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@danielnewmanUV Avatar @danielnewmanUV Daniel Newman

Daniel Newman, a tech industry expert, is currently participating in the Six Five Summit, a major tech conference. The summit features top thinkers in the tech industry, including Michael Dell and Rene Haas, and is focused on topics such as AI, hybrid cloud, and semiconductor technology. Newman's tweets highlight the growing importance of AI and semiconductor companies, including Cisco, AMD, and IBM.

Engagements: XXXXXX #

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Social Influence #


Social category influence stocks #2085 technology brands XXXX% finance #3496 automotive brands #5032 countries XXXX% cryptocurrencies XXXX% events XXXX% exchanges XXXX% social networks XXXX%

Social topic influence nvda #14, $nvda #45, googl #13, $googl #573, $amd #48, $aapl #8, msft #23, $msft #22, $sofi #19, $tsla #75

Top accounts mentioned or mentioned by @thesixfivemedia @shellykramer @stocksavvyshay @akinatorassets @nichola30641241 @thefuturumgroup @patrickmoorhead @samsolid57 @futurumequities @edutradenews @lsi1123 @edwardmckernan @yahoofinance @toddheintz @thestreet @dr_martin123 @jonnagap @oyoy__ @stuartfloridian @qualcomm

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) RAI Finance (SOFI) Tesla, Inc. (TSLA) Broadcom, Inc. (AVGO) Intel Corporation (INTC) Amazon.com, Inc. (AMZN) Metadium (META) QUALCOMM, Inc. (QCOM) Now Coin (NOW) Taiwan Semiconductor (TSM) Marvell Technology Inc (MRVL) IBM (IBM) Cloudflare, Inc. (NET) Oracle Corporation (ORCL) Palo Alto Networks Inc (PANW) Micron Technology, Inc. (MU) Robinhood Markets, Inc. (HOOD) Astera Labs, Inc. Common Stock (ALAB) Lam Research Corporation (LRCX) Viking Therapeutics, Inc (VKTX) Crowdstrike Holdings Inc (CRWD) Palantir (PLTR) Oklo Inc. (OKLO) Synopsys, Inc. (SNPS) SAP SE (SAP) Bitcoin (BTC) Cadence Design Systems Inc (CDNS) KLA Corp (KLAC) Aditus (ADI) Hewlett Packard Enterprise Co (HPE) Dell Technologies, Inc. (DELL) Arista Networks Inc (ANET) Nebius Group N.V. Class A Ordinary Shares (NBIS) Super Micro Computer, Inc. Common Stock (SMCI) Applied Materials, Inc. (AMAT) Snowflake, Inc. (SNOW) HSBC Holdings PLC (HSBC) XRP (XRP) Cardano (ADA) Render (RENDER) Ethereum (ETH) Solana (SOL) Stellar (XLM)

Top Social Posts #


Top posts by engagements in the last XX hours

"HOW THE SEMICONDUCTOR ECOSYSTEM IS POWERING THE FOUNDATIONS OF AI via FUTURUM EQUITIES πŸ‘‡πŸ» Building AI Brains $NVDA $AMD Powering AI Connections $AVGO $MRVL $ALAB $ANET $NVTS Optimizing Data Centers for AI $DELL $NBIS $SMCI $HPE $TSSI Making the Chips $ASML $TSM $INTC $LRCX $AMAT Customizing AI Chips $ADI $QCOM $ARM Ensuring Chip Quality $KLAC $AEHR Advanced Memory Solutions $MU $WDC $STX Provide Design Tools $SNPS $CDNS"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-26 22:47:24 UTC 58.2K followers, 9573 engagements

"$AAPL now sits more than a trillion dollars behind $NVDA in market cap. Its biggest risk Missing the AI pivot. $XXX billion in buybacks aren't the answer long term when top execs and researchers are leaving. And yes Apple's 2.2+ Billion installed user base gives its runway. But how long The AI shift and transformation is happening fast. Will handsets even be the primary device in X years Meanwhile Apple earnings incoming"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-28 13:00:32 UTC 58.2K followers, 32.7K engagements

"Shay breaking down the Futurum AI Fifteen today on Fox Business. πŸ’ͺ🏻 Futurum AI 15: $AVGO $TSM $PLTR $ORCL $ARM $NOW $NET $CRWD $PANW $OKLO $ALAB $SNOW $AMD $ASML $QCOM"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 18:36:47 UTC 58.2K followers, 22.1K engagements

