# ![@FuturumEquities Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1918430329112801280.png) @FuturumEquities Futurum Equities

Futurum Equities is highlighting key players in the AI infrastructure space, including companies like $NVDA, $TSM, and $AVGO, that are driving the development of AI technology. The firm has identified a list of stocks, dubbed the "Futurum AI Fifteen", which includes companies like $AMD, $ARM, and $ORCL, that are poised to benefit from the growth of AI. Futurum Equities is also offering free access to its daily research analysis, the Futurum Daily Signal.

### Engagements: [---] [#](/creator/twitter::1918430329112801280/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:interactions.svg)

- [--] Week [-------] +193%
- [--] Month [-------] -47%
- [--] Months [---------] +65%

### Mentions: [--] [#](/creator/twitter::1918430329112801280/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:posts_active.svg)

- [--] Week [--] -56%
- [--] Month [--] -13%
- [--] Months [---] +110%

### Followers: [------] [#](/creator/twitter::1918430329112801280/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:followers.svg)

- [--] Week [------] +0.38%
- [--] Month [------] +2.10%
- [--] Months [------] +83%

### CreatorRank: [---------] [#](/creator/twitter::1918430329112801280/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1918430329112801280/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  99.08% [stocks](/list/stocks)  88.07% [technology brands](/list/technology-brands)  76.15% [countries](/list/countries)  6.42% [automotive brands](/list/automotive-brands)  5.5% [fashion brands](/list/fashion-brands)  2.75% [cryptocurrencies](/list/cryptocurrencies)  2.75% [celebrities](/list/celebrities)  1.83% [financial services](/list/financial-services)  1.83% [exchanges](/list/exchanges)  0.92%

**Social topic influence**
[ai](/topic/ai) 70.64%, [$nvda](/topic/$nvda) 41.28%, [nvda](/topic/nvda) 38.53%, [$tsm](/topic/$tsm) #132, [$amd](/topic/$amd) 23.85%, [$asml](/topic/$asml) 22.02%, [asml](/topic/asml) 22.02%, [$avgo](/topic/$avgo) #277, [in the](/topic/in-the) 16.51%, [$amzn](/topic/$amzn) 15.6%

**Top accounts mentioned or mentioned by**
[@bedroomboogie](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@grok](/creator/undefined) [@hamsarris6](/creator/undefined) [@marketprophit](/creator/undefined) [@rolfbulk](/creator/undefined) [@stocktwits](/creator/undefined) [@taylorcraig](/creator/undefined) [@raf_mich96](/creator/undefined) [@pegolsuarez](/creator/undefined) [@iamdeepakbisht8](/creator/undefined) [@bryansmithrisi](/creator/undefined) [@techequityeng](/creator/undefined) [@loubasenese](/creator/undefined) [@jdmcishere](/creator/undefined) [@catskillfishing](/creator/undefined) [@growthstockpick](/creator/undefined) [@artknightmed](/creator/undefined) [@educryptonews](/creator/undefined) [@thecsguy](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Arm Holdings plc (ARM)](/topic/$arm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Astera Labs, Inc. (ALAB)](/topic/$alab) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Intel Corporation (INTC)](/topic/$intc) [Oklo Inc. (OKLO)](/topic/$oklo) [Cloudflare, Inc. (NET)](/topic/$net) [Snowflake Inc. (SNOW)](/topic/$snow) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [MongoDB, Inc. (MDB)](/topic/$mdb) [IBM (IBM)](/topic/ibm) [Cameco Corporation (CCJ)](/topic/$ccj) [CoreWeave, Inc (CRWV)](/topic/$crwv) [TeraWulf Inc. (WULF)](/topic/$wulf) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lam Research Corporation (LRCX)](/topic/$lrcx) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [NuScale Power Corporation (SMR)](/topic/$smr) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Zscaler Inc (ZS)](/topic/$zs) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Centrus Energy Corp. (LEU)](/topic/$leu) [GE Vernova Inc. (GEV)](/topic/$gev) [Applied Digital Corp. (APLD)](/topic/$apld) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [Arista Networks Inc (ANET)](/topic/$anet) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [RAI Finance (SOFI)](/topic/$sofi) [NextEra Energy Inc (NEE)](/topic/$nee) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Cisco Systems Inc (CSCO)](/topic/$csco) [Salesforce Inc (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"FUTURUM AI [--] REBALANCE We just completed the second quarterly rebalance of the Futurum AI Fifteen which is our curated list of nonMag [--] companies we believe are building the next layer of AI infrastructure: Control Layer: $AMD $INTC $AMKR $MU $AVGO $ALAB $ASML $TSM Operating Layer: $PLTR $PANW $CRWD $NET $PSTG Utility Layer: $NBIS $IREN Honorable mentions: $ARM $ORCL $SNOW $MDB $OKLO https://twitter.com/i/web/status/2018738645323432031 https://twitter.com/i/web/status/2018738645323432031"  
[X Link](https://x.com/FuturumEquities/status/2018738645323432031)  2026-02-03T17:29Z 18.6K followers, 29.2K engagements


"$TSM JANUARY SALES SOARED 37% YOY TO $12.7B"  
[X Link](https://x.com/FuturumEquities/status/2021221426477322655)  2026-02-10T13:55Z 18.6K followers, [----] engagements


"FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we believe are building the next layer of AI infrastructure. Ranked by our proprietary AIRometer Score -- here are the top [--] 👇"  
[X Link](https://x.com/FuturumEquities/status/1972466062089437611)  2025-09-29T00:58Z 18.6K followers, 627.7K engagements


"$MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected execution in advanced memory"  
[X Link](https://x.com/FuturumEquities/status/2021597950447653337)  2026-02-11T14:51Z 18.6K followers, 88.1K engagements


"$MU plans to invest an additional $24B in Singapore over the next decade to expand memory manufacturing. The move reflects how AI-driven demand is turning memory into a long-cycle capacity bottleneck"  
[X Link](https://x.com/FuturumEquities/status/2016141563508965667)  2026-01-27T13:29Z 18.5K followers, 58.5K engagements


"$ASML earnings are one of the strongest upstream signals for sustained AI infrastructure demand. When $TSM $INTC and Samsung are ordering lithography tools at record levels it suggests theyre planning for elevated chip production capacity well beyond the near term"  
[X Link](https://x.com/FuturumEquities/status/2016498414457065479)  2026-01-28T13:07Z 18.5K followers, [----] engagements


"$SNOW and OpenAI have signed a multi-year $200M enterprise AI partnership making OpenAI a primary model provider within Snowflake Cortex AI across all major clouds. The deal gives 12600+ Snowflake customers native access to OpenAI models to deploy secure context-aware AI agents at scale accelerating enterprise adoption with built-in governance. https://twitter.com/i/web/status/2018326549762806167 https://twitter.com/i/web/status/2018326549762806167"  
[X Link](https://x.com/FuturumEquities/status/2018326549762806167)  2026-02-02T14:12Z 18.6K followers, [----] engagements


