NVDA 195 2026-06-02 2026-08-31 Now
GOOGL 89 2026-06-02 2026-08-27 Now
AMD 58 2026-06-06 2026-08-29 Now
AMZN 58 2026-06-04 2026-08-30 Now
CRWV 39 2026-06-10 2026-08-26 Now
IREN 38 2026-06-03 2026-08-31 Now
AVGO 34 2026-06-03 2026-08-29 Now
ASTS 42 2026-06-02 2026-08-29 Now
META 50 2026-06-03 2026-08-28 Now
NBIS 84 2026-06-06 2026-08-29 Now
RKLB 54 2026-06-03 2026-08-29 Now
MU 90 2026-06-03 2026-08-29 Watch
MSFT 59 2026-06-02 2026-08-27 Watch
SPCX 116 2026-06-03 2026-08-30 Watch
PLTR 39 2026-06-04 2026-08-30 Watch
INTC 34 2026-06-06 2026-08-29 Extended
TSM 33 2026-06-04 2026-08-28 Extended
TSLA 32 2026-06-03 2026-08-30 Extended
ONDS 31 2026-06-02 2026-08-29 Extended
MRVL 31 2026-06-02 2026-08-29 Extended
SNDK 27 2026-06-03 2026-08-29 Extended
SKHY 27 2026-06-23 2026-08-28 Extended
BE 25 2026-06-02 2026-08-29 Extended
ORCL 23 2026-06-10 2026-08-23 Extended
NVTS 22 2026-06-03 2026-08-28 Extended

Status reflects today's technical setup vs the investor's pick. Pro unlocks per-pick reasoning, RSI/MA values, strategy signals, and entry levels.

Playbook config

StyleThematic
HorizonMonths
Source@StockSavvyShay
Stock picks shown are AI-extracted from public posts by @StockSavvyShay. Accuracy is not guaranteed. StockSavvyShay has no knowledge of or affiliation with this service. Past mentions are not recommendations. Always do your own due diligence before investing.

About this playbook

Shay Boloor invests thematically — identifying macro structural trends (AI infrastructure, grid modernization, cybersecurity) and building concentrated exposure to the companies best positioned to benefit. He groups picks by theme, tracks conviction through repetition, and combines top-down sector analysis with bottom-up stock selection. The best ideas are revisited repeatedly as the thesis develops.

What to look for: Structural macro trend with multi-year runway + company with direct, high-margin exposure to that trend + mentioned repeatedly by Shay across multiple posts as conviction deepens.
Origin: StockSavvyShay (@StockSavvyShay), thematic investor