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Daniel Newman

@danielnewmanUV • 76,751 subscribers

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

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Going to call today $CIFR Sunday because Sunday pumps are is always the best. 🚀 520x3.5 on the hammer. 💪🏻 Hard fail on 4. 😬🥲

Going to call today $CIFR Sunday because Sunday pumps are is always the best. 🚀 520x3.5 on the hammer. 💪🏻 Hard fail on 4. 😬🥲

46,446 Aufrufe

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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

66,344 Aufrufe • vor 14 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 29 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 1 Monat

$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 13 Tagen

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.

27,981 Aufrufe • vor 14 Tagen

$$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 1 Monat

$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 5 Monaten

Futurum Equities sees AI related memory shortages lasting well beyond 2028 and have maintained a buy on $MU $SKHY and Samsung. All will enjoy margin expansion and demand well outstripping supply with supply demand parity being pushed out until at least 2030.

Futurum Equities sees AI related memory shortages lasting well beyond 2028 and have maintained a buy on $MU $SKHY and Samsung. All will enjoy margin expansion and demand well outstripping supply with supply demand parity being pushed out until at least 2030.

19,527 Aufrufe • vor 15 Tagen

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

915,597 Aufrufe • vor 3 Jahren

The bull case is over $11 trillion in 2030 capex. Today is a blip on the radar. Lock in. 💪🏻🚀

The bull case is over $11 trillion in 2030 capex. Today is a blip on the radar. Lock in. 💪🏻🚀

26,266 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 8 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.

197,844 Aufrufe • vor 1 Jahr

$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 3 Monaten

$QCOM investor day setup. We see a low single digit (1-5%) market share opportunity over the next few years. Translating to about $10 Billion of incremental revenue per 1%. This isn’t an $NVDA compete story. It’s an execution story vs. deals we expect to be announced today. 👀

$QCOM investor day setup. We see a low single digit (1-5%) market share opportunity over the next few years. Translating to about $10 Billion of incremental revenue per 1%. This isn’t an $NVDA compete story. It’s an execution story vs. deals we expect to be announced today. 👀

21,658 Aufrufe • vor 29 Tagen

$MRVL being added to the S&P 500 was well deserved. Bright future for that company. 🚀

$MRVL being added to the S&P 500 was well deserved. Bright future for that company. 🚀

29,471 Aufrufe • vor 1 Monat

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. 🥜

62,063 Aufrufe • vor 5 Monaten

$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity.

$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity.

103,367 Aufrufe • vor 9 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 9 Monaten

$MU revenue doubling while profit growing 4x in 2026 and an extended cycle driven by HBM demand. 🤩🚀

$MU revenue doubling while profit growing 4x in 2026 and an extended cycle driven by HBM demand. 🤩🚀

49,556 Aufrufe • vor 5 Monaten

$NBIS reminds the market that energy and capacity are still heavily constrained and hyperscalers have insatiable compute need. Good for $CIFR $CRWV and $IREN as well.

$NBIS reminds the market that energy and capacity are still heavily constrained and hyperscalers have insatiable compute need. Good for $CIFR $CRWV and $IREN as well.

39,918 Aufrufe • vor 4 Monaten