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Daniel Newman

@danielnewmanUV • 78,352 subscribers

CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇

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$MU prints in less than an hour. 3 numbers I expect them to beat. $51 Billion Revenue $31.60 EPS -> I see above $33.00 86% Gross Margins Guidance will be north of $57 Billion with more than $36 EPS. 👀🔮

$MU prints in less than an hour. 3 numbers I expect them to beat. $51 Billion Revenue $31.60 EPS -> I see above $33.00 86% Gross Margins Guidance will be north of $57 Billion with more than $36 EPS. 👀🔮

23,003 Aufrufe • vor 3 Tagen

$MU What would it take for me to say “Sell?” 😎

$MU What would it take for me to say “Sell?” 😎

133,455 Aufrufe • vor 3 Monaten

$QCOM only needs a low single digit percentage of the datacenter accelerator, CPU, and networking to add tens of billions in revenue. The upside is asymmetric and with $AMZN already signed up, we believe more big deals will follow.

$QCOM only needs a low single digit percentage of the datacenter accelerator, CPU, and networking to add tens of billions in revenue. The upside is asymmetric and with $AMZN already signed up, we believe more big deals will follow.

15,770 Aufrufe • vor 10 Tagen

$SPCX is an N of 1. There is nothing else like it and no easy way to value it. Fundamentals will never get you to $1.77 trillion. It will be a 5 trillion dollar company some day. But, it very well may retreat to being a $1 trillion company before it sees that parabolic move to 5 trillion and beyond. 👏🏻🚀

$SPCX is an N of 1. There is nothing else like it and no easy way to value it. Fundamentals will never get you to $1.77 trillion. It will be a 5 trillion dollar company some day. But, it very well may retreat to being a $1 trillion company before it sees that parabolic move to 5 trillion and beyond. 👏🏻🚀

127,115 Aufrufe • vor 3 Monaten

My favorite #CES2023 device in the “I would actually use that category.” Well done Lenovo

My favorite #CES2023 device in the “I would actually use that category.” Well done Lenovo

915,837 Aufrufe • vor 3 Jahren

The AI Bubble Bears want this cycle to be like cycles of the past. And they will mock the whole “this cycle is different” talking point. But I’m just going to say it. This cycle is different. 🚀 $10+ Trillion in cumulative capex by 2030

The AI Bubble Bears want this cycle to be like cycles of the past. And they will mock the whole “this cycle is different” talking point. But I’m just going to say it. This cycle is different. 🚀 $10+ Trillion in cumulative capex by 2030

71,796 Aufrufe • vor 2 Monaten

$NVDA should see 40-50% of the ~$700 Billion in Mag 7 committed AI Capex. Hard to bet against that. 🚀

$NVDA should see 40-50% of the ~$700 Billion in Mag 7 committed AI Capex. Hard to bet against that. 🚀

156,038 Aufrufe • vor 7 Monaten

$NVDA understands the need to democratize AI at scale. Bringing down the cost per correct response rapidly leveraging a diverse set of open weight models. The Hugging Face deal makes enormous sense & reflects a small price for NVIDIA to pay to deepen its access to HF community.💪🏻

$NVDA understands the need to democratize AI at scale. Bringing down the cost per correct response rapidly leveraging a diverse set of open weight models. The Hugging Face deal makes enormous sense & reflects a small price for NVIDIA to pay to deepen its access to HF community.💪🏻

21,576 Aufrufe • vor 1 Monat

$NVDA will outperform, AI is not a bubble, and today’s earnings will validate the trend. Let’s go 👏🏻🚀

$NVDA will outperform, AI is not a bubble, and today’s earnings will validate the trend. Let’s go 👏🏻🚀

153,778 Aufrufe • vor 10 Monaten

$MU can absolutely deliver the $400 Billion in FCF that UBS cited this week. Demand, margin profile, and sustained capex buildout are the setup. Futurum Equities Rolf Bulk reiterates its buy and $1,550 PT. 🚀

44,288 Aufrufe • vor 2 Monaten

$NVDA is the best AI play by an inconceivable margin. $GOOGL is wildly undervalued and has a lot more AI horsepower than it is given credit for. $AAPL is a cash machine that has a deservedly terrible narrative after fumbling its AI strategy for 2+ years.