"$AMZN and OpenAI are reportedly discussing a deal to build custom AI models for Amazons products deepening OpenAIs reliance on AWS"  
[X Link](https://x.com/FuturumEquities/status/2019053723931312300)  2026-02-04T14:21Z 18.5K followers, [----] engagements


"Our take on what is happening in software right now"  
[X Link](https://x.com/FuturumEquities/status/2019128738802462903)  2026-02-04T19:19Z 18.5K followers, [----] engagements


"IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $DDOG $GTLB $ADBE https://x.com/i/broadcasts/1gqxvrNqreWxB https://x.com/i/broadcasts/1gqxvrNqreWxB"  
[X Link](https://x.com/FuturumEquities/status/2019131200892465195)  2026-02-04T19:29Z 18.5K followers, [----] engagements


"$QCOM Q1 EARNINGS Revenue $12.3B vs Est. $12.2B EPS $3.50 vs. Est. $3.41 Q2 Guidance Revenue $10.6B vs Est. $11.1B EPS $2.55 vs. Est. $2.89 Q2 guide impacted by industry-wide memory supply constraints on handsets https://twitter.com/i/web/status/2019160134325531097 https://twitter.com/i/web/status/2019160134325531097"  
[X Link](https://x.com/FuturumEquities/status/2019160134325531097)  2026-02-04T21:24Z 18.5K followers, [----] engagements


"Jensen Huang just said 100% of $NVDA GPUs are sold or rented and fully lit up. Even GPUs sold [--] years ago are still in use and rising in rental prices"  
[X Link](https://x.com/FuturumEquities/status/2019832314365415729)  2026-02-06T17:55Z 18.5K followers, [----] engagements


"Excited to welcome @rolfbulk as Head of Semiconductor & Infrastructure Equity Research at Futurum Equities. This is a key step as we build end-to-end sell-side coverage across the global semiconductor and AI infrastructure stack. First of many announcements to come"  
[X Link](https://x.com/FuturumEquities/status/2019840069566378287)  2026-02-06T18:26Z 18.5K followers, 15.8K engagements


"Click below for further information: https://markets.businessinsider.com/news/stocks/futurum-equities-appoints-industry-veteran-rolf-bulk-as-head-of-semiconductor-infrastructure-equity-research-1035796185 https://markets.businessinsider.com/news/stocks/futurum-equities-appoints-industry-veteran-rolf-bulk-as-head-of-semiconductor-infrastructure-equity-research-1035796185"  
[X Link](https://x.com/FuturumEquities/status/2019840697650876890)  2026-02-06T18:28Z 18.5K followers, [----] engagements


"THE GLOBAL SUPPLY CHAIN IS BEING REBUILT AROUND AI COMPUTE AI Security $CRWD $ZS $PANW $RBRK Grid & Power $CEG $NEE $VST $EOSE $NNE AI Data Platforms $PLTR $SNOW $MDB $NOW Nuclear $OKLO $SMR $LEU $GEV $CCJ $BWXT AI Cloud $MSFT $AMZN $GOOGL $DOCN $ORCL AI Utility $CRWV $NBIS $IREN $CIFR $WULF $APLD AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM https://twitter.com/i/web/status/2008895759014633490 https://twitter.com/i/web/status/2008895759014633490"  
[X Link](https://x.com/FuturumEquities/status/2008895759014633490)  2026-01-07T13:37Z 18.6K followers, 16.8K engagements


"The market is underestimating how much of this cycle is being driven by real workloads. Training inference and agentic systems are already consuming capacity as fast as it comes online with the real bottlenecks still being power and memory supply"  
[X Link](https://x.com/FuturumEquities/status/2021316325801341198)  2026-02-10T20:12Z 18.6K followers, 12.6K engagements


"FUTURUM EQUITIES PODCAST EPISODE #28 [--]. Davos [----] marked the shift from AI hype to hard constraints like power deployment timelines and control of bottlenecks. [--]. Why Shay added a new software name during SaaSpocalypse [----] as agents become workers and systems of record become the managers. [--]. The new AI-era rule for software where only control points with ownership over data flow and outcomes will sustain margins. [--]. A special announcement six months in the making that opens a new way to invest in the builders of the next cycle. https://twitter.com/i/web/status/2015082443683103219"  
[X Link](https://x.com/FuturumEquities/status/2015082443683103219)  2026-01-24T15:21Z 18.6K followers, 20.1K engagements


"The old SaaS playbook was solve a pain point charge per seat and compound NRR through product quality and distribution. The new bar is whether AI has to pass through you to get work done"  
[X Link](https://x.com/FuturumEquities/status/2021637273989873888)  2026-02-11T17:27Z 18.6K followers, [----] engagements


"5 STOCKS THAT WIN FROM THE TRUMP-ELON FEUD Elon Musks businesses have always operated on the implicit leverage of proximity -- proximity to power to capital to policy favor. And for nearly a decade that leverage insulated them from normal market forces. SpaceX became indispensable to NASA because there was no alternative. Starlink became integral to defense because it arrived before any regulated solution could scale. $TSLA autonomy stack got the benefit of doubt despite regulatory headwinds because the growth narrative -- and the political connections -- kept pressure off. Musk built"  
[X Link](https://x.com/FuturumEquities/status/1930954201737380155)  2025-06-06T11:45Z 18.6K followers, 221.2K engagements


"THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON $NVDA powers the compute layer. $ASML controls the production layer. $TSM manufactures the future at scale. The Foundry Three arent the future. Theyre the infrastructure it runs on"  
[X Link](https://x.com/FuturumEquities/status/1931714630000472300)  2025-06-08T14:07Z 18.6K followers, 35.9K engagements


"$ORCL PROVED TODAY WHY IT BELONGED IN THE FUTURUM AI FIFTEEN LIST Chairman Larry Ellison: Oracle will be the top cloud infrastructure player -- IaaS +52% YoY & guiding 70%+ full year. The stock is up 8% after-hours"  
[X Link](https://x.com/FuturumEquities/status/1932918262842733016)  2025-06-11T21:50Z 18.6K followers, 27.5K engagements


"TOP [--] FUTURUM AI FIFTEEN PICKS DROP TODAY Subscribers will get the email live during this mornings @Stocktwits Daily Rip show. Heres the evolving list: Control layer: $AMD $ARM $TSM $AVGO $ASML $QCOM $MU $CSCO Operating layer: $PLTR $NOW $ORCL $SNOW $IBM $CRWD $PANW $NET $CRM Expansion layer: $OKLO $MDB $ALAB $ADBE"  
[X Link](https://x.com/FuturumEquities/status/1933142094799044724)  2025-06-12T12:39Z 18.6K followers, 54.8K engagements


"$AVGO often flies under the radar -- but it powers the plumbing of AI: custom ASICs high-speed networking even $AAPL silicon. If $NVDA is the engine Broadcom is the glue holding hyperscale AI together"  
[X Link](https://x.com/FuturumEquities/status/1933568790127915361)  2025-06-13T16:54Z 18.6K followers, 25.6K engagements


