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@danielnewmanUV Avatar @danielnewmanUV Daniel Newman

Daniel Newman has been active on social media, sharing insights and opinions on various tech companies, including $NVDA, $ORCL, $INTC, $AAPL, and $MU. The most important thing happening lately appears to be the growing excitement around AI investments, particularly with $NVDA's deal with OpenAI and $ORCL's efforts in the AI space. Newman also seems to be bullish on the potential for $INTC's foundry and $AVGO's custom AI chip market share.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks #1054 technology brands #5896 finance XXXXX% countries XXXX% automotive brands XXXX% cryptocurrencies XXXX% formula 1 XXXX% luxury brands XXXX%

Social topic influence ai #3371, $nvda #133, $avgo #11, $googl #752, gpu #756, china #1132, nvda #688, $amzn #380, $iren #120, $cifr #65

Top accounts mentioned or mentioned by @stockstormx @dollarcostavg @thesixfivemedia @futureman1977 @william_r2rclub @landoinvests @dionysus_666 @scott_p_3083 @ai_is_thefuture @stocksavvyshay @freesites_com @hellogo78598860 @martinsgoldberg @akinatorassets @mikealfred @iamhumanorbs @alexblania @sama @awscloud @s_s_s1105

Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Advanced Micro Devices (AMD) QUALCOMM, Inc. (QCOM) RAI Finance (SOFI) Marvell Technology Inc (MRVL) Metadium (META) Cream (CRM) Synopsys, Inc. (SNPS) Oracle Corporation (ORCL) Viking Therapeutics, Inc (VKTX) Oklo Inc. (OKLO) Eos Energy Enterprises, Inc. (EOSE) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Salesforce Inc (CRM) SPX6900 (SPX) Tesla, Inc. (TSLA) Viking Holdings Ltd (VIK) Nebius Group N.V. Class A Ordinary Shares (NBIS) DigitalOcean Holdings, Inc. (DOCN) Palantir (PLTR) MercadoLibre Inc (MELI) Rocket Lab USA, Inc. Common Stock (RKLB) TeraWulf Inc. (WULF) Apple, Inc. (AAPL) Cameco Corporation (CCJ) Vertiv Holdings Co (VRT) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) Micron Technology, Inc. (MU) Super Micro Computer, Inc. Common Stock (SMCI)

Top Social Posts

Top posts by engagements in the last XX hours

"$QCOM leaning into RISC-V with Ventana Micro Acquisition. This makes a lot of sense for Qualcomm if youve been paying even a modicum of attention. 🙃"
X Link 2025-12-10T20:33Z 72.5K followers, 4778 engagements

"Even if TPU catches fire it will take a few years to ramp supply chain before it could even make a meaningful dent in $NVDA demand. This is well known so perpetrating that significant demand could shift from GPU to XPU overnight is pretty disingenuous. We have long been bullish custom AI chips especially $GOOGL for internal hyperscaler use and some select large enterprises and model builders. But expanding beyond that will require meaningful capacity constraints in wafers packaging memory IO etc. A lot of the people spreading this as gospel know better. Frustrating to see this get so severely"
X Link 2025-12-01T20:50Z 72.5K followers, 26.1K engagements

"$SOFI 🤝 $SPX Tomorrow 🤞🏻💪🏻👏🏻"
X Link 2025-12-04T21:02Z 72.5K followers, 12K engagements

"Chest days are the best days. Lets go Thursday 👏🏻💪🏻🚀"
X Link 2025-12-11T12:45Z 72.5K followers, 5376 engagements

"Almost every part of the AI supply chain is constrained. Energy being the most constrained. This is why names like $IREN and $CIFR have become front and center. 💪🏻"
X Link 2025-11-12T12:49Z 72.5K followers, 77.5K engagements

"65GW of planned/underway datacenter capacity to meet soaring AI demand Its a bUbBLe 🤪🙃"
X Link 2025-11-29T00:41Z 72.5K followers, 4991 engagements

"$AVGO CEO Hock Tan is the GOAT when it comes to shareholder value. Controversial at times but delivers every quarter like clockwork. 🐐"
X Link 2025-12-09T15:59Z 72.5K followers, 6211 engagements

"$MRVL portfolio at a glance. While the market has obsessed over XPU wins it is the connectivity solutions that will really determine its fate. Connectivity and the move to optics is a huge opportunity and this is where Marvell needs to execute. 👊🏻"
X Link 2025-12-09T17:34Z 72.5K followers, 5665 engagements

"We do not believe that the narrative that China wont buy $NVDA H200 to be accurate. There is some political jockeying but in the end China has a better chance of keeping up in the AI race with NVIDIA even if Huawei eventually does build more competitor hardware"
X Link 2025-12-10T01:09Z 72.5K followers, 25.1K engagements

