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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.

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Social Influence #

Social category influence stocks #937 technology brands #7815 finance #2622 countries XXXX% automotive brands XXXX% cryptocurrencies #5453 social networks XXXX% exchanges XXXX% celebrities XXXX%

Social topic influence $nvda #78, $amd #25, open ai #206, $avgo #16, $orcl #8, $cifr #4, $iren #7, $intc #38, $qcom #32, $googl #1190

Top accounts mentioned or mentioned by @thesixfivemedia @stocksavvyshay @futurumequities @thefuturumgroup @rebiii333re @samsolid57 @patrickmoorhead @dhinchcliffe @akinatorassets @stockstormx @zeff_pena @nichola30641241 @dollarcostavg @dorse054 @edwardmckernan @schamorro357 @ftr_investors @dez_blanchfield @rwang07 @sorbsrt

Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Oracle Corporation (ORCL) Cipher Mining Inc. Common Stock (CIFR) IREN Limited (IREN) Intel Corporation (INTC) QUALCOMM, Inc. (QCOM) Alphabet Inc Class A (GOOGL) TeraWulf Inc. (WULF) Microsoft Corp. (MSFT) RAI Finance (SOFI) Taiwan Semiconductor (TSM) Micron Technology, Inc. (MU) Bitfarms Ltd. (BITF) Amazon.com, Inc. (AMZN) Cream (CRM) Nebius Group N.V. Class A Ordinary Shares (NBIS) Eos Energy Enterprises, Inc. (EOSE) Dell Technologies, Inc. (DELL) Astera Labs, Inc. Common Stock (ALAB) Metadium (META) Palantir (PLTR) Now Coin (NOW) Marvell Technology Inc (MRVL) Tesla, Inc. (TSLA) Cameco Corporation (CCJ) Vertiv Holdings Co (VRT) Centrus Energy Corp. (LEU) Vistra, Corp. (VST) Constellation Energy Corp (CEG) Salesforce Inc (CRM) CoreWeave, Inc. (CRWV) MercadoLibre Inc (MELI) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Oscar Health, Inc. (OSCR) Rocket Lab USA, Inc. Common Stock (RKLB) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) Hims & Hers Health, Inc. (HIMS) Goldman Sachs (GS) GammaSwap (GS) IBM (IBM) Robinhood Markets, Inc. (HOOD) Bitcoin (BTC) Solana (SOL) BlackRock Inc (BLK) SAP SE (SAP) Cloudflare, Inc. (NET) Crowdstrike Holdings Inc (CRWD) Palo Alto Networks Inc (PANW) ServiceNow Inc (NOW)

Top Social Posts #

Top posts by engagements in the last XX hours

"5x Single Stock ETF 🤯 This is why Im always long degenerate humans. 😂"
X Link @danielnewmanUV 2025-10-15T23:18Z 69.3K followers, 6128 engagements

"Larry Ellison Robots will be better surgeons than our very best. Better coordination perfect detection can see exactly where the tumor ends and healthy tissue begins precise incisions etc. So yes I was joking below. But its a real inflection for humanity. ❤"
X Link @danielnewmanUV 2025-10-14T21:54Z 69.3K followers, 12.3K engagements

"Sprints on Saturday after Push Day. Amazing workout. Suns out 💪🏻😎 Lets go 👊🏻"
X Link @danielnewmanUV 2025-10-11T20:39Z 69.2K followers, 5986 engagements

"Another day. Another big bet on AI as $NVDA $MSFT Blackrock and xAI put in $XX Billion to takeover Aligned Datacenters from Macquarie Asset Management. All capacity will be bought up. As fast as it can be done. Bubble bears will be wrong. 👊🏻"
X Link @danielnewmanUV 2025-10-15T12:18Z 69.3K followers, 7536 engagements

"We have had X Bear Markets in the X last Years. It only feels like its been straight up. There is plenty of room for AI to run these markets up and away 🚀"
X Link @danielnewmanUV 2025-10-11T23:03Z 69.3K followers, 17.8K engagements

"Glad $AVGO and OpenAI announced the next big XX GW custom chip partnership today. It had been too quiet on the AI front. Was starting to think this was just a bubble. 😏😮💨😅"
X Link @danielnewmanUV 2025-10-13T13:51Z 69.3K followers, 6652 engagements

"Stay with me here $AVGO will work on the $ARM AI Chip which is the OpenAI AI Chip which will be the $ORCL AI Chip and the Stargate AI Chip. And $INTC will be the Fab. Not XXX% but increasingly me thinks so"
X Link @danielnewmanUV 2025-09-04T22:04Z 69.3K followers, 51K engagements

"$SAP getting a lift here. Will work with OpenAI to deliver sovereign AI in Germany. Expect more of these types of deals"
X Link @danielnewmanUV 2025-09-24T13:34Z 69.2K followers, 2626 engagements

"Not a single thing about the AI trade or momentum changed today. Next week we will be back to hearing about insatiable demand energy constraints and exciting AI launches partnerships and deals. Not to mention rate cuts and what we expect to be another strong earnings season. Mark it. Game on 🚀"
X Link @danielnewmanUV 2025-10-10T23:01Z 69.3K followers, 32.6K engagements

"@DollarCostAvg @StockSavvyShay @amitisinvesting $SOFI 😎"
X Link @danielnewmanUV 2025-10-15T21:32Z 69.3K followers, XXX engagements

"Breaking down AI momentum on Yahoo Finance with Pat Moorhead and Josh Lipton X. OpenAI 🤝 $AMD X. Billionaires calling AI bubble X. The circular revenue deals $NVDA and more X. $ORCL losing on its Blackwell investment X. AI the end of SaaS Fast and furious XX minutes 👏🏻🚀"
X Link @danielnewmanUV 2025-10-07T21:00Z 69.1K followers, 11.3K engagements

"$BITF having one for the ages and it feels like it is just getting going. Insatiable AI demand requires all hands on deck. 👊🏻"
X Link @danielnewmanUV 2025-10-13T16:06Z 69.3K followers, 79.4K engagements

"$INTC Panther Lake is a big moment for Intel AND Intel Foundry. Being able to build its next generation AI PC Platform on 18A is a leap forward for the company. Deserves recognition for execution since we always gave criticism when it didn't. Onward. 👏"
X Link @danielnewmanUV 2025-10-09T18:27Z 69.3K followers, 13.7K engagements

