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@danielnewmanUV
"$Now crushed it absolutely crushed it. Yesterday I called it the bellwether of enterprise AI. This is what execution on the AI opportunity looks like. Spoke to CEO Bill McDermott and the story gets better each quarter. If one company is going to give us the "ChatGPT" experience for enterprise it is looking to be ServiceNow. Expensive name that continues to prove it is worth owning"
@danielnewmanUV on X 2025-07-23 20:17:21 UTC 57.7K followers, 5989 engagements
"Reminder that AI boom is fully in tact. CapEx guides $AMZN: $XXX billion $GOOGL: $XX billion $MSFT: $XX billion $META: $XX billion And these remain stable and could go up.🔥" @danielnewmanUV on X 2025-07-24 13:11:39 UTC 57.7K followers, 2348 engagements
"Shay breaking down the Futurum AI Fifteen today on Fox Business. 💪🏻 Futurum AI 15: $AVGO $TSM $PLTR $ORCL $ARM $NOW $NET $CRWD $PANW $OKLO $ALAB $SNOW $AMD $ASML $QCOM" @danielnewmanUV on X 2025-07-23 18:36:47 UTC 57.7K followers, 21.9K engagements
"$GOOGL outperformed and cloud is on 🔥 $TSLA is a bet on the future as EV numbers disappoint 😨 $AAPL continues to be stuck in neutral without a good AI strategy 💩 $MSFT will deliver next week like the steady hand it is 💪🏻 $AMZN is finding its AI groove and has a booming ads business to boot 🕺 Long form dive on The Street incoming" @danielnewmanUV on X 2025-07-24 15:26:41 UTC 57.7K followers, 5595 engagements
"$META expands AI chip ambitions Consistent with key vertical integration trend and internal use case momentum for custom AI chips $NVDA comparison is pretty pointless except on capabilities because META is using for internal not selling to external builders like $AMZN $GOOGL $CRWV etc. MediaTek win would be big. Still see $AVGO and $MRVL as leaders in custom but market entrants are expanding" @danielnewmanUV on X 2025-07-23 11:17:06 UTC 57.7K followers, 2225 engagements
"$IBM is going to crush the enterprise AI wave. From negative and flat to mid-single-digit and now a $XXX Billion AI backlog. Software growth is solid. I see its consulting business (flat) finding momentum because implementing enterprise AI is extremely difficult. IBM has the ecosystem to execute. The steady-Eddie of tech. What is old is Blue" @danielnewmanUV on X 2025-07-23 20:11:17 UTC 57.7K followers, 5359 engagements
"$GOOGL has been up XX days in a row. Deserved run given the bearishness and FUD it has dealt with. $XX Billion Free Cash Flow over the last XX months and a fully integrated AI stack from Chip to models to agents. Still undervalued. 🚀" @danielnewmanUV on X 2025-07-23 14:29:19 UTC 57.7K followers, 5501 engagements
"$NVDA $AMD and more. Here for the next hour. Lets go 💪🏻" @danielnewmanUV on X 2025-07-24 17:16:41 UTC 57.7K followers, 4638 engagements
"$TSM Monster Q2 powered by AI demand. The company beat essentially every metric. Its moat and pricing power continue to be reaffirmed and this performance is an excellent leading indicator of the coming earnings cycle where names like $NVDA $AMD and $AVGO should do incredibly well. We do see the AI / Non-AI as a have and have not metric as TSMC performance is skewed to AI chips and less so to non related technologies which continue to be flat or down. Futurum Equities AI Fifteen number X for a reason. 🔥👇🏻" @danielnewmanUV on X 2025-07-17 10:20:50 UTC 57.7K followers, 9903 engagements
"$GOOGL is the most undervalued Mag X name heading into earnings" @danielnewmanUV on X 2025-07-21 19:00:40 UTC 57.7K followers, 49.2K engagements