"25 COMPANIES POWERING THE SEMICONDUCTOR VALUE CHAIN [--]. $NVDA -- Designer of AI GPUs & CUDA platform for model training [--]. $TSM -- Manufacturer of advanced 3nm & 5nm chips for AI workloads [--]. $AVGO -- Supplier of networking ASICs & high-speed connectivity components [--]. $ASML -- Exclusive supplier of EUV lithography machines for chip manufacturing [--]. $QCOM -- Designer of Snapdragon AI processors for mobile & edge devices [--]. $ARM -- Developer of energy-efficient CPU architectures for AI & IoT [--]. $AMD -- Provider of Ryzen & EPYC processors for high-performance computing [--]. $MU -- Manufacturer of"  
[X Link](https://x.com/FuturumEquities/status/1933867203876843735)  2025-06-14T12:40Z 18.6K followers, 111.2K engagements


"NVLINK FUSION MAY BE $NVDA MOST OVERLOOKED MOVE A memory-sharing interconnect linking GPUs & custom silicon -- the Futurum Signal is clear: you dont need all Nvidia hardware but you DO need Nvidia infrastructure. Heres Jensen explaining NVLink 👇 https://x.com/toolandtea/status/1933381389552136705/video/1 https://x.com/toolandtea/status/1933381389552136705/video/1"  
[X Link](https://x.com/FuturumEquities/status/1933895473989144752)  2025-06-14T14:33Z 18.6K followers, 27.5K engagements


"8 STOCKS DRIVING TRUMPS AMERICAN AI VISION [--]. $MSFT -- AI Command Center [--]. $NVDA -- AI Engine [--]. $ARM -- Silicon Blueprint [--]. $ORCL -- Data Nerve Center [--]. $PLTR -- Decision-Making Layer [--]. $TSM -- Manufacturing Backbone [--]. $AVGO The AI Plumbing [--]. $META -- Open Source AI"  
[X Link](https://x.com/FuturumEquities/status/1934596465189667024)  2025-06-16T12:58Z 18.6K followers, 30.9K engagements


"$AMD -- PART OF OUR FUTURUM AI FIFTEEN -- IS UP 10% TODAY 😏"  
[X Link](https://x.com/FuturumEquities/status/1934638862372131324)  2025-06-16T15:47Z 18.6K followers, 28K engagements


"WHY THE FUTURUM AI FIFTEEN IS SIGNAL IN THE NOISE -- BUILT FOR UPSIDE ARMORED FOR DOWNSIDE Control layer: $AMD $ARM $TSM $AVGO $ASML $QCOM $MU $CSCO Operating layer: $PLTR $NOW $ORCL $SNOW $IBM $CRWD $PANW $NET $CRM Expansion layer: $OKLO $MDB $ALAB $ADBE"  
[X Link](https://x.com/FuturumEquities/status/1934657047301378096)  2025-06-16T16:59Z 18.6K followers, 56.2K engagements


"$TSM rarely gets the spotlight -- but its the foundry behind the entire AI boom: every $NVDA $AAPL $AMD & $QCOM chip is born in its fabs. If NVIDIA is the engine and $AVGO is the glue $TSM is the factory floor -- the place where AI silicon becomes reality"  
[X Link](https://x.com/FuturumEquities/status/1934952678427369688)  2025-06-17T12:34Z 18.6K followers, 29.6K engagements


"$ASML doesnt make chips -- it makes them possible. Every advanced $NVDA $TSM or $AAPL chip starts with its lithography machines. If TSMC is the factory floor of AI $ASML is the machine that powers it -- the single point of failure in the global semiconductor chain"  
[X Link](https://x.com/FuturumEquities/status/1934986678487453857)  2025-06-17T14:49Z 18.6K followers, 22.8K engagements


"$ARM doesnt build chips -- it architects them. Its instruction sets are the blueprint for billions of devices from iPhones to AI edge accelerators. If $NVDA is the engine of AI Arm is the language it runs on -- the invisible standard powering the next wave of ultra-efficient scalable computing"  
[X Link](https://x.com/FuturumEquities/status/1935316659579011170)  2025-06-18T12:40Z 18.6K followers, 19.4K engagements


"$IONQ IS BUILDING THE QUANTUM BACKBONE FOR AI -- WITH A FRACTION OF THE ENERGY"  
[X Link](https://x.com/FuturumEquities/status/1935438463282856425)  2025-06-18T20:44Z 18.6K followers, 32.7K engagements


"HOW WILL ENTERPRISES PROTECT AGAINST THE AI-DRIVEN DATA EXPLOSION Protect endpoints $CRWD Secure connections $ZS Shield networks $NET Data resilience $RBRK Manage identities $OKTA Guard privileges $CYBR Secure the cloud $PANW"  
[X Link](https://x.com/FuturumEquities/status/1935700779387806060)  2025-06-19T14:06Z 18.6K followers, 21.2K engagements


"THE FUTURE ENERGY STACK -- MAPPED TO THE AI STACK $CCJ = $TSM Controls the upstream fuel supply -- no enriched uranium no AI-scale nuclear builds. $VST = $ORCL Legacy grid operator modernizing for a new era. Not flashy -- but critical. $OKLO = distributed $NVDA If they succeed microreactors become the edge GPU of energy -- local fast scalable. $BWXT = $ASML Delivers the secure high-complexity infrastructure no one else can build -- and everyone needs. $VRT = $AVGO Powers the physical layer -- managing flow uptime & thermal integrity at scale"  
[X Link](https://x.com/FuturumEquities/status/1935722813681451505)  2025-06-19T15:34Z 18.6K followers, 46.5K engagements


"AGENTIC AI IS HERE Write & fix code $MSFT Automate DevOps $GOOGL Analyze test results $ORCL Improve release cycles $SNOW Identify misconfigurations $PLTR Fix tech debt $IBM Scale testing $AMZN"  
[X Link](https://x.com/FuturumEquities/status/1935778339584983260)  2025-06-19T19:14Z 18.6K followers, 20.7K engagements


"3 BIGGEST WINNERS OF PHYSICAL AI [--]. $NVDA: Omniverse lets engineers design test and train robots in simulation -- cutting deployment time and bridging the gap between code and the real world. [--]. $TSLA: Already using Optimus in its factories. If it scales Tesla wont just sell cars -- itll sell labor as a service. [--]. $AMZN: With 750K+ robots powering its warehouses Amazon quietly leads in applied robotics -- proving automation at scale is already here"  
[X Link](https://x.com/FuturumEquities/status/1936034025728336052)  2025-06-20T12:10Z 18.6K followers, 21K engagements


"THE MARKET IS STARTING TO REPRICE $AMD ROLE IN AI INFERENCE 😏"  
[X Link](https://x.com/FuturumEquities/status/1936066335823606012)  2025-06-20T14:19Z 18.6K followers, 31K engagements


