Futurum Equities
@FuturumEquities
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Built for the modern investor | Intelligence powered by A.I.R. | A.I.R. = Access. Insights. Research. | All in on the 4th industrial revolution
Joined May 2025
WHAT IS THE FUTURUM EQUITIES PODCAST?. We believe there are a handful of companies right now that are going to redefine the next decade of the digital economy. And the pace of disruption is only accelerating. The next five years will break most of the frameworks investors have
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RT @danielnewmanUV: Reacting to the $NVDA print in real time on Yahoo Finance. Tidy, even if expectations were ginormous. 💪🏻. https://t.co….
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RT @StockSavvyShay: $NVDA CEO JENSEN HUANG JUST SAID AGENTIC AI ARE DRIVING A BREAKTHROUGH IN PHYSICAL AI FOR ROBOTICS & AUTONOMOUS SYSTEMS….
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RT @danielnewmanUV: Incredibly excited to share what is next for Futurum!. We are launching our own Sell Side Research including targets an….
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RT @StockSavvyShay: HUGE NEWS EVERYONE . There are plenty of hurdles to building something like this, but the fundamental reality is that l….
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FUTURUM EQUITIES IS LAUNCHING SELL-SIDE RESEARCH. Excited to share the next chapter for Futurum Equities. Starting in Q4, we’ll be rolling out sell-side research with models, targets & ratings across the companies shaping the digital economy. Our first wave of coverage:.• The
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RT @danielnewmanUV: The $NVDA breadcrumbs have been plentiful leading into today’s print. 🤓.
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$MDB IS A FUTURUM AI FIFTEEN HOLDING & JUST PROVED WHY. Atlas has reaccelerated for two straight quarters to 75% of revenue as enterprises move mission-critical AI workloads that relational systems can’t handle. Atlas is becoming the bridge between private data & AI models.
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RT @danielnewmanUV: The AI boom will continue for the next five years with growth staying above 20% . $NVDA clear sailing and share leader….
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TOP AI EXPOSURE IN THE DATA CENTER BY REVENUE. 1. $NVDA 58%.2. $TSM 15%.3. $AVGO 12%.4. $AMD 3%.5. $MRVL 3%.6. $MU 2%.7. $ARM 1%
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RT @danielnewmanUV: $NVDA pushing the Physical AI narrative ahead of earnings. The next "Trillion dollar" opportunity.
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RT @StockSavvyShay: FEATURED IN FORTUNE DISCUSSING THE STATE OF AGI. • $GOOGL -- DeepMind folding Gemini into Cloud, Workspace & Search to….
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RT @StockSavvyShay: PEG RATIO IS THE SLEEPER VALUATION METRIC MOST IGNORE. PEG < 1 = mispriced growth.PEG > 2 = danger zone. Here’s how Big….
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RT @StockSavvyShay: MY THOUGHTS AHEAD OF NVIDIA EARNINGS. $NVDA has become the gravity point of this entire market. That’s why next week’s….
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RT @StockSavvyShay: HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025. 1. $MP +335%.2. $PGY +263%.3. $OKLO +232%.4. $OPEN +213%.5. $HOOD +193%….
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RT @danielnewmanUV: $INTC and the U.S. Government got this one right. Found myself in a little debate here on Bloomberg. Confident this w….
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RT @danielnewmanUV: 7 reasons $INTC + U.S. government deal had to be done. 1. Supply Chain Risk .2. Taiwan / China Risk .3. Economic + Tec….
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Futurum Equities Podcast | Episode #11 | Earnings Season - $PLTR, $GOOGL, $MSFT, $NVDA, $TSM, $AMD, $PANW, $HOOD, $SOFI, $META, $AMZN, $INTC $VKTX, $META, $BMNR, $OPEN, $NBIS,
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RT @TheBoysInvest: Is Palantir Going to $40? | IWTB 20. Hosts | @samsolid57 @StockSavvyShay @LogicalThesis . 1:08 Market Volatility $SPY $Q….
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RT @danielnewmanUV: I've seen some reports suggesting AI inference is set to be 60-70% of workloads by 2030. We believe the number will be….
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