"The $ARM bet to get in on the AI Chip game got a big dose of validation today with the $AMD deal. Literally as much as can be built will be sold. Arm soon and $QCOM as a dark horse toward the end of the decade"
X Link @danielnewmanUV 2025-10-06T18:39Z 68.5K followers, 7920 engagements

"FUTURUM AI XX (Non-Mag 7) Rebalance is out. X. $AVGO Broadcom XXX X. $TSM Taiwan Semiconductor XXX X. $PLTR Palantir XXX X. $ASML ASML XXX X. $ORCL Oracle XXX X. $ALAB Astera Labs XXX X. $AMD Advanced Micro Devices XXX X. $NET Cloudflare XXX X. $CRWD Crowdstrike XXX XX. $PANW Palo Alto Networks XXX XX. $NBIS Nebius XXX XX. $NOW ServiceNow XXX XX. $SNOW Snowflake XXX XX. $MDB MongoDB XXX XX. $ARM Arm Holdings XXX X Honorable mentions $OKLO $MU $RBRK $CRM $IBM $IREN"
X Link @danielnewmanUV 2025-09-29T13:49Z 69K followers, 40.7K engagements

"$WULF investors like What offering Amazing conviction here. Glad I already came in. The capacity boom is a magnet for capital now. Almost too fast. Almost 😅"
X Link @danielnewmanUV 2025-10-14T14:28Z 69.3K followers, 4445 engagements

"DATA CENTERS ESTIMATED TO UTILIZE XX% OF U.S. POWER BY 2030 X names that should benefit via Futurum Equities: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link @danielnewmanUV 2025-10-11T12:32Z 69.3K followers, 66.7K engagements

"$CRM Investor and Financial Analyst Summit kicks off. Important inflection for Salesforce and the SaaS industry at large"
X Link @danielnewmanUV 2025-10-15T20:06Z 69.3K followers, 4687 engagements

"The AI revolution is moving 7x faster than the internet. Incredible pace of disruption. Buckle up. 🏎 💨"
X Link @danielnewmanUV 2025-10-12T16:40Z 69.3K followers, 11.2K engagements

"This or That featuring $NVDA $AMD $AVGO $TSM $INTC and more. My picks👇 rapid fire"
X Link @danielnewmanUV 2025-10-09T00:00Z 69.3K followers, 18.8K 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 @danielnewmanUV 2025-10-03T17:44Z 69.2K followers, 8031 engagements

"Reminder that the long term health of the AI boom and the entire semiconductor industry actually hedges on $INTC Foundry succeeding. IYKYK. 👊🏻😮💨"
X Link @danielnewmanUV 2025-10-05T00:06Z 69.2K followers, 14.9K engagements

"Semiconductors eat the world. Not the other way around. Dont be this guy 😬😮💨"
X Link @danielnewmanUV 2025-10-10T00:05Z 68.8K followers, 10.4K engagements

"$VKTX continues its climb back after the nonsense sell off following its phase X data drop. Shorts had their fun. But its the most promising GLP Pill out there. And it will have its day. 👊🏻"
X Link @danielnewmanUV 2025-10-06T13:56Z 69.3K followers, 8967 engagements

"Whoa. $CRM just announced a $60+ Billion revenue target and it will achieve Rule of XX growth by 2030. That level of execution would mean Salesforce is HIGHLY UNDERVALUED here and indicates it is betting big it can win the agentic layer of the enterprise"
X Link @danielnewmanUV 2025-10-15T21:43Z 69.3K followers, 11.8K engagements

"$SOFI you are still near and dear to my heart even if I have gotten a little distracted by $CIFR 😂"
X Link @danielnewmanUV 2025-10-14T18:53Z 69.3K followers, 11.4K engagements

"I like to say in the markets someone always knows something The X weeks of selling pressure on $SOFI sets up for an interesting week ahead with the BitGo rumors / intel swirling feels like a great setup. Drive retail out. Gain better entry. And up it goes. Just a hypothesis but it sure feels like someone knows something. 😏🚀"
X Link @danielnewmanUV 2025-10-05T20:48Z 69.3K followers, 42.1K engagements

"$CRM partners with OpenAI to integrate its Agent platform into ChatGPT. Clever pivot from Marc Benioff and team to counter the negative SaaS narrative. Bring enterprise apps to popular generative platforms now to protect the moat. 💪🏻"
X Link @danielnewmanUV 2025-10-14T12:11Z 69.3K followers, 7512 engagements

"$QCOM begins to find its way into the datacenter discussion. We see this and its physical AI / robotics stack as significant upside against its low forward PE"
X Link @danielnewmanUV 2025-09-02T11:43Z 69.2K followers, 5506 engagements

"Adding $ETH and $SOL here. ETH below 4K and SOL below $XXX are in the buy zone for me. 👊🏻"
X Link @danielnewmanUV 2025-10-11T18:58Z 69.1K followers, 9406 engagements

"Its very realistic that OpenAI will have 2-3 Billion users and $100-150 Billion in annual revenue by 2030. All of the questions about how it will pay for its commits to $NVDA $AMD $AVGO etc will all fade away if it grows revenue and users at that rate. With nearly a billion users already I think too many are underestimating its growth"
X Link @danielnewmanUV 2025-10-15T13:43Z 69.3K followers, 6305 engagements

"My favorite market stupidity descriptor: nonsense New favorite: Fuckery Ill be using this one for the time being. 😏😮💨"
X Link @danielnewmanUV 2025-10-14T14:04Z 69.3K followers, 5333 engagements

"Adding $WULF and $BITF to the portfolio yesterday feels like a just in time moment :) Ripping today"
X Link @danielnewmanUV 2025-10-10T14:16Z 69.2K followers, 11.1K engagements

"$GOOGL now generates XX% of its code with AI. Soon it will be closer to XX% We are at a massive inflection for work and human productivity"
X Link @danielnewmanUV 2025-10-09T19:56Z 69.3K followers, 40.4K engagements

"$NVDA deal flow has been incredible. Here is a useful list of major AI chip deals from OpenAI $INTC $AMD $AVGO and more. 👏🏻"
X Link @danielnewmanUV 2025-10-07T15:33Z 69.1K followers, 6485 engagements

"I see a lot of TACO criticism but really cant understand why Im quite pleased to see de-escalation and cooler heads prevail. TACO away Mr. President. 💪🏻🫡"
X Link @danielnewmanUV 2025-10-13T00:42Z 69.3K followers, 10.3K engagements

