Daniel Newman

@danielnewmanUV • 76,751 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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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

66,344 views • 14 days ago

2:01

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

Daniel Newman

133,455 views • 29 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 • 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 • 13 days 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

27,981 views • 14 days 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 • 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 • 5 months ago

1:39

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.

Daniel Newman

19,527 views • 15 days ago

2:00

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

Daniel Newman

915,597 views • 3 years 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 • 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 • 8 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

197,844 views • 1 year 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 • 3 months ago

1:44

$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. 👀

Daniel Newman

21,658 views • 29 days ago

2:47

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

Daniel Newman

29,471 views • 1 month 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

62,063 views • 5 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 • 9 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 • 9 months ago

0:37

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

Daniel Newman

49,556 views • 5 months ago

1:16

$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.

Daniel Newman

39,918 views • 4 months ago

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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

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

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

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

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.

$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. 👀

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

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.

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

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

$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.

$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.

$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. 👀

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

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. 🥜

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

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

$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.

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