"$SOFI exemplifies humility and execution with a disciplined long-term focus. Proud to be invested in this fintech disruptor. πŸ‘ŠπŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-29 14:38:46 UTC 58.3K followers, 2167 engagements

"$AMD pushing its MI XXX price adding $5+ Billion to its expected Instinct (AI chip) revenue for 2025. πŸ’ͺ🏻"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-28 11:18:02 UTC 58.2K followers, 13.6K engagements

"$GOOGL outperformed and cloud is on πŸ”₯ $TSLA is a bet on the future as EV numbers disappoint 😨 $AAPL continues to be stuck in neutral without a good AI strategy πŸ’© $MSFT will deliver next week like the steady hand it is πŸ’ͺ🏻 $AMZN is finding its AI groove and has a booming ads business to boot πŸ•Ί Long form dive on The Street incoming"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 15:26:41 UTC 58.2K followers, 6942 engagements

"$IBM is going to crush the enterprise AI wave. From negative and flat to mid-single-digit and now a $XXX Billion AI backlog. Software growth is solid. I see its consulting business (flat) finding momentum because implementing enterprise AI is extremely difficult. IBM has the ecosystem to execute. The steady-Eddie of tech. What is old is Blue"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 20:11:17 UTC 58K followers, 5387 engagements

"No matter your political views. The EU trade deal is another winning deal for the U.S. evening out a number of asymmetries and bringing more revenue in to the U.S. to offset our untenable spending habits. Also bringing considerable investment from the EU. This follows the Japan deal which was also a solid win-win with material U.S. investment and greater balance. So far the trade war is working out. Which I know disappoints some on a partisan level but I think it is good for the entire country and its citizens across the political spectrum"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 18:18:31 UTC 58.2K followers, 22.2K engagements

"$NVDA $AMD and more. Here for the next hour. Lets go πŸ’ͺ🏻"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 17:16:41 UTC 58K followers, 4720 engagements

"Lots of multi category btw $ARM $AVGO $SNPS $MRVL etc"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-26 23:31:27 UTC 58.2K followers, 1657 engagements

"$NVDA stands on its own Leaving only the Mag 6.πŸ‘‡πŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-29 01:39:32 UTC 58.2K followers, 4588 engagements

"$GOOGL is the most undervalued Mag X name heading into earnings"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-21 19:00:40 UTC 58.2K followers, 49.3K engagements

"@JulienTechInvst I like AMD. Not a better play. But more upside here I think"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 21:05:51 UTC 58.2K followers, XXX engagements

"In the chair. Next two hours guest hosting at the @YahooFinance desk with Josh Lipton talking $GOOGL $AMD $AMZN and more. Lets go πŸš€πŸ™ŒπŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 18:57:19 UTC 58K followers, 3463 engagements

"Monday we tie off on this weeks tech: $TSLA $GOOGL $IBM $NOW $INTC $SAP And look ahead on a massive slate: $MSFT $AMZN $AAPL $AMD $QCOM $ARM and more See you soon πŸ’ͺπŸ»πŸš€πŸ‘‡πŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-25 12:53:07 UTC 58.2K followers, 4338 engagements

"Crypto I have been buying every week for over X years: Bitcoin - $BTC Solana - $SOL Ethereum - $ETH Render - $RENDER Others I hold positions in Cardano - $ADA Stellar Lumen - $XLM XRP - $XRP What are the others high utility tokens that are worth exploring"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-18 01:56:08 UTC 58.2K followers, 4452 engagements

"Whatever it takes to lead in AI is the right strategy πŸ™ŒπŸ» Global economic for the next multiple decades is at stake. πŸ‘€ $NVDA $AMD $GOOGL $AMZN $MSFT among large swath of beneficiaries"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 22:13:03 UTC 58.2K followers, 4005 engagements

"$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 $X trillion by 2030 (conservative est) XX% Custom which will be led by $AVGO (70-75% share) $MRVL number X in custom with around 15-20% XX% Merchant GPU led by NVIDIA (80-85% share) $AMD will take around XX% with an upside of XX% 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"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 21:12:56 UTC 58.2K followers, 36.2K engagements

"$GOOGL and its AI leadership is wildly under appreciated. Research Infrastructure TPU Models Autonomy and more. High upside despite risks to search and antitrust.πŸ‘‡πŸš€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 18:25:39 UTC 58.2K followers, 22.8K engagements