"DANIEL NEWMAN EXPLAINS WHY $TSM & $AVGO LEAD OUR FUTURUM AI FIFTEEN https://x.com/YahooFinance/status/1936756054035222696/video/1 https://x.com/YahooFinance/status/1936756054035222696/video/1"  
[X Link](https://x.com/FuturumEquities/status/1936757044092260595)  2025-06-22T12:03Z 18.6K followers, 31.7K engagements


"IF $NVDA IS THE ENGINE POWERING AI -- HERE ARE [--] OTHER WAYS THE MACHINE WORKS 👇 [--]. $TSM is the factory that builds the engine [--]. $AVGO is the glue holding the system together [--]. $ASML makes the tools that keep the factory running [--]. $MU provides the memory that helps AI think fast [--]. $NBIS rents out all this power through the cloud [--]. $ARM designs the tiny brains that run on low power [--]. $QCOM puts those brains into phones cars & edge devices [--]. $ANET is the network that connects everything together [--]. $ALAB makes the parts that move data fast inside the system [--]. $PLTR turns all that raw"  
[X Link](https://x.com/FuturumEquities/status/1936771946060087371)  2025-06-22T13:03Z 18.6K followers, 41.8K engagements


"They said $NVDA was just a hardware stock in an AI bubble headed to $50 -- now it's the worlds most valuable company again 🤩"  
[X Link](https://x.com/FuturumEquities/status/1937874504069611633)  2025-06-25T14:04Z 18.6K followers, 18.6K engagements


"$PLTR SIGNS $100M DEAL TO BUILD THE FIRST AI-POWERED NUCLEAR OS A major step in proving the scalability of Palantirs platform -- and why it earned a top [--] spot on our Futurum AI Fifteen"  
[X Link](https://x.com/FuturumEquities/status/1938218878586503404)  2025-06-26T12:52Z 18.6K followers, 52.2K engagements


"Lets dive into our [--] favorite semiconductor names to see which stock is the most undervalued at its current valuation 🧐 $ARM $NVDA $AMAT $ASML $TSM $LRCX $AMD $PI $KLAC $AVGO $MRVL $ADI $ON $TXN $INTC $CDNS $SWKS $SNPS $QCOM $ALAB $AEHR $SMH"  
[X Link](https://x.com/FuturumEquities/status/1938946174054211809)  2025-06-28T13:02Z 18.6K followers, 26.4K engagements


"$NVDA MOAT IS PROTECTED BY THREE KEY PILLARS CUDA lock-in -- decades of ecosystem depth and unmatched developer tooling Supply chain control -- co-designed with $TSM early access to HBM3E and vertical coordination Inference dominance -- where most AI workloads are headed and where NVIDIA leads on both efficiency and software"  
[X Link](https://x.com/FuturumEquities/status/1939336220330569756)  2025-06-29T14:52Z 18.6K followers, 84.4K engagements


"TOP [--] STRONGEST MOATS IN THE MARKET [--]. $NVDA Nvidia [--]. $AMZN Amazon [--]. $TSM Taiwan Semi [--]. $AVGO Broadcom [--]. $PLTR Palantir [--]. $ASML ASML [--]. $META Meta [--]. $NOW ServiceNow [--]. $ORCL Oracle [--]. $GOOGL Google [--]. $AXON Axon [--]. $ARM Arm https://twitter.com/i/web/status/1941502577650356643 https://twitter.com/i/web/status/1941502577650356643"  
[X Link](https://x.com/FuturumEquities/status/1941502577650356643)  2025-07-05T14:21Z 18.6K followers, 57.6K engagements


"Todays Futurum Signal breaks down why the Big Beautiful Bill Act is more than stimulus -- its a tailwind for these [--] names [--]. $NVDA NVIDIA [--]. $TSM Taiwan Semi [--]. $PLTR Palantir [--]. $AVGO Broadcom [--]. $RKLB Rocket Lab [--]. $ASTS AST SpaceMobile [--]. $EOSE Eos Energy [--]. $MU Micron [--]. $VRT Vertiv [--]. $OKLO Oklo Subscribers get it FREE at 10AM ET"  
[X Link](https://x.com/FuturumEquities/status/1942192980666040507)  2025-07-07T12:04Z 18.6K followers, 64.5K engagements


"IF $NVDA IS THE ENGINE -- THIS IS THE FUEL PIPELINE The chart says it all -- the next leg of the AI boom is in the data stack powering the workloads: $NOW -- embedding intelligence into enterprise systems at scale $PLTR -- turning messy data into mission-critical workflows $SNOW -- organizing and activating massive enterprise data $PANW -- securing the flow from breach to deployment $CRWD -- securing the pipes so it can flow safely"  
[X Link](https://x.com/FuturumEquities/status/1943077179212116352)  2025-07-09T22:37Z 18.6K followers, 23.3K engagements


"3 WAYS TO PLAY $NVDA CEO JENSEN HUANGS AGENTIC AI IS HERE CALL [--]. $TSM -- Manufactures the worlds most advanced AI chips [--]. $AVGO -- Powers AI data flow with custom ASICs & networking silicon [--]. $ASML -- Supplies the EUV tools that make cutting-edge AI chips possible"  
[X Link](https://x.com/FuturumEquities/status/1943374820894531819)  2025-07-10T18:20Z 18.6K followers, 34K engagements


"TOP [--] DATA INTELIGENCE LEADERS IN [----] [--]. $ORCL -- Multi-cloud lock-in + mission-critical dominance [--]. $SAP -- ERP data turned AI engine via BTP & Databricks [--]. $AMZN -- AWS remains the backend for AI-native scale [--]. $MSFT -- Azure + Fabric = end-to-end data control [--]. $GOOGL -- BigQuery + Vertex AI powering enterprise AI infra"  
[X Link](https://x.com/FuturumEquities/status/1943715538716569692)  2025-07-11T16:54Z 18.6K followers, 29.1K engagements


"THE TWO PILLARS OF THE NEW DIGITAL ECONOMY -- $TSM & $ASML -- REPORT THIS WEEK ASML builds the machines. TSMC turns them into silicon. Together they anchor the global compute stack. This weeks earnings will show whether the AI cycle is still compounding"  
[X Link](https://x.com/FuturumEquities/status/1944741028952707502)  2025-07-14T12:49Z 18.6K followers, 25.1K engagements


"$NVDA CHINA GREENLIGHT JUST REACTIVATED THE AI SUPPLY CHAIN $NVDA: China was offline. Now its back -- & H20 sales alone could add $5B per quarter. $AMD: Chinas inference stack needs alternatives -- AMDs open platform is ready to scale. $TSM: Every H20 is built at TSMC -- CoWoS packaging ramps as orders flood back in. $ASML: More chips means more EUV -- especially high-NA tools for next-gen inference nodes. $MU: Inference is memory-hungry -- Chinas return drives demand for Microns HBM & GDDR6X. $AVGO: NVIDIA clusters run on Broadcom interconnects -- AI rack demand now surging in China. $ARM:"  
[X Link](https://x.com/FuturumEquities/status/1945109814201475479)  2025-07-15T13:14Z 18.6K followers, 81.8K engagements


