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Shay Boloor highlights projected revenue growth among leading companies involved in the AI buildout over the next three years. According to Boloor, companies such as MU, AVGO, AMD, CRWV, NBIS, BE, LITE, and IREN could see substantial increases in their revenues. The largest reported ramp is for MU, with revenues projected to grow from approximately $90 billion to $260 billion, while other firms also show multi-billion dollar growth trajectories.
Boloor previously identified SNDK as the top stock performer for 2026, with a reported gain of 781 percent among key tickers in his review of leading gains. He also reported that Polymarket odds of Anthropic reaching a $2 trillion valuation by year-end climbed to 47 percent. These earlier signals highlight Boloor’s focus on fast-growing tech and AI companies.