"Increasingly looking like Friday was a gift for the Buy the Dip crowd. 😏🚀"
X Link @danielnewmanUV 2025-10-12T15:32Z 69.3K followers, 26.2K engagements

"$AMD biggest winner of past two weeks. OpenAI deal + $ORCL. $NVDA still set up to be the long term winner by revenue/margin dollars. $AVGO has absolutely cornered the XPU opportunity. Amazing. Not a zero sum game. Will keep saying this until people stop trying to make it one. 💪🏻😮💨"
X Link @danielnewmanUV 2025-10-14T14:24Z 69.3K followers, 20.3K engagements

"AI COMPANIES BY MARGIN (best to worst) Unicorn (40%+) $NVDA $AVGO $CIFR $TSM $CRDO Elite (30-39%) $ARM $ALAB $CDNS $KLAC $MSFT $MU $GOOGL $SNPS $MRVL $ORCL Good (20-29%) $ASML $LRCX $IREN Solid (0-20%) $AMD $AMZN $INTC Negative (0%) $NBIS $CRWV"
X Link @danielnewmanUV 2025-09-28T22:24Z 69.3K followers, 67.2K engagements

"The $ORCL is losing bigly on its $NVDA story feels a bit misleading. At first blush it looks like standing up the equipment and timing of purchase versus deployment is the cause not a lack of demand or pricing power. Feels misleading at best and pure FUD at worst"
X Link @danielnewmanUV 2025-10-07T15:43Z 69.3K followers, 36.8K engagements

"45% of US GDP growth is driven by AI Capex and will contribute $XX Trillion to global GDP. $DELL"
X Link @danielnewmanUV 2025-10-07T13:35Z 69K followers, XXX engagements

"I struggled with OpenAI eyewatering valuation for a long time. But the reason was I only saw the business as the LLM's and not what it is setting up to be. The recent wave of OpenAI deals is structurally setting it up to be the world's largest AI hyperscaler AND with its models it is also setting up to be the world's largest AI software company. The bet here is asymmetric but Sam is selling the vision of one provider to rule them all powered by models infrastructure and eventually AGI. It is a bold bet but the oversubscribed investments in each round prove that investors think this is"
X Link @danielnewmanUV 2025-10-08T14:54Z 68.6K followers, 12K engagements

"Data center power demand quadrupling over XX years feels like a low estimate. We dont even fully appreciate what we will be doing with AI but my sense is we have underestimated compute memory networking and now energy. We really need to overbuild the energy infrastructure to support the AI unknown which will prove to be much larger than the known when it comes to AI. Mark it. 👏🏻"
X Link @danielnewmanUV 2025-10-07T20:07Z 69.2K followers, 22.4K engagements

"Breaking down the complex $AMD OpenAI deal for the street and its downstream impacts on AI $NVDA and more"
X Link @danielnewmanUV 2025-10-06T17:10Z 69.2K followers, 19.3K engagements

"Let's go Join us now. Futurum Equities Podcast Episode #16 $NFLX $MELI $RDDT $RKLB $ASTS $EOSE $CLPT $NVDA $QCOM $AVGO $SOFI $IREN $NBIS $CIFR $TSLA $INTC $OSCR $MU $PFE 🚀"
X Link @danielnewmanUV 2025-10-03T17:12Z 69.1K followers, 23K engagements

"$GOOGL search accelerating XX% Y/Y. The entire ChatGPT is killing Google was and is next level nonsense. 😬😮💨"
X Link @danielnewmanUV 2025-10-10T14:34Z 69.3K followers, 33.4K engagements

"THE FUTURUM AI FIFTEEN REBALANCE IS OUT Each company is scored using our proprietary AIRometer -- a composite signal that reflects both current evaluation & future trajectory across the AI stack. X. $AVGO Broadcom XXX X. $TSM Taiwan Semiconductor XXX X. $PLTR Palantir XXX X. $ASML ASML XXX X. $ORCL Oracle XXX X. $ALAB Astera Labs XXX X. $AMD Advanced Micro Devices XXX X. $NET Cloudflare XXX X. $CRWD Crowdstrike XXX XX. $PANW Palo Alto Networks XXX XX. $NBIS Nebius XXX XX. $NOW ServiceNow XXX XX. $SNOW Snowflake XXX XX. $MDB MongoDB XXX XX. $ARM Arm Holdings 7.1"
X Link @danielnewmanUV 2025-09-29T01:20Z 69.2K followers, 38.5K engagements

"Quantum may be early in its commercial feasibility but the inflows government deals and industry investments ( $NVDA etc) into quantum names $IONQ (hold this name) $RGTI $CCCX etc suggest that the market (whether it understands quantum or not) firmly believes the technology will improve and will play a meaningful role in the future of technology and society"
X Link @danielnewmanUV 2025-10-13T19:22Z 69.3K followers, 22.4K engagements

"$MSFT cloud success over the past few years is highly correlated to its aggressive investment in $NVDA. Longer term in-house infrastructure may be valuable but the first wave has been built on NVIDIA and he who has the capacity has seen the growth. 🚀"
X Link @danielnewmanUV 2025-10-09T18:00Z 69.2K followers, 12.6K engagements

"$NVDA $AMD + $AVGO announced XX GW in Chip deals with OpenAI in the last X weeks. And yet $TSM is the biggest winner here. 😏 Just in case you didnt know. 😮💨"
X Link @danielnewmanUV 2025-10-13T20:20Z 69.3K followers, 9891 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 @danielnewmanUV 2025-09-15T21:44Z 69.2K followers, 37.1K engagements

"The U.S. completely lost the ability to make leading edge chips over the past X decades. Whether it succeeds or fails this is why we had to do the $INTC Foundry deal. Its critical for supply chain resiliency national security and global technology (AI) and economic leadership. 👊🏻"
X Link @danielnewmanUV 2025-08-31T21:33Z 68.5K followers, 9981 engagements

"Next XX hours Austin Vegas SFO for: $DELL Analyst Summit $NTAP Insight $ORCL AI World $CRM Dreamforce Home by Weds night. ✈ Whats the over under on times Ill hear AI 😬😅"
X Link @danielnewmanUV 2025-10-13T19:08Z 69.3K followers, 6228 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 @danielnewmanUV 2025-09-29T16:49Z 69.2K followers, 33.8K engagements

