Daniel Newman

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0:54

$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. 👀🔮

Daniel Newman

23,003 views • 3 days ago

2:01

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

Daniel Newman

133,455 views • 3 months ago

1:16

$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.

Daniel Newman

15,770 views • 10 days ago

4:23

$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. 👏🏻🚀

Daniel Newman

127,115 views • 3 months ago

2:00

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

Daniel Newman

915,837 views • 3 years ago

0:50

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

Daniel Newman

71,796 views • 2 months ago

0:43

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

Daniel Newman

156,038 views • 7 months ago

2:41

$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.💪🏻

Daniel Newman

21,576 views • 1 month ago

2:45

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

Daniel Newman

153,778 views • 10 months ago

3:14

$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. 🚀

Daniel Newman

44,288 views • 2 months ago

0:47

$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.

Daniel Newman

198,164 views • 1 year ago

$$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. 👀$

0:47

$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. 👀

Daniel Newman

46,687 views • 3 months ago

1:29

$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.

Daniel Newman

59,394 views • 5 months ago

0:41

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

Daniel Newman

30,446 views • 2 months ago

0:41

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. 🍺

Daniel Newman

46,063 views • 4 months ago

5:13

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. 🥜

Daniel Newman

64,109 views • 7 months ago

1:19

$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.

Daniel Newman

23,643 views • 2 months ago

1:29

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.

Daniel Newman

28,092 views • 2 months ago

1:01

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. 👊🏻🚀

Daniel Newman

87,491 views • 11 months ago

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

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

$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.

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

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

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

$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 &amp; reflects a small price for NVIDIA to pay to deepen its access to HF community.💪🏻

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

$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. 🚀

$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.

$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. 👀

$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.

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

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. 🍺

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. 🥜

$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.

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.

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. 👊🏻🚀

$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. 👀🔮

$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.💪🏻