"In the chair. Next two hours guest hosting at the @YahooFinance desk with Josh Lipton talking $GOOGL $AMD $AMZN and more. Lets go 🚀🙌🏻" @danielnewmanUV on X 2025-07-22 18:57:19 UTC 57.7K followers, 3409 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 💪🏻🚀👇🏻" @danielnewmanUV on X 2025-07-25 12:53:07 UTC 57.7K followers, 3899 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 on X 2025-07-18 01:56:08 UTC 57.7K followers, 4440 engagements
"Whatever it takes to lead in AI is the right strategy 🙌🏻 Global economic for the next multiple decades is at stake. 👀 $NVDA $AMD $GOOGL $AMZN $MSFT among large swath of beneficiaries" @danielnewmanUV on X 2025-07-24 22:13:03 UTC 57.7K followers, 3649 engagements
"$GOOGL and its AI leadership is wildly under appreciated. Research Infrastructure TPU Models Autonomy and more. High upside despite risks to search and antitrust.👇🚀" @danielnewmanUV on X 2025-07-22 18:25:39 UTC 57.7K followers, 22.6K 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 $MRVL will take the lion share of what is left" @danielnewmanUV on X 2025-07-22 19:32:38 UTC 57.7K followers, 24.5K engagements
"$SOFI investors need to keep calm. A few red days after a parabolic run to $XX is healthy. Good to see a different trend into earnings knowing the normal run up and sell. I find this to be bullish AF. 🚀 🐂" @danielnewmanUV on X 2025-07-22 14:23:54 UTC 57.7K followers, 4868 engagements
"$MU is highly undervalued here. All that $NVDA will need a whole lot of HBM. Micron will be the top choice if it can deliver the volume required. Mark it. 🚀" @danielnewmanUV on X 2025-07-26 16:56:21 UTC 57.7K followers, 3568 engagements
"$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 on X 2025-07-21 19:22:54 UTC 57.7K followers, 6566 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 $TXN Expecting AI narrative to accelerate with more proof points of economic impact to accompany a strong quarter for tech. 🐂" @danielnewmanUV on X 2025-07-20 20:08:17 UTC 57.7K followers, 3696 engagements
"$OSCR added XX% to my position today. Grateful for the pull back to accumulate more" @danielnewmanUV on X 2025-07-17 19:23:01 UTC 57.7K followers, 161.5K engagements
"$INTC is getting a bump for its solid revenue and aggressive cost containment plans. It isnt pretty but it is what the market needed to hear" @danielnewmanUV on X 2025-07-24 20:12:41 UTC 57.7K followers, 4965 engagements
"$NVDA - The domino effect and key beneficiaries of the U.S. relaxing export controls on H20 and other lower end AI chips designed for China. Here are Futurum Equities top X direct beneficiaries besides NVIDIA👇🏻 X. $TSM X. $ASML X. $AVGO X. $AMD X. $ARM X. $MU" @danielnewmanUV on X 2025-07-16 11:06:51 UTC 57.7K followers, 4557 engagements
"The XX biggest beneficiaries of the Big Beautiful Bill. X. $NVDA NVIDIA X. $TSM Taiwan Semi X. $PLTR Palantir X. $AVGO Broadcom X. $RKLB Rocket Lab X. $ASTS AST SpaceMobile X. $EOSE Eos Energy X. $MU Micron X. $VRT Vertiv XX. $OKLO Oklo New Signal from our @FuturumEquities team👇🏻🔥" @danielnewmanUV on X 2025-07-09 19:58:49 UTC 57.7K followers, 19.2K engagements
"$INTC getting an external 14A wafer customer is the assignment. My read is it is the do or die moment for foundry. 👀" @danielnewmanUV on X 2025-07-24 23:02:34 UTC 57.7K followers, 7482 engagements
"$META now has the most prolific talent in the industry. Its upside is palpable if it appropriately applies the talent to its roadmap effectively. I am optimistic and dint suggest betting against Zuck. 🚀💪🏻" @danielnewmanUV on X 2025-07-23 19:23:49 UTC 57.7K followers, 3101 engagements
