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

- X Week XXXXXX -XX%
- X Month XXXXXXX +17%
- X Months XXXXXXXXX +823%

### 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 -XX%
- X Months XXX +1,195%

### 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 +0.33%
- X Month XXXXXX +6.60%
- X Months XXXXXX +630%

### 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

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries) 

**Social topic influence**
[$nvda](/topic/$nvda) #579, [ai](/topic/ai), [$amd](/topic/$amd) #151, [$googl](/topic/$googl), [$amzn](/topic/$amzn) #249, [meta](/topic/meta) #4601, [$meta](/topic/$meta) #49, [$avgo](/topic/$avgo) #265, [amzn](/topic/amzn), [$msft](/topic/$msft) #205

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@stockstormx](/creator/undefined) [@someshhh_xyz](/creator/undefined) [@bullishtrade47](/creator/undefined) [@kenndavis4](/creator/undefined) [@stocktwits](/creator/undefined) [@riggsreport](/creator/undefined) [@dagenmcdowell](/creator/undefined) [@brianbrenberg](/creator/undefined) [@jackiedeangelis](/creator/undefined) [@loubasenese](/creator/undefined) [@logicalthesis](/creator/undefined) [@samsolid57](/creator/undefined) [@futurumequitiesreload9](/creator/undefined) [@consistentspike](/creator/undefined) [@william_r2rclub](/creator/undefined) [@patriotinvestr](/creator/undefined) [@valuemetrixhq](/creator/undefined) [@kaizen_investor](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Palantir (PLTR)](/topic/$pltr) [MercadoLibre Inc (MELI)](/topic/$meli) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [TeraWulf Inc. (WULF)](/topic/$wulf) [RAI Finance (SOFI)](/topic/$sofi) [Oklo Inc. (OKLO)](/topic/$oklo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Intel Corporation (INTC)](/topic/$intc) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Micron Technology, Inc. (MU)](/topic/$mu) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Centrus Energy Corp. (LEU)](/topic/$leu) [Apple, Inc. (AAPL)](/topic/$aapl) [Synopsys, Inc. (SNPS)](/topic/$snps) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe)
### Top Social Posts
Top posts by engagements in the last XX hours

"$DELL founder Michael Dell is committing $6.25B to jump-start Trumps investment accounts for every newborn 🫡"  
[X Link](https://x.com/FuturumEquities/status/1995841536391868913)  2025-12-02T13:04Z 17.4K followers, 2939 engagements


"$AMD CEO Lisa Su said at the UBS conference that memory is tightening across the supply chain including the high-bandwidth memory needed for AI training. This matters because HBM is now the real bottleneck in the AI buildout. $NVDA $GOOGL $META $AMZN & $MSFT can design endless GPUs but every accelerator still depends on a limited supply from $MU Samsung & SK Hynix"  
[X Link](https://x.com/FuturumEquities/status/1996246215554646170)  2025-12-03T15:52Z 17.4K followers, 7757 engagements


"Futurum Equities Podcast Episode #22 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $VKTX $AVGO $GOOGL $AMZN $META $CEG $SOFI $OKLO $EOSE $META"  
[X Link](https://x.com/FuturumEquities/status/1996946164332351792)  2025-12-05T14:14Z 17.4K followers, 5375 engagements


"Futurum Equities Podcast Episode #20 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META"  
[X Link](https://x.com/FuturumEquities/status/1991628900766785552)  2025-11-20T22:05Z 17.4K followers, 4492 engagements


"Futurum Equities Podcast Episode #21 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $AVGO $GOOGL $AMZN $META $CEG $LEU $OKLO $EOSE"  
[X Link](https://x.com/FuturumEquities/status/1993426441778999602)  2025-11-25T21:07Z 17.4K followers, 3820 engagements


"$INTC IFS showing signs of life with Intel set to build $AAPL chips again 👀"  
[X Link](https://x.com/FuturumEquities/status/1994424239336882414)  2025-11-28T15:12Z 17.4K followers, 1824 engagements


"$NVDA & $SNPS are deepening their partnership with a multiyear deal that includes a $2B Nvidia investment into Synopsyss stock The two are tying Synopsyss entire design stack to Nvidias AI compute so chip design simulation & digital twins all start to run on Nvidias rails"  
[X Link](https://x.com/FuturumEquities/status/1995486854062432697)  2025-12-01T13:35Z 17.4K followers, 3099 engagements


"$AMZN AWS & $GOOGL Cloud just launched a direct high-speed link between their platforms so data can move across clouds in minutes instead of weeks. This is a big deal because it removes one of the main frictions that kept enterprises from going multicloud in the first place"  
[X Link](https://x.com/FuturumEquities/status/1995497854790672413)  2025-12-01T14:18Z 17.4K followers, 14.9K engagements


"$MRVL is expanding its work with $MSFT to support Azures cloud security buildout in Europe. Its another sign that Azure is leaning harder into custom silicon partners as it scales its regional infrastructure"  
[X Link](https://x.com/FuturumEquities/status/1995506238373896290)  2025-12-01T14:52Z 17.4K followers, 5221 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)  2025-09-29T00:58Z 17.4K followers, 624.9K engagements


"$AMD & $HPE are expanding their partnership to push the next wave of open scalable AI infrastructure. HPE will be one of the first to adopt AMDs new Helios rack-scale architecture by tying it to $AVGO hardware for high-bandwidth Ethernet AI clusters"  
[X Link](https://x.com/FuturumEquities/status/1995859135771148539)  2025-12-02T14:14Z 17.4K followers, 7763 engagements


"The US is preparing to let $NVDA export its older H200 GPUs to China. Its a major shift in how AI export controls are being handled because H200 is far more capable than the current A800 and H20 parts China has been restricted to yet still well below the Blackwell roadmap the US wants to keep off limits"  
[X Link](https://x.com/FuturumEquities/status/1998093319696793604)  2025-12-08T18:12Z 17.4K followers, 17.9K engagements


"President Trump said the U.S. will allow approved sales of $NVDA H200 and other chips from $AMD & $INTC into China with XX% of the revenue flowing back to the U.S. under the agreement"  
[X Link](https://x.com/FuturumEquities/status/1998146920116810134)  2025-12-08T21:45Z 17.4K followers, 2799 engagements


"$META is prepping its next-gen Avocado model for a Q1 2026 launch. Early signals point to a pivot away from open-source as Meta tightens control in the AI race"  
[X Link](https://x.com/FuturumEquities/status/1998390924196643214)  2025-12-09T13:54Z 17.4K followers, 2580 engagements