"Yes the $ORCL story is realreal nonsense.😬😮💨"
X Link @danielnewmanUV 2025-10-07T16:22Z 69.2K followers, 12.3K engagements

"$TSM revenue jumps more than XX% Y/Y in September on continued strong AI demand. Not. A. Bubble. Sorry 🐻"
X Link @danielnewmanUV 2025-10-09T20:58Z 69.3K followers, 33.4K engagements

"$NVDA will likely end up owning part of $AMD indirectly via its OpenAI deal. 🤓 Jensen seems to be covering all angles. 👊🏻"
X Link @danielnewmanUV 2025-10-06T12:28Z 69.2K followers, 48K engagements

"In one post The beauty of a resilient supply chain. The AI explosion continues with or without China. 💪🏻"
X Link @danielnewmanUV 2025-10-12T15:49Z 69.2K followers, 14.7K engagements

"$AVGO OpenAI deal another reminder the AI chip race isnt zero sum. It is all hands on deck. $NVDA + $AMD + Broadcom to meet the insatiable demand. There will be many winners here. 👏🏻"
X Link @danielnewmanUV 2025-10-13T13:56Z 69.3K followers, 7430 engagements

"Sometimes I tried to tell everyone. Wondering who listened 🤓 Broadcom is the custom chip rocket ship. $AVGO 🤝 OpenAI in XX GW Chip Deal. 🚀"
X Link @danielnewmanUV 2025-10-13T13:17Z 69.3K followers, 8576 engagements

"I'm all for debating with real people here on X. Awesome to have thoughtful debates with real people. Too many anonymous types hiding behind avatars though. Never going to engage if someone doesn't have the courage to stand behind their post. Onward. 🙌"
X Link @danielnewmanUV 2025-10-14T23:50Z 69.3K followers, 8486 engagements

"$1 Trillion in semis by 2030. 👀 An AI powered super-cycle driven by innovation in datacenters robotics autonomy edge PCs and handsets. The next X years will prove to be a monster for $TSM $NVDA $AVGO $AMD $ARM $MU $MRVL $INTC $QCOM and more. 🚀"
X Link @danielnewmanUV 2025-10-13T11:49Z 69.3K followers, 17.4K engagements

"$NVDA top X customers include $MSFT $GOOGL $AMZN $META and $ORCL X of the X sell cloud services (compute storage network AI) to MORE THAN X MILLION enterprises and businesses. The customer concentration narrative is overblown"
X Link @danielnewmanUV 2025-08-31T17:21Z 68.6K followers, 16.1K engagements

"@DollarCostAvg Probably $CIFR"
X Link @danielnewmanUV 2025-10-14T21:46Z 69.2K followers, XXX engagements

"$AMD 🤝 OpenAI in a massive 6GW compute agreement to supply Helio Rack Scale. The AI party continues and OpenAIs chase to meet the massive capacity requirements it expects goes on. 💪🏻🚀"
X Link @danielnewmanUV 2025-10-06T11:00Z 69.3K followers, 12.3K engagements

"Ugh130% not XXX. Have to correct that fat finger job while grilling. (Still good tho 😅) 👊🏻"
X Link @danielnewmanUV 2025-10-11T01:48Z 69.2K followers, 2906 engagements

"Remember when I said $ARM and $AVGO would work on the OpenAI chip👏🏻 Now we just need it fabbed out at $INTC for $ORCL and Stargate and I will officially be a fortune teller 🔮"
X Link @danielnewmanUV 2025-10-14T01:39Z 69.3K followers, 17K engagements

"An AI bubble bear told me yesterday that they are committed to their opinion as a means to protect retail investors from losing big when the AI bubble bursts. I mean yes at some point there will be a drawdown even if it isnt an explosion. We can all agree on this. But on the other side of the coin many retail investors in names like $NVDA $ALAB $AMD $EOSE $IREN have seen returns in the hundreds or even the thousands of percent in the multi year rise that has come from this AI boom. In many cases even if there is a 50-70% drawdown and these retail investors never sell a share they would still"
X Link @danielnewmanUV 2025-10-15T14:16Z 69.3K followers, 11.7K engagements

"$HIMS risk is regulatory capture not $NVO dropping its pants and selling discounted Ozempic at Costco. Novo is cutting its price sharply because compounding allows more customized and personalized weight loss for patients at a lower price. (read: optimized dosage) So long as compounding is allowed HIMS will be able to better and more inexpensively deliver GLPs to its customers. The whole sell off is FUD driven. Watch the regulatory space. If Peptides are labeled as biologics Big Pharma has one and then HIMS has an issue. For non its just bear nonsense. And yes Im long HIMS. Mark it. 👊🏻"
X Link @danielnewmanUV 2025-10-04T12:34Z 69.2K followers, 31.9K 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. 🚀"
X Link @danielnewmanUV 2025-07-26T16:56Z 69K followers, 32.4K engagements

"That X% Nasdaq correction that so many people had been waiting for finally arrived. 😬"
X Link @danielnewmanUV 2025-10-10T20:00Z 69.3K followers, 20.4K engagements

"Opening a new position in the AI + Energy + Mining space tomorrow $CIFR $IREN and This is not zero sum. Its all hands on deck"
X Link @danielnewmanUV 2025-10-09T01:22Z 69.2K followers, 79.7K engagements

"$DELL just raised its long-term outlook ahead of its Investor Day in NYC. Revenue growth now XX% (was 34%) EPS growth 15%+ (was 8%) Stock is up X% premarket 🚀"
X Link @danielnewmanUV 2025-10-07T13:08Z 69.3K followers, 17.6K engagements

"$GS key players in the Humanoid Robotics Supply chain. Missing: $MU $TXN $QCOM $ARM 👀"
X Link @danielnewmanUV 2025-10-03T12:42Z 68.8K followers, 8139 engagements

"Snuck one in with The Street this morning to talk $AMD $NVDA and the AI trade. 👀👊🏻 Drops soon"
X Link @danielnewmanUV 2025-10-06T14:49Z 69.2K followers, 4799 engagements

"$ORCL will do very well with its $NVDA Blackwell investment. The FUD this week was nothing more than that. 😬👏🏻"
X Link @danielnewmanUV 2025-10-11T20:51Z 69.3K followers, 7663 engagements