"$SOFI saw completely different price action heading into next Tuesdays earnings before market open. I see this as an excellent sign. 🚀🤞🏻" @danielnewmanUV on X 2025-07-25 12:19:22 UTC 57.7K followers, 2130 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. 🙏🏻🔥" @danielnewmanUV on X 2025-07-18 01:43:54 UTC 57.7K followers, 18.2K 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 $CRM - Salesforce Check out the segment and more on the AI XX at @FuturumEquities" @danielnewmanUV on X 2025-06-18 14:36:59 UTC 57.7K followers, 112.4K engagements
"$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 $XXXXX. Very long this ticker. Love this one for a potential three bagger. NFA 💪🏻" @danielnewmanUV on X 2025-07-23 14:23:34 UTC 57.7K followers, 12.2K engagements
"$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 on X 2025-07-22 13:56:35 UTC 57.7K followers, 27.4K engagements
"$GOOGL search will be fine. The model needs to evolve and it will. Making the call now AI powered search will ultimately be won by Google" @danielnewmanUV on X 2025-07-24 18:11:46 UTC 57.7K followers, 3676 engagements
"$NVDA will report this quarter on 8/27. Buckle up. 🚀" @danielnewmanUV on X 2025-07-21 16:53:53 UTC 57.7K followers, 11.8K engagements
"$NOW results (Weds) will be the bellwether for enterprise AI adoption. Expecting fireworks 🧨🚀" @danielnewmanUV on X 2025-07-22 17:39:00 UTC 57.7K followers, 4740 engagements
"The Mag X ranking in the new digital economy X. $NVDA X. $META X. $GOOGL X. $MSFT X. $AMZN X. $AAPL X. $TSLA" @danielnewmanUV on X 2025-07-22 22:39:16 UTC 57.7K followers, 29.5K engagements
"$NVDA will be the king of physical AI. $TSLA is one piece of of the multi-trillion dollar pie. 🚀" @danielnewmanUV on X 2025-07-23 23:14:24 UTC 57.7K followers, 3875 engagements
"$INTC reports in XX minutes and is making me all👇🏻" @danielnewmanUV on X 2025-07-24 19:37:54 UTC 57.7K followers, 11.1K engagements
"$NVDA is running away from the pack. Why It is simple. One has market clarity growth TAM expansion and near flawless execution in one of the most important technological inflections in history. $TSLA and $AAPL have a lot more question marks. Work to do" @danielnewmanUV on X 2025-07-18 01:17:25 UTC 57.7K followers, 8299 engagements
"$GOOGL AI innovation search risk. Mark it" @danielnewmanUV on X 2025-07-23 19:20:41 UTC 57.7K followers, 2209 engagements
"$SOFI - Expanding upon this post to explain in simple terms. 👇🏻 Banks like $MS continue to poorly rate their obvious disruptors. If done in other industries Intel is downgrading $NVDA claiming no one will use AI. 🤣 GM is downgrading $TSLA suggesting EVs arent a thing and no one wants full self-driving. 😆 Got it 🙌🏻💪🏻🔥" @danielnewmanUV on X 2025-07-10 16:57:15 UTC 57.7K followers, 5173 engagements
"$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 earning👇🏻" @danielnewmanUV on X 2025-07-24 18:15:27 UTC 57.7K followers, 5148 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 $GOOGL 👇🏻💪🏻🚀" @danielnewmanUV on X 2025-07-25 16:02:28 UTC 57.7K followers, 20.2K engagements
"$NVDA $AVGO and $AMD investors should love Sam Altmans comments about scaling from a million to XXX million GPUs. $MU is another beneficiary. Not all are direct beneficiaries but the FOMO of the entire AI sector chasing super intelligence is wildly bullish. 🐂" @danielnewmanUV on X 2025-07-21 16:04:33 UTC 57.7K followers, 50.1K engagements
"$AAPL is innovating again. 😆😏 Subscription plans to replace failed proprietary connectors. 😂" @danielnewmanUV on X 2025-07-23 15:07:48 UTC 57.7K followers, 4462 engagements
"Here we go Futurum Equities Pod EP. X RETAIL MANIA -- $HOOD $PLTR $RKLB $ASTS $SOFI $OSCR $TSLA $TSM $ASML" @danielnewmanUV on X 2025-07-18 16:40:33 UTC 57.7K followers, 24.7K engagements
"Tell me you know nothing about $NVDA without telling me you know nothing about NVIDIA Call it Nuh-Videa Instantly tune out from there" @danielnewmanUV on X 2025-07-24 16:52:23 UTC 57.7K followers, 4732 engagements
