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

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +1,288%

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

- X Week XX -XX%
- X Month XX +194%

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

- X Week XXXXXX +5.20%
- X Month XXXXXX +39%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1918430329112801280/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$amd](/topic/$amd) #291, [$nvda](/topic/$nvda) #1273, [$qcom](/topic/$qcom) #113, [$tsm](/topic/$tsm) #61, [$mu](/topic/$mu) #125, [$amzn](/topic/$amzn) #192, [$tsla](/topic/$tsla) #603, [infrastructure](/topic/infrastructure) #242, [$asml](/topic/$asml) #61, [asml](/topic/asml) #110

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@007ofwallst](/creator/undefined) [@grok](/creator/undefined) [@sergeycyw](/creator/undefined) [@oyoy__](/creator/undefined) [@nichola30641241](/creator/undefined) [@zeff_pena](/creator/undefined) [@martysevmotors](/creator/undefined) [@valuemetrixhq](/creator/undefined) [@henrybyalikov](/creator/undefined) [@alerts_bullish](/creator/undefined) [@dannycgallo](/creator/undefined) [@samsolid57](/creator/undefined) [@cholevovo](/creator/undefined) [@dr_martin123](/creator/undefined) [@rwang07](/creator/undefined) [@akinatorassets](/creator/undefined) [@bullishtrade47](/creator/undefined) [@stockstormx](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intel Corporation (INTC)](/topic/$intc) [IREN Limited (IREN)](/topic/$iren) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [IBM (IBM)](/topic/ibm) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Apple, Inc. (AAPL)](/topic/$aapl) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [MercadoLibre Inc (MELI)](/topic/$meli) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Arista Networks Inc (ANET)](/topic/$anet) [IonQ, Inc. (IONQ)](/topic/$ionq) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Palantir (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [UiPath, Inc. (PATH)](/topic/$path) [TeraWulf Inc. (WULF)](/topic/$wulf) [Luminar Technologies, Inc. Class A Common Stock (LAZR)](/topic/$lazr) [Netflix Inc (NFLX)](/topic/$nflx) [Reddit, Inc. (RDDT)](/topic/$rddt) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Pfizer, Inc. (PFE)](/topic/$pfe) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts [#](/creator/twitter::1918430329112801280/posts)
---
Top posts by engagements in the last XX hours

"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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-09T11:55Z 15.6K followers, 30.9K engagements


"$DELL JUST NEARLY DOUBLED ITS LONG-TERM GROWTH TARGETS"  
[X Link](https://x.com/FuturumEquities/status/1975559160763982117) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-07T13:49Z 15.6K followers, 10.1K engagements


"The markets finally seeing why $AMD was #7 on our Futurum AI Fifteen list 😏"  
[X Link](https://x.com/FuturumEquities/status/1975157243336331292) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-06T11:12Z 15.5K followers, 39.2K engagements


"$QCOM TO ACQUIRE ARDUINO TO EXPAND DEEPER INTO ROBOTICS & OPEN-SOURCE HARDWARE"  
[X Link](https://x.com/FuturumEquities/status/1975565360343752793) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-07T14:14Z 15.6K followers, 14.5K engagements


"Micron Technology - Q4 FY2025 Earnings $MU XXXXXX +3.62% AH ✅ Revenue: $11.32B (Est: $11.28B) +46% YoY ✅ EPS (Non-GAAP): $XXXX (Est: $3.00) Additional Metrics: Gross Margin: XXXX% (vs. XXXX% YoY) Operating Cash Flow: $5.73B +68% YoY FY25 Revenue: $37.38B +49% YoY FY25 EPS (Non-GAAP): $XXXX vs. $XXXX FY24 Q1 FY2026 Guidance: ⚪ Revenue: $12.5B $300M (Est: $12.49B) ⚪ EPS (Non-GAAP): $XXXX $XXXX (Est: $3.72) ⚪ Gross Margin: XXXX% 1.0%"  
[X Link](https://x.com/FuturumEquities/status/1970580920920146217) [@FuturumEquities](/creator/x/FuturumEquities) 2025-09-23T20:07Z 15.5K followers, 5192 engagements


"$GOOGL $MSFT & $AMZN are pouring billions into AI to protect the cash machines that keep them alive. AI is rewriting how search work & commerce run & if they dont own the chips models & platform they risk paying the toll instead of collecting it"  
[X Link](https://x.com/FuturumEquities/status/1975955645418622992) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-08T16:05Z 15.6K followers, 23.6K 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-06T22:12Z 15.5K followers, 23.4K 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-08-02T17:07Z 15.6K followers, 49.3K 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-13T22:30Z 15.6K followers, 13.5K engagements


"$AMD JUST RIPPED XX% IN A WEEK 😳"  
[X Link](https://x.com/FuturumEquities/status/1976031202814632203) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-08T21:05Z 15.6K followers, 41.9K engagements