"$NVDA wins the external workloads (90+%) $AMD will take the remaining share of GPUs $AVGO XPU wins 70+% of the custom AI chips for internal workloads $MRVL will take the lion share of what is left"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 19:32:38 UTC 58.2K followers, 24.6K engagements

"I called the $NVDA run to $X trillion back in November of 2024. A lot of people told me I was crazy. Oh well. Crazy I may be πŸ˜πŸ™πŸ»πŸ’ͺ🏻"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 21:59:49 UTC 58.2K followers, 10.4K engagements

"$MU is highly undervalued here. All that $NVDA will need a whole lot of HBM. Micron will be the top choice if it can deliver the volume required. Mark it. πŸš€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-26 16:56:21 UTC 58.2K followers, 31.4K engagements

"$PANW acquiring $S makes sense. Palo is a very acquisitive company and cyber is so fragmented. I put the rumors legitimacy at greater than 50%"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-21 19:22:54 UTC 58.2K followers, 6579 engagements

"The next tech earnings wave is back and I am NYC bound for a blitz of meetings and TV appearances. Locked in on tech and this week will be watching $TSLA $GOOGL $NXPI $IBM $SAP $NOW $INTC $TXN Expecting AI narrative to accelerate with more proof points of economic impact to accompany a strong quarter for tech. πŸ‚"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-20 20:08:17 UTC 58.1K followers, 3711 engagements

"$INTC is getting a bump for its solid revenue and aggressive cost containment plans. It isnt pretty but it is what the market needed to hear"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 20:12:41 UTC 58.2K followers, 5121 engagements

"Futurum Equities Podcast Episode #6 Earnings Season -- $TSLA $GOOGL $NOW $IBM $INTC $HOOD $SOFI $META $AMZN $MSFT $AAPL $NET $ARM $QCOM Join us now liveπŸ‘‡πŸ”₯"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-28 18:38:56 UTC 58.2K followers, 17.9K engagements

"$META is going with the Chelsea Football Club strategy. Over pay for talent. It hasnt consistently worked in Football will it work in AI"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 13:21:41 UTC 58.2K followers, 2863 engagements

"$INTC getting an external 14A wafer customer is the assignment. My read is it is the do or die moment for foundry. πŸ‘€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 23:02:34 UTC 58K followers, 7595 engagements

"$META now has the most prolific talent in the industry. Its upside is palpable if it appropriately applies the talent to its roadmap effectively. I am optimistic and dint suggest betting against Zuck. πŸš€πŸ’ͺ🏻"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 19:23:49 UTC 58.2K followers, 3584 engagements

"$SOFI saw completely different price action heading into next Tuesdays earnings before market open. I see this as an excellent sign. πŸš€πŸ€žπŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-25 12:19:22 UTC 58K followers, 2195 engagements

"It is XXX% ok to own $NVDA $AMD and $AVGO. These three companies will makeup the lions share of a TRILLION+ TAM for AI chips by 2030. Zero Sum is DUMB. πŸ™πŸ»πŸ”₯"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-18 01:43:54 UTC 57.9K followers, 18.3K engagements

"Great to join @YahooFinance to chat with @thebradsmith on the Futurum AI Fifteen featuring top non-Mag X AI plays. Our top 3: $TSM - TSMC $AVGO - Broadcom $PLTR - Palantir Also covered off on other names on the list including $ORCL - Oracle $CRM - Salesforce Check out the segment and more on the AI XX at @FuturumEquities"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-06-18 14:36:59 UTC 57.9K followers, 113.5K engagements

"$VKTX early phase trials have shown the Viking Therapeutics has the best GLP-1 pill in the market. Phase X results incoming. Massive acquisition target with average PT north of $XXXXX. Very long this ticker. Love this one for a potential three bagger. NFA πŸ’ͺ🏻"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 14:23:34 UTC 58.2K followers, 12.3K engagements

"$AMD can crush its naysayers this quarter if it resumes its Instinct (GPU) reporting and provides an outlook to show inference is accelerating its growth. Our projections indicate that AMD AI accelerator revenue should at least 5x between now and 2028 with significant upside potential"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 13:56:35 UTC 58K followers, 27.4K engagements

"$GOOGL search will be fine. The model needs to evolve and it will. Making the call now AI powered search will ultimately be won by Google"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 18:11:46 UTC 58K followers, 3750 engagements

"$NVDA will report this quarter on 8/27. Buckle up. πŸš€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-21 16:53:53 UTC 58.1K followers, 11.8K engagements

"$NOW results (Weds) will be the bellwether for enterprise AI adoption. Expecting fireworks πŸ§¨πŸš€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 17:39:00 UTC 58.1K followers, 4782 engagements