"AGI will come. My bet is $GOOGL OpenAI"
X Link 2025-12-10T15:35Z 72.5K followers, 7724 engagements

"China wants and needs $NVDA H200. This will happen. Dont @ me. 😮💨"
X Link 2025-12-10T16:46Z 72.5K followers, 15.5K engagements

"Thank you for your attention to this matter 🫡"
X Link 2025-12-10T20:39Z 72.5K followers, 9394 engagements

"Solid $SNPS results. A lot of people dont realize how important that company is to the future of AI and chip design 👏🏻"
X Link 2025-12-11T02:53Z 72.5K followers, 3818 engagements

"$AVGO CEO just does the business every quarter. Hock Not your daddy Tan will deliver once again this quarter. Mark it. 💪🏻"
X Link 2025-12-11T15:00Z 72.5K followers, 74.1K engagements

"$NVDA China deal was always going to land at 1-2 generations behind not 4+. It was good political theater played by all but this was inevitable. Well played by all sides. China gets useful chips and maintains its generational hardware leadership. And dont even @ me with any China doesnt want NVIDIA chips nonsense. That narrative was always XXX% BS. 😬😮💨"
X Link 2025-12-09T01:24Z 72.5K followers, 11.9K engagements

"$ORCL is tricky short term but long term I believe it is making the right investments. AI is the critical path. Oracle has to do what its doing even if it means short term volatility"
X Link 2025-12-11T00:19Z 72.5K followers, 102.7K engagements

"It was never going to be an $NVDA H200 Free-For-All.It was always select customers. Not news"
X Link 2025-12-11T18:50Z 72.5K followers, 9061 engagements

"My 2029 Custom AI Chip Market Share Estimate: $AVGO XX% $MRVL XX% $ARM X% $QCOM X% MediaTek (TW) X% Alchip & GUC X% Based on Futurum $XXX Billion 2029 Forecast"
X Link 2025-09-15T21:44Z 72.5K followers, 37.3K engagements

"$NVDA and $TSLA are the two obvious names set to win physical AI. $QCOM is the sneaky one that I think will surprise. 👊🏻🚀"
X Link 2025-09-29T16:49Z 72.5K followers, 34.1K engagements

"💯 👏🏻🚀 2026 is setting up to be a good year for"
X Link 2025-11-23T19:46Z 72.4K followers, 11.1K engagements

"The fact $NVDA needed to even write a memo explaining it isnt Enron is a testament to the power of viral stupidity😮💨 This wouldnt be required if garbage conspiracy nonsense didnt spread so easily"
X Link 2025-11-25T01:56Z 72.4K followers, 33.5K engagements

"Last week a few really pleasant folks here on X and my uncle told me to sell $CIFR because AI is over and everything is going to zero. Really glad I didnt listen to those smarties. 😆😮💨"
X Link 2025-11-28T16:12Z 72.5K followers, 15.2K engagements

"Perhaps the dumbest debate on X right now is the zero sum $GOOGL TPU versus $NVDA GPU. Until every part of the datacenter supply chain isnt constrained every AI chip built will be sold. We are 3-5 years away from this being a real debate. If ever. 😮💨"
X Link 2025-11-29T17:23Z 72.5K followers, 71.9K engagements

"Soif TPU is the beginning of the end for $NVDA then by the same line of thinking is this armegeddon for $AMD and Helios Dont see how these things would be mutually exclusive"
X Link 2025-11-29T22:28Z 72.4K followers, 17.6K engagements

"Now imagine the whole $META TPU leak was just to get a better $NVDA deal Gnight. 😏"
X Link 2025-11-30T04:17Z 72.5K followers, 50.5K engagements

"Here we go Monday $NVDA to invest $X Billion in $SNPS expanding its strategic partnership. The two companies look to revolutionize chip design and simulation with AI and Digital Twins. The AI revolution is very very early. 👏🏻🚀"
X Link 2025-12-01T13:31Z 72.5K followers, 6269 engagements

"It seems we have a new Fed chair and rate cuts incoming dovish setup 🤓"
X Link 2025-12-01T16:51Z 72.5K followers, 6477 engagements

"Meanwhile Im buying more $VKTX because obesity doesnt care about economic cycles rate cuts or AI But it is an epidemic and the I firmly believe Viking has the best pill based therapeutic in its pipeline. 💊"
X Link 2025-12-01T18:10Z 72.5K followers, 6695 engagements

