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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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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 görüntüleme

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$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 görüntüleme • 3 ay önce

$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.

59,082 görüntüleme • 1 ay önce

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

915,482 görüntüleme • 3 yıl önce

$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 👏🏻🚀

153,001 görüntüleme • 6 ay önce

$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 görüntüleme • 10 ay önce

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. 🥜

55,404 görüntüleme • 3 ay önce

$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 görüntüleme • 8 ay önce

$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 görüntüleme • 2 ay önce

$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 görüntüleme • 3 ay önce

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 görüntüleme • 7 ay önce

‘Nonsense’ is the word I use to describe the story about Sarah Friar suggesting OpenAI is missing targets and at risk of not being able to meet its compute commitments. 😮‍💨

‘Nonsense’ is the word I use to describe the story about Sarah Friar suggesting OpenAI is missing targets and at risk of not being able to meet its compute commitments. 😮‍💨

17,190 görüntüleme • 1 ay önce

Only 20% of $NVDA coverage in the financial media was positive. 😳 Many seem to want this to be a bubble. I’m sorry to inform—it is not. 🚀

Only 20% of $NVDA coverage in the financial media was positive. 😳 Many seem to want this to be a bubble. I’m sorry to inform—it is not. 🚀

63,445 görüntüleme • 9 ay önce

$AMZN $GOOGL $MSFT and $META all understand that the risk of underinvesting in AI Capex is significantly larger than overspending. 👏🏻

$AMZN $GOOGL $MSFT and $META all understand that the risk of underinvesting in AI Capex is significantly larger than overspending. 👏🏻

12,447 görüntüleme • 1 ay önce

$INTC should see external customers ramp with 14A. 18A has long been known to be an internal node. With US backing and $NVDA investing in Intel, we see it as more of a question of when the external customers land rather than if. 💪🏻

$INTC should see external customers ramp with 14A. 18A has long been known to be an internal node. With US backing and $NVDA investing in Intel, we see it as more of a question of when the external customers land rather than if. 💪🏻

30,267 görüntüleme • 5 ay önce

$AMD is providing receipts right now winning inference workloads from one of the best implementers of AI on the planet in $META And don’t @ me about the warrants. No one will care when AMD market cap goes above a trillion. 👏🏻🔥🚀

$AMD is providing receipts right now winning inference workloads from one of the best implementers of AI on the planet in $META And don’t @ me about the warrants. No one will care when AMD market cap goes above a trillion. 👏🏻🔥🚀

21,024 görüntüleme • 3 ay önce

$META isn’t only building AI but it is using it to drive more than $60 Billion in annual revenue and growing. Exemplary AI ROI 👏🏻🚀

$META isn’t only building AI but it is using it to drive more than $60 Billion in annual revenue and growing. Exemplary AI ROI 👏🏻🚀

21,000 görüntüleme • 3 ay önce

$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.

$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.

42,059 görüntüleme • 10 ay önce

$GOOGL selloffs be damned. Google can’t be thrown out with the bath water. 👏🏻💪🏻

$GOOGL selloffs be damned. Google can’t be thrown out with the bath water. 👏🏻💪🏻

17,790 görüntüleme • 4 ay önce

$NVDA is the cornerstone of AI. Does the company’s outlook justify its lofty valuation? Short answer: Yes. Longer answer: 👇🏼👏🏻🚀

$NVDA is the cornerstone of AI. Does the company’s outlook justify its lofty valuation? Short answer: Yes. Longer answer: 👇🏼👏🏻🚀

22,507 görüntüleme • 6 ay önce

The real signs of SaaSpocalypse will show up in RPO. Which is the key metric to watch as the winners and losers of software diverge.

The real signs of SaaSpocalypse will show up in RPO. Which is the key metric to watch as the winners and losers of software diverge.

10,663 görüntüleme • 2 ay önce