"$QCOM is setting up to breakout in 2026. The key is seeing beyond the handset. X. Autonomy/ADAS Stack ($45 Billion Design Pipeline) X. Robotics components and systems X. Data Center CPU and XPU launch X. Industrial sensing / IoT X. $ARM litigation risk looks to be over X. Business is only valued for its core handset biz trading 14x forward Upside galore. Story will materialize over next 3/4 quarters Mark it. 👊🏻"
X Link @danielnewmanUV 2025-10-01T23:33Z 68.6K followers, 17K engagements

"The quiet part out loud that Fed Chair Powell wont say is that with the speed of AI proliferation the real risk to jobs is material and industry cant keep up with the reskilling that needs to take place. 😮💨 Its not the change its the speed of change. We will struggle to react/adapt. Watch 😬👀"
X Link @danielnewmanUV 2025-10-14T16:34Z 69.2K followers, 8709 engagements

"@edzitron Maybe. LOL. A lot is priced in right Havent heard that but would love to hear more"
X Link @danielnewmanUV 2025-10-14T21:27Z 69.2K followers, XX engagements

"OpenAI 2026 Revenue Projection $XX Billion Anthropic 2026 Revenue Projection $XX Billion Wild how fast Anthropic is growing and doing so without a whole lot of press or capex (compared to OpenAI)"
X Link @danielnewmanUV 2025-10-15T18:10Z 69.3K followers, 9521 engagements

"@HotAisle Savvy play 👊🏻"
X Link @danielnewmanUV 2025-10-12T16:46Z 68.6K followers, XXX engagements

"Momentary dip led me to buy more $CIFR $WULF and $BITF. Hard to believe this algorithmic headline selling will hold up. But a little cooling off isn't such a bad thing. 😮💨"
X Link @danielnewmanUV 2025-10-10T15:52Z 69.3K followers, 13.6K engagements

"How am I playing the AI utility trade Easy peezy Top X $IREN $CIFR $WULF. but $BITF is my X in case you were wondering. 👊🏻🚀"
X Link @danielnewmanUV 2025-10-14T18:37Z 69.3K followers, 83.8K engagements

"Walking through a Vegas hotel+casino during a big tech event at 3:30AM heading to the gym is an absolute must experience for those that want to understand the reason Im perpetually long on human degeneracy. 🫣"
X Link @danielnewmanUV 2025-10-15T13:50Z 69.3K followers, 5380 engagements

"@MarkEHartman I am wondering the same as I was wondering the same 😬"
X Link @danielnewmanUV 2025-10-13T19:16Z 69.3K followers, XXX engagements

"$SOFI someone knew something 🚀"
X Link @danielnewmanUV 2025-10-06T15:39Z 69.2K followers, 17.7K engagements

"Occasionally I see the future 🔮🤣"
X Link @danielnewmanUV 2025-10-14T16:14Z 69.3K followers, 9987 engagements

"All of the deals that the administration has been taking to invest in and take stake in rare earths batteries etc. Seems someone knew something before today no 😬"
X Link @danielnewmanUV 2025-10-10T22:06Z 68.8K followers, 10.2K engagements

"$CRM Dreamforce is absolutely wall to wall. The enterprise software bull case IRL 😎"
X Link @danielnewmanUV 2025-10-15T16:51Z 69.3K followers, 3546 engagements

"2029 will see nearly $X Trillion in AI Capex (CITI) with over $XXX Billion from $AMZN $META $GOOGL and $MSFT. Just one more $3+ Trillion AI investment call by 2030. Hard to bet against an investment boom like this. 💪🏻🚀"
X Link @danielnewmanUV 2025-10-13T11:08Z 69.3K followers, 22.9K engagements

"Its like the BLS revisions on GDP and jobs. 🤣😮💨"
X Link @danielnewmanUV 2025-10-11T01:53Z 68.8K followers, 2754 engagements

"$IREN and $CIFR enthusiasm is being driven by the insatiable demand for AI capacity and there is no demand ceiling at this point. 🚀 Why I have positions in both. 👏🏻"
X Link @danielnewmanUV 2025-10-08T00:30Z 69.3K followers, 59.2K engagements

"Good morning to all my friends long AI and AI utilities. $CIFR $IREN $WULF $BITF looking good in the pre-market. Lets hope this isnt more PM fuckery. 😏👊🏻🚀"
X Link @danielnewmanUV 2025-10-15T11:24Z 69.3K followers, 31.7K engagements

"$AMD 🤝 OpenAI Deal 10-minute-deep dive on The Street"
X Link @danielnewmanUV 2025-10-06T17:52Z 68.9K followers, 11K engagements

"$SOFI S&P XXX inclusion incoming TLDR Yes. 2026. Mark it. 👊🏻"
X Link @danielnewmanUV 2025-10-05T00:39Z 69.3K followers, 33.4K engagements

"$IREN $WULF and $CIFR will be significant beneficiaries of the insatiable demand for AI energy + capacity"
X Link @danielnewmanUV 2025-09-27T19:50Z 69.3K followers, 103K engagements

"$AMD deal with OpenAI was kind of brilliant. 👏🏻🚀"
X Link @danielnewmanUV 2025-10-08T21:18Z 69.2K followers, 13.6K engagements

"Funny thing about all the bulls saying AI isnt a bubble and the bears saying it is In due time we will find out who is right and who isnt. Btw. It isnt a bubble and Im right. 😬😏 But if by some long shot Im wrong. Im willing to stand up and say Im wrong. 😮💨 Time will tell 👊🏻"
X Link @danielnewmanUV 2025-10-15T02:51Z 69.3K followers, 8930 engagements

"What Larry Ellison says $ORCL is looking to solve with AI. Very focused on health and food supply. We (society) will live better lives and eat better foods Lets just say he is quite bullish. And why wouldnt he be 😏"
X Link @danielnewmanUV 2025-10-14T22:40Z 69.3K followers, 7106 engagements

"The AI rally is the most hated rally Ive seen but it doesnt mean its a bubble. 👊🏻"
X Link @danielnewmanUV 2025-10-08T12:57Z 69.3K followers, 10.5K engagements

"Assuming Monday opens up bigly after the de-escalation most of retail will have missed the dip. 😬"
X Link @danielnewmanUV 2025-10-12T17:23Z 69.2K followers, 22K engagements

"Appreciate all the people sharing the $AVGO + OpenAI news and screenshots with me. Its nice to see all that table pounding didnt lead to any brushing. 😅"
X Link @danielnewmanUV 2025-10-13T16:21Z 69.3K followers, 4773 engagements

