Daniel Newman
@danielnewmanUV
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CEO @TheFuturumGroup @FuturumEquities | Co-Founder @TheSixFiveMedia & @Signal_65 | @Forbes @MarketWatch Contributor | 7x Best-Seller | Dad x3 | Disclosures👇
Austin, TX
Joined December 2010
The big AI bets being made today by $GOOGL $MSFT $AMZN and others aren’t about 1-2 year horizons, they are defending their business models 5-10 years into the future.
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$CIFR bulls… What. A. Day. 👏🏻💪🏻🚀 And it’s only just begun.
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$GOOGL is now rhe most profitable company in the world. OpenAI is an amazing startup but those that think it will unseat Google in the near future are flat out wrong. 👊🏻💪🏻
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Remembering back to last quarter when $HIMS and $NVO were feuding. That was fun. 😮💨😆
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Right move after Burry said to go short. 😂
Sold all my stocks in the after hours session. I have moved full time to a large farm in an undisclosed location. I will wake up tomorrow at 5am to milk the cows and feed the chickens. I’m not chasing wealth anymore. I’m seeking peace. Bye.
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What you are seeing today with AI Utilities deals from $IREN and $CIFR is the beginning of a wave of such deals. Last week $GOOGL $MSFT $META and $AMZN all told us that they could not keep up. These deals augment capacity and these hyperscalers are sourcing every KW, MW, GW
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I still can’t understand how people are betting against AI demand. It is the fastest way to incinerate capital right now. 🤯
The kid analysts who took the other side of @mikealfred are taking it hard this morning 😂
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$AMZN gets the next OpenAI deal clocking in at $38 Billion. And the few weeks off from OpenAI mega deals were fun. But…we are back. 💪🏻🚀
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$LSCC providing more AI breadcrumbs Datacenter business up 60% YoY Server business up 85% YoY FPGAs flying on AI demand too. 💪🏻
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Whether you are bullish or bearish on $PLTR you are probably right. 😏
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The Big Short 2 😆 Only this time the bubble doesn’t burst.
MICHAEL BURRY BETS AGAINST THE AI BOOM WITH 66% OF SCION IN $PLTR PUTS & 14% IN $NVDA PUTS
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$CIFR CEO confirming what we have been trying so hard to say. Off. The. Charts. And growing. 💪🏻🚀
CIFR CEO TYLER PAGE: "I'VE NEVER SEEN ANYTHING LIKE THIS IN MY 25 YEAR CAREER...THE DEMAND IS OFF THE CHARTS AND ONLY SEEMS TO BE GETTING MORE OFF THE CHARTS"
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$PLTR is the bellwether of enterprise AI. Class of one right now. 🚀
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$HIMS mixed but I like the top line growth acceleration. Work to do. Unleash the peptides. 💪🏻👏🏻
$HIMS Q3 EARNINGS • Sales $599M vs Est. $580M • EPS $0.06 vs Est. $0.10 • EBITDA $78M vs Est. $68M • Gross Margin: 74% vs Est. 76% • Subscribers: 2.47M -- up 21% Q4 Guidance • Sales $615M vs Est. $630M • EBITDA $77M vs Est. $77M FY25 Guidance • Sales $2.35B vs Est.
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$NVDA delivers record LLM inference on $MSFT Azure hitting 1.1 million tokens/second. 💪🏻🚀
Azure + NVIDIA GB300 hit 1.1M tokens/sec 🚀 Signal65 validated record LLM inference throughput on a single ND GB300 v6 rack to bring supercomputing-class AI now in the cloud. Full report 👉 https://t.co/Qch0zDRhOB
@Azure @nvidia
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$AAPL AI strategy is… checks notes. $GOOGL 😬😂
$AAPL will use $GOOGL Gemini model to power the next version of Siri. Apple is paying Google to build a private Gemini system that runs on its own servers, adding AI search & intelligence without embedding Google services.
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$CIFR CEO confirming what we have been trying so hard to say. Off. The. Charts. And growing. 💪🏻🚀
CIFR CEO TYLER PAGE: "I'VE NEVER SEEN ANYTHING LIKE THIS IN MY 25 YEAR CAREER...THE DEMAND IS OFF THE CHARTS AND ONLY SEEMS TO BE GETTING MORE OFF THE CHARTS"
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OpenAI understands it has to bet long and has to execute along the way. It can’t become what it expects if it doesn’t have the compute, network, energy, etc. It also knows it needs many partners. $ORCL $NVDA $AMZN $GOOGL $AMD $AVGO are amongst the best companies in the world
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