"$ASML MAKES THE TOOLS THAT MAKE MODERN COMPUTING POSSIBLE $NVDA designs the GPU engines $TSM manufactures them at scale $AVGO handles connectivity and integration ASML builds the only machines in the world that make this possible"  
[X Link](https://x.com/FuturumEquities/status/1945538335457644773)  2025-07-16T17:37Z 18.6K followers, 24.3K engagements


"$TSM JUST PROVED WHY ITS #1 IN THE FUTURUM AI FIFTEEN TSMC just reminded everyone who runs the AI stack : 60% of revenue is now AI 3nm is booked -- 2nm is heating up. N2 margins will beat N3 Full earnings breakdown in this mornings @FuturumEquities Daily Signal"  
[X Link](https://x.com/FuturumEquities/status/1945853791187910704)  2025-07-17T14:31Z 18.6K followers, 19.5K engagements


"$ALAB JUST PROVED WHY ITS IN THE FUTURUM AI FIFTEEN -- UP 20% TODAY AI workloads are exploding & Astera owns the I/O bottleneck with Aries & Taurus powering memory-rich hyperscaler systems Scorpio platform puts Astera at the heart of next-gen data center interconnect"  
[X Link](https://x.com/FuturumEquities/status/1947311018373181512)  2025-07-21T15:01Z 18.6K followers, 30.6K engagements


"WHY ELON MUSK SHIFTING TO WAR-TIME MODE CHANGES THE $TSLA NARRATIVE"  
[X Link](https://x.com/FuturumEquities/status/1947672054146175024)  2025-07-22T14:56Z 18.6K followers, 24.9K engagements


"NEXT WEEKS EARNINGS ARE STACKED Mon: $CDNS Tues: $PYPL $SOFI $SPOT $UNH $V $SBUX Wed: $MSFT $META $ARM $QCOM $HOOD $VRT $LRCX $CVNA $EOSE Fed Decision & ADP Jobs Thu: $AMZN $AAPL $COIN $NET $MA $RACE $RBLX $MSTR $RDDT $ROKU $FSLR & Core PCE"  
[X Link](https://x.com/FuturumEquities/status/1949069934031782013)  2025-07-26T11:30Z 18.6K followers, 46.4K engagements


"HOW THE SEMICONDUCTOR ECOSYSTEM IS POWERING THE FOUNDATIONS OF AI 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"  
[X Link](https://x.com/FuturumEquities/status/1949097466110111927)  2025-07-26T13:20Z 18.6K followers, 32.3K engagements


"$NVDA DATA CENTER REVENUE UP 10X IN TWO YEARS"  
[X Link](https://x.com/FuturumEquities/status/1950318796490887445)  2025-07-29T22:13Z 18.6K followers, 40.2K engagements


"HOW THE BIG CLOUD PROVIDERS STACK UP LTM Sales: $AMZN AWS -- $112B $MSFT Azure -- $75B $GOOGL Cloud -- $49B $ORCL Cloud -- $10B"  
[X Link](https://x.com/FuturumEquities/status/1950681057000673651)  2025-07-30T22:13Z 18.6K followers, 29.8K engagements


"FUTURUM EU DEAL DOZEN REVEAL We curated the Futurum EU Deal Dozen -- companies we believe will see accelerated demand from the U.S.EU trade deal. Ranked by our proprietary AIRometer Score 👇"  
[X Link](https://x.com/FuturumEquities/status/1951691413093323233)  2025-08-02T17:07Z 18.6K followers, 49.4K engagements


"$PLTR $10B ARMY DEAL SIGNALS COMPANY IS BECOMING THE CONSOLIDATION LAYER FOR AI DATA IN HARD-TO-PENETRATE DEFENSE MOATS"  
[X Link](https://x.com/FuturumEquities/status/1952423598540702105)  2025-08-04T17:37Z 18.6K followers, 37.4K engagements


"$ALAB -- PART OF THE FUTURUM AI FIFTEEN -- UP 35% TODAY AIs biggest bottleneck is data movement & Astera Labs just delivered the earnings print that proves it"  
[X Link](https://x.com/FuturumEquities/status/1953096688639590885)  2025-08-06T14:11Z 18.6K followers, 33.2K engagements


"$AMD CEO SAYS THE MI400 WILL OFFER UP TO 10X PERFORMANCE ON ADVANCED FRONTIER MODEL"  
[X Link](https://x.com/FuturumEquities/status/1954690671199363105)  2025-08-10T23:45Z 18.6K followers, 20.3K engagements


"The AI chip market is set to grow at a massive 30% CAGR over the next decade -- here are the AI infrastructure stocks were monitoring 🧐 AI Chips & Semi Supply Chain -- $NVDA $AVGO $TSM $ASML $AMD $INTC $KLAC $LRCX $ARM $AMAT Cloud -- $AMZN $MSFT $GOOGL $DOCN $ORCL AI Data Center Infra -- $NBIS $CRWV $VRT Nuclear & Energy -- $OKLO $NNE $BWXT $CEG $SMR $CCJ $FSLR $EOSE Networking & Interconnect -- $ALAB $MRVL $CSCO $ANET Data Platforms & Enterprise AI Ops -- $PLTR $SNOW $MDB $DDOG $GTLB $ESTC $CFLT $NOW $IBM"  
[X Link](https://x.com/FuturumEquities/status/1956738180658663576)  2025-08-16T15:21Z 18.6K followers, 47.6K engagements


"TOP AI EXPOSURE IN THE DATA CENTER BY REVENUE [--]. $NVDA 58% [--]. $TSM 15% [--]. $AVGO 12% [--]. $AMD 3% [--]. $MRVL 3% [--]. $MU 2% [--]. $ARM 1%"  
[X Link](https://x.com/FuturumEquities/status/1960097875767304284)  2025-08-25T21:52Z 18.6K followers, 34K engagements


"$MDB IS A FUTURUM AI FIFTEEN HOLDING & JUST PROVED WHY Atlas has reaccelerated for two straight quarters to 75% of revenue as enterprises move mission-critical AI workloads that relational systems cant handle. Atlas is becoming the bridge between private data & AI models"  
[X Link](https://x.com/FuturumEquities/status/1960683334960603323)  2025-08-27T12:38Z 18.6K followers, 36.7K engagements


"$NVDA is no longer just a hardware company. CUDA is the backbone of AI quantum & robotics -- driving everything from model training to quantum simulations on GPUs & robotics acceleration. A $10T company in the making -- regardless of whether LLMs become a commodity"  
[X Link](https://x.com/FuturumEquities/status/1967681504512995501)  2025-09-15T20:06Z 18.6K followers, 35.5K engagements


"$ASML TRADING BELOW ITS HISTORICAL MEDIAN P/E The only company that can print the chips powering the new digital economy -- and the market is pricing it like a cyclical not a monopoly"  
[X Link](https://x.com/FuturumEquities/status/1967967962436173904)  2025-09-16T15:04Z 18.6K followers, 36.9K engagements