"This was a Joke in case you all think Im serious. 🤣😮💨"
X Link @danielnewmanUV 2025-10-14T21:16Z 69.3K followers, 2107 engagements

"Show me the math. based on real verifiable data and Ill acquiesce. A completely cherry picked set of numbers that arent publicly available to prove something very damming Do you have a certain bend on the market that you are leaning into Meanwhile. Im listening to Larry right now. He confirmed the build of Abilene and the underlying power. So maybe hes lying he just shared it in front of a few hundred thousand people at the companys event"
X Link @danielnewmanUV 2025-10-14T22:13Z 69.3K followers, XX engagements

"Sunday is just another day to put in the work. 💪🏻👊🏻"
X Link @danielnewmanUV 2025-10-12T16:08Z 69.3K followers, 6158 engagements

"All roads lead to $NVDA"
X Link @danielnewmanUV 2025-10-08T15:40Z 69.3K followers, 34.9K engagements

"$DELL vice chairman Jeff Clark sharing a pivotal data set for investors. ✅ Agents drive 4-15x more tokens and up to 100x more compute. ✅ XX% of all new data generated is unstructured ✅ Inference at the edge is becoming more powerful seeing high performance language models now 142x smaller than in 2022. We agree on the inference explosion. It is fueling the run on capacity and is the clear driver of deals like $AMD + OpenAI yesterday"
X Link @danielnewmanUV 2025-10-07T13:50Z 69.2K followers, 6148 engagements

"TBC already in $CIFR $IREN so adding a 3rd"
X Link @danielnewmanUV 2025-10-09T01:58Z 69.1K followers, 8950 engagements

"The future of enterprise software is a ChatGPT experience with XXX% trusted governance compliance execution and security. $GOOGL $CRM $MSFT $NOW $IBM all chasing this. OpenAI working at this from the other direction. Not winner take all but winner take most. Game on"
X Link @danielnewmanUV 2025-10-15T17:46Z 69.3K followers, 3477 engagements

"Whoa $IREN retail investors with stop losses got absolutely blown out in a flash crash. Have to be careful using stop losses on high beta stocks. 👀"
X Link @danielnewmanUV 2025-10-11T02:11Z 69.3K followers, 131.9K 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"
X Link @danielnewmanUV 2025-07-27T18:56Z 69.3K followers, 189.9K engagements

"I realize when insiders sell it has a bearish sentiment to it. But not every time an insider sells is it some end of the world bearish event. There are countless reasons like paying taxes that execs sell stock. Not to mention sales aren't open market but scheduled well in advance. The whole "so and so exec" sold shares recently as some 'end of days' queue is largely just nonsense"
X Link @danielnewmanUV 2025-10-06T19:47Z 69.1K followers, 9533 engagements

"I am hearing the exact same thing. No one is questioning demand. Its an absolute arms race. The concern is all about capacity resources and labor. We literally cannot build AI demand to meet the need. Everything that can be built will be consumed. Its a gold rush. 💥"
X Link @danielnewmanUV 2025-10-14T02:04Z 69.3K followers, 66.1K engagements

"$CIFR is my number one AI utility play. No further explanation needed"
X Link @danielnewmanUV 2025-10-09T21:24Z 69.3K followers, 113K engagements

"$NVDA All of Big Pharma 😳😏"
X Link @danielnewmanUV 2025-10-03T23:46Z 68.9K followers, 22.5K engagements

"May have nibbled on some $BITF too. Too intriguing not to 😏"
X Link @danielnewmanUV 2025-10-09T14:16Z 68.8K followers, 20K engagements

"Very unlikely imo that Jensen and $NVDA didnt know anything about this $AMD deal"
X Link @danielnewmanUV 2025-10-06T11:24Z 69.2K followers, 31.3K engagements

"2 important themes. One image $TSM is an amazing company continuously gaining share and has more than XX% of advanced the semiconductor manufacturing market. Also. Why $INTC so desperately needs to succeed for the sake of efficient markets supply chain resilience and western exceptionalism. 😮💨"
X Link @danielnewmanUV 2025-10-11T21:32Z 69.3K followers, 18.1K engagements

"Think of how many things we said AI wasn't good at when ChatGPT first came out and think about now. It has only been X years. The speed of improvement continues to accelerate. Incredibly exponential times. Very exciting. 🚀"
X Link @danielnewmanUV 2025-10-15T20:21Z 69.3K followers, 3154 engagements

"I guess next Monday we get the $INTC + OpenAI deal announced 😏😂"
X Link @danielnewmanUV 2025-10-14T00:38Z 69.3K followers, 17.9K engagements

"As I have been saying. Premarket Fuckery. $IREN $CIFR $WULF all deep green to red. Never trust the premarket. 😬😅"
X Link @danielnewmanUV 2025-10-15T17:40Z 69.3K followers, 18.9K engagements

"An $ORCL + $CIFR capacity announcement at Oracle AI World would be absolutely delicious. 🤌🏻🤞🏻"
X Link @danielnewmanUV 2025-10-13T14:28Z 69.3K followers, 45.3K engagements

"$NVDA ODMs cant build factories fast enough to support the next two years of committed orders. AI bubble my ass. 😬😏"
X Link @danielnewmanUV 2025-10-03T00:25Z 68.5K followers, 26.7K engagements

"$QCOM Bull thesis in XX seconds. Next 4-6 quarters expanding into robotics autonomy datacenter physical AI. 💪🏻"
X Link @danielnewmanUV 2025-10-13T13:08Z 69.3K followers, 41.9K engagements

"Market selling off on Tariff news. We know how this story ends"
X Link @danielnewmanUV 2025-10-10T15:38Z 69.3K followers, 206.9K engagements

"Remember all the way back to Sunday when I said today may be a rip your face off kind of rally Holy AI utilities. $IREN $CIFR $BITF 🚀"
X Link @danielnewmanUV 2025-10-13T19:13Z 69.3K followers, 20.1K engagements

"$DELL Securities Analyst Meeting 🧵"
X Link @danielnewmanUV 2025-10-07T13:33Z 69K followers, 7893 engagements

"Larry Ellison $ORCL AI World keynote begins in just a few minutes. Ive never seen this much energy at an Oracle event. Completely different vibe. Almost GTC like enthusiasm. Its all in AI strategy has transformed this company. 👏🏻"
X Link @danielnewmanUV 2025-10-14T21:31Z 69.3K followers, 7092 engagements