"$NVDA - it is a fact that very few analysts could see through the China export ban. Investors and analysts all looked at the near term right down of H20 and the potential loss of revenue to the market and a short-term cell off sued which created a great opportunity for investors. Some of us made the call and knew that the export controls were always part of the bargaining chips that the Trump administration had to get to a trade deal that was going to improve the reciprocal relationship and help with access to critical resources like rare earths that the United States need from China. It was" @danielnewmanUV on X 2025-07-16 15:44:17 UTC 57.7K followers, 19.1K engagements
"$NVDA - Remember when the panicans said Huawei would replace NVIDIA as the worlds leading AI infrastructure if the U.S. didnt allow the sale of 3+ year old H20 chips in China Yeah. Those were silly times. Glad we dont have to listen to that nonsense anymore. 😏" @danielnewmanUV on X 2025-07-15 10:57:18 UTC 57.7K followers, 14.4K engagements
"$NVDA over XX years has returned 70x more than $GOOGL 😳" @danielnewmanUV on X 2025-07-19 21:16:57 UTC 57.7K followers, 3654 engagements
"$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 📈" @danielnewmanUV on X 2025-07-22 13:43:23 UTC 57.7K followers, 18.3K engagements
"$NVDA chips being smuggled into China should surprise X% of the population. Remember DeepSeek Built with X paperclips and X RTX 5070 gaming cards" @danielnewmanUV on X 2025-07-24 11:19:11 UTC 57.7K followers, 9480 engagements
"$GOOGL crushed itlike I said. Revenue ✅ EPS ✅ Cloud ✅ I dont care what the traders do. Google is performing. 💪🏻🚀" @danielnewmanUV on X 2025-07-23 20:07:34 UTC 57.7K followers, 24.6K engagements
"$OSCR Breaking down the investment thesis and why we said it is undervalued in this weeks Futurum Equities Pod. Details and pod info👇🏻" @danielnewmanUV on X 2025-07-20 17:19:59 UTC 57.7K followers, 19K engagements
"$META - Superintelligence is the worlds arms race. It is creating the most explosive capex growth driving names like: $NVDA $AMD $AVGO $TSM $DELL $CSCO $ARM $GOOGL $MSFT $ORCL $AMZN OpenAI xAI Anthropic To build and deploy AI infrastructure at incredible speed and scale" @danielnewmanUV on X 2025-07-17 12:30:19 UTC 57.7K followers, 4648 engagements
"$META is planning to build several multi-GW clusters. $NVDA $AMD and $AVGO surely significant beneficiaries. The Capex commits continue to come fast and furious. AI Bubble bears will continue to be wrong on this trend. The race to super intelligence will fuel a staggering multi-year infrastructure investment. The enterprise number is barely baked into expectations at this point" @danielnewmanUV on X 2025-07-14 17:54:37 UTC 57.7K followers, 4481 engagements
"$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 on X 2025-07-24 23:27:33 UTC 57.7K followers, 4325 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 on X 2025-07-17 13:28:50 UTC 57.7K followers, 4463 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 on X 2025-07-23 16:46:10 UTC 57.7K followers, 1119 engagements
"@bshaw1818 @StockSavvyShay I like $QCOM but waiting to here more on its DC ambitions/Plans" @danielnewmanUV on X 2025-07-23 16:53:05 UTC 57.7K followers, XXX 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 on X 2025-07-23 16:34:39 UTC 57.7K followers, 20.9K engagements
"Join us now talking all the week's tech and markets including $TSLA $MSFT $NVDA OpenAI and more. @FuturumEquities" @danielnewmanUV on X 2025-07-03 16:34:31 UTC 57.7K followers, 14.2K engagements
"NEXT WEEKS TECH EARNINGS ARE FIRE 🔥👀 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 on X 2025-07-26 13:12:58 UTC 57.7K followers, 3264 engagements