"The Mag X ranking in the new digital economy X. $NVDA X. $META X. $GOOGL X. $MSFT X. $AMZN X. $AAPL X. $TSLA"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 22:39:16 UTC 58.2K followers, 29.8K engagements

"$SOFI print before the bell tomorrow. Futurum Equities Pod did a X minute breakdown ahead of tomorrows big moment. Get someπŸ‘‡πŸ»πŸ‘ŠπŸ»πŸš€πŸ‚"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-28 23:42:09 UTC 58.2K followers, 29.6K engagements

"$INTC reports in XX minutes and is making me allπŸ‘‡πŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 19:37:54 UTC 58.2K followers, 11.3K engagements

"$SOFI has the chance to absolutely burn the shorts to ground Alex Karp style on Tuesday. The setup is beyond perfect. After riding this storm and building a 6-figure share position over X years I really hope Anthony Noto brings it on Tuesday. πŸ”₯πŸš€ It is time to take care of the business πŸ’ͺ🏻"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-26 16:38:19 UTC 58.2K followers, 17.3K engagements

"$GOOGL AI innovation search risk. Mark it"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 19:20:41 UTC 57.9K followers, 2238 engagements

"$NVDA is the undisputed king of the Mag X. $TSLA has massive alpha but isnt for the feint of heart $AAPL is now a steady value play maximizing revenue off its massive install base. A lengthy salvo on big tech earningπŸ‘‡πŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 18:15:27 UTC 58.2K followers, 5250 engagements

"The rundown on The Street for next week $AAPL AI narrative weakness but still a cash machine $MSFT will do the business but what is happening with OpenAI $AMZN making big strides in AI but can growth of AWS keep up with the $GOOGL πŸ‘‡πŸ»πŸ’ͺπŸ»πŸš€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-25 16:02:28 UTC 58.2K followers, 20.8K engagements

"$SOFI has done nothing but consolidate for the past week+ No run up into earnings. This cycle just hits different. Lets go SOFI πŸ’ͺ🏻πŸ”₯πŸš€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-28 19:44:55 UTC 58.2K followers, 5464 engagements

"$NVDA $AVGO and $AMD investors should love Sam Altmans comments about scaling from a million to XXX million GPUs. $MU is another beneficiary. Not all are direct beneficiaries but the FOMO of the entire AI sector chasing super intelligence is wildly bullish. πŸ‚"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-21 16:04:33 UTC 58.2K followers, 50.2K engagements

"$AAPL is innovating again. πŸ˜†πŸ˜ Subscription plans to replace failed proprietary connectors. πŸ˜‚"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 15:07:48 UTC 58.2K followers, 4486 engagements

"@DataDInvesting All about $SOFI for next XX hours"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 22:03:51 UTC 58.2K followers, XXX engagements

"$ORCL continues its win streak in cloud and AI. Truly impressive to watch its meteoric rise as many thought of its cloud as nothing more than an also ran. πŸ‘‡πŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 13:19:09 UTC 58K followers, 2837 engagements

"Tell me you know nothing about $NVDA without telling me you know nothing about NVIDIA Call it Nuh-Videa Instantly tune out from there"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 16:52:23 UTC 58.2K followers, 4766 engagements

"$NVDA over XX years has returned 70x more than $GOOGL 😳"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-19 21:16:57 UTC 58.2K followers, 3683 engagements

"$META is spending big on its super intelligence ambitions but it is also doing a remarkable job of monetizing AI across its platform. This one has more upside πŸ“ˆ"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-22 13:43:23 UTC 58.2K followers, 18.3K engagements

"$NVDA chips being smuggled into China should surprise X% of the population. Remember DeepSeek Built with X paperclips and X RTX 5070 gaming cards"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 11:19:11 UTC 58K followers, 9564 engagements

"$META is betting billions that the right talent will expand its Market Cap by trillions. Meanwhile $AAPL is betting that its moat is so deep that a complacent laggard strategy wont disrupt its business model. Long Meta Short Apple 🧐😏"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-14 16:55:10 UTC 57.9K followers, 30.3K engagements

"$GOOGL crushed itlike I said. Revenue βœ… EPS βœ… Cloud βœ… I dont care what the traders do. Google is performing. πŸ’ͺπŸ»πŸš€"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 20:07:34 UTC 58.2K followers, 24.7K engagements

