📊 Savvy Trader Master Calendar — Shay Boloor

Growth Portfolio 📈 · 4th Industrial Revolution Portfolio 🏭 · Updates daily at 08:00 BKK · Last updated: Apr 25, 2026 · 08:27 BKK
Total Buys
23
Total Sells
22
Cash Deposits
3
Active Days
13
Avg Realized
+153.8%
Winners
19
Losers
3
🟢 Buy
🔴 Sell
💰 Cash
G Growth
I 4IR
▲ Positive · ▼ Negative · ◐ Watching · ● Neutral

📅 March 2026

Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
● TMDX
💭 Scalers+ is the metric that you need to track going forward | The chart is telling you two distinct $TMDX stories.
2
I🟢 MELI @$1701.17
G🟢 CLPT @$9.6
● AEHR● CLPT● QURE● MDB● ASTS
💭 William Blair upgraded $AEHR to Outperform | $CLPT selling off in sympathy with
3
I🟢 MELI @$1682.86
I🔴 MDB @$233.66 +15%
I🟢 ALAB @$114.42
I🟢 ALAB @$110.79
I🟢 TEM @$49.74
G🔴 EOSE @$5.79 +62%
+2 more
4
G🔴 EOSE @$6.56 +84%
I🟢 DOCN @$51.94
I🔴 MDB @$246.6 +21%
● CRWD▼ ZS● AVGO
💭 MY $CRWD POST-EARNINGS THOUGHTS | Amazing to see every holding green today | MY
5
I🔴 MDB @$260.84 +28%
G🟢 SYNA @$74.44
● AVGO● SITM● IOT
💭 What a day for software stocks so far | $AVGO AI networking was the quieter stor
6
I💰 Deposit $12,000
G🟢 SITM NEW @$350.98
G🔴 ASTS @$95.03 +320%
G🟢 SITM @$349.66
I🔴 MDB @$270.19 +33%
G🔴 AEHR @$39.71 +132%
+3 more
● AAOI● SITM● IOT● TMDX● AVGO
💭 That was a really bad Feb jobs report which to me was essentially a stagflation
7
● SOFI▼ JMIA
💭 WHY $SOFI LANDED ON MY TOP 10 COMPANIES WITH THE STRONGEST EARNINGS CYCLE | UPDATED THOUGHTS ON SOME ENTERPRISE SOFTWARE
8
💭 Looks like its going to be an ugly start to the week will Oil approaching $110 and the futures are down ~2%. | Looks lik
9
● CLPT● QURE● AAOI
💭 Remember I flagged on Friday that I sold 300 shares of $CLPT at $13.12 to raise about ~$4K in cash. If it opens where it
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31

