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Daniel Newman

@danielnewmanUV • 78,536 subscribers

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

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Fast and furious AI breakdown with Charles V Payne 👏🏻 Sizing the AI Capex Boom (Bull case $13.1 Trillion) 🐂 $SPCX investing in more NVIDIA and taking data centers into orbit. 🌎 $NVDA rapidly ramps Rubin 📈 $MRVL lays down an eye watering 61% CAGR between FY27 and FY31 to $70-90 Billion. 👀 $NOW is still undervalued even tho we now know AI won’t vibe code away enterprise apps and tools. 🚀👏🏻

Fast and furious AI breakdown with Charles V Payne 👏🏻 Sizing the AI Capex Boom (Bull case $13.1 Trillion) 🐂 $SPCX investing in more NVIDIA and taking data centers into orbit. 🌎 $NVDA rapidly ramps Rubin 📈 $MRVL lays down an eye watering 61% CAGR between FY27 and FY31 to $70-90 Billion. 👀 $NOW is still undervalued even tho we now know AI won’t vibe code away enterprise apps and tools. 🚀👏🏻

24,920 Aufrufe • vor 17 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 4 Monaten

$MSFT is absolutely operating as the “Adult in the AI room.” Building its AI ambitions on cash flow rather than debt and dilution. Not to say the other routes are all bad, but this path plus Microsoft’s strength and trust in enterprise leaves room to the upside. 👏🏻💪🏻

$MSFT is absolutely operating as the “Adult in the AI room.” Building its AI ambitions on cash flow rather than debt and dilution. Not to say the other routes are all bad, but this path plus Microsoft’s strength and trust in enterprise leaves room to the upside. 👏🏻💪🏻

15,332 Aufrufe • vor 11 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 4 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

915,856 Aufrufe • vor 3 Jahren

$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 24 Tagen

$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 8 Monaten

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 3 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

$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 11 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 3 Monaten

$$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. 👀

49,819 Aufrufe • vor 4 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 1 Monat

$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

$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 6 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 8 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. 🍺

46,078 Aufrufe • vor 5 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 1 Jahr

$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 3 Monaten