"$IREN ANNOUNCES PURCHASE OF [----] $AMD MI350X 👀"  
[X Link](https://x.com/FuturumEquities/status/1970125934117417307)  2025-09-22T14:00Z 18.6K followers, 35.4K engagements


"WHY ARE HYPERSCALERS TURNING TO NEW ENTRANTS As hyperscalers and large enterprises scramble for high-demand compute smaller AI datacenter operators are scaling quickly to capture the surge. The biggest winners will be whoever can stand up GPU capacity the fastest. 1M Performance $NBIS +51% $IREN +78% $CIFR +105% $APLD +50%"  
[X Link](https://x.com/FuturumEquities/status/1970554622386544794)  2025-09-23T18:23Z 18.6K followers, 30.3K engagements


"$ORCL AND OPENAI TO ANNOUNCE DATACENTER EXPANSION IN TEXAS This is more fuel for the Futurum AI [--] with names like $OKLO $ALAB $ASML $TSM and $AVGO leading the charge. $MU reported today showing continued momentum with $2B in HBM revenue last quarter ($8B run-rate) and data center now 56% of total revenue at 52% gross margin. We remain bullish on the datacenter buildout as demand continues to accelerate and are looking forward to commentary from the Micron earnings call"  
[X Link](https://x.com/FuturumEquities/status/1970593017427042388)  2025-09-23T20:56Z 18.6K followers, 66.3K engagements


"HAS THE AI UTILITY ERA HAS BEGUN $IREN is proving the pivot from Bitcoin mining to AI infrastructure with $500M+ revenue net income positive results [---] MW energized and nearly [--] GW of renewable power lined up. After a huge run the stock is pulling back today. a pattern also seen in $CIFR and $WULF as traders take profits. With 10K GPUs already online plans for 60K+ $NVDA Blackwells and hyperscaler demand from names like $GOOGL IREN is emerging as a true power-to-compute utility. Read more about this in yesterday's Daily Signal 👇"  
[X Link](https://x.com/FuturumEquities/status/1971604451900494234)  2025-09-26T15:55Z 18.6K followers, 35K engagements


"$SHOP AND $NET BOTH RUN ON NEBIUS $NBIS is becoming the AI cloud of choice for companies you wouldnt expect to overlap. Much of this demand also flows through Toloka owned by Nebius which supplies the training data powering enterprise AI workflows. And demand for compute starts with demand on their services: millions of merchants on Shopify and billions of requests across Cloudflares edge. Shopify Uses training data from Toloka to enhance ML workflows Cloudflare Leverages Toloka to perform powerful AI inference at the edge of its global network"  
[X Link](https://x.com/FuturumEquities/status/1971952554302136803)  2025-09-27T14:58Z 18.6K followers, 55.1K engagements


"AI CONSUMPTION WILL INCREASE 10X IN [----] We are forecasting the measurable consumption of AI inference queries from 50T tokens in [----] to 500T tokens next year. That means demand will accelerate from here which explains why $CRWV $GOOGL $MSFT are signing multi-GW deals with AI and neocloud companies. Respectively $CORZ and $APLD $WULF and $CIFR and $NBIS already locked in capacity and its still not enough to meet supply. The next companies to watch are $IREN $HUT and $HIVE: all with land power and GPU pipelines in motion that position them as the next wave of AI datacenter providers. $IREN"  
[X Link](https://x.com/FuturumEquities/status/1972041099775762522)  2025-09-27T20:50Z 18.6K followers, 55.6K engagements


"FUTURUM AI FIFTEEN REBALANCE The new list drops TONIGHT. Weve expanded our scope digging deeper into the Utility Layer and highlighting one of the strongest themes in AI right now. Key leaders from the last [--] crushed it: $ORCL Oracle +32.95% $MU Micron +33.49% $TSM Taiwan Semi +28.34% $AVGO Broadcom +33.62% $ALAB Astera Labs +116.39% The AIRometer Score ran the models the data spoke and the lineup has evolved. Stay tuned The full rebalance goes live tonight on FUTURUM AI FIFTEEN REVEAL We built the Futurum AI Fifteen -- a curated list of non-Mag [--] companies we believe are gaining critical"  
[X Link](https://x.com/FuturumEquities/status/1972384935572111604)  2025-09-28T19:36Z 18.6K followers, 105.9K engagements


"$NVDA GPUs becoming the core compute engine for almost every major secular growth theme: 24/7 inference powering copilots and AI search across Azure AWS and GCP. Edge inference running in millions of cars drones and humanoid robots. Hybrid quantum-class algorithms that will still lean on GPU-based simulators and NVIDIAs CUDA-Q stack for years to come. All of these workloads run on the same accelerated-compute architecture so every new use-case stacks on top of the same NVIDIA rails. Thats why we see NVIDIA as a potential $10T company in the making"  
[X Link](https://x.com/FuturumEquities/status/1973005565510189548)  2025-09-30T12:42Z 18.6K followers, 24.6K engagements


"$META IS BUYING RIVOS TO STRENGTHEN ITS IN-HOUSE AI CHIPS $AMZN kicked this off with Inferentia and Trainium. $GOOGL built TPUs. $MSFT has Maia and Cobalt. Now $META joining the club with Rivos. Even as hyperscalers push their own inference chips they still rely on massive GPU clusters for model training & the heaviest inference workloads. Thats why $NVDA remains the biggest beneficiary. It owns the compute-intensive layers of AI and keeps widening its lead with CUDA networking software and full-stack racks"  
[X Link](https://x.com/FuturumEquities/status/1973127186501820587)  2025-09-30T20:45Z 18.6K followers, 27.9K engagements


"This isnt about $AMD replacing $NVDA -- its about adding badly-needed training capacity to the market. This also isn't a zero-sum GPU war. Its the start of a more open more abundant AI infra stack & expand the pool of builders who can afford to train their own models. $AMD & $IBM STRIKE MULTI-YEAR DEAL TO SCALE AI TRAINING ON IBM CLOUD IBM will deploy one of the first large AMD Instinct MI300X GPU clusters as a full-stack training platform with Zyphras $1B foundation-model workloads running on the new AMD-powered infrastructure. https://t.co/woKjTNkOGf $AMD & $IBM STRIKE MULTI-YEAR DEAL TO"  
[X Link](https://x.com/FuturumEquities/status/1973372479818309891)  2025-10-01T13:00Z 18.6K followers, 42.9K engagements


"$NVDA IS NOW WORTH MORE THAN $AMZN & $META COMBINED Nvidia has locked up the high-end AI compute stack: $GOOGL Gemini $TSLA robotaxi & OpenAIs GPT-5 stack runs on racks of Nvidia GPUs. Those racks are wired with NVLink/NVSwitch powered by HBM3e memory & driven by Nvidias CUDA software ecosystem. No other company controls both the hardware & software ecosystem at this scale"  
[X Link](https://x.com/FuturumEquities/status/1973394283987345433)  2025-10-01T14:27Z 18.6K followers, 30.7K engagements