"Companies like $IREN will have to dilute to meet short term growth. This may not be the last time it has to do so. If you dont want dilution risk its probability better to invest in an index fund or mag X name. Nothing wrong with that. 👏🏻"
X Link 2025-12-02T00:31Z 72.5K followers, 33.3K engagements

"To be clear for those still processing this weekend's TPU nonsense. $AMZN will build around Trainium but will still be buying a mother load of $NVDA. Thanks"
X Link 2025-12-02T16:05Z 72.5K followers, 15.3K engagements

"Good day for $MRVL to report as $AMZN leans into talking its infrastructure book including Trainium X and Trainium 4.👏"
X Link 2025-12-02T16:08Z 72.4K followers, 2576 engagements

"Early nod to $NVDA from $AMZN AWS CEO Matt Garman. It is critical that Amazon makes it clear that it is a destination for building AI on merchant silicon while it continues to aspire to build a full AI infrastructure stack with Trainium"
X Link 2025-12-02T16:17Z 72.5K followers, 16.1K engagements

"AWS creates AI Factories for On-Prem Like AI infrastructure. Kind of like Outposts are for CPU computeThis will be the AI Compute era equivalent"
X Link 2025-12-02T16:20Z 72.5K followers, 2401 engagements

"$AMZN Trainium represents a multi-billion dollar business for AWS. It runs Anthropic Claude models and Amazon has scaled Trainium 4x faster than other AI infrastructure at AWS"
X Link 2025-12-02T16:23Z 72.5K followers, 19.4K engagements

"Feels like $NVDA saying its $XXX Billion in order visibility excluding its OpenAI commits would make investors rejoice. The OpenAI risk is not even in the number. Makes it even more compelling imo. 💪🏻"
X Link 2025-12-02T17:58Z 72.5K followers, 15.3K engagements

"Anthropic will be a half trillion dollar IPO. Mark it. 👏🏻"
X Link 2025-12-03T02:31Z 72.5K followers, 10.8K engagements

"Rate cuts were happening either way. But this jobs report essentially guarantees it"
X Link 2025-12-03T13:43Z 72.5K followers, 6693 engagements

"Mixed result for $CRM but these are the money statsall about Agentforce Big growth in Agentforce both sequential and YoY. 👏🏻 The enterprise AI story is early but showing promise. 🚀 Q3 Segment Performance: 🔹 Agentforce & Data XXX ARR: $1.4B; UP +114% YoY 🔹 Agentforce ARR: $0.5B in Q3; UP +330% YoY 🔹 Agentforce Accounts in Production: +70% QoQ 🔹 Agentforce & Data XXX Q3 Bookings: XX% from existing customer expansion"
X Link 2025-12-03T21:19Z 72.5K followers, 5477 engagements

"MIT created hysteria that XX% of AI has no ROI. Follow up: 😆👇"
X Link 2025-12-04T18:11Z 72.5K followers, 8270 engagements

"100% Rate Cuts coming. It was always going to happen😬"
X Link 2025-12-05T01:57Z 72.5K followers, 10.1K engagements

"Here we go. SOFI Up first Futurum Equities Podcast Episode #22 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $VKTX $AVGO $GOOGL $AMZN $META $CEG $SOFI $OKLO $EOSE $META"
X Link 2025-12-05T14:20Z 72.5K followers, 21.9K engagements

"$SOFI will be fine. 👏🏻"
X Link 2025-12-05T20:14Z 72.4K followers, 15.1K engagements

"$AAPL has an AI era talent problemunimaginable XX years ago"
X Link 2025-12-06T17:55Z 72.5K followers, 10K engagements

"Soabout that whole $NVDA is over because of TPU. Glad that passed. 😏"
X Link 2025-12-06T18:02Z 72.5K followers, 25K engagements

"Working out to have the strength to fight epic levels of AI FUD each and every week. 💪🏻👏🏻🙃"
X Link 2025-12-07T17:19Z 72.5K followers, 5374 engagements

"Power generation and nuclear are heating up. Futurum Equities top ideas 💡 $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $EOSE long-duration storage"
X Link 2025-12-08T00:01Z 72.5K followers, 14K engagements

"Any guesses on what unverified AI FUD nonsense will make headlines this week😬🤓😮💨"
X Link 2025-12-08T02:36Z 72.5K followers, 3812 engagements

"Happy Fed Week to those that celebrate. Expecting a lot of noise but ultimately a 25bps cut. 🤓"
X Link 2025-12-08T12:20Z 72.5K followers, 2806 engagements

"$IBM to acquire $CFLT and quietly continue its march toward having the full stack Enterprise AI solution. The ability to stream enterprise data to power agentic workflows is the unlock that looks beyond just LLMs. Its the AI holy grail. Big bet here but we see it coming together"
X Link 2025-12-08T13:54Z 72.5K followers, 4788 engagements