📅 April 2026

Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
● AAOI
💭 This is not thesis-breaking for $AAOI but it is a red flag. The company has a 2.0 Glassdoor rating
12
● LITE● COHR● AAOI● AMZN
💭 Someone asked me: "What were the factors that ultimately led you to purchase $AAOI versus $COHR or $LITE | UPDATED THOUG
13
G🔴 CRDO @$129.56 +36%
● JMIA● NOW● IGV● CLPT● CRDO
💭 I did not expect the portfolio to be up 3% today | I did not expect the portfoli
14
I🔴 RBRK @$50.35 -13%
I🔴 META @$657.76 +8%
● CRDO▼ ALAB▼ GOOGL▼ MRVL● AMZN
💭 $CRDO now up over 20% pre-market | What a follow-through in software... great to
15
● OSS● IONQ
💭 $OSS shareholder letter is the reason the stock is up 10% today because the letter did three | Holy $IONQ | Going throug
16
G🔴 AEHR @$86.16 +404%
● AEHR● NVDA● JMIA
💭 $AEHR received a record $41M production order from its lead hyperscale customer
17
I💰 Deposit $9,000
G🔴 SITM @$498.21 +47%
G🔴 OSS @$10.13 +20%
G🔴 SOFI @$19.88 -12%
● AAOI● RKLB● CRWD● EOSE● TMDX
💭 $AAOI just said its Houston footprint is expanding to 900000 square feet with In
18
● QQQ● ARKK● SPY
💭 UPDATED GROWTH PORTFOLIO EXPOSURE Performance: • Growth Portfolio: +383% (88% CAGR) • $ARKK: +154% • $QQQ: +148% • $SPY:
19
● ASTS
💭 UPDATED THOUGHTS ON $ASTS AFTER BLUEBIRD 7 This is obviously a tough update for AST because | UPDATED THOUGHTS ON $ASTS
20
● SNOW● AMZN
💭 THE OPTICAL PHOTONICS BOTTLENECK The AI infrastructure story is starting to run | I just went through a channel check on
21
G🔴 NVTS @$16.49 +475%
G🔴 AEHR @$97.82 +472%
G🟢 KTOS NEW @$68.89
I🔴 ALAB @$193.33 +115%
● NVTS● AEHR● SYNA● ALAB● AMZN
💭 Holy $NVTS... | Just a heads up I have a limit order in place to sell another 10
22
G🔴 AEHR @$101.05 +491%
G🟢 AVEX NEW @$31.13
G🔴 NVTS @$18.43 +542%
● NOW● AEHR● ARM● AVEX● TSLA
💭 MY $NOW PRE-EARNING THOUGHTS ServiceNow reports after the close today and my bas
23
I🟢 NOW NEW @$88.34
I🟢 NOW @$87.86
I🟢 AXON @$377.69
I🔴 ASTS @$80.41 +110%
G🟢 KTOS @$66.28
G🟢 KTOS @$65.05
▼ NOW● ASTS● OKLO● NVDA● INTC
💭 MY $NOW POST-EARNING THOUGHTS ServiceNow is down roughly 14% after earnings but
24
I💰 Deposit $12,000
G🟢 KTOS @$63.95
G🟢 KTOS @$62.94
● INTC● AMZN● META● SYNA
💭 MY $INTC POST-EARNING THOUGHTS Intel is up nearly 30% after earnings because | T
25 ★
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🎯 Stock Sentiment & Activity Summary

TickerBuysSellsNet Cash FlowMentionsSentimentShay's Thesis
KTOS50$-11,7560NEUTRAL
MDB04$+23,3223NEUTRAL$MDB Cloud Atlas growth also decelerated in Q4
SITM31$-11,4282NEUTRALACCUMULATION LEVELS ON $SITM
AEHR04$+28,1666NEUTRALJust a heads up, it is pretty incredible to see the FOMO now building in $AEHR as more people finally start to see the
ALAB21$+7,4143NEUTRAL$ALAB looks weak today on fears the $GOOGL-$MRVL tie-up could pressure its AI connectivity TAM but
MELI20$-5,0670NEUTRAL
CLPT20$-2,8334NEUTRALRemember I flagged on Friday that I sold 300 shares of $CLPT at $13.12 to raise about ~$4K in cash. If it opens where it
EOSE02$+6,1751NEUTRALUpdate on the $EOSE LEAPS I moved from commons into the trading portfolio on X is that they've now officially doubled
SYNA20$-2,6282NEUTRALWow I didn't even notice $SYNA is up 10% today..
ASTS02$+19,5544NEUTRALSomething I'm also thinking about is closing the $ASTS position in the family portfolio. I own 500
RBRK02$+12,9420NEUTRAL
META11$+13,2312NEUTRAL$META is reportedly laying off about 10% of its workforce on May 20 with more cuts potentially coming
NVTS02$+8,8271NEUTRALHoly $NVTS...
NOW20$-17,6443NEUTRALReally nice note from Bernstein this morning reiterating Outperform on $NOW with a
TEM10$-1,2441NEUTRAL$TEM launched an automated "Active Follow-Up" service for

🏆 Realized P&L Leaderboard

Top Winners

DateTickerPtfSold @Gain
2026-04-22NVTSG$18.43+542.1%
2026-04-22AEHRG$101.05+490.9%
2026-04-21NVTSG$16.49+474.6%
2026-04-21AEHRG$97.82+472.0%
2026-04-16AEHRG$86.16+403.8%
2026-03-06ASTSG$95.03+320.4%
2026-03-06AEHRG$39.71+132.2%
2026-04-21ALABI$193.33+115.5%

Biggest Drawdowns

DateTickerPtfSold @P&L
2026-04-14RBRKI$50.35-13.2%
2026-04-17SOFIG$19.88-12.4%
2026-03-06RBRKI$57.45-7.6%
2026-04-14METAI$657.768.2%
2026-03-03MDBI$233.6614.9%