Daniel Newman

@danielnewmanUV • 78,062 subscribers

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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. 😬🥲

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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 • 3 days ago

2:01

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

Daniel Newman

133,455 views • 2 months 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 • 2 months 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 • 1 month ago

2:00

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

Daniel Newman

915,739 views • 3 years 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 • 1 month 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 • 6 months 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 • 9 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 • 2 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 • 1 month 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 • 1 month 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 • 4 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 • 1 month 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 • 3 months ago

2:55

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

Daniel Newman

103,367 views • 11 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

63,283 views • 6 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 • 10 months ago

1:32

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

Daniel Newman

26,266 views • 2 months ago

2:47

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

Daniel Newman

29,471 views • 3 months ago

Live Cam

Daniel Newman

Shorts

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

Videos

Watch Anya Live

$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.💪🏻

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

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

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

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

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

$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. 👀

$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.

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

$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.

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.

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. 🍺

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

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. 🥜

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. 👊🏻🚀

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

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

$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.💪🏻

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