"$AMD gets another massive commit from $ORCL with a 50k GPU commit starting in 2026. Such an important win for AMD following the OpenAI deal. 👏🏻"
X Link @danielnewmanUV 2025-10-14T12:24Z 69.3K followers, 16.7K engagements

"I see almost X risk of an AI bubble bursting because a lack of demand for AI. The biggest risk is resources and capacity to scale for the unprecedented surge of demand that is coming. We havent seen nothing yet. This has only just begun. 🚀 Mark it. 👏🏻"
X Link @danielnewmanUV 2025-10-14T00:49Z 69.3K followers, 16.6K engagements

"$AMD has had an incredible X weeks with its $ORCL and OpenAI deals. $NVDA still dominates GPU share and we dont see that changing. But AMD has turned a corner that many had said it couldnt. 👊🏻🚀"
X Link @danielnewmanUV 2025-10-14T21:26Z 69.3K followers, 24.8K engagements

"U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 X Power Players to watch: $NNE grid buildout $CCJ uranium supply $VRT power & cooling $VST grid generation $LEU enriched uranium fuel $CEG nuclear baseload $EOSE long-duration storage"
X Link @danielnewmanUV 2025-09-27T22:12Z 69.3K followers, 110K engagements

"Being short $HIMS is like being short AI. Sure there is a case but it isnt a good one. Peptides HRT and Personalized wellness/longevity are the AI of human evolution. No one has built a scale platform like HIMS and HERS to address this"
X Link @danielnewmanUV 2025-10-15T18:45Z 69.3K followers, 4973 engagements

"$TSM 🤝 $INTC may wind up being less a choice and more a mandate. Like I said Intel has been made. 🤌🏻"
X Link @danielnewmanUV 2025-09-26T05:10Z 69.3K followers, 17.3K engagements

"$QCOM is just another pawn in U.S. / China political nonsense. $NVDA $AMD $MU all impacted by this. Nothing to see here 🙈"
X Link @danielnewmanUV 2025-10-10T23:29Z 69.3K followers, 6601 engagements

"Memory capacity is also massively constrained. Companies that didnt buy in advance are toast. Prices are going to soar on any remaining capacity. $MU has ultimate pricing power. This memory cycle is different. Watch 👀🚀"
X Link @danielnewmanUV 2025-10-14T02:35Z 69.3K followers, 11.2K engagements

"And just like that we are so back. 👏🏻🚀"
X Link @danielnewmanUV 2025-10-12T16:57Z 69.3K followers, 59K engagements

"The smartest engineers I know are spending their own fortunes to build and train these AI models. $ORCL Chairman Larry Ellison Went on to share that in the Internet bubble the pioneers werent laying their own fortune to build the fugitive. This is the highest value technology weve ever seen"
X Link @danielnewmanUV 2025-10-14T21:49Z 69.3K followers, 20.9K engagements

"It appears the China Tariff escalation and market Armageddon of Friday the 10th is already being de-escalated. CHINAS COMMERCE MINISTRY CLARIFIES THAT RARE EARTH EXPORT CONTROLS DO NOT AMOUNT TO AN EXPORT BAN ELIGIBLE APPLICATIONS WILL CONTINUE TO RECEIVE LICENSES"
X Link @danielnewmanUV 2025-10-12T12:43Z 69.3K followers, 21.2K engagements

"$QCOM is a name I like over the next 4-6 quarters to capitalize on physical AI robotics and Autonomy. This Arduino deal scales the physical AI and IoT play while giving Qualcomm a community of XX million developers working on high volume edge IoT and robotics hardware + software. I keep sayingit will take some time but Qualcomm has the portfolio in all the areas that could change how its valued substantially. 👀"
X Link @danielnewmanUV 2025-10-07T14:22Z 69.3K followers, 29.6K engagements

"Thanks to his $INTC deal President DJT has overthrown Nancy Pelosi as the best trader in DC. 🤣"
X Link @danielnewmanUV 2025-10-03T00:48Z 68.4K followers, 14.1K engagements

"What you eat for dinner after reminding yourself you are up XXX% YTD even after todays first class market fuckery. 😏💪🏻🚀"
X Link @danielnewmanUV 2025-10-10T23:51Z 68.9K followers, 15.1K engagements

"AI utilities including $EOSE $NBIS $WULF $CIFR $CRWV $APLD $IREN all expected to see explosive revenue growth next year. 🚀 Hard to imagine betting against this growth and momentum. 😬"
X Link @danielnewmanUV 2025-10-14T12:06Z 69.3K followers, 161.5K engagements

"Anyone pick up on the fact the $XX Billion XPU customer announced by $AVGO last quarter wasnt OpenAI It is another customer (TBD). Incredible work by Hock and team to take another volume socket. 👏🏻"
X Link @danielnewmanUV 2025-10-14T14:30Z 69.3K followers, 6860 engagements

"Y'all remember when organization size was a flex In the AI era the new flex is most revenue with the fewest headcount"
X Link @danielnewmanUV 2025-10-15T17:59Z 69.3K followers, 4265 engagements

"$IREN was a top pick in our recent AI XX as we rebalanced our research for a massive wave of AI utility deals"
X Link @danielnewmanUV 2025-10-13T16:18Z 69.3K followers, 39.4K engagements

"$AMD the next domino to fall for $INTC Foundry Come one come all. 👀 Just a matter of time. Mark it. 👊🏻"
X Link @danielnewmanUV 2025-10-01T18:56Z 68.5K followers, 19.3K engagements

"$GOOGL overwhelmingly selected as favorite to win 2025 AI race. Sometimes I get things right. 😏😮💨"
X Link @danielnewmanUV 2025-10-12T23:11Z 69.3K followers, 12.9K engagements

"Morning show let's go 🚀 Futurum Equities Podcast Episode #17 $NBIS $DOCN $IREN $CIFR $WULF $RGTI $IONQ $PLTR $RKLB $ASTS $HOOD $RBRK $AMZN $PATH $MELI $AMD $QCOM $IBM"
X Link @danielnewmanUV 2025-10-10T13:12Z 69.3K followers, 28.9K engagements

"$OSCR is ripping as ACA deal is nearing per President Trump"
X Link @danielnewmanUV 2025-10-06T20:58Z 69.2K followers, 11.2K engagements