"THIS $INTC + $AMD NEWS WOULD BE A MAJOR SHIFT For Intel landing AMDs orders would prove its $100B Foundry [---] pivot can win real external customers helping fill its new 18A and 14A fabs & lift margins. Everyone NEEDS a second AI factory. $INTC IS IN EARLY TALKS TO START BUILDING CHIPS FOR $AMD AT ITS OWN FACTORIES https://t.co/HGn2GSuaaZ $INTC IS IN EARLY TALKS TO START BUILDING CHIPS FOR $AMD AT ITS OWN FACTORIES https://t.co/HGn2GSuaaZ"  
[X Link](https://x.com/FuturumEquities/status/1973450707736076517)  2025-10-01T18:11Z 18.6K followers, 43.6K engagements


"THIS IS EXACTLY WHY $NBIS LANDED ON OUR FUTURUM AI [--] LIST The real bottleneck for AI now is GPU-dense power & inference capacity. Nebius is filling that gap with 100K+ $NVDA GB300 GPUs under a $17B $MSFT Azure contract. Azures +39% growth plus $AMZN AWS +20% & $GOOGL GCP +30% means hyperscalers still need more capacity. $IREN is the other piece with 3.5/kWh renewable power NVIDIA-backed liquid-cooled racks & plans to reach [---] GW by next year. That is why both sit on the Futurum AI [--] $MSFT PARTNERS WITH $NBIS TO ACCESS 100K $NVDA GPUS IN $33B NEOCLOUD PUSH The deal also lets Microsoft run"  
[X Link](https://x.com/FuturumEquities/status/1973763661689745468)  2025-10-02T14:55Z 18.6K followers, 61.2K engagements


"$IREN has been THE stock to own the last [--] months 👀"  
[X Link](https://x.com/FuturumEquities/status/1973794521566883858)  2025-10-02T16:57Z 18.6K followers, 41.6K engagements


"$INTC is starting to look like Americas comeback kid 👀"  
[X Link](https://x.com/anyuser/status/1973866240713413003)  2025-10-02T21:42Z 18.6K followers, 35.4K engagements


"TWO NAMES STILL MISSING FROM THE CORE HARDWARE LINEUP IN HUMANOID ROBOTS $QCOM powers the edge AI chips that make real-time perception & decision-making possible $MU supplies the high-bandwidth memory every robot brain needs to process & store massive sensor data COMPANIES SUPPLYING THE CORE HARDWARE & AI SYSTEMS USED DIRECTLY IN HUMANOID ROBOTS $TSLA is building the robots & training the brains $NVDA & $AMD run the compute that drives them $LAZR $INVZ $LIDR & $INTC give them the eyes & depth perception to navigate the world https://t.co/fds73dVGEK COMPANIES SUPPLYING THE CORE HARDWARE & AI"  
[X Link](https://x.com/FuturumEquities/status/1974098180951445856)  2025-10-03T13:04Z 18.6K followers, 73.8K engagements


"The markets finally seeing why $AMD was #7 on our Futurum AI Fifteen list 😏"  
[X Link](https://x.com/FuturumEquities/status/1975157243336331292)  2025-10-06T11:12Z 18.6K followers, 39.3K engagements


"5 BIGGEST WINNERS FROM $AMD + OPENAI DEAL [--]. $TSM TSMC [--]. $ASML ASML [--]. $ANET Arista Networks [--]. $MU Micron [--]. $ALAB Astera Labs https://twitter.com/i/web/status/1975271466741735807 https://twitter.com/i/web/status/1975271466741735807"  
[X Link](https://x.com/FuturumEquities/status/1975271466741735807)  2025-10-06T18:46Z 18.6K followers, 29.6K engagements


"$TSLA WILL UNVEIL A MORE AFFORDABLE MODEL Y ON TUESDAY The headline wont move the stock unless it proves a real step down in production costs. The car is now just the cash engine for Teslas push into autonomy & robotics"  
[X Link](https://x.com/FuturumEquities/status/1975323300697198822)  2025-10-06T22:12Z 18.6K followers, 23.6K engagements


"US APPROVES BILLIONS IN $NVDA CHIP EXPORTS TO THE UAE First approval under Trump tied to a new AI partnership & the UAEs $1.4T US investment plan"  
[X Link](https://x.com/FuturumEquities/status/1976255121106579876)  2025-10-09T11:55Z 18.6K followers, 31.4K engagements


"15 WAYS TO PLAY THE AI DATA CENTER BUILDOUT AI HARDWARE $NVDA engine driving every data center buildout $TSM foundry every chip depends on $ASML gatekeeper of lithography $ARM architecture inside everything $AMD catching the next leg of the compute cycle AI CONNECTIVITY $AVGO silicon highway linking data centers $ALAB connective tissue of the AI rack $CRDO fiber layer moving data at terabit speeds $MRVL switchboard of modern data centers $ANET network brain of the AI cloud AI UTILITY $CRWV the hyperscaler behind the hyperscalers $IREN powering industrial-scale compute $CIFR mining the AI grid"  
[X Link](https://x.com/FuturumEquities/status/1977000420582342918)  2025-10-11T13:16Z 18.6K followers, 86.2K engagements


"$TSM NOW CONTROLS OVER 70% OF THE GLOBAL FOUNDRY MARKET Hard to overstate how central it is to AI when every major name including $NVDA $AAPL $AMD & $QCOM depends on TSMC to turn chip designs into production. The entire ecosystem runs through their fabs"  
[X Link](https://x.com/FuturumEquities/status/1977723053741088923)  2025-10-13T13:08Z 18.6K followers, 22.1K engagements


"$TSM earnings this week will be the pulse check for the entire AI supply chain. You cant build a trillion-dollar compute economy without it. From $MSFT to $AMZN to $GOOGL depends on TSMCs wafers to turn capital into AI capacity. Its the true factory of AI"  
[X Link](https://x.com/FuturumEquities/status/1977864631486959883)  2025-10-13T22:30Z 18.6K followers, 14K engagements


"$ASML is the AI kingmaker because every LLM GPU stack and advanced chip is built with its machines. Their earnings tomorrow will show how far we are in the real AI supply chain and the physical expansion of semiconductor capacity"  
[X Link](https://x.com/FuturumEquities/status/1978151618332766553)  2025-10-14T17:31Z 18.6K followers, 13.3K engagements


"$IREN has [--] gigawatts of secured power dedicated to its data centers. What makes this even more important is that power is quickly becoming the new currency of the AI economy. GPUs are useless w/o energy & hyperscalers dont have dedicated power infrastructure at this scale"  
[X Link](https://x.com/FuturumEquities/status/1978925540397420657)  2025-10-16T20:46Z 18.6K followers, 133.7K engagements


"$GS says Chinas lithography tech is two decades behind $ASML. With full control of EUV ASML is the toll collector every $TSM & $NVDA wafer passes through to build the next wave of AI chips"  
[X Link](https://x.com/FuturumEquities/status/1981070190436839517)  2025-10-22T18:48Z 18.6K followers, 25.7K engagements


