
Daniel Newman
@danielnewmanUV • 75,709 subscribers
CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇
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$NVDA should see 40-50% of the ~$700 Billion in Mag 7 committed AI Capex. Hard to bet against that. 🚀
Daniel Newman156,038 просмотров • 3 месяцев назад

My favorite #CES2023 device in the “I would actually use that category.” Well done Lenovo
Daniel Newman915,482 просмотров • 3 лет назад

$NVDA will outperform, AI is not a bubble, and today’s earnings will validate the trend. Let’s go 👏🏻🚀
Daniel Newman153,001 просмотров • 6 месяцев назад

$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 Newman197,844 просмотров • 10 месяцев назад

$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity.
Daniel Newman103,367 просмотров • 8 месяцев назад

$MU revenue doubling while profit growing 4x in 2026 and an extended cycle driven by HBM demand. 🤩🚀
Daniel Newman49,556 просмотров • 3 месяцев назад

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 Newman87,491 просмотров • 7 месяцев назад

$NVDA will lead a trillion-dollar TAM for AI chips by 2030. Here is how our Futurum team is breaking this down. AI chips at least $1 trillion by 2030 (conservative est) 25% Custom which will be led by $AVGO (~70-75% share) $MRVL number 2 in custom with around 15-20% 75% Merchant GPU led by NVIDIA (~80-85% share) $AMD will take around 15% with an upside of 20% share. Perhaps the biggest beneficiary will be $TSM, which will hold the keys to all production unless $INTC and Samsung make meaningful strides at the leading edge.
Daniel Newman42,059 просмотров • 10 месяцев назад

$GOOGL selloffs be damned. Google can’t be thrown out with the bath water. 👏🏻💪🏻
Daniel Newman17,790 просмотров • 4 месяцев назад

$NVDA is the cornerstone of AI. Does the company’s outlook justify its lofty valuation? Short answer: Yes. Longer answer: 👇🏼👏🏻🚀
Daniel Newman22,507 просмотров • 6 месяцев назад