"AI will add $15-20 trillion to the global economy by 2030. 4-5x larger than the digital economy today. Hence Ill worry when the AI bubble is about 75-100x the size of the internet bubble. Onward 👊🏻😮💨"
X Link @danielnewmanUV 2025-10-12T01:27Z 69.2K followers, 22.8K engagements

"I like what Brad Gerstner said about the AI bubble hype. And I paraphrase When literally every show every interview every headline is asking or suggesting we are in a bubblethat is a pretty good indicator that we are not in a bubble. 😮💨"
X Link @danielnewmanUV 2025-10-15T13:00Z 69.3K followers, 6532 engagements

"$SOFI finished the week up more than 1.7%. Lets keep perspective my friends. The sky isnt falling. 👏🏻💪🏻"
X Link @danielnewmanUV 2025-10-11T19:01Z 69.3K followers, 9220 engagements

"Secretary Bessent is such a thoughtful leader and a great calming voice for those trying to navigate the economic volatility and the difficult to understand market narratives. 💪🏻"
X Link @danielnewmanUV 2025-10-15T13:05Z 69.3K followers, 6935 engagements

"The $QCOM thesis is built on whats next for the company. Physical AI and Robots Autonomy Stack for Driverless Datacenter compute and custom AI chips Its cheaply valued like a handset/PC company with a 13-14x Forward PE. We see a high probability that this changes in 2026. Retail should take note. Could surprise bigly. 👊🏻🚀"
X Link @danielnewmanUV 2025-09-06T21:43Z 69.2K followers, 11.5K engagements

"The worst kept secret in tech. Advanced $NVDA and other chips have absolutely found their way into China. 😬"
X Link @danielnewmanUV 2025-10-07T18:31Z 69.1K followers, 12.9K engagements

"$NVDA says $3-4 Trillion AI Infrastructure by 2030 powered by accelerated compute Generative AI Agentic AI and Physical AI. This is an ANNUAL number. If the real number is even close there is a lot of room to run in this bull market. 🐂🚀"
X Link @danielnewmanUV 2025-10-09T23:38Z 69.3K followers, 29.6K engagements

"$NVDA 🤝 xAI NVIDIAs next big move confirmed announcing plans to invest up to $2B equity in Elon Musks xAI in a raise of $XX Billion"
X Link @danielnewmanUV 2025-10-07T23:46Z 69.2K followers, 24.9K engagements

"It wont be all XPU anywhere. It wont be all GPU either. $MSFT will follow $GOOGL and $AMZN and build XPUs. AND Microsoft will spend hundreds of billions on $NVDA (and $AMD) during and after it has its homegrown chips working. More zero sum nonsense FUD. But it isnt the way things will play out. Mark it. 👊🏻"
X Link @danielnewmanUV 2025-10-05T18:55Z 69.2K followers, 35.3K engagements

"Brad Gerstner interview on CNBC this morning is very good. Explains the Bubble theory and the OpenAI deals and financing extremely saliently. This will break the bears brains. But Im okay with this. 😎"
X Link @danielnewmanUV 2025-10-15T12:07Z 69.3K followers, 8779 engagements

"$MU has been a pound the table name. The memory boom bust cycle will be far less volatile in the AI era. Mark it. 💪🏻"
X Link @danielnewmanUV 2025-10-08T00:52Z 69.3K followers, 10.9K engagements

"$SOFI $IREN $HOOD and just about every other ticker ripping overnight 😮💨🚀"
X Link @danielnewmanUV 2025-10-13T00:37Z 69.3K followers, 37.5K engagements

"OpenAI + $AMD deal gives Sam Altman and team a massive incentive to succeed with AMD. A very interesting turn of events. XX% ownership requires the stock to reach $XXX. Thats a huge uplift and road ahead"
X Link @danielnewmanUV 2025-10-06T11:06Z 69.2K followers, 38.4K engagements

"All the people asking if it was too late to buy $CIFR or $IREN after the run it had. Here is another chance. China Tariff news has no bearing on AI capacity or energy demand. NFA😮💨"
X Link @danielnewmanUV 2025-10-10T22:03Z 69.3K followers, 56.7K engagements

"Monday may rip some faces off. Especially those that dove in short on the China escalation. 😬😳"
X Link @danielnewmanUV 2025-10-12T17:53Z 69.3K followers, 36.6K engagements

"Futurum's AI Cloud Platform Signal is out. Our Top X. X. $GOOGL 🥇 X. $MSFT 🥈 X. $AMZN 🥉 Read the overall rankings and heatmaps 👇"
X Link @danielnewmanUV 2025-10-09T18:33Z 69.3K followers, 22.4K engagements

"So retail however concentrated now hold XX% of U.S. equities. Retail is changing the game and increasingly exerting its influence on the market. Very promising. 👏🏻"
X Link @danielnewmanUV 2025-10-15T12:58Z 69.3K followers, 6329 engagements

"$AMD + OpenAI deal should move AMD GPU market share at or north of X% in 2026. Adjusted up from 5-6% expected prior"
X Link @danielnewmanUV 2025-10-11T16:20Z 69.3K followers, 15.7K engagements

"The big AI bets being made today by $GOOGL $MSFT $AMZN and others arent about 1-2 year horizons they are defending their business models 5-10 years into the future"
X Link @danielnewmanUV 2025-10-08T15:52Z 68.5K followers, 25.5K engagements

"$WULF position locked 👊🏻"
X Link @danielnewmanUV 2025-10-09T13:52Z 69.3K followers, 12.2K engagements

"$SOFI ripping today 🚀 The recent sell off was based on nothing. The thesis never changed. I got longer over that time because my belief in the company never wavered. 👊🏻💪🏻"
X Link @danielnewmanUV 2025-10-07T14:28Z 69.3K followers, 8890 engagements

"Full comment: Trump says he thinks were going to be fine with China calling Xi a smart man and a great leader. Adds that China tariffs are still planned for Nov. X. Funny as this changes nothing from his earlier comments. The goal is to find a path. 😮💨🚀"
X Link @danielnewmanUV 2025-10-12T21:37Z 69.2K followers, 15.2K engagements

"Red eye arrival in NYC. X hours time change. X hours sleep. Lets go. 😮💨😬"
X Link @danielnewmanUV 2025-09-25T12:30Z 69.2K followers, 3287 engagements