"Of course $GOOGL will put ads on Gemini. The service isnt free. It is monetized with your data and therefore you get ads. New dog. Same tricks. 🤓"
X Link 2025-12-08T17:55Z 72.5K followers, 6078 engagements

"$NVDA H200 appear to be on their way to China. Nice $X call option for NVIDIA bulls. 👏🏻"
X Link 2025-12-08T18:26Z 72.5K followers, 14.9K engagements

"I hear we are now trying to find warehouses full of unused GPUs. Found one. Thanks Nano-Banana. 😮💨😆"
X Link 2025-12-08T18:58Z 72.5K followers, 7617 engagements

"Marking myself safe from the great $SOFI offering of Q4 😆 It was gobbled up and closed above the offering of $XXXXX. Glad thats behind us. 🙃😮💨"
X Link 2025-12-08T21:56Z 72.5K followers, 10.2K engagements

"I dont mean to be a pessimist but Im thinking it will be hard for the bubble bears to get photos of the warehouses in China that are stuffed full of unused $NVDA GPUs. 😂😮💨"
X Link 2025-12-08T21:59Z 72.5K followers, 4373 engagements

"Q3 Futurum Tech Vanguards Growth Report $NVIDA XX% $MU XX% $SMCI XX% $AVGO XX% $AMD XX% $LNVGY XX% $NOW XX% $META XX% $QCOM XX% Full list👇"
X Link 2025-10-03T17:44Z 72.5K followers, 8401 engagements

"$ORBS is doing something very important. Adding an important authenticity and security layer to AI. In a world powered by AI knowing what is real and what isn't is critical. 💪🤖"
X Link 2025-11-18T17:04Z 72.5K followers, 20.8K engagements

"$AVGO is the smart money play for those that believe the TPU has legs beyond GCP. Smarter to be long Broadcom than short $NVDA imo given AI is all hands on deck for compute networking memory storage energy etc 👏🏻"
X Link 2025-12-01T15:51Z 72.5K followers, 7561 engagements

"$CRM is one enterprise app. Agents already generating 3+ TRILLION TOKENS. LLMs are a parlor trick. XX% of the worlds data sits behind a firewall and enterprise AI is in its earliest days. You are not bullish enough about AI. Period. 💪🏻🚀"
X Link 2025-12-04T16:47Z 72.5K followers, 7717 engagements

"Congratulations Lando McLaren F1 constructors and driver championship. 🏆"
X Link 2025-12-07T14:32Z 72.5K followers, 4363 engagements

"$AVGO nearly $X Trillion market cap. Time to change Mag7 to Mag8"
X Link 2025-12-09T22:56Z 72.5K followers, 4469 engagements

"IMO the big $INTC move isnt based on calls or Malaysia news but investors are reading the tea leaves. Intel Foundry customer announcements are coming. Just like GPU + XPU every wafer available will be spoken for to meet the increased demand. All roads lead to Intel Foundry winning and winning big to support the massive decade+ long AI supercycle we are in. This was always inevitable for those with eyes wide open"
X Link 2025-12-02T16:54Z 72.5K followers, 25.2K engagements

"It's not GPU or TPU or XPU. It is every GPU and every TPU and every XPU that can be built. even then we still won't have enough. G'night👏"
X Link 2025-12-03T03:46Z 72.5K followers, 6618 engagements

"$CRM Reports today. Important moment for enterprise AI and the SaaS to Agentic Platform evolution that Salesforce is working towards. Will be watching this one closely.👀"
X Link 2025-12-03T18:37Z 72.5K followers, 4959 engagements

"The GPU vs. XPU debate completely misses the point. Going to try to make it make sense in plain speak. First - you can't just run your AI workload anywhere. Running and optimizing software for multiple AI chips is a massive undertaking. Most companies won't do it. This favors GPUs. XPUs will be built and run by and for hyperscalers and massive frontier model companies. They are unlikely to ever be as good as $NVDA performance wise but these companies are looking for better economics. And given they are customer X with massive use cases for more compute the economics make a ton of sense. TPU"
X Link 2025-12-03T23:19Z 72.5K followers, 27.2K engagements

"$AMZN is to custom CPU what $GOOGL is to Custom GPU (TPU)"
X Link 2025-12-04T18:26Z 72.5K followers, 27.5K engagements

"New oped on Forbes putting the GPU vs. TPU vs. XPU debate to bed once and for all. AI is all hands on deck. 👏🏻🚀"
X Link 2025-12-04T22:04Z 72.5K followers, 28.4K engagements