"$IBM is saying the first error corrected quantum computer is coming by [----] & real customers like HSBC & Vanguard are already getting performance gains from their systems. $AMD partnership plus Europes new Quantum System Two shows this is becoming global infrastructure"  
[X Link](https://x.com/FuturumEquities/status/1981304740819407169)  2025-10-23T10:20Z 18.6K followers, 30.6K engagements


"$QCOM IS PRICED LIKE A HANDSET NAME BUT BECOMING AN AI INFRA PLAYER Qualcomm is ripping after announcing new AI datacenter products & 200MW deployment deal with Humain The market is starting to realize this is a physical AI & autonomy stack that belongs in the AI infra bucket"  
[X Link](https://x.com/FuturumEquities/status/1982819404048900286)  2025-10-27T14:39Z 18.6K followers, 22.1K engagements


"Three weeks ago we called for the rerate on $QCOM because they are building the physical AI & robotics stack that runs the world beyond phones Today they rolled out new AI datacenter chips to take on $NVDA and $AMD with Ai200 and Ai250 arriving over the next two years"  
[X Link](https://x.com/FuturumEquities/status/1982851170558529540)  2025-10-27T16:45Z 18.6K followers, 40.4K engagements


"$NVDA CEO Jensen Huang said were not in an AI bubble but in a transition from old computing to accelerated computing. Every data center enterprise stack & cloud workload is shifting to GPU infra where Nvidia is the toll collector on that migration"  
[X Link](https://x.com/FuturumEquities/status/1983522762246537517)  2025-10-29T13:14Z 18.6K followers, 57.6K engagements


"$MSFT $AMZN $META & $GOOGL spent more than $100B on CapEx last quarter alone. Almost every dollar is going into the physical buildout of the AI economy like new data centers power procurement & GPU infrastructure. Still early in what will be a decade-long buildout"  
[X Link](https://x.com/FuturumEquities/status/1985010499881426947)  2025-11-02T15:45Z 18.6K followers, 18.5K engagements


"$NVDA CEO Jensen Huang says Germany will be one of the largest AI markets in the world. Nvidia and Deutsche Telekom are building a $1.1B data center with up to 10K GPUs boosting Germanys AI capacity by 50% in 2026"  
[X Link](https://x.com/FuturumEquities/status/1985685649085874278)  2025-11-04T12:28Z 18.6K followers, 17K engagements


"$NVDA doesnt rely on China to clear its inventory since every Blackwell & Hopper-class GPU it can make is already spoken for by hyperscalers in the U.S. Europe & the Middle East. The real question is how far the U.S. allows China to lag"  
[X Link](https://x.com/FuturumEquities/status/1986083461766291797)  2025-11-05T14:49Z 18.6K followers, 17K engagements


"$RBRK just signed a strategic collaboration agreement with $AMZN AWS to pull its data security & AI stack deeper into Amazons cloud. It tightens Rubriks Zero Trust platform across AWS workloads and gives customers faster backup smarter threat detection and a clearer path to AI-driven resilience"  
[X Link](https://x.com/FuturumEquities/status/1987885349360848925)  2025-11-10T14:09Z 18.6K followers, 17.3K engagements


"$NBIS just proved why they belong in the Futurum AI [--]. Moving contracted capacity from [--] GW to more than [---] GW by [----] and targeting up to [--] GW of fully connected power puts them on the same trajectory as the early phases of the major AI utilities. It is the kind of capacity curve you only see when the customer pipeline is expanding faster than the original build plan"  
[X Link](https://x.com/FuturumEquities/status/1988226341255438689)  2025-11-11T12:44Z 18.6K followers, 44.8K engagements


"$AMD is the clear leader in adaptive computing with wins across the largest aerospace auto & imaging companies. Design commitments are on pace to exceed $16B by [----] as those programs move into full production"  
[X Link](https://x.com/FuturumEquities/status/1988310669750661465)  2025-11-11T18:19Z 18.6K followers, [----] engagements


"$AMD CEO LISA SU SAYS DATA CENTER TAM HITS $1T BY [----] Power Layer $CEG $NEE $VST $EOSE $NNE Nuclear Layer $OKLO $SMR $LEU $GEV $CCJ $BWXT AI Compute Layer $NBIS $IREN $CRWV $CIFR $WULF $ALPD"  
[X Link](https://x.com/FuturumEquities/status/1988318575921447100)  2025-11-11T18:51Z 18.6K followers, 16.7K engagements


"$IBM just unveiled Quantum Nighthawk its most powerful quantum processor yet. IBM says verified quantum advantage will be proven by more people before [----] ends"  
[X Link](https://x.com/FuturumEquities/status/1988564354921345300)  2025-11-12T11:07Z 18.6K followers, 14.2K engagements


"OpenAIs $MSFT Azure inference bill is now $4B per quarter. Every dollar of spend becomes someone elses revenue $NVDA in GPUs $MSFT in cloud $TSM in wafers $VRT in power systems $NBIS $IREN & $CIFR in data-center energy. Inference costs growing in lockstep with revenue show the markets still early in the hardware monetization phase of AI"  
[X Link](https://x.com/FuturumEquities/status/1988706796509569125)  2025-11-12T20:33Z 18.6K followers, 20.8K engagements


"THE FUTURE IS ON SALE THIS WEEK AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM $INTC $QCOM AI Network $AVGO $ALAB $MRVL $NET $ANET AI Utility $CRWV $NBIS $IREN $CIFR $WULF AI Cloud $MSFT $AMZN $GOOGL $DOCN $ORCL AI Data Platforms $PLTR $SNOW $MDB $NOW AI Security $CRWD $ZS $PANW $RBRK Nuclear $OKLO $SMR $LEU $GEV $CCJ $BWXT Grid & Power $CEG $NEE $VST $EOSE $NNE"  
[X Link](https://x.com/FuturumEquities/status/1989045412746129921)  2025-11-13T18:59Z 18.6K followers, 49.2K engagements


"$IREN just signed a massive AI cloud deal with $MSFT to deploy $NVDA GB300 GPUs at its Childress site. Another example of how energy-rich data centers are becoming the new leverage point in the AI economy where data centers evolve into foundation layer of national AI capacity. $IREN just signed a 5-year $10B AI cloud deal with $MSFT to deploy $NVDA GB300 GPUs at its 750MW Childress site through [----]. It also secured a $5.8B hardware purchase from $DELL to support the build that marks one of the largest AI infrastructure agreements to date. https://t.co/ljyhgABSlJ $IREN just signed a 5-year"  
[X Link](https://x.com/FuturumEquities/status/1985305266875957341)  2025-11-03T11:17Z 18.6K followers, 42.3K engagements


"Every story you see about hyperscalers building new compute factories connects directly to why $PLTR can post one of the strongest earnings weve seen in a while. Trillions in AI infrastructure CapEx are creating raw capacity but capacity alone doesnt create productivity. Palantir sits right at that conversion point which is why they rank in the top [--] of the Futurum AI Fifteen"  
[X Link](https://x.com/FuturumEquities/status/1985741233541746764)  2025-11-04T16:09Z 18.6K followers, [----] engagements

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