"$OSCR Breaking down the investment thesis and why we said it is undervalued in this weeks Futurum Equities Pod. Details and pod infoπŸ‘‡πŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-20 17:19:59 UTC 58K followers, 19.1K engagements

"$MSFT hearing whispers of XX% growth for Azure this quarter. This would be an incredible flex for Satya Nadella and Co. after $GOOGL impressed. Especially if AI contributions near XX% of the Azure number"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 21:40:04 UTC 58.3K followers, 3630 engagements

"$NVDA versus $TSLA which company will be the winner in physical AI The breakdownπŸ‘‡πŸ»πŸ”₯"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-28 17:43:23 UTC 58.2K followers, 6877 engagements

"$META is planning to build several multi-GW clusters. $NVDA $AMD and $AVGO surely significant beneficiaries. The Capex commits continue to come fast and furious. AI Bubble bears will continue to be wrong on this trend. The race to super intelligence will fuel a staggering multi-year infrastructure investment. The enterprise number is barely baked into expectations at this point"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-14 17:54:37 UTC 58.1K followers, 4506 engagements

"$TSLA is a bet on the future physical AI and autonomy. Absolutely cannot be bought at this price for fundamentals. Long term its oozing with Alpha (and risk)"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-24 23:27:33 UTC 58.2K followers, 4683 engagements

"Introducing the @FuturumEquities Cyber 7πŸ‘‡πŸ» Why we see these seven names as strong alpha for portfolios as AI trends accelerate the need for cybersecurity. X. $MSFT XXX X. $CRWD XXX X. $PANW XXX X. $ZS XXX X. $RBRK XXX X. $CSCO XXX X. $CYBR 7.2"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-03 15:07:00 UTC 58.1K followers, 31.5K engagements

"@samsolid57 @Nichola30641241 It wont be cyclical for HBM"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-26 23:47:12 UTC 58.1K followers, XXX engagements

"$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"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 18:56:28 UTC 58.2K followers, 93.6K engagements

"$SNPS completes Ansys deal. Massive for IP Design and Engineering. Love this tie up for the physical AI era and expect this to jettison the company beyond its competition like $CDNS. See path for this to enter Futurum Equities AI Fifteen list in the near future"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-17 13:28:50 UTC 57.9K followers, 4473 engagements

"Should also mention the grid is a critical component here so the $OKLO and $VRTV and $GEV names see lift here as well. Also on memory $MU HBM is a definite attach to the momentum"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 16:46:10 UTC 58.2K followers, 1133 engagements

"$NVDA demand in China is off the charts because China wants NVIDIA not Huawei. It was always FUD"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-29 14:58:42 UTC 58.2K followers, 5077 engagements

"$SOFI and $HOOD. I own both. Believe in both. Expect good results this week from both. Dumb to suggest these are zero sum names. Nice breakdownπŸ‘‡πŸ»"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-27 14:12:35 UTC 58.3K followers, 6195 engagements

"@bshaw1818 @StockSavvyShay I like $QCOM but waiting to here more on its DC ambitions/Plans"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 16:53:05 UTC 58.2K followers, XXX engagements

"Join us now talking all the week's tech and markets including $TSLA $MSFT $NVDA OpenAI and more. @FuturumEquities"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-03 16:34:31 UTC 58.1K followers, 14.2K engagements

"Americas AI Action Plan Deregulation is front and center here. -Remove the red tape to build and maintain global tech leadership -Build it herechips models agents tools. This should be good for $INTC Foundry but time will tell. -Train the workforce use and empower with AI develop skills for the future. Incredibly supportive for big tech. Serves the Mag X fabless chipmakers model researchers and developers and industry implementers well. Most bullish for $NVDA $AMD $MSFT $GOOGL $AMZN $ORCL $ARM Momentum longer term for $NOW $CRM $IBM $CSCO $DELL $HPE $PANW and more. Also good for startups and"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-23 16:34:39 UTC 58.2K followers, 21K engagements

"NEXT WEEKS TECH EARNINGS ARE FIRE πŸ”₯πŸ‘€ Mon: $CDNS Tues: $PYPL $SOFI $SPOT Wed: $MSFT $META $ARM $QCOM $HOOD $VRT $LRCX $EOSE Fed Decision & ADP Jobs Thu: $AMZN $AAPL $COIN $NET $RBLX $MSTR $RDDT $ROKU $FSLR & Core PCE"
@danielnewmanUV Avatar @danielnewmanUV on X 2025-07-26 13:12:58 UTC 58.2K followers, 5667 engagements