$NVDA is the best AI play by an inconceivable margin. $GOOGL is wildly undervalued and has a lot more AI horsepower than it is given credit for. $AAPL is a cash machine that has a deservedly terrible narrative after fumbling its AI strategy for 2+ years.

198,164 Aufrufe • vor 1 Jahr

$$QCOM Investor Day tomorrow. Expecting a strong slate of datacenter wins to back our long term thesis that it has a massive multi-billion revenue expansion op by winning a small fraction of a massive DC TAM. 👀$

$QCOM Investor Day tomorrow. Expecting a strong slate of datacenter wins to back our long term thesis that it has a massive multi-billion revenue expansion op by winning a small fraction of a massive DC TAM. 👀

46,687 Aufrufe • vor 3 Monaten

$NOW rule of 57 with strong AI growth. The baby is being thrown out with the bath water. Nevertheless this trend may take time to shake out.

$NOW rule of 57 with strong AI growth. The baby is being thrown out with the bath water. Nevertheless this trend may take time to shake out.

59,394 Aufrufe • vor 5 Monaten

$SKHY $MU and a multi year run ahead for memory. Constraints will last beyond the end of the decade. Big day for SK Hynix. 👀

$SKHY $MU and a multi year run ahead for memory. Constraints will last beyond the end of the decade. Big day for SK Hynix. 👀

30,446 Aufrufe • vor 2 Monaten

About 20% of businesses use AI daily. About 2% of consumers pay for AI services. The game hasn’t even started yet. We are still in the pre-game. Tailgating in the parking lot. Eating a hotdog and drinking a beer. 🍺

About 20% of businesses use AI daily. About 2% of consumers pay for AI services. The game hasn’t even started yet. We are still in the pre-game. Tailgating in the parking lot. Eating a hotdog and drinking a beer. 🍺

46,063 Aufrufe • vor 4 Monaten

Not one CIO we are talking to is vibe coding a replacement to $NOW or $SAP or $ORCL or other critical business apps. It simply isn’t happening and it won’t. 👀 This doesn’t mean AI isn’t disrupting some software, but this is nuts. 🥜

Not one CIO we are talking to is vibe coding a replacement to $NOW or $SAP or $ORCL or other critical business apps. It simply isn’t happening and it won’t. 👀 This doesn’t mean AI isn’t disrupting some software, but this is nuts. 🥜

64,109 Aufrufe • vor 7 Monaten

$MSFT and $META will likely reaffirm or raise capex today, but it’s a Goldilocks situation. Market hates the investments right now, but they are existential to these companies long term.

$MSFT and $META will likely reaffirm or raise capex today, but it’s a Goldilocks situation. Market hates the investments right now, but they are existential to these companies long term.

23,643 Aufrufe • vor 2 Monaten

Memory supply and demand won’t find parity until 2030 (or later) and with new AI powered innovation in and out of the datacenter the constraint will remain giving memory names asymmetric pricing power for a prolonged cycle that is still at its beginning.

Memory supply and demand won’t find parity until 2030 (or later) and with new AI powered innovation in and out of the datacenter the constraint will remain giving memory names asymmetric pricing power for a prolonged cycle that is still at its beginning.

28,092 Aufrufe • vor 2 Monaten

How am I playing the AI utility trade? Easy peezy… Top 3 $IREN $CIFR $WULF. but $BITF is my 4 in case you were wondering. 👊🏻🚀

How am I playing the AI utility trade? Easy peezy… Top 3 $IREN $CIFR $WULF. but $BITF is my 4 in case you were wondering. 👊🏻🚀

87,491 Aufrufe • vor 11 Monaten