"$CRM Agentforce XXX is now embedded inside ChatGPT. This moves Salesforce from being a platform you log into to the data layer behind AI-driven decisions. Every query report or visualization built through ChatGPT still runs on Salesforces infrastructure keeping it the system of record even as interfaces shift from apps to language. Its how Salesforce stays in the workflow while AI changes how people work"  
[X Link](https://x.com/FuturumEquities/status/1978073208667648241) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-14T12:19Z 15.6K followers, 7484 engagements


"$IBM DROPS NEW AI STACK AT TECHXCHANGE 2025 Agentic workflows in watsonx a new multi-model dev hub (Project Bob) and hybrid-cloud infra tools show IBM leaning hard into making AI agents the backbone of enterprise software"  
[X Link](https://x.com/FuturumEquities/status/1975546814511382890) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-07T13:00Z 15.6K followers, 4706 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-14T17:31Z 15.6K followers, 12.8K engagements


"RUBRIK IS PART OF THE FUTURUM AI FIFTEEN $RBRK strengthens the Operating Layer: securing data devices and networks as AI adoption scales. Its focus on resilience and recovery closes a vulnerability gap against evolving threats. $CRWD CrowdStrike Defending the Endpoint $PANW Palo Alto Securing the Network $NET Cloudflare Guardian of the Internet"  
[X Link](https://x.com/FuturumEquities/status/1972706622117126183) [@FuturumEquities](/creator/x/FuturumEquities) 2025-09-29T16:54Z 15.6K followers, 19.8K engagements


"$TSM BIGGEST CLIENTS X. $AMD XX% X. $NVDA XX% X. $QCOM XX% X. MediaTek XX% X. $INTC X% X. $AVGO X% X. $AAPL X% Nearly half of all revenue comes from AMD & Nvidia"  
[X Link](https://x.com/FuturumEquities/status/1978848491498610951) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-16T15:40Z 15.5K followers, 42.5K engagements


"$IREN has X 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-16T20:46Z 15.6K followers, 127.9K 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-11T13:16Z 15.6K followers, 85K engagements


"15 NAMES TO WATCH IN THE AGE OF ROBOTICS X. $TSLA -- Automates industrial workflows with Optimus a humanoid robot designed to enhance factory efficiency & AI-driven manufacturing. X. $AMZN -- Optimizes warehouse logistics with Kiva Systems by deploying autonomous robots to streamline fulfillment & reduce operational costs. X. $ISRG -- A robotic-assisted surgery with Da Vinci thats an AI-powered system enhancing precision minimizing invasiveness & improving patient outcomes. X. $NVDA -- Powers autonomous robotics with NVIDIA Isaac which is an AI-driven simulation & deployment platform"  
[X Link](https://x.com/FuturumEquities/status/1954231440297853076) [@FuturumEquities](/creator/x/FuturumEquities) 2025-08-09T17:20Z 15.6K followers, 275K engagements


"FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag X names we believe are building the next layer of AI infrastructure. Ranked by our proprietary AIRometer Score -- here are the top XX 👇"  
[X Link](https://x.com/FuturumEquities/status/1972466062089437611) [@FuturumEquities](/creator/x/FuturumEquities) 2025-09-29T00:58Z 15.6K followers, 611.2K engagements


"5 BIGGEST WINNERS FROM $AMD + OPENAI DEAL X. $TSM TSMC X. $ASML ASML X. $ANET Arista Networks X. $MU Micron X. $ALAB Astera Labs"  
[X Link](https://x.com/FuturumEquities/status/1975271466741735807) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-06T18:46Z 15.6K followers, 29.4K engagements


"$TSM NOW CONTROLS OVER XX% 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-13T13:08Z 15.6K followers, 21.2K engagements


"$INTC is starting to look like Americas comeback kid 👀"  
[X Link](https://x.com/FuturumEquities/status/1973866240713413003) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-02T21:42Z 15.6K followers, 35.2K engagements


"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](https://x.com/FuturumEquities/status/1976635553782366446) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-10T13:06Z 15.6K followers, 5485 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) [@FuturumEquities](/creator/x/FuturumEquities) 2025-09-16T15:04Z 15.6K followers, 36.6K engagements


"Catch all our videos on YouTube where Dan + Shay break down why $IREN made it on the Futurum AI portfolio & where we are in the AI trade cycle"  
[X Link](https://x.com/FuturumEquities/status/1978938544174321836) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-16T21:38Z 15.6K followers, 6465 engagements


"$DELL FLYING PAST TODAY 👀"  
[X Link](https://x.com/FuturumEquities/status/1975929966765474090) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-08T14:23Z 15.6K followers, 6851 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"  
[X Link](https://x.com/FuturumEquities/status/1974098180951445856) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-03T13:04Z 15.6K followers, 73.5K engagements


"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](https://x.com/FuturumEquities/status/1974158806092558505) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-03T17:05Z 15.6K followers, 3682 engagements


"Catch all our videos on YouTube where Dan + Shay break down why $TSM is a top X name in the Futurum AI portfolio & where we are in the AI trade cycle"  
[X Link](https://x.com/FuturumEquities/status/1978856641559699492) [@FuturumEquities](/creator/x/FuturumEquities) 2025-10-16T16:12Z 15.6K followers, 36.2K engagements