"GPU vs. TPU debate is stupidThe Redux 👏🏻"
X Link 2025-12-06T21:09Z 72.5K followers, 7988 engagements

"$GOOGL and every other hyperscaler are going to continue to make big investments in energy to support multi gigawatt DC buildouts. The nuke stack is the future of efficient energy. And the GPU REITS like $IREN and $CIFR are the near term power supplier to augment insatiable AI demand. 💪🏻"
X Link 2025-12-08T12:33Z 72.5K followers, 10.7K engagements

"$ORCL OpenAI risk is overblown. Demand will shift even if OpenAI falters. The RPO id impressive and we see Oracles investments as existential to its long term viability. 👏🏻"
X Link 2025-12-10T21:59Z 72.5K followers, 30.9K engagements

"Europe planning its next fund raising. $GOOGL the target"
X Link 2025-12-11T19:08Z 72.5K followers, 11.1K engagements

"$AVGO go time. Nothing to be nervous about"
X Link 2025-12-11T20:59Z 72.5K followers, 15.4K engagements

"$AVGO Beats on every metric. This was the easiest prediction I've made all year. 🙃"
X Link 2025-12-11T21:20Z 72.5K followers, 17.2K engagements

"I dont know who needs to hear this but every new AI chip that gets launched isnt Built to compete with or take down $NVDA. We are at the beginning of a massive tech supercycle and every chip that can be produced for AI is being sold. It isnt zero-sum and these constant A launched B to replace NVIDIA pieces are lazy and misleading"
X Link 2025-12-02T16:35Z 72.5K followers, 15.9K engagements

"$NVDA win win win Looks like $AMD will benefit too. Onward 🚀💪🏻"
X Link 2025-12-08T21:44Z 72.5K followers, 14K engagements

"25 BPS rate cut tomorrow. It will be discussed endlessly all day but that is what will happen. Goodnight. 🙃"
X Link 2025-12-10T06:07Z 72.5K followers, 3892 engagements

"We dont have even close to enough energy to support the AI revolution. The USA needs to champion nuclear and ideally we achieve clean fusion at scale by the start of the next decade"
X Link 2025-12-06T20:15Z 72.5K followers, 10.5K engagements

"$AVGO is going to have a very very good week 👏🏻🚀"
X Link 2025-12-08T21:01Z 72.5K followers, 6109 engagements

"Funny how last week XPU would end the GPU and today $NVDA gets China approval and the entire narrative has changed. We live in a simulation lol. 🤓 If you dont like the news just give it a day or two and it will completely change 🙃"
X Link 2025-12-09T02:46Z 72.5K followers, 6565 engagements

"Giant YoY and Sequential manufacturing growth from the largest AI Server ODMs building $NVDA $GOOGL $AMZN etc. All hands on deck building for XXX GW plus of capacity we need by 2030. 💪🏻🚀 But the bUbBLe 🤪"
X Link 2025-12-09T03:01Z 72.5K followers, 8115 engagements

"Still can't believe X weeks ago the whole market believed that the rate cut wasn't going to happen. 😮💨"
X Link 2025-12-11T02:24Z 72.5K followers, 3735 engagements

"Hell of a workout. How was yours 😆😏"
X Link 2025-11-22T17:58Z 72.5K followers, 14.7K engagements

"Chips are a real problem. Memory is actually worse. But. energy innovation and transformation hold the keys. We need big investment in nuclear to help us longer term and meanwhile a reminder that we are all hands on deck across the entire datacenter supply chain. This is good for $CIFR and $IREN etc. But we need so much more"
X Link 2025-12-08T17:43Z 72.5K followers, 5611 engagements

"$NVDA is many things. Overvalued is not one of them 😮💨"
X Link 2025-12-10T03:12Z 72.5K followers, 14.5K engagements

"$ADBE quietly executing with a triple beat. SaaS has real challenges but many are underestimating how sticky enterprise software is AND that Adobe is building more and more agents into its broad product portfolio"
X Link 2025-12-10T22:58Z 72.5K followers, 5268 engagements

"Where oh where are those GPUs $NVDA ups transparency and this could help answer some questions on China access to NVIDIA if operators opt in"
X Link 2025-12-11T13:14Z 72.5K followers, 8551 engagements

"This is actually bullish for $NVDA $AMD $AVGO and $MRVL (and others) Just because a hyperscaler can make its own chip doesnt mean it should. And certainly not taking on the tooling and full design and manufacturing. Merchant or partner may make sense over trying to DIY. ThereI said it. 😮💨"
X Link 2025-12-12T03:39Z 72.5K followers, 11K engagements